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wMobile Wireless CRM

Product Overview 

The wMobile product enables users to have live wireless access to a GoldMine based CRM system from their handheld device.

wMobile contains full contact management features enabling a user to review existing CRM information as well as to provide updates on the fly.

wMobile Overview
Product Demonstration Videos

nd Requirements

1. Supported devices include all Blackberry models, Treo 600, 650 and 700w, Pocket PC models such as Samsung i730. All major carriers are supported.
   
   
2. wMobile is accessed through a firewall on ports 80 for HTTP and 443 if HTTPS / SSL is implemented for secure traffic.
   
   
3. wMobile is installed on a Windows 2003 or 2000 Server with IIS 6 or 5. Microsoft .NET Framework 1.1 SP1 Device Update 4 will be installed to generate ASP.NET pages. Microsoft MDAC 2.8 is required.
   
   
4. wMobile installs a GoldMine licensing and login service on an existing GoldMine file
   server.
   
   
5. wMobile accesses data from the existing GoldMine SQL 2000 Database service.

Fast Deployment

wMobile can be quickly deployed on a Microsoft IIS web server and connected to any existing GoldMine Corporate Edition implementation. Users may connect to the application by adding a URL shortcut to their device web browser. wMobile senses the users device type and will deliver screens optimized for this device.

Contact Management

wMobile allows fast lookup and review of contacts from the GoldMine database. Contacts can be edited and added to the GoldMine database from the PDA device. Changes made by the wMobile client is updated in real time in the GoldMine database. wMobile completely supports GoldMine security concepts such as record ownership and curtaining.

Activity Management

wMobile users can quickly review their upcoming activities as they exist in their GoldMine system. New activities can be scheduled and completed activities can be reported in real time where changes are immediately reflected in the GoldMine environment.

Customization and Extensions

The wMobile environment is flexible and can be extended to support additional functionality and processes. New screens may be added to wMobile to deliver information from nonGoldMine databases and to record business specific transactions.

Functionality

Contact Management Users can access all contact information contained on a GoldMine contact record including information in customized GoldMine fields.  Users can add and edit contact information with updates instantly available on the live GoldMine database.
Flexible Contact Search Users can search for companies and contacts using any portion of the company or contact name. Searches can be limited by city and state to reduce the number of results from large databases.
Flexible Calendar Management Users can easily review todays or any days calls or appointments.  Users can schedule new activities and manage these activities either in wMobile or in their full GoldMine client.
Activity / Call Reporting Users can complete activities in the field and enter full detail including notes about the completed activity. Activities completed in wMobile are instantly available for managers and other users to review.
Sales Forecast Management Users can enter and manage sales forecasts in wMobile.  Forecasts entered in wMobile are accessible to any sales forecast reports and analysis perfomed in GoldMine. wMobile supports all of GoldMine sales forecasting functionality.
Order Entry User can enter and submit orders in the field using wMobile.  Users can specify multiple line items per order with product, qty, price and order type.  Each line item may contain special instructions. Orders are visible in a customer tab in GoldMine for review and processing.

wMobile Security

Connection

wMobile supports connections using secure HTTP or HTTPS using SSL certificates. All wMobile traffic is encrypted with the SSL certificate encryption key.

Login

wMobile authenticates using the users normal GoldMine ® username and password. Authentication gives access to utilize the wMobile application only. The wMobile web server makes separate connections to the GoldMine database server to retrieve and update data in the GoldMine database. User do not access the database directly.

Application

wMobile supports GoldMine contacts record and user security. wMobile users can only work with the same records they would have access to on the full GoldMine application. wMobile supports GoldMine security concepts such as record ownership and curtaining for users and groups.

Technical Requirements

Windows Server

Network Security Configuration

wMobile may require firewall configuration, VPN configuration or other methods to provide access from remote devices.  wMobile will by default work over HTTP port 80 as a standard web application.  wMobile supports DMZ configuration,  HTTPS / SSL Encrypted connections, BlackBerry Enterprise Server and similar security tools.

Mobile Device Support

wMobile supports all devices that include an internet browser.  Popular supported devices include all telephone operating systems by BlackBerry, Windows Mobile, Palm, iPhone and  Symbian. 

PC Browser support.

wMobile supports all PC internet browsers including Internet Explorer, Firefox and Opera for mobile accessing a full PC rather than a mobile phone.