CRM User Guide
Contents
1. http www proximiti com cdr CellTRAKR apk When the installation process begins follow the steps below which may differ slightly depending on your phone type and OS level june 28 2011 E A E 8 58 en Android Clear LLS CellTRAKR 6 apk Do you want to install this Download complete 8 55 FM application Allow this application to Application installed Install 11 Once installed open CelITRAKR on your phone and click Login Enter your username and password on the page displayed below In some cases this will happen automatically When you are successfully logged in you will see the main CellTRAKR menu and are now ready to begin using CellTRAKR BAE 9 17 om CellTRAKR Password CellTRAKR Add Update Item Save Settings Close tr O rs Status Please enter Username and search Add Password Calendar International l Calling Driving Mode R AEST LLa a Settings 12 Exhibit 2 Installing Cell TRAKR on BlackBerry Phones To install CellTRAKR browse to the following location from your BlackBerry phone or open this document and click on the link http www proximiti com cdr installer CTInstaller jad When the installation process begins follow the steps below which may differ slightly depending on your phone type and OS level de 1 Eiry ali CellTRAKA 3 0 Proximiti 500 7KB Please check the permissions box below and set all permissions to Allow when pro2. your CRM system in Priority High y minutes If you are too busy to deal with the event right at that moment you can also click Later A Create Follow Up Time jun 24 2011 20 23 Duration The Follow Up If you checked follow up another screen is popped up as soon Person lbrighthouse as you hit Done It is pre populated with the same Type Opportunity information as was on the original event but any field can be KA changed Note that the owner can also be assigned Related To Status Open Activity Appointment Owner Ryan Feggestad Priority High OS start Time jun 27 2011 15 30 Stop Time P jun 27 2011 16 30 Duration Manual Events Even if there is not a phone event you can create an event at any time Just find the CelITRAKR icon on your phone and click on it Click on Add Update Item If you have items that Type Account you have not processed you will see a list of them but you Related To Tom Levinson Bank of America vet can even use the follow up capability to create a series of Status Opn items o ooo l Activity Phone Call Owner Chuck McDonough Priority m CA Create Follow Up Time Person Tom Levinson Bank of Ar can also elect to create a new item Jun 24 2011 20 28 Support For Microsoft Dynamics CRM uration 1 00 00 CellTRAKR CRM supports most of the standard constructs of Microsoft Dynamics CRM Task Fax Phone C
3. CelITRAKR CRM User Guide Version 1 1 Table of Contents VV Tat FS CelmlRAKR CRIVIT AN 3 Cell TRAKR CRM Phone Capablanca oubetdosbaxccsdubduaneiiwted Seeweuastanens 4 installing The Phone Client ca a a A 4 Cell TRAKR CRIVI Core Feature TOU aana ta 5 Mal Mentir E A O E E A A E EAT A EA E EAT E E E 5 TEANO M IEC rae N 5 ThE FOIOW Ub Sa 6 Manual Events sia 6 Support For Microsoft Dynamics CRM eesmine aaa a 6 Appointments and TASKS rena A A R N 7 OPUN ITF earrE TOUR td ica do decrece led cone 8 Motera ala COOL UNG PO RR oO E 5 OO 8 SIEBIE EOI TE 9 Status REPO dd A NA A dio 9 International Calles di di cas 10 Flexible Calle ole ctas ina cas 10 Roaming AW al eNeSS ccciiccicciadcnrceecaciscdaped erg dci 10 BUG OCC Tia Ch A A 10 Exhibit 1 Installing CelITRAKR on Android PHOnes ccccccssseccceceseccecesccecausececeeeceeeeesecessunecessunecetseeees 11 Exhibit 2 Installing CelITRAKR on BlackBerry PHONnGS cccccsscccccssecccccessccecaesececsescceeeeseceseenecessuncesseeees 13 Exhibit 3 Installing CelITRAKR on Windows 5 6 PHONES ooooccccccccncncnonononononcnononnnnananaccnnncnnnnncnnn nono nnnananans 15 What Is CelITRAKR CRM The primary mission of CellTRAKR CRM is to help increase the completeness accuracy and timeliness of CRM system information It does this by making it fast and easy to update your CRM system using your mobile device It also improves mobile access to CRM data Finally since it is
4. a member of the TRAKR Series of products it has the ability to offer a wide variety of other features Here is a partial list of standard and optional features Standard Features Optional Features Call Popup Location Reporting Text Popup Safe Driving Email Popup Status Reporting Here is an overview of the TRAKR Series Platform used to deliver these features Anywhere Proximiti Data Center Enterprise Premise End User TRAKR Enterprise Platform System Connector Connector Enterprise Platform Agent O Device The TRAKR Series is a cloud service that runs at Proximiti s data center On one side it connects to personal devices In the case of CellTRAKR CRM the device is your smartphone On the other side it connects to enterprise system In the case of CellTRAKR CRM it connects to your CRM system In order to make CellTRAKR CRM work with your smartphone you need to download the Cell TRAKR CRM Phone Client Once downloaded this software sits in the background and watches your phone activity Over time it learns your habits For example it learns about your friends and family so it can ignore communications from to them On the other hand it also learns from your CRM System so when you are talking to a customer or prospect at the end of the conversation it will automatically pop up a prefilled form so you can create one or more CRM entries with just a few clicks CellTRAKR CRM Phone Capabilities Your cell phone typ
5. all E mail Letter Appointment Service Activity Campaign Response POVEDA SED Supported Not Supported b n Appointments and Tasks You may also use CellTRAKR CRM to view appointments and tasks When you click on calendar you will see a list of today s appointments and tasks You can switch days If you click on an individual item you can get additional detail BM 3 26 PM Calendar un 20 2011 3 00 PM Meeting with Best Buy sales department 4 00 PM CellTRAKR meeting Location se dis Start 3 00 PM Finish preparation for Home Depot meeting 7 30 PM End Dinner with client at Buca Duration 60 Recurrence O Attendees Nntes Optional Feature Tour By default all optional features are turned off for new CelITRAKR CRM accounts However the system administrator has the option of turning on some or all of these features This can be done by employee type or even at the individual employee level This section provides a quick overview of the available features To see which features you have click on Settings on the main menu and then click on Settings again to see a detailed list of settings You are not able to change these settings so if you desire changes please consult your system administrator Location Reporting CelITRAKR can report your location at specified intervals and whenever an event occurs You can also manually submit a location Administ
6. e will affect what features you can use We try to avoid this but it happens because phone vendors make their own arbitrary choices as to what functions they will make available in their operating systems and we are unwilling to jailbreak or otherwise modify the phone Instead we work with every phone vendor to make sure they understand our needs and as they make changes take advantage of them to improve CellTRAKR CRM Here is an overview of current levels of support Feature Blackberry Android Windows 5 6 Windows 7 iPhone Overall Ratins Good Good Good NA MN rinimum oste as 2 ary NN Core CRM Functions Text Popup SMS Yes Yes Ys N A MNM Text Popup MMS No Ys No NA M EmailPopup Ys No Ys N M ContactAdd Yeso Calendar e ves O ves nn Other CellTRAKR Functions These are subject to change Your administrator will notify you whenever your phone s capabilities change Installing The Phone Client The installation process varies slightly by phone type The specific process for your phone can be found in one of these exhibits Exhibit 1 Installing CellTRAKR on Android Phones Exhibit 2 Installing CellTRAKR on Blackberry Phones Exhibit 3 Installing CellTRAKR on Windows Mobile 5 6 Phones Please follow the instructions and install the phone client in the appropriate exhibit before continuing CellTRAKR CRM Core Feature Tour Main Menu The appearance of the
7. main menu will depend on the features provided to you by your administrator Shown at the right is a typical main menu The first 3 menu N j SM y CellTRAKR items are Core CRM features and the next 3 are optional features The Settings Menu brings you to the login page as well as gives you the opportunity to see your key settings Add Update Item 18 which have been assigned to you by your administrator search Add You can click on the CellTRAKR icon any time to get this Calendar menu However remember that CellTRAKR is always International Calling running in the background even when this menu is not a visible Driving Mode My Location Settings The Automatic Pop Up At the completion of every event on your phone CellTRAKR CRM sends an event record back to the Address 8136846400 CelITRAKR CRM hosted service If CellTRAKR CRM Person thinks the event may be CRM related it sends back a brighthouse Type Opportunity v Related To Microsoft Opportunity pop up request along with a list of suggestions When the phone software gets this request it pops up a screen You can accept the suggestion look at alternate suggestions or perform a search to find any status Completed v CRM entity You can also add notes and indicate if you Activity Task would also like to post a follow up item Owner Ryan Feggestad V Once you are satisfied you can click Done and the information will be posted to
8. me and password on the page displayed below In some cases this will happen automatically When you are successfully logged in you will see the main CellTRAKR menu and are now ready to begin using CellTRAKR CellTRAKR Password EJ Not logged in Free Trial Learn More Close Menu 16
9. mpted Also if there are any pop ups for CellTRAKR after it is installed please check allow W set application permissions Download Cancel 13 a ot lee ai CellTRAKR 3 0 Proximiti 500 7KB Downloading CellTRARR Cancel Once installed open CelITRAKR on your phone and click Login Enter your username and password on the page displayed below In some cases this will happen automatically When you are successfully logged in you will see the main CellTRAKR menu and are now ready to begin using CellTRAKR CelITRAKR User Name testlogin Password EE TO Settings Close Login Status Logged In 14 C CellTRAKR Add Update ltem 157 Search Add Calendar International Calling Driving Mode My Location Settings Exhibit 3 Installing Cell TRAKR on Windows 5 6 Phones To install CellTRAKR browse to the following location from your BlackBerry phone or open this document and click on the link http www proximiti com cdr CellTRAKRWinMobile3 cab When the installation process begins follow the steps below which may differ slightly depending on your phone type and OS level Installation Installing CellTRAKRWinMoabile3 CAB Installation qua Y CellTRAKRWinMobile3 CAB was successfully installed on your device If you need more storage space you can remove installed programs Done 15 Once installed open CelITRAKR on your phone and click Login Enter your userna
10. of time Hours b pr 4 Minutes 0 Y Enter Passenger Mode ou may ask CellTRAKR to evaluate if driving mode should be turned off I m Stopped Passenger Mode allows you to bypass Auto Driving Mode for a period of time while you are riding in a vehicle Hour s Enter Passenger Mode e a 7 Bluetooth Devices In Car Device Name Y BLUETREK SKIN AUDIO VIDEO x Motorola H5850 AUDIO VIDEO Driving mode can also be configured to set a maximum speed limit Any violations of safe driving rules or circumvention efforts such as turning off GPS are reported to the relevant administrators Status Reporting The system administrator can define a number of statuses and users can quickly toggle between them for example In Transit At Customer Break Lunch Vacation etc There is no limit on the number of statuses Each time the status changes CellTRAKR calculates the time spent in the previous status PP International Calling Making international calls from a cell phone can be a very expensive particularly if you do not have a Carrier Location special plan CellTRAKR includes an international dialing capability that typically saves around 75 United States y compared to most mobile carrier rates l To use this feature open CellTRAKR and click on Number to Call International Dialing Next enter the number to be 442077667300 called CellTRAKR will call your phone fi
11. rators can see the location history and also send your phone a location request There are a variety of uses for this capability including finding lost phones Available Users Add All gt lt lt Remove All fai Refresh MI Auto Refresh Community College a a Dale Mabry ory Campus E E pandi Shores TJO Beach Pak UO SSS mi Northeast 2 E e MacFarlane San ESO templar e AAA Selected Users Chuck McDonough Con Davis Gregg smith Ryan Peggestad sam Procopio lt lt Remove one 5 Raymond NAO EA IE AmE Stadium ES Sc Home l TE 1 DI af Bo i Ni i iijeTampa E 1 Heights PE iE E A A NETA Luther SA King Recreation E a Complex ASIAN A ALA 57 y HE Titel Ee North Renton heh ae J Hyde hark Dun El pey bee 160500 E 7 Oaktord oo EHTE r ENebras atl jj Pan gyi C0 0 rA mHE da E zo das Le L L UE mies fahloc TETAS Jae Safe Driving CellTRAKR has a driving mode that turns all phone sounds off to avoid distractions It can auto reply to text messages Hands free calls can be enabled or disabled It can be made mandatory and function automatically or it can be made discretionary and turned on or off by the user Auto Driving Mode Driving Mode On Press Here To Call 911 Driving Mode Passenger Mode allows you to bypass Driving Mode for a period
12. rst and then Place Call call the desired number Flexible Call Redirect Please use the free Directory This capability allows CellTRAKR to automatically redirect Assistance from Bing instead of 411 calls to cheaper phone numbers For example a toll free Original 411 conference call number may be switched to a local number An Administrator can enter full or partial phone New 18002464411 numbers and for each phone number enter a message and an optional redirect number If a number was dialed Dial Original Number that met the criteria we would display the message and automatically hang up and dial recommended number Roaming Awareness CellTRAKR will notify you if you are roaming and warn you that certain charges may be extremely high compared to your normal economics The goal here is to avoid large unnecessary and embarrassing phone bills Budget Tracking Administrators can set budgets for phone calls text messages and emails Both users and administrators can see how usage 1st billing day of month is tracking to budgets as the month progresses Activity is posted in real time rather than 45 60 days later allowing an o a ounce of prevention rather than the pound of cure Minutes Texts Emails HUE 10 Exhibit 1 Installing CellTRAKR on Android Phones To install CellTRAKR browse to the following location from your phone or open this document and click on the link
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