Can Your CRM Keep Up with your Mobile Lifestyle?

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Recently, Microsoft announced their new range of mobile clients for Microsoft® Lync® 2013. Cisco also continues their push to enable a mobile workforce with constant improvements in their Jabber line of products. The mantra is "work anywhere from any device."

The increased mobility of sales and customer service teams poses some challenges to users of CRM. When you are communicating from airports, coffeeshops, or from home, how do you ensure that records of the communications end up in your CRM. There are a few manual processes that can help. These include:

  • Writing a record of each call in a notebook you carry everywhere and then transcribe them into your CRM at a later time
  • On a regular basis, go through the log of calls on your mobile phone and enter them into your CRM
  • Or, more likely, don't bother with these calls.  Who will miss them, right?

Infortel® CRM Infuze is an ideal solution to help out the mobile sales and customer service worker. With Infortel CRM Infuze, a record of each call is automatically entered into Microsoft Dynamics® CRM. Once in Microsoft Dynamics CRM, the system matches the record to existing accounts, contacts, or leads. By using Infortel CRM Infuze, your mobile worker will be able to log each activity directly and CRM and, if desired, add additional notes. No notebooks, no call logs, no effort! 

Have you considered how the new world of mobility will effect your CRM system? We have.
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Mitchell Weiss joined ISI in 1994. He holds a Bachelor's Degree Management Information Systems from the University of Illinois and a Masters in Business Administration from the Stuart School of Business in Chicago.  He is an industry leader in all phases of managing Unified Communications.  At ISI, Mr. Weiss is responsible for the vision, strategy, and implementation of a suite of Unified Communications products including Voice and Video Recording, SIP Trunk Management, and Traffic Management.  Mr. Weiss also brings his knowledge of Cloud Computing to ISI, allowing the company to create new cloud based models for its software and services.





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