nomalys for salesforce - lite vs premium: shortcuts feature
TRANSCRIPT
©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential
1
Focus Feature – Shortcuts Focus on your top priorities
Lite Version VS Premium Version
Shortcuts (1/4) Customized shortcuts
3
Premium Lite
Customized shortcuts per user profile: Ex: Manager (My team forecasts) Ex: Sales Rep (My open opportunities)
No maximum results per shortcut
Standard shortcuts
20 results max per shortcut
(sorted randomly)
SHORTCUTS (2/4) Fine tune your shortcuts lists: Search in the list
4
Type the name of a specific Account,
Contact, Opportunity, etc. in your shortcuts
lists
SHORTCUTS (3/4) Fine tune your shortcuts lists: Order by
5
Order your shortcuts by Date, Name, Turnover,
etc.
Shortcuts (4/4) Access your shortcuts offline
6
Premium Lite
The list AND the folders are available offline
(same as the Favorites feature)
The list is available offline
IMPORTANT 7
The customization process:
Does not require any technical
development
Is entirely performed on the
NomalysYourSelf web console
Can be performed by your own team
(1-day training required)
Lasts 3 days in average
8
©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential
Visit website Watch demo
Feel free to rate the app on your application store!
GO FURTHER