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SARATOGA CRM FOR IPAD

Nathalie ThibaultProduct Manager

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What is Saratoga CRM for iPad?

• Saratoga CRM for iPad is a native application build specifically for the iPad

• Has a client and server component– Saratoga CRM for iPad App on App Store– Saratoga Device Server

• More mobile options

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Saratoga CRM for iPad Features

• Mobile access to CRM information– Create and manage CRM information from anywhere– Search capabilities– Read-only offline support

• iPad Dashboard• Integration with other Apps • Use of native features (GPS, camera, signature

capture)• Fully customizable in Saratoga tool set

– Flexible navigation and form layout

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Requirements

• Install Saratoga 6.7.8 HF1• Server Machine

– Microsoft Internet Information Services 7.0 or above– Windows 2008 Server

• R2 64-bit recommended• 32-bit also supported

– .NET 4.0• iPad

– iOS 5.0.1 and above– iPad 2 or 3 is recommended

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DEMO

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New Features – December release

• Support of prompt reports• Ability to see a grid on the dashboard• Ability for quick search to search multiple fields

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Customer Portal App

• Gives you access to Customer Portal from your iPad.

• Step 1 - Download the free Saratoga CRM for iPad App from the Apple App Store.

• Step 2 - Launch the App • Server URL:

http://customerportal.saratogasystems.com/scrmdeviceserver

• Username: your user name for Customer Portal• Password: your password for Customer Portal

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Q & A