NetSuite was the first company to introduce the business world to cloud computing software. Now it has taken the next step and integrated its Enterprise Resource Planning (ERP) with iPhones and iPod Touch. Even better, NetSuite iPhone Apps are available exclusively through the Apple App Store at no charge.
Since the main purpose of ERP software is to give end users ready access to real time customer records, prospects, and sales leads the iPhone Apps are a logical extension of NetSuite’s functionality. Apple’s iPhone has been making real advances into the business community and these apps are a natural extension for SaaS applications.
iPhone Apps – Focused on Sales People and Managers
Sales people and managers can use their iPhone to view task lists, calendars, customer contacts, sales leads, sales quotas, and orders. They also can pull up key performance indicators of graphical trends related to such things as orders, sales, and forecasts. Users should be aware that some user roles are unavailable with the apps such as Partner Center, Vendor Center, Employee Center, and Customer Center.
Apps for Enterprise Resource Planning and Customer Relationship Management have been available for some time for Windows Mobile and BlackBerry devices. Because these applications are managed by the vendor, end-users aren’t required to have any IT involvement.
Avoid Data Synchronization Issues
The backbone of CRM and ERP applications is real time access to a single record that contains everything one needs to know about a customer. To avoid synchronization issues, NetSuite’s app only allows viewing but not transacting. Users can accept or decline events but they cannot add new data or make changes to existing data. Considering the purpose of applications like NetSuite this is probably a wise decision.
Mobile Edge for NetSuite CRM
An iPhone app that many customers will appreciate is Mobile Edge. This app enables you to connect to and run your company’s Netsuite CRM on your iPhone or iPad. Mobile Edge is perfect for a variety of users including:
- Sales Force Personnel
- Customer Service Technicians
- Professional Services Specialists
Some of the featured areas included with Mobile Edge are:
- Accounts
- Opportunities
- Contacts
- Leads
- Activities
- Tickets
Mobile Edge stores data locally, meaning you can have instant access to your CRM information even at times when cellular network coverage is not available. Contacts are automatically synchronized with your iPhone’s or iPad’s address book to quick look up from native iPhone/iPad applications and email clients. The administration console that comes with Mobile Edge includes advanced features like pre-loading device data, custom objects, interface mapping, and centralized administration.
To download the iPhone apps for NetSuite:
- Go to the iTune App Store.
- Search for NetSuite for iPhone.
- Read and accept the license agreement.
- Tap Free on the iPhone, or click Get App in iTunes, and install the application.
- Enter your iTunes Store account and password, if requested.
- If you download NetSuite for iPhone using iTunes on your Mac or PC, then you must sync your device with iTunes before you can use the application.
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