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QUICK LINKS Updates Mobile CRM for iPhone
Outbound Call Center Featured Article Updates Mobile CRM for iPhone

June 18, 2009
By David Sims
TMCnet Contributing Editor

As soon as you heard Apple (News - Alert) was updating its iPhone software you knew what was coming next -- and sure enough: officials say the Salesforce CRM Mobile application has been updated to "take full advantage of the new iPhone (News - Alert) 3.0 OS software," giving customers features including the ability to cut, paste and copy, clone records, create custom filters and manage tasks using a new calendar interface."

Users can cut, copy, and paste text from e-mails and text messages directly into Salesforce CRM. They can use the, ah, "thumb-saving clone button" to create identical records and save a bunch of typing. If that's a good thing. No, this reporter does not have an iPhone, his wife correctly identifies his pleas to get one as "just technolust, buddy."

The upgrade lets users manage events with a new date-indexed view and a calendar-like interface, find information with custom filters on any list of data and convert a lead "as soon as the user hangs up the phone. The iPhone now offers lead conversion on a single form."

Evidently you can also create custom mobile links on any object in Salesforce CRM, linking directly from an account to a Yahoo! news site with news about a company, or link to a custom Visualforce page to show all related contacts and their images. (News - Alert) officials say their mobile application is approaching 100,000 downloads, and is on pace to cross this threshold in July. Salesforce CRM Mobile is available free from Apple's App Store on iPhone and iPod touch. It's included with Salesforce Unlimited Edition and available to Enterprise and Professional Edition customers.

Last month TMC reported that announced that RehabCare Group had adopted the platform to build a custom health care application to run on its staff's Apple iPhones.

RehabCare's patient screening process involved completing an evaluation form that was filled out manually by employees in the field. The evaluations were then passed to a program director for review and, finally, to a medical director for approval. With the platform, RehabCare automated the system to run on employees' iPhones, while ensuring "protection of patient health information" and addressing concerns around unauthorized access to the information, RehabCare officials say.

David Sims is a contributing editor for TMCnet. To read more of David’s articles, please visit his columnist page. He also blogs for TMCnet here.

Edited by Patrick Barnard

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