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©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential
1
Lite Version VS
Premium Version
Salesforce Visual Mapping is a unique and
efficient mobile app to manage your customer
information from your Salesforce CRM.
The app can be downloaded and tested in its
Lite Version (standard - free ) which provides a
uniform and automatic setup for all Salesforce
users in the world.
This presentation will give you insights on the
benefits you can get with the Premium Version
(customizable - $29 per user per month).
INTRODUCTION 2
OBJECTS CUSTOMIZATION Focus at a glance on your most relevant information
3
Standard and custom objects are ramdomly selected and displayed
Select, display and asign a color to each
object (standard and custom)
Premium Lite
SPLIT OBJECTS Focus at a glance on your most relevant information
4
Split objects and asign a different color based
on a condition. Ex: Opportunities split by stage - Closed in grey, In
Progress in green
No customization = No Split
Premium Lite
REORGANIZE FIELDS Reorganize fields to rank your information
5
Technical and functional fields are randomly displayed
Hide, display and order fields.
Ex: Hide technical fields and reorganize functional
fields.
Premium Lite
SEARCH OPTIMIZATION Find quicker your information
6
Search only available on Account and
Contact
The search can be setup on any Objects and
Fields (standard and custom). Ex: Lead, Opportunity, etc.
Premium Lite
SHORTCUTS Focus on your top priorities
7
Standard shortcuts
Customized shortcuts are based on 1 or several conditions
Ex: Open opportunities, Top 50 customers, Recent
unpaid orders, etc.
No maximum results per shortcut
20 results max per shortcut
(sorted randomly)
Premium Lite
BOOKMARKS Keep on top of your mind and access offline your most important information
8
20 Bookmarks only
40 Bookmarks or more
Bookmarks are available offline
Premium Lite
OFFLINE MODE Stay connected to your customers even offline
9
Only your last open folder is available
offline
The offline mode can be setup on different features: - Last open folder - Bookmarks - Shortcuts
Premium Lite
SMART GEOLOCATION Plan and optimize your day - Catch business opportunities on the go
10
* In the Lite Version, this feature is only available for companies that have setup and filled the latitude and longitude fields in their Salesforce CRM.
Several colors are available.
Ex: Client in Green, Prospect in Blue, Supplier
in Yellow, etc.
Pins are all red*
Premium Lite
LOAD FOLDER Switch from an Account to a Subsidiary in 1 click
11
Access an Account… Ex: Trasys FR
…load the folder of its subsidiary
Ex: Trasys Technology NL
EDIT & ADD INFORMATION Catch information on the go & Keep up to date your colleagues
12
Setup customized forms to update and complete
your Salesforce CRM. Ex: Fill a Meeting Report,
Edit an opportunity, Add a new contact, etc.
NOTES & PHOTOS Catch information on the go & Keep up to date your colleagues
13
Write a note
Take a photo
MULTI DATA SOURCES Manage your customer information from several data sources
through one mobile app
14
Check out our list of compatible softwares
IMPORTANT 15
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
16
©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential
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