©Copyright 2015 Nomalys SAS – All rights reserved – Document strictly confidential

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TUTORIAL

Nomalys Origin is a unique mobile app to

manage your customer information from

one or several business applications

on smartphones and tablets

(SugarCRM, Salesforce, Netsuite, Microsoft

Dynamics, etc.).

OUR SOLUTIONPRESENTATION

Follow our tutorial

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DOWNLOAD THE APP

1. Type the name of the app on your mobile store:

Nomalys

Application available on:

2. Download it on your mobile device

(smartphone & tablet)

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AppStore (iOS) Google Play Store (Android)

1. Enter your credentials provided by Nomalys

(username and password)

2. Connect and wait a few seconds

CONNECT QUICKLY4

ACCESS YOUR SHORTCUTS

2. Click on the shortcut you need to browse

1. Access your Shortcuts by clicking on this icon when you are on the

mind-map view

Good to know: We can customize your shortcuts depending on your needs.

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1. You get a 360° view of all your information related to

your Customer Account(Contacts, Opportunities, Tasks,

etc…)

2. Navigate through your

information by opening Objects (bubbles):

Tasks, Opportunities, Contacts, Events, etc…

Good to know: The folder you are browsing is also available offline.

NAVIGATE INTO YOUR ACCOUNT6

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1. When youare on an Event,

aTask, an Opportunity,

etc., click on the related Account

to access the entire folder

2. Load the Account FolderEx: Carmadon paris

LOAD FOLDER

3. Get a 360°view of the

Account

2. Access all the information contained in your business applications

3. Make phone calls, send emails and geolocate addresses

straight from the app

INTERACT WITH YOUR CUSTOMERS8

1. Open a bubble

1. Add any kind of information in your Bookmark list by clicking on the star on the top right…

2. …you will be able to quickly access all the folders in your Bookmark list, even offline

BOOKMARK YOUR INFORMATION9

4. Changes will be

effective only on the app

and only for you

1. Click on the icon to

customize the display of the fields in your

app

Good to know: Empty fields in your business applications are not displayed on the app.

CUSTOMIZE YOUR DISPLAY10

2. Change the display order

3. Display or hide fields in

your app

SEARCH EASILY11

3. … or Refine your search using the FILTER

(Global, Only Accounts,

Only Contacts)

1. You cansearch for an Account or a

Contact at anytime by simplyclicking on the

magnifying glass

2. Type the name of an Account

or a Contact and then click on the folder you want to browse…

View on a map all yourcustomers, prospects,

suppliers to increase yourefficiency on the go

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Good to know: PINS can be customized to differentiate your customers, prospects, partners...

Click on a pin to load the Account you need to work on

GEOLOCATE YOUR ACCOUNTS

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Ex: Fill a Meeting Report, Edit an

opportunity, Add a new contact, etc.

EDIT AND ADD INFORMATION

Setup customizedforms to update and

complete yourbusiness applications

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Write a note

Take a photo

NOTES & PHOTOS

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Check out our list of compatible softwares

MULTI DATA SOURCES

GO FURTHER16

©Copyright 2015 Nomalys SAS – All rights reserved – Document strictly confidential

Visit website Watch demo

Feel free to rate the app on your application store!

Crush your quota!

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©Copyright 2015 Nomalys SAS – All rights reserved – Document strictly confidential