If you would sum up all the things that this app brings to the Blackberry, then perhaps most businessmen and managers would be looking to have one on their Blackberry. Perhaps a dilemma that most business professionals face today is on how to make the right business moves and investments that are key towards being productive and of course making a profit.
With this new app called the ProTrak Mobile, this popular CRM application promises to put the business-minded people towards the right direction. ProTrak Mobile, the BlackBerry component that was developed by ProTrak exclusively for the ProTrak Advantage CRM system, features completely secure wireless access to the ProTrak database for searches, retrieval and updates to the central data store.
“BlackBerry is an essential tool for the investment management professional in today’s marketplace, said Simon Koziel, president of ProTrak. We are extremely pleased to be able to offer the absolutely best, tailored solution for our clients.” With ProTrak Mobile, users can:
Conduct searches for investors, contacts, consultants, managers or funds
View and create activity notes
Create and assign follow-up tasks
View and edit the ProTrak calendar
Ensure full audit capability so compliance can see which updates were done from the Blackberry and by whom
Have complete security based on ProTrak’s extensive user permissions matrix
Easily send Call Reports to colleagues within the organization
Assign contacts to mass mail lists while traveling
Well, today all business honchos need all the leads they can get. And this new app for Blackberry users is certainly something they can do with!