nomalys for salesforce - lite vs premium: shortcuts feature

9
©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential 1 Focus Feature – Shortcuts Focus on your top priorities Lite Version VS Premium Version

Upload: nomalys

Post on 08-Aug-2015

383 views

Category:

Mobile


0 download

TRANSCRIPT

©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential

1

Focus Feature – Shortcuts Focus on your top priorities

Lite Version VS Premium Version

Shortcuts How to access it?

2

Shortcuts (1/4) Customized shortcuts

3

Premium Lite

Customized shortcuts per user profile: Ex: Manager (My team forecasts) Ex: Sales Rep (My open opportunities)

No maximum results per shortcut

Standard shortcuts

20 results max per shortcut

(sorted randomly)

SHORTCUTS (2/4) Fine tune your shortcuts lists: Search in the list

4

Type the name of a specific Account,

Contact, Opportunity, etc. in your shortcuts

lists

SHORTCUTS (3/4) Fine tune your shortcuts lists: Order by

5

Order your shortcuts by Date, Name, Turnover,

etc.

Shortcuts (4/4) Access your shortcuts offline

6

Premium Lite

The list AND the folders are available offline

(same as the Favorites feature)

The list is available offline

IMPORTANT 7

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

Crush your quota!

9

©Copyright 2014 Nomalys SAS – All rights reserved – Document strictly confidential