CWR Mobile CRM for Microsoft Dynamics CRM
CWR Mobile CRM
CWR Mobile CRM is a mobile client created by CWR Mobility to support Microsoft Dynamics CRM on mobile devices, including Android™, BlackBerry®, iPad®, iPhone®, and Windows® Phone. It provides convenient, interactive access to Microsoft Dynamics CRM data in an interface optimized for small screens. The interface is also specifically adapted to take advantage of the different native capabilities of each of the supported devices and provide a user experience that is immediately familiar to owners of those devices. The CWR Mobile CRM client automatically synchronizes with the Microsoft Dynamics CRM database and supports the user’s ability to continue working off-line in poor signal areas. Synchronization continues automatically as soon as a signal is re-established.
Microsoft Dynamics CRM
Microsoft Dynamics CRM is a Customer Relationship Management application that provides enterprise-level Sales, Service, and Marketing capabilities to businesses of all sizes. It is completely scalable from one user to tens of thousands of users and can be deployed via various models, including on-demand and on-premises. Microsoft Dynamics CRM is based on the Microsoft .NET Framework, supporting customization by third parties. Its built-in capabilities and customizability make Microsoft Dynamics CRM ideal for creating business solutions that match new and varied business requirements well without the need to develop software from scratch. The philosophy and practice of extending Microsoft Dynamics CRM to match business requirements is called xRM. We at xRM.com are leading proponents of the xRM philosophy.
xRM.com
xRM.com is a Microsoft Partner with core competencies in Customer Relationship Management and Hosting. We are also a CWR Mobility partner. We possess unbeatable expertise in deploying, hosting, and modifying Microsoft Dynamics CRM, making us the ideal source for implementation and configuration services for CWR Mobile CRM.
Quickstart Packages for CWR Mobile CRM
xRM.com offers Quickstart Packages to help Microsoft Dynamics CRM users get up and running fast with CWR Mobile CRM and stay connected with customers and coworkers while on the go.
Minimum requirements
- You must have an existing Microsoft Dynamics CRM instance (any deployment model is fine) with at least one user who wants to go mobile.
- Each Microsoft Dynamics CRM user who wants to go mobile must have one of the supported mobile devices (Android™, BlackBerry®, iPad®, iPhone®, or Windows® Phone) with an existing data plan.
| Monthly cost: |
| $22.50 per mobile user per month for the CWR Mobile CRM subscription. |
| One-time costs: |
| $60 one-time setup fee per mobile user. Setup fee is waived if 5 or more mobile users are set up at the same time. |
| Elective or optional costs: |
| One-time cost for Quickstart Package varies depending on package choice (see table further below). |
| If you do not have a running Microsoft Dynamics CRM instance, xRM.com can provide that under a separate engagement, either before or during implementation of the Quickstart Package for CWR Mobile CRM. |
| On-premises deployments of Microsoft Dynamics CRM that are not Internet-Facing Deployments (IFD) can use CWR Mobile CRM but require us to perform extra setup tasks that vary depending on each particular hardware configuration and therefore must be negotiated separately. |
| Configurations requested beyond those included in a Quickstart Package are separately billable. The minimum billable time slot is one hour. For example, if a customer requests removing 4 fields from a form, that also means removing them from a view and from a synchronization filter, which creates 12 tasks at about 5 minutes each for a total of 1 hour. xRM.com will always advise a customer when such a request is received and require the customer’s authorization before beginning work. |
| Special-order Consulting Services are always available from xRM.com, no matter which Quickstart package you purchase. Such services might include configuring custom entities, providing special training on using the new CWR Mobility 2012 Software Development Kit (SDK), troubleshooting third-party Mobile Data Management (MDM) systems, etc. Consulting Services can be purchased hourly or with Prepaid Consulting Time. |
| Quickstart Package |
Free |
Basic |
Advanced |
| Package Price |
$0.00 |
$1,500 |
$3,750 |
| Supported Mobile Devices |
Android™, BlackBerry®, iPad®, iPhone®, and Windows® Phone |
Android™, BlackBerry®, iPad®, iPhone®, and Windows® Phone |
Android™, BlackBerry®, iPad®, iPhone®, and Windows® Phone |
| Supported Deployment Models of Microsoft Dynamics CRM |
CRM Online, partner-hosted, and on-premises internet-facing deployment (IFD) |
CRM Online, partner-hosted, and on-premises internet-facing deployment (IFD) |
CRM Online, partner-hosted, and on-premises internet-facing deployment (IFD) |
| Minimum Number of Users |
1 (setup fee waived if 5 or more) |
1 (setup fee waived if 5 or more) |
1 (setup fee waived if 5 or more) |
| Maximum Number of Users |
Limit based on hardware if Microsoft Dynamics CRM is deployed on-premises. No limit for other models. |
Limit based on hardware if Microsoft Dynamics CRM is deployed on-premises. No limit for other models. |
Limit based on hardware if Microsoft Dynamics CRM is deployed on-premises. No limit for other models. |
| Initial Sign-up Process |
Free assistance |
Free assistance |
Free assistance |
| Adding Additional CWR Mobile CRM Users |
Free assistance |
Free assistance |
Free assistance |
| Microsoft Dynamics CRM Training |
Free access to training videos* |
Free access to training videos* |
Free access to training videos* |
| CWR Mobile CRM Training |
Free access to training videos* |
Free access to training videos* |
Free access to training videos* |
| Configuration of CWR User Profile |
|
1 profile |
2 profiles |
| Configuration of Entities |
|
up to 5 entities** |
up to 10 entities** |
| Configuration of Synchronization Filters |
|
up to 5 synchronization filters |
up to 20 synchronization filters (one filter per entity per profile) |
| Post-Configuration User Support |
|
up to 30 minutes |
up to 60 minutes |
| Mobile Device Troubleshooting User Support |
|
up to 30 minutes |
up to 60 minutes |
| End-User Group Training via LiveMeeting |
|
up to 60 minutes |
up to 120 minutes |
*The training videos are provided on the CRM Success Portal by xRM.com and demonstrate the use of Microsoft Dynamics CRM Online and CWR Mobile CRM. All mobile and non-mobile CRM Online users in the customer’s organization are granted unlimited access to the CRM Success Portal.
**The customer chooses which system entities xRM.com configures, but a typical configuration might consist of a subset of the following: Account, Appointment, Contact, E-Mail, Goal, Invoice, Lead, Opportunity, Order, Quote, and Task. Configuration of custom entities requires purchase of additional consulting time depending on the complexity of the entities.
CWR Mobile CRM Links
Pages hosted by xRM.com:
Strategic Partners (highlights CWR Mobility)
CWR Mobile CRM: CRM in the palm of your hand (blog entry)
Going mobile with CWR Mobility and CWR Mobile CRM 2011 (blog entry)
Pages hosted by CWR Mobility:
CWR Mobile CRM (product landing page)
CWR Mobility Downloads (lists all available downloadable documents)
CWR Mobility Wiki Index (lists all available on-line help pages)