Capturing in Real-Time
By Margarita Orlov
One of my favorite things about MaxMobile for BlackBerry is the new feature to capture and save images, videos or sound clips directly to a customer or prospect’s record within Maximizer CRM. That way I never miss an opportunity to add important information to the database and since it’s all done in real-time, I can save my capture immediately and share it with the sales team back at the office or bring it up on my laptop at home.
It’s extremely useful for capturing critical spur of the moment information and now after having it on my phone I’m not sure how I used to go about without it. For example if there is an office space that you know would be great for a certain prospect, you can capture it, save it to their file and bring it up in the next meeting. It’s also great for meeting notes when your pen and paper can’t keep up, you can just turn on the voice recorder on the BlackBerry and store the voice file for future reference. Amazing!
Here’s how it works:
1. When you’re in a client or prospect entry, click the main menu key and select ‘Capture’.
2. Select what you would like to Capture.
3. ‘Capture’ it by clicking on the trackpad.
4. Rename it, save it (it'll be saved under the record's documents tab) and you’re done. Now you have all the information you need wherever you are anytime, anywhere.
