Nomalys for Salesforce - Lite VS Premium

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

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Lite Version VS

Premium Version

Salesforce Visual Mapping is a unique and

efficient mobile app to manage your customer

information from your Salesforce CRM.

The app can be downloaded and tested in its

Lite Version (standard - free ) which provides a

uniform and automatic setup for all Salesforce

users in the world.

This presentation will give you insights on the

benefits you can get with the Premium Version

(customizable - $29 per user per month).

INTRODUCTION 2

OBJECTS CUSTOMIZATION Focus at a glance on your most relevant information

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Standard and custom objects are ramdomly selected and displayed

Select, display and asign a color to each

object (standard and custom)

Premium Lite

SPLIT OBJECTS Focus at a glance on your most relevant information

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Split objects and asign a different color based

on a condition. Ex: Opportunities split by stage - Closed in grey, In

Progress in green

No customization = No Split

Premium Lite

REORGANIZE FIELDS Reorganize fields to rank your information

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Technical and functional fields are randomly displayed

Hide, display and order fields.

Ex: Hide technical fields and reorganize functional

fields.

Premium Lite

SEARCH OPTIMIZATION Find quicker your information

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Search only available on Account and

Contact

The search can be setup on any Objects and

Fields (standard and custom). Ex: Lead, Opportunity, etc.

Premium Lite

SHORTCUTS Focus on your top priorities

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Standard shortcuts

Customized shortcuts are based on 1 or several conditions

Ex: Open opportunities, Top 50 customers, Recent

unpaid orders, etc.

No maximum results per shortcut

20 results max per shortcut

(sorted randomly)

Premium Lite

BOOKMARKS Keep on top of your mind and access offline your most important information

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20 Bookmarks only

40 Bookmarks or more

Bookmarks are available offline

Premium Lite

OFFLINE MODE Stay connected to your customers even offline

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Only your last open folder is available

offline

The offline mode can be setup on different features: - Last open folder - Bookmarks - Shortcuts

Premium Lite

SMART GEOLOCATION Plan and optimize your day - Catch business opportunities on the go

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* In the Lite Version, this feature is only available for companies that have setup and filled the latitude and longitude fields in their Salesforce CRM.

Several colors are available.

Ex: Client in Green, Prospect in Blue, Supplier

in Yellow, etc.

Pins are all red*

Premium Lite

LOAD FOLDER Switch from an Account to a Subsidiary in 1 click

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Access an Account… Ex: Trasys FR

…load the folder of its subsidiary

Ex: Trasys Technology NL

EDIT & ADD INFORMATION Catch information on the go & Keep up to date your colleagues

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Setup customized forms to update and complete

your Salesforce CRM. Ex: Fill a Meeting Report,

Edit an opportunity, Add a new contact, etc.

NOTES & PHOTOS Catch information on the go & Keep up to date your colleagues

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Write a note

Take a photo

MULTI DATA SOURCES Manage your customer information from several data sources

through one mobile app

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Check out our list of compatible softwares

IMPORTANT 15

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

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

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Crush your quota!

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