1. Mobile CRM in Orchestrated Presented by: Glen Thonis Solutions Expert November 10 th, 2015

2. Summary: We will take an in-depth look at the Mobile CRM app from Coresuite, how this ties into Orchestrated, and some helpful features and functionality found in the app Who Should Attend: Salespeople, AR staff, and account management staff Logistics: Presentation follows a power point and product demo SUMMARY #Orchestrate2015

3. 1.Intro to the app 2.Demo Business Partner Management Activity Management Recording Sales Orders 3.Q & A AGENDA #Orchestrate2015

4. Intro Introduction #Orchestrate2015

5. Intro What is the Mobile Sale app? A Coresystems application Available for iOS, Android, and desktop PC or Mac Live integration with Orchestrated database Has offline capability Used by many Orchestrated customers Great for account management Very useful for self-distributed customers #Orchestrate2015

6. Login Logging in #Orchestrate2015

7. Login Login for the first time Need Cloud Account, user name, and password Requires you to sync Stores data locally – can be easily removed #Orchestrate2015

8. Navigation #Orchestrate2015

9. Navigation Demo #Orchestrate2015

10. Q & A Questions? #Orchestrate2015

11. http://forums.orchestratedbeer.com Thank You!