OptiComm designs, builds, operates, and maintains fixed-line access, fiber-based telecommunications networks. The company’s network infrastructure comprises the final section (or ‘last mile’) of telecommunication networks. It connects homes, apartments, and commercial premises within OptiComm-connected estates to a central exchange point. For field technicians, new installations of FTTP equipment require an optical network terminal (ONT) device installation to set the service demarcation. They need to set up and activate the ONT to complete the installation process. To optimize this procedure, OptiComm previously used an older web-based mobile solution. But, an increasing number of issues constrained its usability in the field. As the previous ONT installation app did not work properly, OptiComm’s field techs had to call to the Network Operations Center (NOC) during every ONT installation. While on the call, the NOC manually activated the ONT and then informed the field technician about the outcome – successful or failed installation. If the installation failed, the field technician had to fix it and call up the NOC once again to reactivate. Therefore, OptiComm had to find a new solution enabling employees to work more efficiently.

Kelly Roofing, a premier roofing company in Florida, was facing challenges in managing its field operations. The company promises “Beauty & Life Time Warranty” to its customers who need roof repair or replacement. However, the roofing industry accounts for 11 million tons of waste in the US each year. To reduce this waste, Kelly Roofing's field installers needed to perform an outstanding job in the field. The company aimed to provide its crews with a modern and intuitive system that would allow them to create work orders directly where the roof service takes place. The company was clearly lacking a solution that would let them create, complete, and edit the work orders whilst in the field. Hence, a mobile CRM turned out as the most ideal option to consider.

Navicon was working on solutions for the pharma and FMCG industries based on Dynamics 365/CRM, they needed a mobile component which could be used to maximize the efficiency and productivity of sales reps in the field. They wanted to ensure real-time information exchange between the representatives and the back office, and also to monitor sales teams’ performance. The mobile solution needed to be highly customizable, work across all major mobile platforms, and be fully functional even without Internet connection.

Over the last few years, Derbigum realized that investment in digital tools enables them to utilize more information sources and data about customers. Preferences and behavior can be understood better, which in turn enables the company to foresee and adapt the product and service offering to customers’ needs. The administrative part of the sales reps’ work needed to be done in the company’s Dynamics CRM. That didn’t enable them to efficiently add and access information on the go. Nor was it convenient to walk around with a laptop during a customer visit. Looking up a record or updating data required to start up the computer, connect to the guest Wi-Fi, and launch the CRM system. It wasn’t a process contributing positively to the customers’ experience and perception of Derbigum. Therefore, sales reps typically postponed administrative tasks to the end of the day, or even later. Derbigum required a mobile solution that would help organize and streamline the work process for their sales personnel. The application needed to provide an efficient, user-friendly environment and facilitate easy access to business data and relevant CRM functionality – at all times, wherever salesmen happened to be.

Janssen-Fritsen, a leading manufacturer of physical education equipment, faced a significant challenge as their business grew. Their existing mobile solution for carrying out equipment safety inspections was no longer sufficient. The company needed a mobile app with fast data synchronization that was user-friendly for both inspectors and the back office. The inspectors often had to work in areas with no internet connection, making a reliable offline mode a critical requirement. The company's inspectors carry out equipment safety checks in the field, fill out detailed reports, attach pictures of the equipment, and deliver the reports to their customers. Without fast sync and reliable offline mode, they struggled with slow loading times and inflexible schedule planning.

Nurse Maude had invested in Microsoft Dynamics CRM to manage patient information and use it as a scheduling tool. However, the staff in the field were using a paper-based system to record actual visit times and details. This resulted in no timely capture of data, no visibility of actual progress, and no way to efficiently inform workers about critical schedule updates and changes. Therefore, Nurse Maude needed to pair their Dynamics CRM with a reputable mobile solution to complete the solution.

Pavelka–VTP, a well-known name in the expert delivery of engineering services in water installation, heat, gas and building services for Czech businesses, was facing a challenge. The company was servicing clients with the most basic of methods – utilizing older versions of Word, Excel and even, as its CEO Rostislav Pavelka admits, pen and paper. This traditional way of working was not efficient and was slowing down the company's operations. The company needed a solution that would bring its growing business into the 21st century and improve its service delivery.

ANCA uses Microsoft Dynamics CRM to manage and monitor their global sales process, primarily opportunities, contacts, and accounts. With sales staff all over Australia, Asia, the U.S. and Europe, the CRM system is the obvious link that connects them with headquarters. However, sales representatives do not reside in permanent offices. They spend their time mostly on the road. That meant finding time to access the CRM was difficult and resulted in data often not being up-to-date. Therefore, the company’s back office couldn’t rely on CRM to get an accurate outlook on current and future business.