New York, NY (PRWEB) April 27, 2011
ProTrak International today announced the release of ProTrak Mobile 2.1, an upgrade to the BlackBerry component for their popular CRM application. ProTrak Mobile 2.1, which will be released to clients in the coming weeks, not only provides users with enhanced performance but let’s them customize the information available on their BlackBerrys without any programming assistance or customization required from ProTrak.
ProTrak Advantage CRM presently gives users the ability to easily add new user-defined fields to the various profile screens such as Investor, Consultant, Manager, Contact, or Activity/Follow-up. With ProTrak Mobile 2.1, the ProTrak Administrator will simply “check” the data items that are needed on the users’ BlackBerrys and, the next time users login to the application they are able to view, add or update information for any of the new fields.
“This enhanced data functionality brings our mobile smartphone solution even closer to the full functionality of our core CRM platform, said Simon Koziel, President of ProTrak. We specifically designed and developed ProTrak Mobile from the ground up, instead of simply placing a pre-developed BlackBerry package on top of ProTrak, to give our users transparency and ease of use whether they are in the office or on the road, added Koziel.” For example, ProTrak CRM includes a "Send and Add to ProTrak" option in Outlook e-mail. And, ProTrak Mobile lets users Send and Add e-mails to ProTrak whether they are in their BlackBerry Contacts' Address Book or in the ProTrak Mobile application.
Another important addition included in ProTrak Mobile 2.1 is the ability for users to easily add new contacts “on the fly” to the ProTrak database, if the contacts in an e-mail received on the BlackBerry do not currently exist in the CRM database. ProTrak Advantage CRM includes a user-friendly algorithm for adding unmatched e-mail contacts and this functionality has now been extended to ProTrak Mobile.
“We certainly understand the importance of mobile computing and portability, said Koziel. In fact, we are actively exploring the Apple IPad and other tablet formats as additional platforms for our mobile users.”
About ProTrak International, Inc.
ProTrak, a recognized innovator and industry veteran, has been providing best-of-breed client relationship management (CRM) solutions to the investment management community for over 20 years. ProTrak has the only CRM software suite that fully serves the needs of both traditional and alternative investment managers. The ProTrak Advantage CRM system improves the effectiveness of client service, sales & marketing and research teams by providing tools for workflow management and handling the complex, multi-dimensional relationships common to the investment management industry. For more information visit http://www.protrak.com.