Getting Started with PeopleSoft Enterprise CRM Mobile Applications

This PeopleBook describes PeopleSoft Enterprise Customer Relationship Management (CRM) mobile applications: PeopleSoft Enterprise Mobile Order Capture, PeopleSoft Enterprise Mobile Sales, PeopleSoft Enterprise Mobile FieldService, PeopleSoft Enterprise Mobile Account Planning, and PeopleSoft Enterprise Mobile Sales for WAP Phones.

This chapter discusses:

PeopleSoft Enterprise CRM mobile applications.
PeopleSoft Enterprise CRM mobile applications business processes.
PeopleSoft Enterprise CRM mobile applications implementation.

PeopleSoft Enterprise CRM Mobile Applications Overview

PeopleSoft mobile applications provide mobile functionality for order capture, sales, and field service.

Through PeopleSoft Mobile Agent, you can download information from a database server to a mobile device. Mobile sales professionals can access customer information from the PeopleSoft Enterprise Sales database and display it on Wireless Application Protocol (WAP) enabled devices.

Note. This book focuses on the set up and usage of mobile functionality and does not discuss core PeopleSoft Enterprise CRM setup or usage. Review the references that are provided in each chapter before beginning the implementation.

PeopleSoft Enterprise CRM Mobile Business Processes

PeopleSoft Enterprise mobile applications provide these business processes:

Mobile order capture.
Mobile sales.
Mobile account planning.
Mobile field service.

We discuss these business processes in the business process chapters in this PeopleBook.

PeopleSoft Enterprise CRM Mobile Applications Implementation

PeopleSoft Setup Manager enables you to generate a list of set up tasks for your organization based on the features that you are implementing. The set up tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.

Other Sources of Information

In the planning phase of implementation, take advantage of all PeopleSoft sources of information, including the installation guides, data models, business process maps, and troubleshooting guidelines. A complete list of these resources appears in the preface of the PeopleSoft Enterprise CRM 8.9 Business Object Management PeopleBook, with information about where to find the most current version of each.