The Tier1ACE Mobile App gives you everything that you need before you walk into a meeting – all at your fingertips. You can log a Call Report by voice as soon as you leave the meeting, and the coverage team will be notified immediately. All of your notes are auto-saved as they are being entered so that you never lose data, and changes that you make offline are updated as soon as you regain service. Like all Tier1 products, Tier1ACE Mobile has Capital Markets grade security features. You aren’t tied to a desk, and your CRM solution shouldn’t be either.

Access Your Lists and Contacts

  • All your lists are available on your mobile devices – phone and tablet.
  • Alert Flags remind you of contacts to call based on the date of last interaction.
  • Photographs and Logos can be loaded – which is useful when meeting clients.
  • Detailed fields about accounts and contacts can be configured to provide you with just the information you need.
  • Mobile “cubes” show the list of contacts at the account, interaction history and all Call Reports levels.

Log Calls and Create Call Reports

  • Logging calls is simple and quick – and can be done using voice-to-text.
  • Coverage teams are auto-notified when interactions with their Accounts or Contacts are logged.
  • Photographs and Logos can be loaded – which is useful when meeting clients.
  • Interactions can be tagged to products discussed, such as tickers.

Mobile Dashboards

  • Convenient launch of any Salesforce dashboard.
  • Customizable to launch your own mobile dashboards and reports.

Safety, Security and Offline Access

  • You can log calls offline that sync when you are back online.
  • You can view cached data – even while offline.
  • Additional security features can be enabled to ensure corporate data is not compromised should you lose a device.

Mobile Optimized Workflows

  • Quick and intuitive navigation from lists to Accounts, Contacts and Call Reports so you can be informed before you walk into a meeting.
  • Fields are auto-filled, and the app uses pick lists to reduce the time it takes to log interactions and create Call Reports.
  • Intelligent searching finds your covered accounts and contacts first – but allows you to easily find anyone in the database.
  • You can sort lists alphabetically, by call order priority, or by account tier.

Flexible and Configurable

  • Administrators choose what information to show in the App, and can tailor the experience for different types of users.
  • 1-click to initiate a call.
  • 1-click to log an email.
  • 1-click to launch Google Maps.

Security and Logging

  • Administrators choose what information to show in the App, and can tailor the experience for different types of users.
  • Capital Markets grade security rules are applied when viewing data or creating new sensitive Call Reports and Interaction Logs
  • Call Reports associated with Deals inherit the security of the Deal.
  • 1Call Reports shared with employees are logged and tracked for compliance reasons.