Be 'Smart', Look 'Smart' with Smart Mobile App

What's the Latest:

The new Sage SalesLogix Mobile delivers rich CRM functionality across multiple mobile platforms via a customizable, browser-based application that is easy to deploy and manage and is available at no extra charge to Sage SalesLogix clients*.

More in what's new in Version 8.....

Extend rich CRM functionality to mobile device users quickly and easily - at no additonal charge!*

* Requires Sage SalesLogix 7.5.3 and higher.

The new Sage SalesLogix Mobile works with Sage SalesLogix on-premise and Sage SalesLogix Cloud systems and interacts with each device’s navigation, mapping, dialing, and email functions to simplify the user experience. The new Sage SalesLogix Mobile operates online and offline, is centrally managed and customized, and updates automatically over the air.

Download SalesLogix Mobile product brief

 

It's time to enhance your workflow by pairing the SaleLogix you know-and-love on your PC with the SalesLogix you-will-come-to-love on your mobile device! Although the mobile version* provides the same tools to build relationships and remain connected with your business, the interface differs slightly from the familiar PC experience.

Want to learn the how to navigate the latest smart mobile offering?

Take 10 minutes to discover this Sage SalesLogix Mobile 2.0 video below- click to view.

 

 

You'll learn how to:

-Configure settings and keep local storage for offline data access.
-Quickly enter data (like adding a new account and contact).
-Use hash tags to search for a group of records in list view.
-Easily link to different pages with the fewest taps/touches.
-Create notes to record phone calls and e-mail messages

 

Download "What's new in SalesLogix Mobile 2.0" PDF...

*Requires Sage SalesLogix v7.5.4+. Supports iPhone 3.x+, iPad, Android v2.1+, BlackBerry v6.0+, and HTML5/CSS3-compliant browsers. Learn more at http://www.sagesaleslogix.com/Products-and-Services/Features-and-Benefits/Mobile.

 

Views of the configurable main menus

of the main entities on an Android and iPhone mobile devices.  Easily move up or down list of key items your deal with so you can be more productive.

Access Quick Actions to call Access Quick Actions to call your contact, send an e-mail, schedule an activity, add that all important note so you can share that knowledge back in the office.

 

 

 

Create, Read and Update Activities, Notes and History  

 

 

 

 

 

 

 

 

The Mobile client features a task-oriented user interface.

Select the contact record on your mobile phone and use your native devices' mapping software to view the address of the contact.  There is integration with native applications including email, dialing, and mapping.

 

Schedule Activities (Meeting, Personal Activity, Phone-call, To-do) easily.

 

With History Tracking- you can record email and phone interaction to history.  The boss back in the main office will like that!

 

 

New features for the SalesLogix Mobile include:

1. View today's activities or pick any future/past date for a list of activities

2. Schedule new meetings, personal activities, phone calls and to-dos

3. Complete any Activity and schedule a follow-up

4. View Opportunity's related products

5. Call Contact mobile number from Quick actions menu

6. Combined Notes and History views to a single Notes/History view

7. List icons describe the type of Activity or Note

8. Users can filter the Notes/History view by typing one of the following hash tag values into the Search box, for example: 

  

 Notes/History filter using Tags:

#note – View just notes

#phonecall – View only phone call history items