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*.

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.

Why Mobile CRM?

Companies can reap substantial percentage improvements in their business metrics from mobilizing sales force automation technology and services.

How important is it to your business to:

• Increase field selling time 26%
• Eliminate redundant activities 27%
• Increase win rates 26%
• Reduce sales call costs 25%
• Increase forecast accuracy 25%
• Decrease administrative time 24%
• Decrease sales cycle 23%

Per the "Anywhere Enterprise-Large: U.S. Mobility and Business Applications Survey" from The Yankee Group

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 tips and tricks?

Take 14 minutes to watch this Sage SalesLogix Mobile training 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

*Requires Sage SalesLogix v7.5.3+. Supports iPhone 3.x+, iPad, Android v2.1+, BlackBerry v6.0+, and HTML5/CSS3-compliant browsers. Lear 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 v1.1 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 

NOW there is a much better use of your thumbs then just twiddling.  Mobile devices such as Windows Smart Phones, iPhones and those from Blackberry can be your mobile office away from the main office.

Be able to respond more quickly to an ever increasing and dynamic selling environment.

Be on top of your game with accurate information.

Improve your productivity and look smarter. Imagine having direct access to live, dynamic information from your CRM system such as:

Your contact's phone numbers, email addresses, and related relationship information.

Your schedule of phone calls to be made today- and while you have some free time. 

The historical notes of the prior conversations.  When you or others in your office had a discussion about a product request, a new service offering, or status of a quote.

A view of the latest products they have purchased and prices they have been paying.

The details of a  long drawn out sales opportunity and the prior steps you have taken with the prospect.  What a benefit to have those details quickly in hand.

A view of the open and recently closed service tickets. Wouldn't it be nice to know that a sticky service issue has just been resolved before you want into the customer meeting!

Watch how Steve and Larry, "two super hero thumbs!" use SalesLogix mobile.

Steve and Larry show up at a Sales Conference and show sales people how they can increase efficiency and productivity. Watch it on YouTube now. 

Steve and Larry visit Wiggs International and provide Sales Associate with Sage SalesLogix Mobile on a Blackberry to increase customer satisfaction.  Watch it on YouTube now.

Account Executive Carla impresses her biggest client with up-to-the-minute information on-the-go (i.e. up to date order shipment status).  Watch it on YouTube now.

View the complete set of web videos at www.SageMobileCRM.com for Blackberry...