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Mobile CRM, Cloud computing, Web-based productivity tools, Sales Productivity Improvements,

2 Min Read

Simple enough for a cartoon character to make the call

Knowledge Capture on the Go with Sage SalesLogix Mobile

Having a smart phone in your set of tools is a business requirement.  Using this same tool for capturing knowledge increases the value of the mobile device for yourself and for the rest of your business.  So simple - even a cartoon character can make the Call....


Step 1: Bring up your Sage SalesLogix Mobile app for Quick Actions on that key contact.


Step 2: Tap "Call main number"



Step 3: Type in the notes of the conversation and "POOF..." the main office is updated and kept informed.

Optionally: Tap the "Schedule Activity" to remember the next time to follow up...

Easy enough for a cartoon character....


Topics:   Mobile CRM Cloud computing Web-based productivity tools Sales Productivity Improvements

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