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
