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Mobile CRM, Infor CRM

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5 Min Read

Bringing Sage SalesLogix to the Small Screen

With SalesLogix Mobile, the goal is to enable users to comfortably interact with the same network CRM data on the road and in a similar fashion, as they would in the office.  

One key design strategy of SalesLogix Mobile was to address the need to:

  1. work the way mobile users do, and
  2. minimize the learning curve for mobile users already familiar with SalesLogix.


Screen real estate is significantly different between desktop and mobile environments so it's not practical, or even possible, to simply reproduce a full-size desktop application on a 2"x3" screen.  However, it is critical to maintain familiarity and reproduce key CRM functionality in the mobile environment to ensure immediate, high user productivity without requiring extensive re-training.  One of the key strengths of SalesLogix Mobile is that it was developed by Sage to be a fully integrated part of the SalesLogix CRM platform, with a focus on creating the right mobile experience for SalesLogix users.

 

In the following SalesLogix Mobile application screen shot, you can see the familiar SalesLogix entities, such as Account, Contacts, Opportunities, Leads, Activities, Tickets, etc., as part of the default or "out-of-the-box" mobile user experience.  

 SalesLogix Mobile

Each entity allows the user to drill into the most appropriate view to quickly look up information, check status, or add information to the customer profile.  In addition, each entity represents a view of the data, but with easy access to other related details.  Below you will see from the Accounts view, the user can simply access other tabs containing relevant opportunities, upcoming activities, history, and for a complete view of customer details. 

 SalesLogix Detailed view

SalesLogix Mobile is tightly integrated into the host mobile environment so that users can make calls or send e-mails directly from a Contact or Account through the SalesLogix Mobile record.  Also, for faster and more accurate data entry and prevention of duplicate entries, users can conduct account and contact lookups when creating a new record, and use Picklists to select from a pre-defined Sage SalesLogix list.

Topics:   Mobile CRM Infor CRM

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