Saleslogix Mobile 3.01 provides enhanced mobile features for interacting with your customer data, in context, while in the field. New contextual KPIs, charts, and menus empower you with mobile customer intelligence on a broad range of smartphones, tablets, and mobile devices.
Saleslogix Mobile 3.0 is included at no additional charge for existing customers with standard CRM licenses. Mobile-Only users can get Saleslogix for just $25 user/mo (cloud) or $395/user (on-premises).
SalesLogix Mobile works with the SalesLogix on-premise and SalesLogix Cloud systems and interacts with each device’s navigation, mapping, dialing, and email functions to simplify the user experience. SalesLogix Mobile operates online and offline, is centrally managed and customized, and updates automatically over the air.
A leader in CRM for the mobile workforce
Saleslogix Mobile CRM 3.x provides robust capabilities to the users who spend most of their time on the road and in the field. You can edit all account and contact information, view KPIs (key performance indicators), access charts, and keep track of your schedule and activities.
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.
Take 20 minutes to discover this Saleslogix Mobile 2.2 video below and learn how to navigate for managing your daily sales tasks- click to view.
-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 Saleslogix v7.5.4+. Supports iPhone 3.x+, iPad, Android v2.1+, BlackBerry v6.0+, and HTML5/CSS3-compliant browsers. Learn more here.
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!
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