Taking Sage CRM on the Road

Perhaps more than any other department in your company, sales people spend as much time on the road as they do in the office. To stay productive, they need access to data, transactions, and customer information wherever they are.

That’s why Sage CRM 7.3 continues to add functional improvements to the mobile CRM component.

More Than Gee Whiz Technology

Before we examine mobile features in Sage CRM, it makes sense to point out that the ability to access CRM on a mobile device is about more than just flashy features or gee whiz technology. There’s real business benefit in making sure that CRM is easy to access and use.

By improving convenience and access, you also improve user adoption which is critically important to a successful CRM strategy.  It’s not uncommon for sales people to continue “doing things the old way” because the new CRM software is hard to use or requires them to be in the office to update the system. Simply put, your employees will actually use mobile CRM and not view it as an unnecessary administrative burden that ties them to their desk.

Mobile Enhancements in Sage CRM 7.3
All Devices Welcomed

Sage CRM 7.3 consolidated styles into a single mobile theme that looks and works the same way on an iPhone, Android, or tablet so you get a consistent experience across devices. The enhanced mobile theme also features a new user interface with a cleaner layout, rearranged slide-out menus on every page, and the new “flat” design that has been made popular on newer mobile operating systems.

You can track customer and prospect communications, schedule appointments or follow up tasks, update customer records, manage meetings, and so much more - all while you’re on the go. You can also import Android or iPhone contacts as a new lead or “Person” in Sage CRM without fumbling around with data files or exports.

Sage CRM Mobile Features

A few of the noteworthy features in Sage CRM Mobile:

  • Work offline and still access customers, contacts, and opportunities when out of coverage area.
  • Integration with maps to plan sales appointments.

  • Customize screen colors to identify different types of records at a glance.

  • Add custom fields to Person or Opportunity records.

  • New calendar rearranged in a journal view making it easier to scan your schedule.

  • Import phone contacts as new Sage CRM Person.

Note: the new Sage CRM for iPhone app replaces the old app which was called “Sage CRM Sales Lite.”

If you have questions or need assistance with your Sage CRM software, please contact DWD

DWD Technology Group is a Sage CRM and Sage 100 (MAS 90/200) Partner serving clients throughout Indiana, Michigan, Ohio, Illinois, Kentucky and Pennsylvania.


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