Sage CRM Mobile: A Beginner’s Guide

Sage CRM MobileWith smartphones and tablets gaining popularity workers are no longer tied to their desktops. In 2014, mobile internet usage is expected to surpass desktop use and continue growing.

Mobility is also changing CRM with more workers accessing Sage CRM on a mobile device. So what is Sage CRM Mobile exactly? Let’s take a closer look …

What is Sage CRM Mobile?

Sage CRM Mobile provides your team with access to important CRM data using a smartphone or tablet. Sage CRM can be accessed using the native iOS or Windows 8 mobile apps, or through the internet browser on a connected mobile device. Your managers, marketers, and salespeople will be able to work and access the same data as the desktop version.

There are many reasons to get started with Sage CRM Mobile, such as:

  • Better Customer Service

    Workers can check customer history, call notes and case information on-the-go and before they meet or talk to a customer.

  • Close More Sales

    With immediate access to sales leads and product information, your sales team will have the information they need to conduct business in real time and close more sales.

  • Increase Productivity

    Customer questions and case information are properly logged and documented to cut down on service time.

  • Reduce Paperwork

    Your staff can access and send required documentation to any department from anywhere.

Mobile App vs. Browser Access

While both access options allow you to conduct business on-the-go, they differ slightly in portability and ease of access.

With the Sage CRM mobile apps – Sage CRM Sales Lite for iOS and Sales Tracker for Windows 8 – you can view contacts, opportunities, notes, and customer information with or without an internet connection. If your mobile device has an internet connection, you can log into Sage CRM using the device’s mobile browser to run reports and make live updates to your Sage CRM database.

Both access options are available for Sage CRM customers – feel free to download the apps and log into Sage CRM using your tablet’s mobile browser. To find out if your version of Sage CRM is supported please download the Sage CRM Mobile Feature Matrix.

Getting Started with Sage CRM Mobile

Here are a few things more you can do with Sage CRM Mobile:

Access and Use Important Customer Information

Sage CRM mobile provides you with tools and information you need to better manage your customer contacts. Need directions to your next meeting? Simply log into Sage CRM using your mobile browser, find your contact’s information, and click on the address to open Google Maps.

The Sales CRM Sales Lite for iPhone also tracks, logs, and timestamps any communication (or attempted communication) made with a customer. This feature is perfect for staff working remotely or salespeople who need to report when they last contacted a customer.

Run and Share Reports

The reports in Sage CRM enables your team to run reports on-the-go as if they were sitting at a desktop. View, email, or collaborate on reports such Company List by Revenue, Person List by Company, or Related Companies to Cases.

What’s more? With the proper accessories you can even connect your tablet to a projector to present a Sage CRM report during a meeting.

Desktop and Mobile Views

You can view Sage CRM through the optimized mobile version or the traditional desktop view – the choice is yours. It’s easy to change your preference for Tablet Version or Desktop Version on your device. Log into Sage CRM on your desktop, select the Preferences tab and then select Change. You can then choose if you want Desktop View or Tablet view on your device.

Are you considering Sage CRM Mobile?  Learn 6 good reasons why you should invest in Mobile CRM.

Ready to get started? Feel free to contact us for more information.

 

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