We have a completely mobile workforce with no ties to an office. SalesLogix Mobile CRM gives them the ability to see more customers in the day and complete more work without being required to return to a central location.
-VP Government Sales Panasonic North America
When your road warriors need up-to-the-minute information on your most important customers, who do you rely on to deliver your CRM data to their fingertips?
Sage SalesLogix Mobile extends CRM capabilities to popular mobile devices, such as BlackBerry® and Windows Mobile®, delivering rich functionality and Anytime, Anywhere access to your CRM data through the real-time convenience of wireless.
- Full-Featured Mobile CRM on your Handheld Device
Sage SalesLogix Mobile CRM for BlackBerry and other mobile devices allows you to view, edit, and add contact and account details, take notes, schedule meetings, complete activities, update opportunities, and issue and review ticket information, all from a handheld device. You can easily access key customer information using quick lookups or filtered searches. Sage SalesLogix Mobile CRM enables account, contact, opportunity, and ticket management from handheld devices so users always have access to the most up-to-date customer information, whether in the office or on the road.
- Efficient and Rich End-User Experience
Since Sage SalesLogix Mobile CRM replicates familiar Sage SalesLogix functions on BlackBerry, Pocket PC, and Smartphone devices, it’s easy to get up and running quickly. Time-saving features such as one-click dialing or e-mailing from contact or activity records, handwriting recognition*, and integration with Pocket Outlook* enables users to get the most from Sage SalesLogix, while taking advantage of the convenience and productivity afforded by their mobile CRM handheld devices.
- You’re Mobile CRM, Your Way
Many Sage SalesLogix customers tailor the solution to meet their unique business requirements. In addition to basic contact and account information, with Sage SalesLogix Mobile CRM, you can access data from custom tables, extensions, pick lists, and other customized fields. The mobile CRM application can also be easily customized using visual drag-and-drop design tools.
- Flexible and Secure
Sage SalesLogix Mobile CRM delivers one-click synchronization using wireless, wired or dial-up connections back to your Sage SalesLogix host database or remote client. Lightweight, incremental updates enable fast and secure updating of client configuration changes, database schema changes, and bi-directional information updates. Additionally, a rules-based push to your BlackBerry device avoids the synchronization of all information, delivering only the appropriate amount and most relevant type of information at the right time.
Full-Featured Mobile CRM at Your Fingertips
Extending Sage SalesLogix to smartphones gives you and your field workforce a strong competitive advantage that can help drive revenue and keep customers satisfied.
- Access up-to-the-minute account or contact details, history and status.
- Check current inventory and place orders.
- Resolve and close service tickets on-site
- Schedule meetings and respond immediately to every opportunity.
Rich User Experience without the Learning Curve
SalesLogix Mobile sits as a fully–functional, data-ready application on your BlackBerry or Windows Mobile device so that key Sage SalesLogix performance is preserved and CRM data is always available—in the palm of your hand.
- Boost productivity with familiar Sage SalesLogix entities replicating smartphone functionality.
- Save time with one-click dialing or e-mailing directly from a contact or activity record.
- Add notes or e-mails to Sage SalesLogix history.
- Leverage location awareness accessing BlackBerry maps for directions.
The Information You Need, How and When You Need It
SalesLogix Mobile can be tailored to meet the unique business needs of mobile users, ensuring that the solution works as you do.
- Access existing custom tables, pick lists, and other modified data fields from Sage SalesLogix.
- Remotely “subscribe and retrieve” ad-hoc account or contact information through subscriptions.
- Rely on flexible synchronization options that deliver persistent, lightweight incremental updates.
- Utilize local device storage for secure online or offline access to CRM data.
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