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Sage CRM Mobile - Service Order Manager · 2015. 10. 9. · Sage CRM Mobile . Solutions. Sage. CRM Datasheet. Benefits snapshot •Aewptimised n o mobile UI experience ensures you

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Page 2: Sage CRM Mobile - Service Order Manager · 2015. 10. 9. · Sage CRM Mobile . Solutions. Sage. CRM Datasheet. Benefits snapshot •Aewptimised n o mobile UI experience ensures you

Sage CRM Mobile Solutions

Sage CRMDatasheet

Benefits snapshot • AnewoptimisedmobileUI

experienceensuresyouandyourteamcanaccesskeyCRMinformation,fromanywhere

• PerformkeysalesactivitiesquicklyandeasilywithSageCRM’snativemobileapps

• Accessyourkeycustomerinformation;scheduleandmanageactivities;viewhistory;andrecordemails,calls,andnotesfromyourmobiledevice

• Workeffectivelyonthegoandquicklysearchandupdatecontacts,opportunities,leadsandcases

• Runandviewreportsonthemoveandmakebetter,moreinformedbusinessdecisions

Sage CRM Mobile OurmobileCRMsolutionhasbeenupdatedtoincludeoneoptimisedmobileexperienceforallmoderndevices.ItenablesyoutoaccessyourkeyCRMdataanywhere,anytimeonanymobiledevice.

SageCRM’smobilesolutionsupportsAppleiPhone,Androidsmartphonesandthelatesttabletdevices,deliveringarich,browser-baseduserexperienceandenablingyoutoworkproductivelyfromanylocation.Youcaneasilycheckontheprogressofacustomerorderandfindoutwhichcustomersyouneedtocall.

Youcansearchandupdatecontacts,opportunities,leadsandcasesandrunandviewreportsonthemoveforultimateefficiency.

Do you want to be more productive outside the office?SageCRMoffersarangeofsolutionsforyouandyourmobileworkforce,ensuringyoucanaccessalltheinformationyouneedfromSageCRMonyourmobiledeviceregardlessofyourlocation.

Havingaccesstothiscriticalcustomerinformationontheroadensuresyouhavetheinformationyouneedtoprepareforimportantcustomermeetingsandmakegreatsalespitches.

Additionally,yourcustomerserviceteamscanaccessdetailsoftheircustomercaseswhenontheroadoratcustomersites,helpingthemtobecomemoreproductiveandserviceyourcustomersmoreeffectively.

‘Sage CRM’s mobile integration and the number of apps available for various mobile devices are of particular value to our roaming sales force’ OriSaban,ManagingDirector,AGSSolar

sagebusiness.com.au

>DiscoverhowSageCRMmobilecanhelpyourworkforcebemoreproductiveontheroadinthisshortvideo:bit.ly/sagecrmismobile

Page 3: Sage CRM Mobile - Service Order Manager · 2015. 10. 9. · Sage CRM Mobile . Solutions. Sage. CRM Datasheet. Benefits snapshot •Aewptimised n o mobile UI experience ensures you

Sage CRM Sales Tracker for Windows 8SageCRMSalesTrackerforWindows8givesmobilesalespeopleview-accesstoSageCRMsalesandcontactdataontheroadusingWindows8tabletdevices.SageCRMSalesTrackergivesyouaccesstoyourSageCRMCompany,ContactsandOpportunityrecords.Youcaneasilybuildalistofopportunitieskeytoyoursalespipelineanddrilldowntorecorddetailstogetafullpictureoftheopportunityyouareworkingwith.SageCRMSalesTrackercanalsobeaccessedviaaWindows8PC.

Thishelpsthembecomemoreefficientandorganisedinsideandoutsidetheoffice.Andtheycanmanagetheirbusinessrelationshipsnomatterwheretheyare.

Youcanusethisdedicatedapptoaccessyourkeyopportunities,appointmentsandtasks,andaddyourphonecontactsasaPersonorLeadrecordinSageCRM.NativeintegrationwithAppleiPhoneallowsyoutomapappointments,logoutboundcalls,emailsandtextmessages,andaddyourappointmentsandtaskstoyourphoneandpushthemuptoSageCRMwhenyouarebackonline.

Additionally,customisationcapabilitiesletyoudisplaycustomfieldsforpeopleandopportunitiesontheSageCRMforiPhoneapp.

Sage CRMDatasheet

> Sage CRM Sales Tracker for Windows 8, Sage CRM for iPhone, and Sage CRM for Android* gives mobile sales people access to real-time data for managing their business relationships

About Sage CRMOver 15,000 small and medium sized companies across the globe use Sage CRM every day to accelerate sales, drive business productivity and make every customer interaction count. It is used by enterprising, growing companies seeking new ways to interact with customers, leverage the power of social media and take advantage of the latest mobile developments to further grow their business. When combined with Sage ERP, our customers enjoy better business insight, increased efficiencies and productivity, and gain a single, customer-centric view across their entire business. So whether you’re just starting out or have already grown to several hundred employees, Sage CRM can help accelerate your business success.

Accelerate your business success with a free 30-day trial of Sage CRM Cloud at www.sagecrm.com

© 2015 Sage Group Plc. sagebusiness.com.au Sage CRM

C

Native mobile apps empowering your sales teams

Sage CRM for Android* SageCRMforAndroidgivesyoursalesteamreal-timeaccesstoSageCRMsalesandcontactdatausingtheirAndroiddevicesregardlessoftheirlocation,andkeepsthemup-to-datewiththeirlatestsalesactivities.SageCRMforAndroidhelpsyoursalesuserstobemoreefficientandletsthemaddnewappointments,opportunitiesandtaskswhenawayfromtheoffice.TheycanalsotrackkeycustomercommunicationssuchasSMS,emailsandcallsandrecordtheminSageCRM.

Sage CRM for iPhoneSageCRMforiPhonegivesyourmobilesalesworkersup-to-the-minutecustomerandprospectinformationontheroadsotheycanprepareforeverysalespitchandcall.

*TheSageCRMforAndroidappwillbeavailablein March2015