What’s even better than Sage SalesLogix managing customer information in your office? Having the same data on the road, accessed with your Blackberry, PDA or Pocket PC, with Sage SalesLogix Mobile v4!
SalesLogix Mobile v4 is full-featured customer relationship management (CRM) software that integrates seamlessly with Sage SalesLogix. It lets you add, view and edit customer contacts on the fly, plus transmit and receive data from the company’s centralized database. You can be better informed when in front of a customer, access up-to-the-minute information from headquarters, and generally use your time out of the office to become more productive – all from a handheld device. Capabilities You’ve Been Waiting For
Here are just a few of the things you can do with SalesLogix Mobile:
· Take notes · Manage accounts · Schedule meetings · Update opportunities · Check ticket information · Complete activities · Input or review customer contacts · Do quick look-ups · Conduct more detailed filtered searches
Fast and Easy
The beauty of having SalesLogix Mobile is that it synchronizes with SalesLogix in the office. One click, and your data is transferred, either via wireless, dial-up or a network connection on a PC. Also, you can receive updates from headquarters automatically. That means that you’re working with real-time data, even when you’re out in the field.
With SalesLogix Mobile, you can schedule and track activities, thanks to a drag-and-drop calendar that’s really easy to use. If you need to access product and pricing data, it’s just a click away. You can even check up on a customer’s tickets and service history, resolving any issues that might arise quickly and on the spot.
Sturdy, Flexible Design
SalesLogix Mobile is built on a robust platform to be deployed on popular Pocket PC and/or Blackberry mobile devices. It can perform one-click dialing, and will recognize handwriting to boost your efficiency. Locate client and lead records instantly by searching using any field, like name, address, phone number, company, or any other category of contact information. If you want to change the look and feel of the interface, customization is simple with visual design tools. Also, the software provides you with access to data stored in customized fields within SalesLogix, such as tables, extensions, pick lists and more.
SalesLogix Mobile v4 is a priceless integration into your SalesLogix system. Many users find that it quickly pays for itself through increased sales and efficiencies. Best of all, it will allow you instant access to all of your customer and opportunity information –wherever you are — transforming any chance meeting into an opportunity to write new business.
Zach S. Hoffman