Getting Started with Sage CRM Mobile

Business is becoming increasingly mobile. People are using their phones and tablets to access reports, process orders, communicate with customers, and get work done in the office or on the road. So here’s a look at getting started with the mobile functionality offered in Sage CRM.

Sage CRM Mobile Web

Sage CRM Mobile Web is a full-featured version of Sage CRM that you access online through your browser, tablet or Smartphone. Offering functionality similar to the desktop version, Sage CRM Mobile Web must be “turned on” by   setting the Mobile Device Access option to “True” under the User Details > Security tab.

Once the functionality is turned on, you can also save time accessing Sage CRM Mobile Web by adding a bookmark/icon to your mobile device home screen. Simply navigate to the URL provided by your System Administrator and then click the Add to Home Screen icon.

Now you can easily manage your CRM information, run reports, call or email contacts, update the CRM database and so much more.  If you’re using a 7” or 10” tablet, you can enjoy the full desktop browsing experience by setting the Default  Tablet Version to “Desktop” under My CRM > Preferences > Change.  If you’re not using a tablet, Sage CRM will adjust navigation to a browsing experience optimized for your   device (including iPhone, Android, Blackberry, and more).

Mobile Apps for Sales Users

There are 2 mobile applications that provide access to Sage CRM functionality that your sales people are most likely to use including Contacts, Opportunities, and Calendar.

The 2 apps are Sales Lite for iPhone and Sales Tracker for Windows 8.

Sales Lite for iPhone provides access to important customer information and other Sage CRM data even when you’re offline or out of your mobile coverage area.  You’ll simply sync up and send/receive data when you’re back online. This app also leverages native iPhone features so you can map appointments, track & log calls, and send email or text.

This app is available in the Apple Apps Store. Be sure to check with your system administrator for system requirements, additional components, or configuration that may be required depending on the Sage CRM version you run.

Need Help Getting Started?

Be sure to contact us with your questions. Or feel free to watch this video and learn more about getting started with Sage CRM Mobile.

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