SageCRM Data Goes Mobile!
You’ve heard of that saying… “you can’t have your cake and eat it too?” Well we’re here to say, YES, you can! At least when it comes to your SageCRM data! It is now possible to have the best of both worlds!
SageCRM data is no longer destined to live out its’ days, stuck on the server in your office. It can be accessed on multiple devices via the web or through an app, extending your CRM’s functionality and allowing mobile, OFFLINE access to important data when and where you need it most.
Here’s how you get started: open up a standard mobile-based browser such as Safari on an iPhone, iPad, or Android powered mobile device. You can also search your device’s App Store or Google Play store and look for “SageCRM.” Once you’ve found it, download the app to your device.
By using the Sage CRM app, you will gain access to your data when you are traveling or simply off site visiting a client. You can even carry out functions such as entering notes and that new data will automatically transfer to the appropriate contact’s record within SageCRM.
SageCRM for iPhone and Android ensures that you and your team has access to critical customer information at anytime from anywhere. The most updated version includes fast synchronization, improved functionality, updated branding, and a number of customer cases.
Link Your Sage 100 to your SageCRM and Get More!
When you marry your Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solutions, you can transform your business into a more customer-centric and efficient company. Did you know that you can access your Sage 100 ERP data from inside SageCRM and enjoy faster, seamless workflows?
You can do it with DataBridge!
DataBridge supplies pre-built dashboards and reports with real-time information from your Sage 100 ERP inside of your SageCRM. The best part of all, is that your Sage 100 already comes with a free SageCRM license so there’s no reason not to take advantage. Click here to learn more about DataBridge.
Would you rather talk to someone about what all you can do with your SageCRM data? Have a ‘no-pressure’ conversation with our amazing Business Solutions Manager, Dan Martin. Book an appointment on his calendar today by clicking here.