SageCRM data on the go with MobileX
Nick Rainbird • June 30, 2020
MobileX for SageCRM is an alternative to the standard SageCRM App and is the most powerful mobile interface for SageCRM
from any modern mobile smartphone device that can be rolled out with a simple URL..
Do your remote sales staff have access to valuable customer, sales, service and communication history data while out of the office?
Do the sales team have to wait to to return to the office or home office to be able log updates and new opportunities from customer meetings?
Do the sales team have to wait to to return to the office or home office to be able log updates and new opportunities from customer meetings?
With MobileX solution for SageCRM you can:
- Create and search for companies and contacts with easy navigation and edit this data on the go if you have the appropriate security rights
- Dictate your call notes and emails there and then without needing to go back to the office or open full SageCRM
- Add Files / Photos from your mobile device directly to a customer, person, opportunity or case record
- Log and file emails from your mobile device and view communication history
- View your Sales and Cases Pipelines that you can filter like the desktop version and also progress these records.
- MobileX screens can be customised and the system can be extended with customer integrations.
Navigate, view and update your SageCRM data
With a single simple search you can search across multiple entities for your data or focus on a single entity. One search box to rule them all.
Summary data and more (Cases, Opportunities, Communications) are available from MobileX. You can even edit the summary data, logs calls,emails and even add files/photos.
Log Information on the go
Log phone call notes there and then into SageCRM. Start emails in MobileX to log them and send via your native mobile client.
Using your phone you can dictate into the text area making it even easier for you to log phone calls and meeting updates as demonstrated in the short video below:
View your Sales Pipeline
View and manage your Sales pipeline. You get a visual pipeline and also a break down of the number of opportunities in a legend that also allows you filter by the stages and then access the full opportunity.
With MobileX can you upload files and photos against an entity. Take a photo on your phone and upload to CRM!
Ideal for field services engineers to record before and afterwards on a site.
Office 365 Outlook Integration
You can also integrate MobileX with Office 365. This allows you file emails from Outlook on windows/Mac/OWA/iOS and Android (via the Outlook app). You can also create new companies/people, opportunities and cases from an email. This is ideal for people working from outside the office.
MobileX is the only mobile app for Sage CRM that can be extended to include custom entities and screens. Record customer visits, take notes on training and more. With MobileX you define how it works for your business.
If you would like to find out more about the MobileX solution or schedule a demonstration to find out how MobileX can provide your team with more insight when out of the office then please feel free to get in touch on
01494 490409
or email the me at
nick@rainbirdbusiness-solutions.com
to discuss these further.
Until the next SageCRM Insights instalment keep safe and we will continue to help you unlock your success with SageCRM!
Nick
Rainbird Business Solutions
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