BTerrell Group Blog

SageCRM for iPhone

Posted by Meredith Gooch on Fri, Dec 09, 2011

Equipping your sales team with the necessary tools to enable them to do their job effectively is crucial in today’s competitive market. Having access to critical customer information when sales people are on the road or at customer sites can help drive revenue and keep customers satisfied.

SageCRM’s mobile solution for iPhone delivers a rich user experience and provides sales teams with the ability to work effectively regardless of their location via online access through the Apple iPhone. SageCRM for iPhone maximizes user productivity by enabling users to access critical real-time customer data while on the move and increase sales and service effectiveness at every stage of the sales cycle.

Sage CRM for iPhone

SageCRM for iPhone takes advantage of native Apple iPhone functionality such as the date spinner and the accelerometer, which senses when the phone is turned on its side automatically shifting the display to landscape mode. Users can also leverage the capabilities of
the iPhone whilst on the road with the ‘click-to-dial’ feature, which enables users to call contacts directly from any SageCRM record. SageCRM for iPhone incorporates Google Maps functionality enabling users to map the address of a contact without having to leave the application.

Equipped with all the existing SageCRM mobile functionality, SageCRM for iPhone is available in SageCRM v7.1 for users with a mobile user license.

Tags: SageCRM, Sage CRM, iPhone, SageCRM 7.1, SageCRM for iPhone

SageCRM 7.1 - Good News for Sage ERP Accpac Users

Posted by Meredith Gooch on Thu, Aug 11, 2011

SageCRM version 7.1 is now available! New features include:

  • Sage e-Marketing—a powerful and fully integrated email marketing solution.
  • Total Campaign Management—enables easy execution of multichannel marketing campaigns.
  • Communications Management— Microsoft Exchange server integration.
  • Interactive Dashboard—link multiple gadgets on a single screen.
  • New Report Charts—better business management with enhanced at-a-glance reports

Most important for Sage ERP Accpac users...
In addition to the standalone SageCRM 7.1, the integrated version for Sage ERP Accpac 6.0A has also been released. Below the new default welcome dashboard in SageCRM 7.1:

CRM 7.1 Dashboard

Sage ERP Accpac 6.1 will integrate to this version as well as future versions. As Sage Accpac continues its journey to the web, it will continue to integrate more and more into SageCRM. The tight integration breaks down the walls between ERP and CRM, allowing users in both worlds to get all the information they need for better decision making, whether its CRM users knowing of collections problems or A/R clerks being aware of communications that are going on between sales and customers.

Contact us for more information on SageCRM or Sage ERP Accpac and their integration capabilities. Thanks to Stephen Smith for the great information.

Tags: SageCRM, SageCRM 7.1, SageCRM and Accpac integration, SageCRM for Accpac, SageCRM version 7.1, SageCRM integration, Sage ERP CRM