Mobile Solutions

Sage CRM makes it easy for the sales force and road warriors to stay productive even when out of the office.

Wireless PDA Access
The benefits of real-time access to your CRM solution and database are numerous and can have a positive impact on your business performance and profits. Wireless connectivity with enhanced support for Personal Digital Assistant (PDA) devices using the Microsoft Windows Mobile operating system brings real-time data to your fingertips - anywhere, anytime.

With online Internet access, PDA users such as field sales representatives can stay connected for real-time access, with a full range of functions accessible, enabling staff to view reports, and update contacts and sales opportunities. They also can continue to qualify leads, track customer issues, and manage tasks and calendars.

Wireless PDA access to your CRM solution simply makes you more productive, increasing productivity while reducing costs.

Benefits of remote access include:

  • Access important account, contact, and history information
  • Maximize time while traveling
  • Cultivate stronger sales relationships
  • Improve customer service
  • Update account information
  • Add key account data
  • Schedule activities and appointments
  • Synchronize information at a later point in time
  • And much more!

Offline Synchronization
A comprehensive CRM solution enables organizations to guarantee their sales, marketing, and customer care professionals have fast, up-to-date access to critical data - regardless of where these employees are located. Even when not connected to a network, mobile users can work offline and later synchronize with the central server, using the optional Offline Synchronization feature.

As a result, Offline Synchronization simply makes your field sales, marketing, and service personnel more productive and efficient because they can work anytime, anywhere regardless of connectivity. Offline Synchronization is also cost effective since end users can install the offline client by downloading it directly from Sage CRM, without requiring additional software such as Microsoft Internet Information Services (IIS) or Microsoft SQL Server Desktop Engine (MSDE).

Benefits of Offline Synchronization include:

  • Access important account, contact, and history information
  • Maximize time while traveling
  • Cultivate stronger sales relationships
  • Improve customer service
  • Update account information
  • Add key account data
  • Schedule activities and appointments
  • Synchronize information at a later point in time