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 irrespective of connectivity. Offline Synchronization is also cost effective since end users can install the offline client by downloading it directly from SageCRM and does not require additional software such as Microsoft Internet Information Services (IIS) or Microsoft® SQL Server Desktop Engine (MSDE).

The benefits of offline synchronization include:

  • Access to 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