Log your phone call notes and emails. Navigate your data and view your sales pipeline. With Mobile X your Sage CRM system becomes the most powerful collaboration tool in your business.
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Integrated with Outlook 365…
Before or during customer meetings they can catch up on the current position with Opportunities and service Cases, refresh their memory on recent communications, and after the meeting, quickly record their notes and send follow up actions – avoid the need for as much time in the office or at home, and allowing more time in front of clients.
With it’s easy to use interface and access virtually anywhere, users are much more likely to make use of Sage CRM information, as well as update it. Contact information can be used to stay in touch with customers, and with everyone working from a central contact list
The data is captured for the business (not the individual) and updated by all relevant users, and Sage CRM calendars can be viewed and updated, to help prepare for and/or record notes for meetings or conference calls. By capturing information immediately, be it an update from a phone call, or a new service request, you can be sure that nothing is being missed and give your prospects and clients the best service possible.
With features like bookmarking of Contacts, Opportunities, Cases etc, access to history of data accessed, and powerful search facilities, users can get to the information they need, when and where they need it. Get the most powerful web client for Sage CRM from any modern mobile smartphone device (Android/iPhone) – no client install required. With Mobile X your Sage CRM system becomes the most powerful collaboration tool in your business
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Easily navigate your data
With a single simple search users can search across multiple entities for data, or focus on a single entity like a Case or Opportunity.
With access to bookmarks such as CRM contacts, key Opportunities, current Cases etc, getting to the data when you need it and where you need it is easy!
Upload files on the go
Upload files and photos against an entity like Cases. Take a photo on your phone and upload to CRM! Ideal for field service staff to record on a site.