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Bread Crumb

Mobile CRM frees your sales representatives to be far more productive where ever they happen to be located (on-road, office, airport, lunchroom, gym, anywhere with cellular coverage!).

Overview

The Saleslogix CRM suite is a multi-industry proven CRM solution. It is comprehensive and supports busy mobile users by utilising the fully integrated SalesLogix mobile module. Now you can connect sales representatives on the move with their vital customer information and they will enjoy using the easy-to-use, rich functionality and real-time convenience of mobile CRM.

Saleslogix Mobile CRM is fully featured. (It is not a Mobile CRM Lite!)

The Saleslogix Mobile CRM features enable:

Saleslogix Mobile CRM
  • Creating, at-a-glance viewing and editing of key customer information including Accounts, Contacts, Leads, Opportunities, KPIs, Dashboards and Tickets.
  • Viewing and scheduling Activities, recording important Notes, accessing detailed History records.
  • Managing meeting schedules, personal activities, phone calls and to-dos.
  • Opportunity Management.
  • One-Click Dialing.
  • Handwriting Recognition.
  • Pocket Outlook Integration.
  • Multiple Synchronization Options.
  • Lookups & Groups.
  • Configuring to match user preferences and work styles, work online or offline, and receive updates automatically.
  • Deploying rapidly across multiple mobile platforms. (Currently supports: iPhone 3.x+, iPad, Android v2.1+ and Blackberry v6.0+ mobiles, plus Safari, Chrome, Opera, and Firefox browsers).
  • See More SalesLogix Mobile CRM Features

Saleslogix Mobile CRM provides customization and visual drag-and-drop design tools to tailor the screen real-estate to show the most important information foremost. Save time and reduce complexity by tailoring Saleslogix Mobile CRM to your business processes by combining Saleslogix Mobile CRM with your custom and AppExchange mobile apps (including mapping, dialling and email) in just one click. Turn your mobile devices into a complete portable sales office to log calls, respond to hot deals and manage work opportunities.

Get More Info

Want to know more about Saleslogix sales software? Get a first look at just some of the benefits Saleslogix Mobile CRM has to offer:

Saleslogix Mobile Feature Tour

Benefits Overview

  • Enhance interactions with rich mobile CRM functionality
    Designed to empower professionals on the go, Saleslogix Mobile lets users access key customer information, manage schedules and manage activities, view history, and record emails, log calls, and access KPIs, charts, and dashboards and notes – all from their mobile device.
  • Experience world-class usability
    Easy to learn and use, Saleslogix Mobile has an attractive, task-oriented user interface with quick actions and context menus. Interaction with native device functions such as mapping, dialing, and email further streamlines the user experience.
  • Benefit from unparalleled flexibility
    Customize and configure the application to meet unique business requirements and user preferences, and access key customer data both online and offline to drive 100% user adoption.
  • Deploy and manage easily for low TCO
    Designed to provide an exceptional ownership experience, Saleslogix Mobile can be deployed quickly and easily, managed and customized centrally and updated automatically over the air.

CRM Functionality

  • Create, view, and edit key customer information including Accounts, Contacts, Leads, Opportunities, KPIs, Dashboards and Tickets.
  • View and schedule Activities, record important Notes, and access detailed History records.
  • Manage meeting schedules, personal activities, phone calls and to-dos.
  • Configure to match user preferences and work styles, work online or offline, and receive updates automatically.
  • List views provide at-a-glance customer information and quick action menu items.

World-Class Usability

  • Saleslogix Mobile is easy to learn and use and puts all of the information and tools you need to be more effective at your fingertips.
  • Perform key actions quickly and easily with a task-oriented user interface. Perform searches, multi-select items in a list, view Related Items, access a Quick Actions menu, and more.
  • Experience a clean and simple user interface optimized for today’s smartphones, familiar Saleslogix icons and an inviting color palette.
  • Interact with native device applications and functions easily – including mapping, dialing, and email – in one click.
  • Configure and personalize the application and settings simply to match your unique requirements and preferences to drive 100% user adoption.

Unparalleled Flexibility

  • Leverage the flexibility of a browser-based application, optimized for use on today’s smartphones and tablets.
  • Access your Saleslogix CRM data on a wide range of popular devices such as the iPhone 3.x+, iPad, Android v2.1+, and Blackberry Torch (v6.0).
  • Customize the application easily to accommodate your unique business processes and data requirements in the field.
  • Enjoy a rich CRM experience on HTML5/CSS3-compliant browsers such as Safari, Chrome, Opera and Firefox.
  • Connect to your Saleslogix CRM system wirelessly or cache and store information locally for offline use.

Low Total Cost of Ownership

  • Saleslogix Mobile is included at no additional charge for standard CRM users. Mobile-Only users can get Saleslogix for just $25 user/mo (cloud) or $395/user (on-premises)!
  • Enable quickly and Deploy easily across multiple mobile platforms (iPhone 3.x+, iPad, Android v2.1+ and Blackberry v6.0+) and browsers (Safari, Chrome, Opera, Firefox).
  • Deploy, manage, and customize centrally in the familiar Saleslogix administration environment. Push updates automatically over-the-air to user devices.
  • Rely on multi-layered security via device passwords, application passwords, and SSL encryption.
  • Leverage RESTful web services, SData™ and an open source platform for the optimum browser-based Mobile CRM ownership experience.

The above information is from the Saleslogix Mobile software specification page.

Book Demonstration

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