Do you have a mobile strategy for your CRM?

May 29, 2014 | In: CRM Customer Relationship Management

Spread of Virtualisation and availability of cloud computing [see our blog on Citrix VDI-in-a-box] together with availability of faster internet access has meant that more and more users choose to do their work on their mobile devices rather than their traditional notebook/PCs. According to the latest statistics the number of mobile devices has now surpassed the world population and it is expected that by 2018 there will be 1.8 times more mobile devices than people.  This growth in the use of mobile devices means that your Line of Business Applications such as CRM are having to move into mobile space.  Having a mobile CRM strategy therefore is no longer a preferred option but a necessity.

So how do you go about putting a strategy together?

1-Compile a list of requirements for each of your user groups in terms of functionality and accessing real time information on the move. Information required on the move by your sales people is different to that of your customer service personnel.   

2-Identify types of devices used by your users. Your users may have a variety of different mobile devices, especially if they bring their own.

3-Compare your list of requirements against your chosen CRM applications and find the best fit in terms of functionality as well as technology coverage.

4-Ensure you gain buy in from your mobile users by involving them from the start and by ensuring they receive the right level of training.

Sage CRM’s mobile solutions give you the flexibility to provide functionalities and access specific to each of your user groups, including;

  • Access key customer information
  • Schedule and manage activities
  • View history, and record email, calls, and notes
  • Search and update contacts, opportunities, leads and cases
  • Run and view reports on the move

Sage CRM’s mobile solution supports Apple iPhone, Android™ Smartphone and all the latest tablet devices, giving its users a much richer browser-based experience and enabling them to work productively from any location.


Learn more about Sage CRM Mobile solution

More than 14,000 small to medium sized companies worldwide, are using Sage CRM every day to accelerate sales, drive business productivity and make every customer interaction count. These are the enterprising, growing companies  who are using new ways to interact with customers, and taking advantage of the latest mobile developments to further grow their business.

There are two ways to access Sage CRM from a mobile device; Sage CRM Sales Lite for Apple iPhone and Sage CRM Sales Tracker for Windows 8:

Sage CRM Sales Lite for Apple iPhone

Sage CRM Sales Lite for Apple iPhone is a powerful native app that provides real-time data to help you manage your business relationships, even when out of coverage. The new version of Sage CRM app released in March 2014 fully supports iOS 7.1 and now available for Sage CRM On-Premise and Professional Edition customers. It can be downloaded from iTunes store (Click to download).

if you’re an On-Premise customer, you’ll also need to install the iPhone app component.

Sage CRM Sales Tracker for Windows 8

Sage CRM Sales Tracker for Windows 8 gives mobile sales people view-access to Sage CRM sales and contact data on the road using Windows 8 tablet or other mobile devices. Using this will give your users the ability to perform operations that they would otherwise need to be in-house for, or to request your in-house users to do for them. Here are a few examples:

  • Display sales opportunities in pie chart format – perfect for client-side presentations
  • Build a watch list of opportunities in your pipeline
  • Build a watch list of company and person records

There is a lot more to tell you about SAGE Mobile CRM, so why not speak to one of our Sage CRM consultants who can answer specific questions  or book a ‘walk through’ appointment with you to demonstrate Sage Mobile solutions.

You may contact us at our London office, on 020 83355910 or by email,




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