What does SalesLogix Mobile for Pocket PC do? For starters, SalesLogix Mobile for Pocket PC extends SalesLogix CRM to mobile devices, providing functionality and the convenience of wireless access. Developed with the latest in mobile technology, SalesLogix Mobile for Pocket PC is built on the Microsoft .NET framework to provide organizations with the same flexibility and rich customization capabilities they experience in the SalesLogix environment.
Take, for example, a salesperson visiting a customer and having to have up-to-date information about current stock levels, new or special pricing and discounts, and, most importantly, what the customer last ordered or details of their current invoice status, at hand. Since this information is constantly changing, by the time the salesperson reaches the customer, material brought in from the office a day earlier will already be out of date. This is where SalesLogix Mobile for Pocket PC comes in, the application frees up the sales force from traditional paperwork and phone calls, allowing the reps to have the required information always on-hand, meanwhile automating order entry and processing, improving customer service and delivery lead times.
What can you do on a Pocket PC with SalesLogix Mobile?
View, edit and add contact and account details, take notes, schedule meetings, complete activities, update opportunities, review ticket information, quickly access key customer information with quick lookups or filtered searches. SalesLogix Mobile for Pocket PC gives you full access to accounts, contacts, opportunities and ticket management, all from the handheld device. In addition to basic contact and account information, with SalesLogix Mobile for Pocket PC, you can access data from custom tables, extensions, pick lists and other customized fields. Everyone utilizing a Pocket PC will always have access to updated customer information from anywhere in the world.
Do I need additional training in order to use SalesLogix Mobile for Pocket PC?
Not at all, in fact, SalesLogix Mobile for Pocket PC mirrors the familiar SalesLogix interface you are used to, right on the Pocket PC device. When it comes to using the Pocket PC, you will be up and running in no time. A bonus is the fact that SalesLogix Mobile CRM can be tailored to meet your business needs not the other way around. As an example, the mobile client application can be customized with drag-and-drop design tools.
What else can SalesLogix Mobile for Pocket PC offer me?
SalesLogix Mobile for Pocket PC offers incredible speed and performance with features such as one-click dialing from a contact record, handwriting recognition and integration with Pocket Outlook enabling users to get the most from SalesLogix, while taking advantage of the convenience and productivity afforded by a handheld device.
What are the requirements for SalesLogix Mobile for Pocket PC?
SalesLogix Mobile for Pocket PC requires 3MB of RAM (plus another 5-10MB for an average database) and supports both Pocket PC and Windows Mobile handhelds; the latter is recommended for optimal performance. The software can synchronize with SalesLogix 5.2, 6.0, 6.1, 6.2 and the latest version, 7.0.
SalesLogix Mobile for Pocket PC Key Features
Full-Featured CRM - Robust account, contact, opportunity and service ticket management functionality
- Account and Contact Management
Create, add, update and manage contact and account information with related notes and history, including opportunity data and service tickets in order to stay on top of all business activities.
- Calendar and Activity Management
Manage activities with a visual drag-and-drop calendar to minimize time spent on data entry
- Opportunity Management
Add, update and manage opportunities and products
- Ticket Management
View related customer call tickets
- Lookups and Groups
Perform fast lookups and create dynamic groups on the Pocket PC device to manage accounts efficiently and elevate customer support
Robust Mobile Platform – Real-time wireless convenience
- One-Click Dialing/Handwriting Recognition
Increase efficiency with one-click dialing from a contact record and handwriting recognition
- Pocket Outlook Integration
SalesLogix Mobile for Pocket PC also integrates with Pocket Outlook and allows users to create dynamic contact groups on the handheld.
- Customization
Perform customizations to the mobile client using visual design tools or .NET development tools creating efficient, industry-specific or customer-specific workflow for mobile users.
Access tables, extensions, pick lists and other customized fields in SalesLogix Mobile on the Pocket PC and expand your mobile productivity and customer information availability
- Access without Wireless Connection
SQL CE on the Pocket PC allows mobile users to continue to access data even in an area where they do not have a wireless connection.
- Multiple Synchronization Options
Sync with one click: wireless, dial-up or network connection through PC
Sync to a SalesLogix Host Database or Remote Client
Distribute data and application updates automatically to mobile devices
Receive data and application feature enhancements automatically through
synchronization to minimize IT staff workload
The SalesLogix Mobile for Pocket PC application addresses a common sales force complaint: not having full access to vital, complete, and up-to-date information as they travel the country making sales calls. It is critical that for a team of field representatives to be able to review and capture data instantly as they interact with prospects. For these reasons and more, contact QISYS SalesLogix regarding acquiring your own version of SalesLogix Mobile for Pocket PC and any questions you may have.
