Most sales organizations are dispersed, with sales professionals and managers working in corporate headquarters, regional offices, from their homes, or on the road. As a result, to get the most out of your CRM system, your remote personnel needs the SalesLogix Remote Client running on their laptops and its synchronization feature to access critical customer information and eliminate the dependency on office-based technology for functionality. In the past, companies have cited full-featured SalesLogix Remote Client capabilities as being one of the most critical components of their business, since 90% of their sales teams work in the field. With SalesLogix Remote Client, field representatives can access secure data and have the complete use of all SalesLogix features, in contrast to limited offline client functionality provided by competing web-based CRM systems.
Sage SalesLogix Remote Client allows you to create remote databases on laptops for branch locations and mobile users that use subsets of your primary corporate customer database. For example, if you have a field sales office in the western United States you could create a database for that location containing all the relevant information for prospects and customers in the territory. Remote databases routinely synchronize with your corporate SalesLogix database, via your company network, the Internet, or remote network protocols (VPN or RAS).
You wouldn’t go on a business trip without your cell phone or laptop, so neither should you travel without your customer database. SalesLogix offers full functionality and unparalleled customer relationship management capabilities with SalesLogix Remote Client, which makes data synchronization from your desktop software to your laptop simple. The remote sales client supports offline access, resynchronization with features such as localized database sectioning.
No matter where you are, SalesLogix Remote Client and its ability to sync with the corporate database gives you updated data and transmits new or edited information from the laptop in order to close sales, instantly update databases, submit your prospect and customer information, and disseminate new developments and leads. Remote users working offline to update their databases benefit from synchronizing their data via an Internet, VPN or a company network connection. SalesLogix Remote Client minimizes the time you need to synchronize even if you are transmitting with a low-bandwidth connection, such as dial-up. Remote Client automatically creates a compressed Transaction Exchange File (TEF) that contains only the changes you have made to your database, transmitting only the relevant data.
SalesLogix Remote Client integrates new users into your shared database. Just add Remote Client to new machines for instant transfer of customer data. When it comes to hardware crashes that normally cripple your competition, sharing databases via the SalesLogix Remote Client turns the problem into a minor inconvenience for your team. No Internet connection? No problem! Just work offline until connectivity is restored, confident that all customer data will be automatically synchronized with SalesLogix, then check “What’s new” section in SalesLogix Remote Client to receive all the updates when you are back online.
