Your SalesLogix Mobile software can be used with many wireless devices, such as Web phones or Smart Phones. The latest version of this customer relationship management (CRM) software – SalesLogix Mobile v4 – works in-sync with its big sister – main network client SalesLogix v7. Besides having an updated, real time wireless access to your prospects and customer information, SalesLogix v4 for Web phones provides you with full CRM functionality and robust synchronization with SalesLogix Host Database or Remote Client.
Sales Force Mobility and Synchronization Benefits
With SalesLogix Mobile v4 for Web phones, updated information from the office can be synchronized with your wireless device through either a wireless connection or a Hotsync cradle, such that your entire sales force has complete access to relevant client information both online and offline at all times. Everyone shares the access to updated data in real-time.
Whether you have an extensive sales force or a few key members, everyone benefits from SalesLogix Mobile and Web phones data synchronization. Your team becomes more efficient both in the office, as the amount of time tied to office-based functionality declines, and on the road, as the focus predominantly shifts to closing deals with potential clients.
With your SalesLogix Mobile for Web phones, you can edit, review, and analyze critical numbers on the road, manage contacts and activities with a user friendly interface, and instantly locate client and lead records using any field. You can also customize all aspects of the mobile interface and create custom charts, lists, and other unique data solutions to manage all aspects of your customer relationships and sales.
The convenient “Favorites” tab provides instant access to your most frequently referenced clients, accounts, products, and tickets. Additional tabs at the bottom of each contact page let the user view other information about each client, including other orders, product and service ticket histories, customer notes, and other contacts within the client organization. Using these tools, every detail of your customer relationships that is managed by SalesLogix Mobile is also instantly accessible from your Web phone.
SalesLogix Mobile for Web phones drag-and-drop functionality allows you to update your schedule and track the progress of your activities at the touch of a button. Access your customers’ information for last minute refreshers before critical meetings and impress your clients and prospects with your familiarity with their individual needs. Finish off with customer notes, updates to the company database in real time and even schedule rundown meetings with your team directly from your Web phone device.
Extension Capabilities
The SalesLogix CRM suite includes functionalities that manage your Sales, Marketing, Customer Service, and Support solutions and unless you have SalesLogix Mobile v4 you would not access this information through a mobile Web phone. Once you’ve become accustomed to great software functionality with SalesLogix on your office PC, having such wireless features on your Web phone becomes essential.
Features accessible on a Web phone via SalesLogix Mobile v4 include:
- Account and Contact Management
- Calendar Management
- Activity Management
- Opportunity Management
- Sales Ticket Management
- Lookups
- Groups
- One-Click Dialing and Emailing to call and email clients
- Handheld handwriting recognition built into software
- Pocket Outlook integration
- Many Synchronization Options
SalesLogix Mobile v4 for Web phones is a great alloy of your already familiar CRM system and its diverse functionalities with mobility and instant customer and opportunity access from anywhere in the world.
