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The SalesLogix Product Blog

Mobile CRM - What's New in SalesLogix 7

SalesLogix Mobile New in Version 7

Sage SalesLogix Mobile allows you to view, edit, and add contact and account details, take notes, schedule meetings, complete activities, update opportunities, and review ticket information, all from a handheld device. You can easily access key customer information using quick lookups or filtered searches. Sage SalesLogix Mobile enables account, contact, opportunity, and ticket management from handheld devices so employees always have access to the most up to date customer information, whether in the office or on the road.

Full-Featured CRM on a Handheld Device

  • View and update contact, account, and opportunity information and related notes and history
  • Schedule and track activities with a visual drag-and-drop calendar
  • Access sales opportunity information including products and pricing
  • View related customer tickets and service history and access resolutions
  • Perform lookups and create dynamic groups



Robust Mobile Platform

  • Deploy on popular Pocket PC and/or Blackberry mobile platforms
  • Increase efficiency with one-click dialing and handwriting recognition
  • Customize the mobile client using visual design tools
  • Access tables, extensions, pick lists, and other customized fields in Sage CRM SalesLogix



Multiple Synchronization Options

  • Sync with one click: wireless, dial-up, or network connection through PC
  • Sync to a Sage CRM SalesLogix Host Database or Remote Client
  • Distribute data and application updates automatically to mobile devices


Click here for a PDF from Sage Software with more on what's new with SalesLogix 7.
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Published Sunday, April 08, 2007 7:14 AM by Concierge

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