Sage CRM Blog

A beginner's guide to mobile CRM (part II)

In part one of this two-part blog post, I gave an overview of mobile CRM and how it can help your business.

Now, in part-two, I describe three of the most common things Sage CRM users like you wish to accomplish on their tablet or smartphone.

Access and use important contact information

Sage CRM helps you access and manage customer contacts as and how you need.

If you are looking for the directions to the office of your customer, simply log into Sage CRM through your mobile browser. Then, find the address of your contact and click on it.

Your browser will then open a corresponding link in Google Maps for you. This makes it easier to find the location of your customers no matter where you.

Similarly, if you click on the contact’s phone number, Sage CRM will automatically open a window for sending a message or saving your contact (pictured). You can also copy the details of this contact into another application on your tablet. This behaviour is device dependent.

Similarly, Sage CRM Sales Lite for iOS logs and tracks any communication made on CRM (including time-stamps). This is particularly useful for salespeople who travel a lot as well as for those who need to report when they last attempted to contact a customer.

Run and share reports on the go

Those new to mobile CRM are often surprised by how much they can accomplish from their tablet or mobile device. The reports in Sage CRM enable you and your team to run reports as if you were at your desk.

Some popular report types include:

  • Company list by revenue
  • Company list by source
  • Person list by company
  • Related companies to cases
  • My company summary group by segment

The portability of a tablet means your team can view and collaborate on key reports over a cup of coffee before a sales meeting. This is often a far more effective way to work than crowding around over meeting notes or a laptop. Additionally, with the appropriate tablet accessories, you can connect a tablet to a projector or television and present a Sage CRM report at your sales meeting.

The various tablet manufacturers ship a range of peripherals that facilitate direct connections between tablets and monitors or televisions. On an iPad, it's possible to project your screen onto a monitor or television using Airplay and an Apple TV. You can connect your Android tablet to a monitor using a HDMI or micro-HDMI connection (if available and supported by your device). The Windows 8 Surface RT tablet also lets users project their screen to other Windows machines using wireless or through a VGA cable.

Switch between desktop and mobile views


Sage CRM is designed with touchscreen devices in mind. However, there are occasions when it’s necessary to use the Desktop Version view on your tablet, as this version provides access to advanced features like Mail Merge.

It’s easy to change your preference for Tablet Version or Desktop Version on your device. Log into Sage CRM on your desktop, select the Preferences tab and then select Change. You can then choose if you want Desktop View or Tablet view on your device(pictured).

If you need more hints or tips about how to get started with Mobile CRM consult our community. You may also enjoy reading this previous post on Sage CRM for tablets.

Please let me know if you would like to read a blog post about a specific Sage CRM topic.