Home > Products > Sage CRM > Mobile CRM


Sage CRM goes where you go

Become a more productive business with mobile CRM

Mobile working is changing the face of modern business.

Are you ready?

According to Gartner, by 2016 two-thirds of the workforce will own a smartphone, and 40 percent of the workforce will be mobile. Change is a challenge for every business but with mobile CRM, you can work from anywhere, today.

Cortland Banks is just one company that relies on mobile CRM to manage customer relationships on the road.

How mobile CRM is helping Cortland Banks become more efficient

Cortland Banks manages over 50,000 prospects and customers. Previously, the community bank used a system that caused duplicate entries and errors. This antiquated system made it difficult for lenders to work on site because they couldn't access critical business information on the road.

Then, Cortland Banks purchased Sage CRM, uploaded key business data and began using mobile CRM. Now the company's employees are more productive, efficient and they can work from anywhere.

According to Marketing and Communications Director Sara Smith, mobile CRM "allows our team members to have access to client details when they're at a client site."

“When lenders visit a customer site, the system gives them secure access to all the client details that they need, making the business much more mobile.”
—Sara Smith, Marketing and Communications Manager, Cortland Banks

Act on customer information anywhere, anytime

Sage CRM provides you with a powerful mobile solution for working on the road or outside the office. You can use one of our three dedicated free apps for Android*, iPhone and Windows 8. Alternatively, you can log into Sage CRM using your mobile device or tablet. Whatever your preference, our mobile CRM solution gives you and your team the ability to:

  • Make important business decisions based on real-time reports
  • Access critical customer data on the road or at customer sites
  • Accomplish more on any device, regardless of your location

The result?

Like Cortland Banks, you can become a more efficient, productive and customer-centric business.


*Available from Spring 2015

Sage CRM Mobile Solutions






  Resources:

What's New in Sage CRM v7.3

Sage CRM Workflows and Customer Experience

Sage CRM and Sage 100 ERP