January 18, 2017 Chloe McAllister

5 Quick benefits to using SugarCRM mobile.

SugarCRM Mobile App

SugarCRM allows you to stay connected with your customers and colleagues from anywhere, not just when you are at your desk. Below are some of the benefits of having SugarCRM on the go.

YOUR CRM IS ALWAYS WITH YOU

With SugarCRM mobile you will always have quick and instant access to your customer data this is so important for people that are often away from their desk and traveling for work. When you are out on the road you don’t need the hassle of having to either get out your laptop or call the office to find out or log important information that just can’t wait. With SugarCRM mobile you can do all this from the road, Sugar will allow you to have the easy and instant access to either update records or find required information as well as being able to collaborate with the sales team at the office.

MAKING AND LOGGING CALLS COULDN’T BE EASIER 

If you need to make a call while on the road, it really couldn’t be easier. All you need to do is find the contact, prospect or lead in CRM and select the “Call” button, from there you have the choice of selecting the office phone or their mobile number for example and this will then call out directly from Sugar, no more having to search for the number or copy and paste from email signatures. Once the call has come to an end Sugar will ask if you would like to log this against the record, if you choose to do so then Sugar will auto-fill most of the information such as call date and time all that you are required to do is enter your notes into the description, however, you don’t even need to type this as SugarCRM mobile supports the voice to text function available on Apple and Android mobile devices.

YOU DON’T NEED TO SEARCH FOR A SIGNAL HOTSPOT 

Unlike other solutions available SugarCRM mobile allows users to store their data offline directly onto their device, which in a world where blackout zones are still part of some people’s daily life, this is a great help. Even when you are offline you will always have the ability to access key information and create records. When your device leaves the blackout and regains connection to the world wide web Sugar will then sync in the background without any input needed from the mobile user.

THE CAMERA FUNCTION ON YOUR DEVICE ALLOWS FOR EASY UPLOADS 

In certain situations, it may be necessary to the mobile user, out in the field, to need to upload an image or file. With SugarCRM mobile, this is made easy as they can snap the image or video there and then and straight away upload this to Sugar allowing the users back at base in the office almost an immediate view of the file.

IT’S FREE WITH ALL EDITIONS OF SUGAR 

The SugarCRM mobile app is completely free with each commercial edition of Sugar, this is not a functionality that Sugar tries to upsell unlike a lot of mainstream vendors, it is all included.

Chloe McAllister
Chloe McAllister

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