Majestic Product Overview - Mobility

Majestic Product Overview - Mobility

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Full-Featured CRM Solution on a Handheld Device

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. SalesLogix Mobile enables account, opportunity, and ticket management from handheld devices so employees always have access to the most up-to-date customer information, whether in the office of on the road.

Rich End-User Experience

Since SalesLogix Mobile replicates familiar Sage SalesLogix functions on both Windows Mobile and BlackBerry devices, it’s easy to stay on-the-go and be productive. SalesLogix Mobile offers incredible speed and performance. Rich features such as one-click dialing or e-mailing from contact or activity records, handwriting recognition, BlackBerry dashboard capabilities, and integration with Pocket Outlook enable users to get the most from Sage SalesLogix, while taking advantage of the convenience and productivity afforded by their handheld devices.

The Information You Need, How You Need It

Many Sage SalesLogix customers tailor their CRM solution to meet their unique business requirements. In addition to basic contact and account information, with SalesLogix Mobile, you can access data from custom tables, extensions, pick lists, and other customized fields. The mobile application can also be easily customized using visual drag-and-drop design tools. For a seamless transition, the mobile and Web client customizations are developed and managed within the same development environment.

Features Full-Featured CRM - 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 Quickly access time-sensitive information using “Favorites” Increase efficiency with one-click dialing and handwriting recognition Dashboard views extend out to mobile devices with the ability to create and display customized charts

Flexible and Secure Updating -

• One-click synchronization using wireless, wired, or dial-up connections back to the Sage SalesLogix Host Database or Remote Client
  
• Lightweight, incremental updates for fast and secure updating of client configuration changes, database schema changes and bi-directional information updates
  
• Speedy and secure updating through field-level updates
  
• Rules-based push to BlackBerry devices – avoids the synchronization of “noise,” just the desired information updates at the right time
  
• Pluggable security model ensures integrity of data during synchronization
  
• Mobile subscriptions for rapid synchronization and anytime data access
  

Robust Mobile Management Platform -

• Deploy on popular Windows Mobile and/or BlackBerry devices
  
• Tailor the solution to meet the unique and changing needs of your organization and mobile user community
  
• Centralized deployment, management, and updating of multiple BlackBerry and Windows Mobile devices
  
• Flexible and extensible customizations supported through simple drag-and-drop development environment
  
• Uses native application development environments for the richest application experience for Windows Mobile (.Net) and BlackBerry (J2ME)
  
• Access existing tables, extensions, pick lists, and other customized fields from Sage SalesLogix