We're thrilled to announce that the Sage CRM Sales Lite app for iPhone & Sage CRM 7.2 has been released. You'll need your CRM administrator to install this component first. You can download the app for your iPhone from the English speaking versions of the Apple iTunes app store.

The app gives you offline access to your people, opportunities and calendar and you can track communications you make through the app (SMS, phone calls and emails), by adding these as communications in CRM. You can also view and add notes about people and opportunities. There are a few more handy bits of functionality, which are detailed below.

If you have any questions, feedback etc, please use the Sage CRM Mobile forum.


 

Getting started

When you open the app, you will be asked for your username, password and CRM URL. The URL is what you'd enter into your browser to access Sage CRM (e.g. http://server/CRM). When you login it, the app will validate your credentials, and if you have the required access, you'll be brought to the home screen. Your CRM data will not be downloaded until you press the "Update data from Sage CRM" button. Pressing this button will download the people, opportunities and appointments & tasks in your calendar. This may take several minutes depending on the number of records, so we recommend that you do this when you're connected to WiFi. Don't switch out of the app while it's downloading, as this can cause problems

 

 

Working with Contacts

When you press the "Contacts" menu option, you will see three tabs. The first one is a list of the CRM people you have access to. The second one is a list of your iPhone contacts. The app will ask you for access to your iPhone contacts, so you will need to approve this if you want to view your iPhone contacts. The third tab is a list of CRM contacts that you have marked as favourites. This is a handy way of creating a shortcut to contacts that you use frequently.

You can filter the list of contacts by entering their name in the search box at the top of the screen.

 

 

When you look at a phone contact, it will display the first name, last name, company name, work phone and mobile number. If you press the "Add to CRM" button at the bottom of the summary, then this contact will be added to CRM as a new Lead.

When you look at a CRM contact, you'll see all the fields that are available in the standard CRM person summary screen. Their contact details (work and mobile phone numbers, email address and business address) are displayed at the top of the screen.

The star at the top of the screen indicates if the contact has been marked as a favourite contact in the app. Press the star when it's grey to mark it as a favourite. The star will turn green to show that it's been marked as a favourite. Pressing a green star will remove it as a favourite, and it will turn grey.

At the bottom of the screen are links to that person's history (quick view of  their opportunities, communications and cases), a link to their notes and a link to their opportunities.

Using the contact details

If populated, the email address, business address, and phone details can all be pressed. Pressing a phone number will prompt you if you want to send an SMS or make a call. 

If you choose to send an SMS, then you will be brought to a new screen where you can enter the text of the SMS. When you click send, the native messaging app will open, and the text of your message will automatically be populated. When you press send, the app will automatically create a communication in CRM containing a record of the SMS.

If you choose to make a phone call, then you'll be prompted to dial the number. When the call is complete, you'll be brought to a screen where you can enter details of the call. If you could not get through and left a voicemail, then you can just select the "Left Voicemail" button instead of writing a note. The details of this communication will be logged in CRM when you press the "Log Call" Button

If you choose to send an email, then you will be brought to a new screen where you can enter the text of the email. When you click send, the native email app will open, and the text of your message will automatically be populated. When you press send, the app will automatically create a communication in CRM containing a record of the email.

 

If you click on a contact's address, then the local map app will open and try to find the location of the contact's address:

Other details for the contact

At the bottom of the contact screen are the links to other details about the contact.

The history menu is a snapshot of their most recent communications, opportunities and cases.

The opportunities menu is a list of opportunities for that contact that have also been downloaded to the app

The notes menu is a list of CRM notes that have been saved against that contact. You can add a new note from this screen by pressing the "plus" icon at the top of the screen. This will open a new screen where you can enter the note details, which will be saved in CRM. You'll then see the new note in list of notes.

    

Working with Opportunities

To view the list of opportunities, select the "Opportunities" item from the home screen, or from the bottom of the screen. You can filter the list of opportunities by entering the description in the search box at the top of the screen.

 

The opportunity screen has all the fields from the standard opportunity summary screen. The star at the top of the screen indicates if the opportunity is marked as a favourite contact in the app. Press the star when it's grey to mark it as a favourite. The star will turn green to show that it's been marked as a favourite. Pressing a green star will remove it as a favourite, and it will turn grey.

 

You can also see a list of notes about the opportunity, and add a new note just like you can for a contact.

Working with your calendar

The app will download your appointments and tasks for next 14 days.

If you press one, a notification for the entry will be added to the phone. This will give you an alert 30 minutes before the start date. If a notification has already been added for the entry, then pressing it will remove the notification.

The notification will appear both inside the app and in your iPhone notifications

 

 

Viewing your favourites

As well as viewing your favourite contacts from the contacts list screen, you can view both your favourite contacts and opportunities from the home screen. Press the favourites menu item, and you'll see a list of favourite contacts. You can press the opportunities button at the top of the screen to show the opportunities instead. You can filter the list of contacts and opportunities by entering some text in the search box.

Viewing your app history

The history menu item on the home screen is a handy way of viewing the records you've viewed, and communications you've made in the app

 

Working Offline

You may need to work with the app when you don't have any internet access. To do this, just press the "Offline" button from the home screen. You can still view all your contacts and opportunities. You can even record communications, add notes and import leads. These records will be stored locally until you press the "Go Online" button on the home screen. This will upload the data you've added while offline, and then download the data from CRM.

That's a lot to remember!

Don't worry - the app has its own help contents! Just press the "info" button at the top of the screen, and you can see the help contents there.

What's next?

Hopefully this article gives you a good idea of how useful this app will be to sales staff - but this is just the first version of the app. We're going to add more features, so have your say in the Sage CRM Mobile forum!