SalesLogix Mobile

Mobile v2.1 for SalesLogix v8.0 is Now Available!

2013-04-18T17:41:00Z

SalesLogix Mobile v2.1 can be downloaded from the SalesLogix support site and contains the following enhancements:
• Use My Activities to see the activities in which you are a leader or member.
• Use My Activity Quick Actions to complete, accept, or decline an activity, and to make a
call. You can also make notes after your call.
• Add, edit, and delete Opportunity Products through the Mobile Client.
• The SpeedSearch feature for locating records stored in Sage SalesLogix is now available
on the Mobile Client.
• The Mobile Client now supports multi-currency.

Amazon's Kindle Fire Rocks with SalesLogix Mobile

2011-11-16T19:06:00Z

I had a chance to test drive the SalesLogix Mobile client on my new Amazon Kindle Fire today and I can tell you that it really flies.

Amazon has implemented a server assisted browser application in the new Kindle Fire and this makes it faster at navigating the SalesLogix Mobile application then on my iPad2.

This would be a fantastic tool for your mobile sales and service staff and at only $200, it's is a steal.

SalesLogix Mobile 7.5.4 includes automatic history record creation

2011-07-19T16:43:00Z

During last month’s “Sage SalesLogix v7.5.4 Deep Dive” Partner Webcast, there was a chat question about recording activities to history inside of the New Sage SalesLogix Mobile product. We have an updated response to share with you. When you click a contact’s phone number or e-mail address, your mobile device invokes its native phone or mail application. When you return to SalesLogix Mobile following the call or e-mail, the application displays a related “Record to History” screen, which allows you to enter details about the activity. This new history record appears in the Notes/History tab for future retrieval. To use the Record to History feature, you must access Sage SalesLogix Mobile from within your mobile device’s native browser application. Please note that for e-mail activities, SalesLogix Mobile does not save the contents of the actual e-mail message. Only the notes that you enter on the “Record to History” screen will be saved to the history record.

For more Sage SalesLogix Mobile tips like these, check out the Explore Sage SalesLogix Mobile training video, available to watch from your mobile device. Find more details on the Sage SalesLogix Training blog.

SalesLogix Mobile iPhone App Settings Screens [Video]

2011-03-25T22:21:00Z

Demonstration of the SalesLogix Mobile iPhone App Settings Screens.

SalesLogix Mobile iPhone App Activities Screens [Video]

2011-03-24T22:16:00Z

Demonstration of the SalesLogix Mobile iPhone App Activities Screens.

SalesLogix Mobile iPhone App Ticket Screens [Video]

2011-03-23T23:14:00Z

Demonstration of the SalesLogix Mobile iPhone App Ticket Screens.

SalesLogix Mobile iPhone App Leads Screens [Video]

2011-03-22T23:01:00Z

Demonstration of the SalesLogix Mobile iPhone App Leads Screens.

SalesLogix Mobile iPhone App Opportunity Screens [Video]

2011-03-21T22:59:00Z

Demonstration of the SalesLogix Mobile iPhone App Opportunity Screens.

SalesLogix iPhone Application Contacts Screens [Video]

2011-03-18T22:56:00Z

Demonstration of the SalesLogix Mobile iPhone Application Contacts Screens.

SalesLogix Mobile iPhone App Account Screens [Video]

2011-03-17T22:54:00Z

Demonstration of the SalesLogix Mobile iPhone App Account Screens.

SalesLogix Mobile on iPad Demo Video and Q&A [Video]

2011-03-17T05:05:00Z

Here's the video and Q&A from our SalesLogix Mobile Webcast Yesterday:

Web Chat from our SalesLogix Mobile iPad Webcast Yesterday

Audience Question
Q: By caching, does it take up all the storage on your iPhone?
A: You control the amount of data it will store based on recently visited pages and you can clear the storage in your settings as needed

Audience Question
Q: Can you explian/describe the security? data encryption.
A: It uses SSL for data and your SalesLogix user name and password for the application. You may want to Google SSL for a complete description and details on the SSL security method

Can you pls expalin SDATA?
A: SDATA is the Sage standard for data sharing and application integration. It is included with the SalesLogix Web application and used by Mobile. The Sage support web site has additional documentation on SDATA

Audience Question
Q: Does it work with Google apps email?
A: If you are refering to the Android version, then yes. It uses the default email client on your mobile device.

Audience Question
Q: If a picklist is required in the Web or Lan will it be required in the mobile?
A: Yes, it uses the same pick lists and settings as the SalesLogix web client for a given data field.

Audience Question
Q: Is the cache pool secure? If the device is lost/stolen, will the data be exposed?
A: If the thief knows your SalesLogix user name and password they would be able to access the cached data. If not, they cannot access the cached data

Audience Question
Q: Is there a calendar?
A: Not in this release, it is on the roadmap however. You SalesLogix calendar does sync with you mobile device calendar using the new Intellisync application or ExchangeLink.

Audience Question
Q: Our SLX web instance is highly customized, Will the Mobile version also require extensive customization or will it automatically display all the updated screens and fields, etc? Thx
A: All required customizations would need to be recreated in the mobile application; they do not appear in the mobile version.

Audience Question
Q: So SLX mobile is not available for old blackberries?
A: Only touch screen smartphone models with HTML5 browsers

Audience Question
Q: if I add a Lead or Contact or acct on the mobile, will it automatically sync to the database
A: The connection is live, there is no syncing involved so changes, including adding Leads and Contacts are real time.

Audience Question
Q: Can an Admin kill the app remotely? ...in the event that the device is lost/stolen?
A: They can deactivate your SalesLogix login which stops that users access from all SalesLogix client applications including mobile.

Audience Question
Q: What about attachments? Are they available?
A: Sorry, not in this release

Audience Question
Q: If I email a contact via SLX mobile and iphone, will it record to history
A: if you started the email process from within the SalesLogix mobile app then yes. If you started from your email cllient then it woud not.

Audience Question
Q: Is there access to the calendar view?
A: Not in this release but it is coming in a future release. Your mobile device calendar can sync to SalesLogix using Intellisync or Exchangelink.

Audience Question
Q: using Google apps email on iPhone, will SLX mobile work with that?
A: No, only the native iPhone email client which could be using your Gmail account

Audience Question
Q: Is there an expected release date to be able to complete activities and will there be a dashboard associated with the mobile app?
A: It is scheduled for this summer, watch our web site for blog posts, we like to get the scoop

Audience Question
Q: How difficult to customize to show My Tickets and My Activities?
A: Coming in a future release, right now yt requires knowledge of developing in HTML.

SalesLogix Mobile iPhone App Mapping Feature [Video]

2011-03-16T22:51:00Z

Demonstration of the SalesLogix Mobile iPhone App Mapping Feature.

SalesLogix Mobile iPhone App Call Out Feature [Video]

2011-03-15T16:42:00Z

Demonstration of the SalesLogix Mobile app for iPhone call out feature.

SalesLogix Mobile Sneak Peek Presentation

2011-03-15T16:27:00Z

Get the scoop on the New SalesLogix Mobile.

New SalesLogix Mobile Sneak Peek

View more presentations from Customer FX Corporation

SalesLogix Mobile for iPhone Home Screen Configuration [Video]

2011-03-15T00:37:00Z

Demonstration of the SalesLogix Mobile for iPhone Home Screen configuration options.

SalesLogix Mobile - A Quick Overview [Video]

2011-03-11T13:56:00Z

A quick overview of the new SalesLogix Mobile on the iPhone.

10 Reasons Why the New SalesLogix Mobile App Rocks

2011-03-10T10:39:00Z

The new SalesLogix Mobile app is a game changer. Here are the top 10 reasons:

1. SalesLogix Mobile is really, really easy to use

2. It's really, really nice to look at

3. It's really, really easy to deploy

4. It's really, really fast

5. SalesLogix Mobile is one app that works on every device, which means you have a:

- 5a. SalesLogix iPhone App

- 5b. SalesLogix iPad App

- 5c. SalesLogix Android App

- 5d. SalesLogix Blackberry App

- 5e. "SalesLogix on any device with a modern web browser" App

6. SalesLogix Mobile is really, really cheap to own, because:

- 6a. You can install once, use on every device

- 6b. Customize once, use on every device

- 6c. Update once, every device is good to go

7. Your users will love you because no matter what current smartphone they use, you've delivered a mobile CRM solution

8. It's based on the cutting edge, open standards HTML5 framework

9. Your boss will love you because you just saved a big chunk of your IT budget

10. The New SalesLogix Mobile app is free - Yep, it's free for every single one of your users

Contact us for a private eval session and free trial of SalesLogix Mobile.

Data Sheet for the New SalesLogix Mobile Client

2011-03-10T09:14:00Z

Details on the new SalesLogix Mobile solution.

The New SalesLogix Mobile Datasheet

View more documents from Customer FX Corporation

Register for the New SalesLogix Mobile Webcast

2011-03-10T05:54:00Z

Webinar Registration

The exciting new release of the SalesLogix Mobile App is finally here, and you're invited to get a first look at this completely new product from Sage. If you are using iPhone, Android, Blackberry, even the iPad, you can take advantage of all that the SalesLogix Mobile App has to offer, including:

• Free Mobile licenses for SalesLogix Named Users.
• Browser support for Safari, Chrome, Firefox, and Opera.
• Fast and simply deployment, bug fixing, and upgrading of the application.
• Availability for both Cloud and on-premise SalesLogix.
• Access to Leads, Opportunities, Tickets, Activities, History, Notes.
• And much more!

If you would like to be among the first to see all that this release has to offer we encourage you to join us on Wednesday, March 16, 2011 at 2pm CDT for a first look at the SalesLogix Mobile App on the iPhone. This presentation is brought to you by Customer FX and is presented by Scott Weber, Senior Consultant and CRM Practice Manager at Customer FX.

Register for the Webcast...

Hands Free SalesLogix Mobile iPhone [Video]

2011-03-10T03:44:00Z

Watch a demonstration of a hands free app for SalesLogix Mobile on the iPhone.

Dragon dictation has been around since the 1990's, now used with SalesLogix Mobile to make using SalesLogix on the iPhone even easier.

We Launched a New SalesLogix Mobile Blog Today

2011-03-10T01:53:00Z

With the announcement to SalesLogix Business Partners today that the New SalesLogix Mobile app is being released, the time is right to start sharing info as it becomes available. So we decided to launch a new SalesLogix Mobile blog. This is an exciting new release, based on cutting edge technology. Even better is the fact that you can deploy once and your users will have the ability to use on any number of devices. Stay tuned.

New Sage SalesLogix Mobile Announced Today

2011-03-09T20:49:00Z

Sage announced the new SalesLogix Mobile solution to Business partners today, based on the HTML5 framework. The new SalesLogix Mobile will work on all popular smartphones and tablets. So now we have:

SalesLogix iPhone
SalesLogix iPad
SalesLogix Android
SalesLogix Blackberry

Best of all, because of the platform Sage chose, it will be easy to support your users regardless of what type of device they have. In fact, the same users will be able to use SalesLogix Mobile on multiple devices - say an Android tablet like the Motorola Xoom when they're at home and their iPhone when they're out and about. Pretty cool. Stay tuned, we have a bunch more info coming.