Sage CRM and Sage 200 CRM iPhone application (beta) released

There is an ever increasing need for mobile access, especially for those sales teams who frequently spend time away from the office, on the road or at customer sites. Equipping teams with the necessary tools to effectively do their jobs.

Sage CRM for iPhone (beta) provides a new theme for Sage CRM users being designed specifically for the iPhone. Delivering a rich user experience and providing real time live data Sage CRM for iPhone make full usage of Apple functionality such as the accelerometer which senses any tilting in the screen of the phone and adjusts the layout to landscape when appropriate and the date spinner.

Does Sage CRM for i phone work for Sage 200 CRM?

Yes this works for Sage 200 CRM as well but with the product being in beta mode at present this is subject to potential change.

What do I need to use this functionality?

Your CRM or Sage licence must include the mobile option and your administrator must have installed the “Sage CRM for I phone beta” component and your CRM installation must be accessible over the internet or through a VPN which I phones can connect to.

Once your login screen is displayed within Safari, use the plus symbol and select ‘Add to home screen’ to place a direct button link to Sage CRM.

Can I view reports on my iPhone?

Providing the user has the relevant rights reports can be viewed on the iPhone

How can i download Sage CRM Mobile?

Sage CRM for iPhone (beta) can be downloaded free of charge from the Apps and Extras section for existing Sage CRM v6.2 and v7 users with a mobile licence.

For more information on Sage CRM, Sage 200 CRM or about upgrading your Sage software to include mobile licences contact one of our Sage experts today on 01628 519 000.

Our Sage software and consultancy experts have enviable experience in deploying, creating and understanding your individual Sage 200 needs. More than 300 Sage customers nationwide have discovered how the Pythagoras approach adds value to their business.

Sage 200 Taster Day April 14th 2010

The growth of businesses through means such as employee numbers and product ranges has put pressure on their existing software packages. Sage 200, the natural progression from Sage 50, 100 and MMS software provides businesses with the ability to achieve greater effectiveness by interconnecting data and processes across departments.

Pythagoras Sage 200 taster days are designed to demonstrate how Sage 200 can be used to resolve challenges facing: Finance, Sales & Marketing, Operations, and Customer Care teams. We will focus on how we can help you manage your customers and staff and how to grow your business while delivering improved customer service through improved integration of these business functions.

Below we outline Sage 200’s core modules and benefits, giving you a brief insight in to the potential advantages and how Sage 200 can drive your business forward.

Sage 200 core modules;

Sage 200 Financials:
Greater Budget Control and deeper understanding of customer transactions through the unlimited archive available which enables trends to be recognised early and subsequent proactive decisions to be made
Open, closed and editable accounting periods rather than set accounting periods; allowing greater ability to manage your budgets and become flexible to the ever changing needs of your business.
Lastly, the greater ability to drill down on profit and loss figures utilising dashboards to enhance your visual presentation and understanding.

Sage 200 CRM:
Allows Improves internal communication and unity for your business through its integration with Sage financials and commercials enables your internal departments to be brought together, synchronising the accounting, marketing, sales and customer service elements of your business.
Real time customer service information allows you to access and view real time customer service information, the live data allows your business to be more proactive with responses to customers, resulting in a greater customer service experience for the customer. The ability for automated workflows to be created further improves efficiency and service time.

Lastly, records for your Sage 200 CRM contacts can be stored within the one central system; furthermore, information of communication or records can be associated or assigned to individual contacts, customers or suppliers accounts allowing you to keep a track on precious interactions, improving communication times and processes with these stakeholders in the future.

The basic Sage 200 Platform comes enabled for one financial user and one CRM user. Beyond that, you can add any number of different users to the CRM module, the Web Time and Expenses module, and to the rest of the system.

Sage 200 suite also has modules including software to manage Manufacturing, Wholesale and Retail, Merchandising and more.
Our Sage taster days are FREE, if you would like to speak one of our team regarding signing up for this seminar or one in the near future information can be found on the events page.

Pythagoras communications has enviable experience in deploying, creating and understanding your individual Sage 200 needs. More than 300 Sage customers nationwide have discovered how Pythagoras’ approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each. Pythagoras has the combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.

Sign up for the FREE Sage 200 tester day on 14th April 2010

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Sage 200 CRM

Sage 200 CRM is designed to provide you with a 360 degree view of your business, enabling you to manage every aspect of your business interactions from initial lead to deployment and post sales customer service. Outlined below are a few of the benefits Sage 200 CRM can bring to your business;

Customisation:
Customisable tools located within the Sage CRM software allow users to easily configure the software with screens, tabs, security settings, tables, and fields all able to be modified to your businesses requirements, making Sage CRM unique to your needs.

Improves internal communication and unity for your business:
Sage CRM through its integration with Sage financials and commercials enables your internal departments to be brought together, synchronising the accounting, marketing, sales and customer service elements of your business.

Real time customer service information:
Sage CRM allows you to access and view real time customer service information, the live data allows your business to be more proactive with responses to customers, resulting in a greater customer service experience for the customer. The ability for automated workflows to be created further improves efficiency and service time.

Linked communications:
Information of communication or records for your Sage 200 CRM contacts can be stored within the one central system; furthermore, information of communication or records can be associated or assigned to individual contacts, customers or suppliers accounts allowing you to keep a track on precious interactions, improving communication times and processes with these stakeholders in the future.

Pythagoras Communications Ltd has enviable experience in deploying, creating and understanding your individual Sage 200 needs. More than 300 Sage customers nationwide have discovered how Pythagoras’s approach adds value to their business. These are drawn from a diverse range of sectors and markets and we have specialist teams with specific expertise in each. Pythagoras has an enviable combination of extensive, multi-sector experience and a reputation for cutting edge technical development and innovation.

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