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 v2010 to include Sage 200 Mobile

In the ever more increasingly competitive market Sage has announced their Sage 200 v2010; due for release in June 2010 will include Sage 200 Mobile. The Sage 200 mobile user being those out of the office, travelling or field based who will now be able to access their Sage 200 data from their mobile.

After a survey conducted by Sage identified 60% of Sage 200 customers use Blackberry’s; because of Blackberry’s being the ‘always on’ choice and the superior battery life and protected data thanks to their 128 bit encryption Sage 200 mobile supports data access via the following Blackberry series:

- Blackberry 9000 Series
- Blackberry 8900 Series
- Blackberry 8520 Series

With the initial release of Sage 200 mobile Sage are providing data relevant for four key users of the Sage 200 Suite:

- Managing Director/Owner
- Financial Director
- Sales Representative
- Project Manager

Sage 200 Mobile is designed to allow read only searches for the following:

- Customers
- Customer Transactions
- SOP
- Stock Items
- Suppliers

Furthermore, Sage 200 for Mobile allows views via workspaces, providing a rich and detailed view of different data, meaning specific views for customers are able to be developed meaning users are not limited to what simply comes out of the box as with similar systems.

The standard views available include the following:

- Sales Revenue Position
- Cash Position
- Project Position
- My Sales Summary

In conclusion Sage 200 Mobile allows the following:

- Increased productivity
- A more integrated business
- Empowering the workforce
- Peace of mind
- Greater responsiveness
- Flexibility

Overall the addition of Sage 200 Mobile to Sage 200 v 2010 adds another dimension to the package; further supporting Sages ability to offer flexible and customisable solutions to the business world.

For more information on Sage 200 v2010’s release and other Sage products please contact one of our Sage experts on 01628 519 000 or by emailing info@pythagoras.co.uk.