CRM Consultant Los Angeles: 5 Steps for Using Sage CRM with iPhone 6

CRM Consultant Los Angeles: Sage CRM on the iPhone 6 and iPad

As CRM consultants we often get questions from our clients about how to optimize and get better use out of Sage CRM. In this blog I wanted to share a popular questions on how to integrate Sage CRM to the iPhone 6 and iPad.

QUESTION:  We use Sage CRM and wanted to upgrade our phones to the new iPhone 6.  Is it possible to set up this integration?  Does Sage CRM work with the iPad, too?

ANSWER:  Here are step by step instructions on setting up Sage CRM with the iPhone 6 or iPad. *

*It is important to note, you should always consult with your certified Sage CRM consultant before making any changes to your Sage CRM system.

5 Easy Steps for Using Sage CRM and IPhone 6 and iPad:

Sage CRM screens on the iPhone / iPad were designed taking into account the “limited real estate” of the mobile device. It is simple to navigate and intuitive.In order to utilize Sage CRM on the Mobile device, you require valid mobile licenses and be granted access on a mobile device by the admin

STEP 1:
To login, open Safari on your iPhone / iPad and enter your URL pointing to your CRM installation
http://yourservername/crm

Upon login you are presented with a simple and efficient menu

Clicking on My CRM will direct you to your calendar, communications, opportunities, cases, leads.

STEP 3:

By clicking on My Home Page, it will bring up your Dashboard

You can search by Company, Person, Case, Opportunity, and Lead

Sage CRM for iPhone users can call directly from any record containing a valid phone number by clicking on the phone field.

To view a map of the contact location, click on the Map icon in the Address field

STEP 5:
Adding a New Company:
Select New

New Company screen is displayed.

If you have any questions about Sage CRM and mobile options like the iPone or iPad, please feel free to contact Ben Hanan at 818-883-0983 / toll free 866-400-0922 or ben.hanan@wacptrs.com a Business System Analyst and CRM consultant with WAC SOLUTION PARTNERS – LOS ANGELES OFFICE.

WAC Solution Partners offer a wealth of CRM and ERP software services, support programs and training options to keep you and your staff operating at maximum efficiency, regardless of the complexity of your systems. Contact us to learn more how our CRM consultant team serving Los Angeles and Orange County, CA can help!