Maximize Your App
Sugar Mobile e enhances the power of your SugarCRM Mobile App with features including geo-locating, calendar syncing, and more. These tools enable further functionality and greater ease in carrying out your sales tasks, by saving you time and tracking down pertinent information.
- Geo-Location Functionality: Locate nearby accounts at any time.
- Calendar Sync: Organize meetings and calls and display them based on month, week, and day.
- Record Tracking: Finds nearby records of Accounts, Contacts, and Leads. Additionally, finds records from a certain selected record with a user-defined radius.
- Check-in / Check-out Capabilities: One-click check in to accounts and leads to better track sales rep activities and customer visits.
- Marketing Stats: View marketing activities such as opened emails, site visits, social posts, and more, all in real-time.
Geo Location Visibility
Sugar Mobile e users benefit from key features such as the Geo Location enhancement which allows you to select an account by location and view that account on a Google Map within the App. Using Sugar Mobile e, you can then enter a selected distance radius by miles, and then the app will pull up every one of your accounts, leads, or contacts that are located within your selected criteria. In addition to the GeoLocation features in Sugar Mobile e, the app has the out-of-the-box features of the SugarCRM Mobile App, but it all exists within the app itself – there is no bouncing between apps.
If your sales reps have the need to pull up nearby accounts based on their location, Sugar Mobile e will be their best friend. Gone are the days of mapping out accounts, contacts, and leads before leaving for the day.
Mobile Check In’s and Marketing Automation Integration Sugar Mobile e users also benefit from having the ability to check in with one click to accounts and leads, eliminating the cumbersome action of having to log meetings in the app.
For Marketing Automation users, users can view marketing activities, including real-time mobile access to recently opened emails, website visits, forms submitted, webinars attended, media downloads, and social media posts.
The Sugar Mobile e calendar functions bring your meetings and calls from your Sugar platform into three different views: Month, Week, and Day.
Users can click on a time slot and add a meeting and a call directly from the app.
Customize Your Sugar Mobile App
Faye can also build out your own enhanced mobile app with your personalized custom modules. Please reach out to us to discuss building out the features that would most benefit your Sugar Mobile e app usage.
This enhancement by Faye is compatible with Sugar v 11.0 and above.