Does SugarCRM Have A Mobile App?

Can you walk and text at the same time? Look around and you will see wherever you are, whether sitting in a café, on a bus, in a meeting, in a park or even waiting in line in a supermarket, everyone is on their mobile phone. Mobile usage continues to grow, and there is no turning back now. The way business has been done has changed. Modern customers expect real-time answers and responses, they don’t want to wait for you to get back to the office.

This is why it is crucial to have a mobile-first strategy, which includes mobile CRM. In today’s ultra-competitive marketplace, you need the ability to sell on the move and be able to communicate with your customers at all hours of the day. This is exactly what you get to do with a mobile CRM app.

The good news is if you’re using Sugar, you have a few options for mobile CRM use: The free SugarCRM Mobile App and Sugar Mobile Enhanced. Here we’ll discuss both apps, as well as discuss why you should be using a mobile app with Sugar.

The SugarCRM Mobile App 

Sugar Mobile works on the phones or tablets you already use, and setup is so simple you’ll be productive in no time. Like Sugar on the desktop, it works the way you do so you’ll get more done with less effort.

Other mobile CRM features you can come to expect with the app include:

• Quick create, dynamic search, quick summary, filters, and favorites features, so you can locate and use key information to easily manage your sales, marketing, and support activities.
• Native device integrations such as click-to-call, click-to-text, and GPS mapping, which allow you to get the most out of every customer interaction by engaging your customers quickly and effectively from the device you have at hand.
• Market-leading offline sync capabilities to ensure that the information you need most is available from your mobile device even when the network isn’t.

Sugar Mobile Enhanced

 

If you’re looking for additional functionality from the SugarCRM Mobile App, Sugar Mobile Enhanced, or Sugar Mobile e, is an app that has additional functionality built on top of the Sugar Mobile API.

Sugar Mobile e has all of the features of the existing SugarCRM Mobile App but was built as a completely standalone app with the following additional features.

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.

Mobile Check In’s

Sugar Mobile e users also have the ability to “check-in” with one click to accounts and leads, eliminating the cumbersome action of having to log meetings in the app. Think of this as similar to checking-in with Facebook.

Calendar

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

Many features have been requested as additional enhancements to Sugar Mobile e, so be sure to visit https://fayebsg.com/sugar-mobile-e/ to learn more about what’s new in the App.

Sending Texts with Sugar

Now, with Sugar Messaging powered by Ytel, Sugar users can also use their desktop and mobile app to send SMS Texts with Sugar.

Sugar Messaging is an SMS messaging integration for SugarCRM users that can send personalized text messages to the people in your Sugar database. With Sugar Messaging you can create rich SMS messaging without a single line of code.

With Sugar Messaging you can:

• Text “on the fly” from any record with a mobile phone number.
• Send texts to one or more recipients using user-definable pre-built SMS Text Templates.
• Send texts from Sugar List Views by selecting records and clicking a “Text” button.
• Integrate texts with workflows to enable automated texting based on values in Sugar fields.
• Send texts via Sugar Campaigns.
• View stored texts in a SMS Messages sub-panel under contacts, leads, etc…
• Receive return texts and have them appear in SMS Messages sub-panel and in an easy to use dashlet on your home screen.

Why should my company use a mobile CRM?

1. Increased sales and better relationships

Sales reps with a mobile CRM may typically achieve quotas at a faster rate compared to reps who do not use a mobile CRM app, but they also end up creating tighter relationships with prospects. When you’re in the field making sales calls, you don’t always have time to call the office for a customer update. This is especially true if you are already in a client meeting.

Instead, a mobile app provides all the data you need in the palm of your hands. Does the client have a question? Well, you have an answer. Need a quote on the spot? No problem. Want to research purchase history? Done.

2. Become a thought leader

With the data conveyed through a mobile CRM, your sales reps can become thought leaders at any time. They are no longer bound by the constrictions of an office location. They can meet clients anywhere without lacking key information they need to make insightful decisions.

3. Provide a superior user experience

You don’t have to go back and forth to the office to help your clients. And, with the opportunity to make each call more efficient, you need fewer interactions. Furthermore, fewer interactions mean shorter sales cycles. With shorter sales cycles comes shorter delivery times and happier customers.

The question is, does Sugar have an app that will facilitate all these benefits and more?

The answer is yes. Both the SugarCRM mobile app and Sugar Mobile e will change the way you do business and raise your business profile. When using Sugar, you not only have quick and instant access to your customer data. Yet, you can still update records.

 

Other Cool Sugar Mobile App Features

 

Making calls–You are out on the road and need to find a contact. No problem. With a Sugar mobile app, it couldn’t be simpler. All you need to do is find the contact, prospect or lead in your app and select the “Call” button, from there you have the choice of selecting the office phone or their mobile number. You can then call out directly from your Sugar mobile app, no more having to search for the number or copy and paste from email signatures.

Furthermore, the app will record all your call information such as call time and date. In addition, if you need to add additional notes, you can use voice recognition, so you don’t have to type. Simple.

Working offline–Even when you are offline you will always have the ability to access key information and create records. You can store your information offline and once you are back online it will sync in the background without any input needed from the mobile user. Increasing sales efficiency really makes a difference.

Personalization–You can customize the app, adding your company name, logo and loading screens. No coding is required, and with a few simple clicks, administrators can generate a custom app that supports the organization’s branding, look and feel. Nothing can compare to having a customized app relevant to your business needs.

Shorter sales cycle and increased sales volume–With access to the right information at the right time, your salespeople can anticipate and respond to clients’ needs more quickly, ensuring faster sales and deal closures. When sales reps have everything handy (inventory details, existing pricing models, delivery costs, etc…), they can eliminate redundant tasks and spend more time on prospecting and identifying upsell opportunities. There is no need to live in the past. A Sugar mobile app will bring your company to the forefront of the future.

In conclusion

The SugarCRM mobile app is free with your paid version of Sugar. Sugar Mobile e is an additional per user, per year fee, but organizations can now leverage their SugarCRM partner to customize and build a mobile app for their team. As a result, sales on the go is never an issue. Your customers appreciate the speed, and your company appreciates the loyal and consistent business.

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