June 25, 2013
By Maria Minsker, contributing writer

Swiftpage Releases Built-for-Mobile CRM

Swiftpage, a provider of integrated marketing and CRM solutions, has unveiled a new version of its Saleslogix CRM software for mobile users today. The company also announced a new partnership with UniFirst Corporation to deliver Saleslogix Mobile to UniFirst's field sales force, allowing the company to efficiently manage its corporate and user prospecting databases.

"Companies want the flexibility to equip their people with the right information and tools to manage relationships in the field," says Dave Wallace, director of product management at Swiftpage. "Saleslogix Mobile isn't just a mobile interface on an existing CRM product. It's been designed from the ground up with the features and functions that will help salespeople easily and quickly act on opportunities," he adds.

Saleslogix Mobile allows salespeople to manage accounts, take and update orders, and see opportunities remotely, all from their mobile devices. The platform also allows the sales team to access up-to-the-minute customer information using quick lookups or filtered searches and connect with the calendar of activities, take notes, schedule meetings, and complete activities.

The solution is compatible with the latest HTML5-based devices on Android, iOS, Blackberry, and Windows phones, while the browser-based mobile client can be accessed on Chrome, Firefox, Safari, and IE9. New features also include a full mobile attachment support, so that users can take photos and add them to the CRM system; a "My Activities" view that helps users keep track of current tasks; a mobile search with Google-type search functionality that allows users to find critical data quickly and easily; a global menu, providing faster and easier access to any part of the CRM system; and multicurrency support for companies with global operations.

As organizations increasingly look to the flexibility of mobile sales and marketing tools, traditional CRM might soon be taking a backseat to the convenience of mobile, Lorcan Malone, senior vice president and general manager for Swiftpage's Saleslogix CRM software, predicts. As the trend continues, Swiftpage hopes to provide its customers with the functionality and convenience that they're looking for. "CRM is heavily moving towards mobile direction, particularly in the sales force automation side. Mobility will eventually win out over the traditional versions of CRM, and we're prepared for that," he says.