Offline Users

A comprehensive CRM solution enables organisations to guarantee their sales, marketing and customer care professionals have fast, up-to-date access to critical data - regardless of where these employees are located. Even when not connected to a network, mobile users can work offline and later synchronise with the central server, using the optional Offline Synchronisation feature.

As a result, Offline Synchronisation makes your field sales, marketing and service personnel more productive and efficient because they can work anytime, anywhere irrespective of connectivity.

Offline Synchronisation is also cost effective since end users can install the offline client by downloading it directly from Sage CRM and does not require additional software such as Microsoft Internet Information Services (IIS) or Microsoft SQL Server Desktop Engine (MSDE).

Benefits of offline synchronisation include:

  • Access to important account contact and history information
  • Maximise time while travelling
  • Cultivate stronger sales relationships
  • Improve customer service
  • Update account information
  • Add key account data
  • Schedule activities and appointments
  • Synchronise information at a later point in time