Run Your Business From Anywhere With SAGE Mobile


The industry’s most popular mobile app has just been upgraded! SAGE Mobile 9.0 is available now to SAGE Total Access subscribers, offering plenty of new features to help you complete every task no matter where you are. Start preparing for The PPAI Expo now by downloading SAGE Mobile on the Apple App Store, Google Play, or the Amazon App Store today. You’ll be able to stay on top of all your work right from The PPAI Expo show floor or anywhere else you travel to in 2020. Here are five of the top features in SAGE Mobile 9.0 that will help make your workday easier.

1. Create and Send Presentations

You don’t have to wait until you get back into the office to create and send professional presentations with SAGE Mobile! Start by tagging the products from a product search and adding them to a new or existing presentation. From there, you can edit product descriptions and adjust pricing before emailing it to the client. You can even receive live feedback from your client and respond to their questions right away!

Check out this tutorial to see how the entire process works:

2. Keep in Contact With Your Team via SAGE Chat

SAGE Chat is now available in SAGE Mobile so you can keep up with your team anywhere you go! Whether your team wants to send you information on a new client or needs help finding a presentation you were working on at the office, you don’t have to miss a beat. You can get office updates right on your phone so it’s like you never left.

You can also chat with your website visitors to quickly answer their questions and turn prospects into customers!

3. View Recent Activity

All your history from SAGE Online, SAGE Web, and SAGE Mobile is automatically saved in your recent activity section on the homepage. So if you were searching for blue baseball caps at the office and then have to run to a meeting, you can pull up that search on your phone and pick up right where you left off!

It’s also helpful if you send your client a couple of options of baseball caps but they want something *slightly* different. You can save time trying to remember the exact search terms you used and just return to your recent search to find the perfect fit for their company!

4. Manage Client Relationships

Client Relationship Management, or CRM, is an essential tool that you can easily access and update directly with the SAGE Mobile app! Not only can you store all your customers’ contact information, but you can also track leads, record sales opportunities, and schedule follow-ups.

Whether you’re generating new leads at a networking event or during a meeting with your favorite client, you don’t want that valuable information to slip through the cracks. The CRM module in SAGE Mobile allows you to track everything you and your client discussed. Your updates will seamlessly appear in SAGE Online, SAGE Web, and SAGE Mobile in real time so the rest of your team can be aware of what’s going on.

Here’s a quick tutorial on how it works in SAGE Mobile:

5. Get Live Help at The PPAI Expo

The Live Help feature is new in SAGE Mobile 9.0 and will make your time at The PPAI Expo a breeze! You can ask Live Help any questions about Expo including:

  • When are the SAGE education sessions?
  • Where can I find the PPAI booth?
  • What is the Power of Two?

and anything else that you might be wondering while you’re on the show floor.

Make sure you’re ready to conquer it all while you’re out of the office! Download the SAGE Mobile app, the official tradeshow planer for The PPAI Expo today.

You can also attend SAGE Conference 2020 to be the first to preview the latest SAGE technology developments and learn more ways to make running your business easier than ever!

See you in Las Vegas!

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