Let’s be honest: there seem to be at least a thousand organizational apps. Some specific, like helping with ADHD (as someone with ADHD, I can confirm that they do not work) to generic project management apps or ones that promote mental well-being and so on.
But what if I told you there is a productivity app made by promotional products professionals, for promotional products professionals – and it’s included with your SAGE Total Access subscription? SAGE Mobile is a one-of-a-kind app that allows you to take your business with you wherever you go: whether you’re at a tradeshow or out on sales calls.
So, we’ve compiled a list here of all the coolest things you can do with SAGE Mobile!
1. The CRM Module
SAGE Mobile has a CRM module built right in, giving you the ability to keep track of all your clients in the app. You can search for the client you’re looking for by either company name or their name, and you can drill down your search by searching for their account status (whether they’re a prospective client or active), their rating, their potential, who their rep is, and more! You can add their social media, how they found out about you, scan their business card, and more!
Learn more here.
2. Presentations
Let’s make up a hypothetical scenario: you’re on your way to the airport to head to a tradeshow. You get an email while you’re in the back of your Uber from a potential client who wants to see what you have. With SAGE Mobile, you don’t have to stress about making your flight and getting them a presentation promptly. You can make a professional, beautifully designed presentation right from your phone!
Learn how here.
3. Order Management
If you’re on the go and want to keep an eye on your orders, you can do that with SAGE Mobile too! You can see the customer, the status, and more within the module. Did you happen to find the perfect item for your client while browsing? You can add it directly to the order form from the product information page! You can also search for a past order form by supplier name, date, and more.
Learn how here.
4. SAGE Community
Do you have an idea for a client, and you’re not sure if the product exists? Or maybe you need help brainstorming some ideas for a presentation coming up soon. SAGE Community is the perfect place to go! Connect with a group of your peers for anything promotional products related to get answers, feedback, ideas, industry news and more.
Learn more here.
5. Tradeshows
Last but certainly not least – probably one of the coolest features of SAGE Mobile, the tradeshow planner. With SAGE Mobile, you don’t have to worry about getting lost within the maze of aisles and hundreds of booths or missing out on education sessions. Within the app, you can create a walk list before the show, and it will guide you to each booth on your list based on the most efficient route. You can even sort your walk list by your preferred method (company name, booth number, and more) or divide and conquer the show floor with your team by creating and sharing multiple walk lists with them! With SAGE Mobile, you have everything you need for the show right in your pocket. You can see the schedule, view the floor plan, search for exhibitors, take notes on products you like, view the product pavilion, and more!
Learn more here.
And most importantly of all: it syncs completely with both SAGE Online and SAGE Web for a seamless transition between all of your devices. SAGE Mobile is so cool but we’ve barely scratched the surface with everything it does. To learn more, contact your Account Advisor today, or to get started download it for free from your app store or Google Play!
Editors Notes: This post was originally published in March 2015 and has been revamped and updated for accuracy and comprehensiveness.
