SugarCRM Quoting from the iPad

sugarcrmdevelopers —  June 6, 2013

Are you still using a pen and paper to create new quotes or track leads for your company? If so, put that pen down and trade in that pad of paper for an iPad!

Many companies are engaging in forward-thinking practices such as moving their sales team to a more mobile format using technology such as iPads and tablets. To ensure we are meeting the needs of our SugarCRM customers who are making this mobile practice a part of their business culture, our team has created a new product for mobile sales teams called GroundBreakCRM.

While it’s also available in a browser version, think about how much easier your job would be if you had a number of the mobile capabilities that GroundBreak for SugarCRM has to offer. Being out on the road with an iPad, you can:

  • Log calls
  • Set up new leads
  • Create quotes
  • Check your calendar

With SugarCRM and GroundBreak, the possibilities are endless and the list of features stretches as far as the miles you’ll be driving to get new leads!

‘Always on’ technology from a native iPad app allows for quick access to product information and the ability to create customized quotes on the jobsite. As for the team back in the office, there is also a browser version with automatic syncing that provides for great communication among teams. GroundBreakCRM offers the option to create rental quotes and sales quotes with daily, weekly, or monthly rates. With just a click of a few buttons, you’ve got your quote information instantly to show to the customer or email to them!

If you thought the quoting feature was right on target, wait until you get your hands on all the customization capabilities your company can do with GroundBreakCRM…

Every company can have their own quote templates, email templates, and even your own customized dashboard. Quotes modules can be customized to have any specific information that you may want or need.

With all of these great features that GroundBreak has to offer, it’s not just a mobile application for teams to check their inventory or make quotes, it is so much more than that! GroundBreak has been designed by Sales Representatives and has been built specifically for companies that provide rental and sales options for their customers.

While this post highlighted the quoting capabilities of GroundBreak for SugarCRM users, but there are still many more innovations that weren’t even mentioned! Over the next few weeks, you’ll see additional posts on our blog showing the different features of GroundBreakCRM, which is already one of leading sales tools for construction and heavy equipment dealers in the United States and Canada.

If you’d like more information on how you can maximize the time and efficiency of your mobile sales team, contact us today!