Sybase® Mobile Sales for SAP® CRM (Mobile Sales) gives you access to your important SAP sales data, and enables you to manage accounts, contacts, and activities with customers and prospects, all from your mobile device.
The SAP system downloads the relevant CRM data to your device. Much of the functionality of your native device integrates with Mobile Sales. You can work connected to the SAP server, or offline, when you do not have an Internet connection.
- View all information necessary to manage your sales accounts. Capture and track critical information about prospects, customers, and partners.
- View and monitor the status and progress of your interactions.
- Track and qualify leads.
- Track and manage opportunities.
- Access real-time reports that provide visual forecasts, accurate pipeline data, top opportunities, and top risk opportunities.
Home Screen
- Accounts
- Contacts
- Activities
- Leads
- Opportunities
- Analytics
- Most Recent – lists the most recently viewed fact sheets, with the most recent on top.
- Notifications – displays all new activities, leads, and opportunites that are assigned to the user. Notifications also displays login failure messages during login to the SAP server, as well as messages for any updates, new activity creations, or new queries for reports during synchronization with the SAP server.
- Today's activities – lists all activities for today. Select an activity from this view to view its fact sheet. By default, this feature is turned off. To view today's activities, turn on Today's Activities in Home Page Settings.
Data Status Indictators
- SAP server accepts the changes. Pending icon disappears.
- Pending icon changes to yellow triangle. You can choose to ignore (remove warning) or fix the issues.
- Pending icon changes to red error icon. You must fix or undo the changes.
| Icon | Description |
|---|---|
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Pending changes. If working offline, any new or updated information goes into a queue until the device goes online. The Mobile Sales application tags information in the queue with a Pending Changes icon. When an object has pending changes, you cannot edit it. |
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Yellow triangle indicator. SAP server indicates warning messages associated with the data. You can ignore the messages or fix them. If you do not make the required edits to fix the warning, the warning remains. To clear the warnings, open the fact sheet and tap Clear Messages. If you want to fix the issues that caused the warnings, tap Fix It, which opens the object for editing. Make your changes, then tap Done. If you fix the issues, the object is pending until synchronized with the SAP server. |
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Red error icon. SAP server has rejected the new or updated object. You must fix or undo the changes to clear the error. View error messages in the object's fact sheet. Select the message to view its details.
If a record is rejected because of incorrect login information, the application displays a window for you to enter your correct password. After you enter the correct login information, you must manually edit the affected record again and save it. |
Synchronization
After you initially connect to the SAP server and download CRM data, you can work online or offline. To begin using Mobiles Sales, you must initially connect to the SAP server and download Mobile Sales data. If you do not have network connectivity, you can work offline; however, you do not receive new data from the SAP system, and your device cannot save any changes you make back to the SAP server. Once online, when creating new or updating existing information, the information is synchronized with the SAP server. Once connected to the server, data is refreshed automatically.