Sybase Mobile Sales for SAP CRM

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.

With Mobile Sales, you can:

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.
Inspect sales documents.
Access real-time reports that provide visual forecasts, accurate pipeline data, top sales orders, top opportunities, and top risk opportunities.

Home Screen

The Mobile Sales home screen is where you access the main features of the application. Your system administrator determines which components (facets) you see, and may include the following:

Accounts
Contacts
Activities
Leads
Opportunities
Analytics
Sales Documents
Today's activities – lists all activities for today. Select an activity from this view to view its fact sheet.
(Windows Mobile Professional) Recents or (Windows Mobile Standard) Recent Items – displays the recently viewed items for accounts, contacts, activities, leads, and opportunities. You can change how many recent items appear for each object through Mobile Sales Settings.
Mobile Sales version information – select Menu > About.

Data Status Indictators

When creating or editing CRM information (objects), the application displays icons to indicate important information. Newly created or modified objects are placed in a pending state and wait for the SAP server to accept the changes. Until accepted by the SAP server, the changes are stored in the device database only. The SAP server replies in one of three ways:

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.

Data Status icons
Icon	Description
	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.
	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. Edit the object to fix the issues that caused the warnings. To remove the warning, open the fact sheet, then select Menu > Remove Warning. If you fix the issues, the object is pending until synchronized with the SAP server.
	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. To undo the changes, select Menu > Undo Changes, or fix the errors by editing the object, then save it. 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.

In Settings, you can determine how data is synchronized for contacts and calendar entries. If you want to work offline, you can disable synchronization in Sybase Settings.

Select Menu > Programs > Sybase Settings.
Select Connection, then select Menu > Disable.

Supported Devices
Sybase Mobile Sales for SAP CRM can run on these devices.
Installation Prerequisites
Perform the prerequisites before installing Sybase Mobile Sales for SAP CRM.
Installing Mobile Sales on Your Windows Mobile Device
Install Sybase Mobile Sales for SAP CRM on your Windows Mobile device.
Starting Sybase Mobile Sales for SAP CRM
Once you install the Sybase Mobile Sales for SAP CRM application on your device, you can launch it.
Unsubscribing and Resubscribing to Mobile Sales
Your system administrator may asked you to unsubscribe and resubscribe to the SAP system from your device.
Personalization
Personalize Sybase Mobile Sales for SAP CRM by modifying the default settings.
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 or synchronization with the SAP server for any updates, new activity creations, or new queries for reports.