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Event Details
Selling doesn’t stop when you leave your desk, and neither should your CRM. Join us for Sugar on the Go: Mobile Selling Made Easy, where we’ll show you how to take your business wherever you are with the Sugar Mobile App.
In this session, you’ll learn why mobile CRM matters for staying responsive, informed, and effective in the field. We’ll cover best practices for using Sugar Mobile, including how to:
- Make the most of limited screen real estate with quick, high-value actions.
- Use mobile for what it does best: real-time updates, call notes, and quick insights while knowing when to switch to desktop or tablet for deeper tasks.
- Keep leadership in the loop with on-the-go reporting, pipeline visibility, and meeting prep tools that support Run the Business (RTB) operations.
We’ll also explore real-world use cases to help your team stay productive anywhere, from checking customer status between meetings to logging key updates before you even leave the parking lot.
You’ll walk away with practical, ready-to-implement habits and configurations that make mobile selling second nature and ensure your data and insights stay in sync across your team.
Instructor: Andrea Ayers
Recording date: January 13, 2026
Session Resources
- Slide Deck
- Handout & Answers
- Quick Video: Everyday Mobile Wins: Using Sugar in the Field
- Mobile App User Guide
- Mobile Offline
- Admin Mobile Settings
- Admin Mobile Layouts
Next Sugar Sell Foundation Series Webinar: Less Busywork, More Selling - Automating Your Sugar Workflows [Sugar Sell Foundations Series]
See Unlock Your Success with the Sugar Sell Foundations Series to learn more about the Sugar Sell Foundations Series.