What is Sage Sales Management Call Tracker?
Sage Sales Management Call Tracker is a mobile application designed to log incoming and outgoing call events related to any contact registered in Sage Sales Management. To do so, it takes the call logs from Android and compares them with the Sage Sales Management Database.
The application does not record the content of the call but logs the event.
The call, as an activity within Sage Sales Management, is used along with its duration in scoring.
The application can work offline, and pending activities will automatically sync when the internet connection is restored.
Automatic activity may take a few seconds to appear in the activity timeline.
How to know if Sage Sales Management Call Tracker is installed?
When CRM Call Tracker is not active, the ForceManager app will notify you about the status of the CRM Call Tracker application in three different areas: Login, Dashboard, and Activities.
Each notification includes a direct link that allows you to easily download the application via Google Play.
How to install Sage Sales Management Call Tracker?
If you see a notification after logging into your Sage Sales Management account, it means you don't have the application installed.
A link will take you to Google Play to start the download.
Alternatively, you can download the application now
Once the download is complete, Sage Sales Management will request the necessary permissions to allow the Sage Sales Management Call Tracker application to function properly.
Once we've granted access for Sage Sales Management Call Tracker to our calls, all that's left is to sync our record.
From this moment on, calls you make or receive will be synchronised with Sage Sales Management Call Tracker. After the call ends, the application will automatically send the call information to Sage Sales Management.
How to know if Sage Sales Management Call Tracker is working?
From the main menu, you can check the sync status of Sage Sales Management Call Tracker.
Simply go to Call Log, and the Sage Sales Management app will notify you about the sync status. If there is an issue with syncing, a message will indicate the cause, along with the date of the last sync.
If the Sage Sales Management Call Tracker application is not installed on your device, a link will be provided for downloading it from Google Play.
When the sync is successful, you'll receive a validation message with the details of the last sync.
Sage Sales Management Call Tracker will work if:
The application has been installed.
The application has been granted background permissions.
The call synchronisation parameter is active in your Sage Sales Management account.*
The user has enabled the permissions for automatic call logging.*
For this, please contact your Customer Success Manager or our Support Team by writing to soporte.
Installation requirements:
Application available only on ANDROID systems.
An updated version of ForceManager.
To ensure the correct operation of the Sage Sales Management Call Tracker application, after installing it you must activate a parameter within your Sage Sales Management account.*
*For this, please contact your Customer Success Manager or our Support team by writing to support.