Sage SalesLogix :: CRM Opportunity Tracking Software

Mobile Solutions

Extending Sage SalesLogix to smart phones gives your field force a strong competitive advantage that can help drive revenue and keep customers satisfied. Whether viewing up-to-the-minute account or contact history, details and status; checking inventory; placing orders; or resolving and closing service tickets on-site; SalesLogix Mobile gives your mobile sales and services teams the secure, instant access to vital customer information they need.

Key functionality:

• Access up-to-date customer, product, service ticket, and order information before meeting with a client.
• Enables one-click dialing, e-mailing directly from contact or activity records, and accessing BlackBerry Maps for directions to the next customer meeting.
• Access to tables, pick lists, and other modified data fields, as well as a complete mobile development environment
• Schedule and track activities with a visual drag-and-drop calendar and convenient activity reminders.
• One-click synchronization goes back to the Sage SalesLogix host database or remote client, or set up automated delivery/real-time synchronization

For more information, download the Mobile Solutions PDF.

Marketing Automation

Sage CRM SalesLogix Marketing provides full-scale marketing campaign management and sophisticated analytical tools designed to identify your most profitable customers and shorten your sales cycle. Capturing rich, timely data from customer interactions across your organization allows you to develop and execute meaningful marketing programs that drive results.

Key Functionality:

• Segment customer and prospect lists using advanced query tools
• Manage and track all aspects of marketing campaigns in one location
• Record campaign name, description, tasks, status, budget and calls-to-action
• Streamline marketing and sales campaigns by automating standard tasks
• Analyze the effectiveness of marketing efforts (ROI) and increase efficiency

For more information, download the Marketing Automation PDF.

Dashboards – Visual Analyzer

Sage SalesLogix Visual Analyzer is a comprehensive, interactive business analytics tool that allows you to bring your Sage SalesLogix data to life. The Visual Analyzer delivers customizable dashboard views of key data, for a low cost of deployment, providing your organization the insight needed to extend your competitive advantage.

Key functionality:

• Analyze critical business metrics that illustrate your organization’s state-of-health
• Pulls together your existing customer data residing in your database into a consistent, single point of analysis for everyone in your organization
• Easily access any of the ten pre-built dashboards, customizable depending on how you and your team prefer to slice and dice critical business analytics 

For more information, download the Visual Analyzer PDF.

Customer Support Automation

Sage CRM SalesLogix Customer Service provides the advanced issue tracking and resolution tools needed to quickly resolve customer questions, issues, and requests and deliver a high-quality customer experience. Each service ticket created contains detailed information including a unique ticket ID number, contact info, type, status, urgency, assignment, date required, and service contract details.

Key Functionality:

The reporting capabilities in Sage CRM SalesLogix Customer Service help managers capture and analyze customer service metrics to assess team effectiveness

• Allow customers to view, add, or edit tickets and submit comments or attachments within the Sage CRM SalesLogix Web Customer Portal
• Automatically assign tickets to the appropriate resource based on area, skill and more
• Track contract details such as service level, price and time or dollars remaining
• Schedule and track phone calls, meetings, to-dos, events, and literature requests

For more information, download the Customer Service Automation PDF.

Application Integration

Sage SalesLogix ERP Link is a business management solution that provides your organization with cross-departmental visibility into your prospects and customers by leveraging integration between Sage SalesLogix and Sage MAS 500 ERP. It drives organizational efficiencies and ensures that your business is operating with a complete view of critical customer interactions. Sage SalesLogix ERP Link enables everyone in your organization—from sales and marketing to accounting and finance to support, manufacturing, and distribution—to work together efficiently to build profitable customer relationships.

Key functionality:

• Eliminates duplicate data entry and inconsistencies
• View back office customer information such as order history, payments, open invoices, inventory, and shipping information, along with contacts, notes, activities, history, and other account informationx
• Customer records found in both applications are seamlessly associated with each other so contacts and addresses remain consistent across systems
• Ability to view current order status, pricing discount schedules, and service and maintenance contracts from within Sage SalesLogix
• Customer Service teams have access to accurate invoicing and account management details to effectively address customers’ needs

For more information, download the Sage SalesLogix ERP Link PDF.

Support

With the costs of acquiring new customers 5 to 10 times higher than retaining existing customers, support solutions designed to help foster lasting relationships with your customers have a tremendous impact on the bottom line. Sage CRM SalesLogix Support provides the advanced issue tracking and resolution tools as well as access to relevant customer data – including products purchased, ticket and defect history, and maintenance contract status – needed to maximize the effectiveness of each interaction with your customers.

Key Functionality:

• Manage call and defect tracking, service contract renewals, and return of merchandise authorizations (RMAs)
• Use SpeedSearch to quickly locate resolutions to customer issues by searching resources such as prior call tickets, standard problems and resolutions and stored procedures
• Use the Sage CRM SalesLogix Web Customer Portal to allow customers and employees around the world to create and track support tickets online, anytime
• Measure call turn-around time, first-call resolution percentage and more

For more information, download the Support Automation PDF.

Outlook Integration

Sage SalesLogix is designed to work the way you do. With tight integration between Sage SalesLogix and Microsoft® Outlook, your users can manage contacts, e-mail, and calendars from their preferred application and synchronize their data.

Key functionality:

• Checks unread e-mail messages against the Sage SalesLogix database and “flags” e-mail from customers and prospects so you know which e-mail messages to respond to first
• When you're ready to send e-mail using Outlook, you can choose to automatically associate and archive it to the account history of a contact or account within Sage SalesLogix
• Schedule appointments for Sage SalesLogix and non-Sage SalesLogix users alike by viewing any Outlook user’s "free/busy" schedule from within Sage SalesLogix
• Synchronization runs automatically and silently eliminating the need to manually perform the task at regular intervals