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SalesLogix
Customer Relationship Management
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SalesLogix® is the
Customer Relationship Management (CRM) solution that drives
sales performance in small to mid-sized businesses through
Sales, Marketing, and Customer Support automation and
integration to accounting and business management applications.
Advanced
customization capabilities enable SalesLogix to work in
concert with your unique sales and customer interaction
processes, and to accommodate growth and changing business
requirements.
Through robust
functionality, ease of use, and ease of customization,
SalesLogix provides your small to mid-sized business an
affordable CRM solution with low cost of ownership, rapid time
to productivity, and high return on investment.
With more than
6,000 companies using SalesLogix worldwide, SalesLogix
is the CRM leader for small to mid-sized businesses.
SalesLogix
provides greater ease-of-use and flexibility, with solutions
designed to increase efficiency and drive sales performance in
your organization. New functionality and enhancements
appear across the entire product suite. |
NEW Customer Service (for Windows and Web)
Ticket Management
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Resolve customer questions,
issues and requests quickly for high quality customer experience
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Automatically assign tickets to
the appropriate resource
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Track ticket ID, contact info,
type, status, urgency, assignment and date needed
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Create new service tickets from
Account, Contact and other locations
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Schedule phone calls, meetings
or to-dos to follow up on open issues
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Send e-mail with attachments and
record correspondences and activity history
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Submit issue descriptions and
resolutions for archival in the knowledge base
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Create ticket groups, lookups,
and reports
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Track ownership and individual
time spent on customer issues
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Receive automatic notifications
when service conditions or deadlines are triggered
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Configure user workflow options,
or grant ability to modify at user level
NEW SpeedSearch
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Utilize enhanced SpeedSearch to
quickly locate resolutions to customer issues
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Scan search results efficiently
with advanced filtering, scoring, sorting, and preview capabilities
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Populate resolutions
automatically into service ticket with one click
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Archive successful resolutions
in the knowledge base for future reference
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Add content to knowledge base
with optional approval process
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Reference prior tickets,
attachments, standard problems and resolutions, procedures, library
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documents, or reference materials such as online
manuals, FAQs or white papers
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With Advanced SpeedSearch,
perform an advanced keyword search of any SalesLogix table or
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shared network directory
Service Contract Management
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Track contract details including
service level, price and time or incidents remaining
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Validate authorizations for
specific services and log issues against a contract
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“Punch-in” and “Punch-out” to
track time spent on individual issues
NEW Web Customer Portal
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Provide customers with
self-service Web site
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Record and follow-up on customer
incidents
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Search for answers to questions
Enhanced Opportunity Management
Updated User Interface for Windows and Web
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Redesigned for increased
usability and sales person productivity
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Create and manage new
opportunities quickly and efficiently
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Add products, update status, and
close opportunities with ease
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View new “Opportunity Snapshot”
for quick summary of important opportunity details
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E-mail key opportunity data to
managers with one click
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Update multiple opportunities
with a single click
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Generate sales proposals
automatically that include opportunity product and pricing table
Lead Management
A Lead is a
potential sales opportunity that is captured via a marketing
campaign, trade show or other lead source. It contains basic contact
information which is used to qualify that the prospective customer
is valid, does not already exist as a Lead or customer, and is ready
to convert to a sales Opportunity.
Marketing has been
designed to assists those employees that are tasked to qualify
Leads, so that they can realize the highest levels of productivity
without sacrificing the quality of converted Leads. It has been
designed to help prevent data input from being sloppy or incomplete,
and only requires the Lead qualification user to enter the basic,
essential information.
Leads are vital to
all companies as they represent all potential future customers.
However, a substantial number of Leads never become customers.
Keeping the Leads separate from Accounts and Contacts is critical to
keeping the database “clean” and easier to manage.
Leads in SalesLogix
are imported into a simple “holding area” where the raw data is
added to SalesLogix without compromising the quality of existing
contact and account data. Once the data is verified and qualified,
the Lead can be converted to, or merged with a Contact and Account.
New to v7,
you can Mail Merge to Leads with history and attachments added to
the Lead. All information is moved to the Contact with the
conversion process.
Marketing addresses
the primary purpose for capturing Leads, which is to determine if
they are valid, are interested in purchasing, and merit attention
from sales. In other words, it helps to answer the question: “Is it
worth turning this lead into a sales opportunity?” Marketing
supports this process by providing a check-list of questions that a
lead must pass and allowing the lead processor to convert those
Leads that do pass.
This process is
fairly simple and is called qualification.
Marketing assists
employees that are tasked with qualifying Leads by allowing them to
answer simple questions as they are researching a lead through phone
calls, email, or any other method. This list of questions is minimal
so that lead processors can process the volume of Leads that is
expected of them. In addition, different ‘checklists’ can be created
for different product lines or services. Up to eight questions can
be defined for each checklist. Leads can be qualified by answering
questions like:
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Is this a real person with real
info?
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What is the business need?
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Is budget available?
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In what timeframe do they wish to
purchase?
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Who is the decision maker?
SalesLogix
Marketing does not require the lead processor to capture detailed
information about the lead. More detailed information can and should
be captured once the lead has been qualified and converted to an
account/contact and opportunity.
Marketing users
convert Leads to an account/contact by clicking on the Convert
Qualified Lead button. The Convert Prospect window allows users to
see existing Accounts, Contacts or Leads that are potential
duplicates, and confirm whether or not the lead really is a
duplicate. If a contact already exists for that lead, the lead can
be merged with that contact. If only the account exists, the contact
can be added to the account.
Once a lead has
been qualified and converted to an account and contact, the lead is
then purged from the system. Leads that do not meet the criteriaa
defined by the checklist can be deleted, which also purges them from
the System.
Enhanced Opportunity Entry
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Add all new opportunity data in
a single view with configurable default values
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Input description, estimated
close, status, source, close probability, and products
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Associate multiple contacts and
competitors and select sales process
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Add multiple products or product
packages quickly and input discount and quantity
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Set opportunity defaults at
Admin or user level to streamline input and ensure accuracy
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including, status, type, probability, and sales
process
NEW Opportunity Statistics
NEW Sales Process Engine
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Utilize a new, flexible sales
process engine to drive opportunities to close
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Define stages and steps and
associate corresponding close percentages
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Configure and launch process
activities such as meetings, literature requests,
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e-mails, proposals or custom forms with one click
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Click checkboxes to record
completion of the activity and advance the sale
NEW Multi-Currency Support
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Designate a system-wide base
currency and manage multiple alternate currencies
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Lock currency rates if
opportunities require
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Generate proposals reflecting
native customer currency
NEW Global date/time support for Activities & Calendaring
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Automatically convert all dates and times to users’
local time
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Shorter planning cycles
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Seamless integration with all enterprise
data
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Automatic incorporation of key nonfinancial
data
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Robust analysis feature
.Net Customization
ØCustomize
and extend Sage CRM SalesLogix SalesLogix using .NET
capabilities and tools
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ØDevelop
in Visual Studio.NET and add as native plugins in SalesLogix
Architect
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.NET
Forms can be used on main view, dialogs, or tabs
Request
Information |
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