Create predefined form documents, such as letters, faxes, and Email messages, consisting of standard text, and merge in Sage CRM SalesLogix data fields. Templates can be simple letters, or complex documents such as proposals. For example, you can use a letter template that contains standard text such as “Thank you for your inquiry...” and merge fields for the date, contact name, account name, address, salutation, and your name and title to respond to a request for company information. You can create or edit the content of the letter for any contact. Save the template for later use, and create new templates by modifying and saving an existing one.
The Mail Merge features lets you correspond with a group of contacts. Simply select the template, the recipients (contact, group, accounts, or opportunities) and output to printer, fax, Email, or file. You may choose to exclude contacts flagged as ‘Do Not Solicit’. Sage CRM SalesLogix will append a history record to each included contact with details of the correspondence.
The Library automates the distribution of information within your company. Sales literature, company policies, catalogs, URLs, etc. can be filed in the library for easy access by all users.
Sage CRM SalesLogix utilizes Crystal Reports, the industry standard graphical report writer. A variety of reports is included to enable you to quickly view and analyze information. Utilize the extensive library of included reports and establish custom filters to isolate exactly the date you’re looking for. Sophisticated query building tools enable you to establish new table joins and create calculated fields. Reports can be output to screen, printer, file, or Email.
Sage CRM SalesLogix Forecasting helps you understand the impact of competitors, lead sources, various industries, product lines, and many other variables on your sales pipeline. Using data sources and filters, you can select the opportunity information that is important to you and view it in a variety of graphic formats.