Manage Contacts And Accounts
Easily and efficiently manage multiple accounts and their associated contacts. Record and store all pertinent data where it is instantly available for recall.
Record all communications with your contacts, including Email, fax, letters, and calls. Sage CRM SalesLogix will automatically create a record for each, including the full text of the documents. A notes section allows you to keep detailed notes about your calls.
Track Opportunities From Lead To Close
Create and track opportunities, including product details and information on competitors. Instantly view all opportunities and their status or zero in on specific opportunities for each contact.
Access schedules and assign activities for your entire sales team. Quickly schedule to-dos, meetings, and phone calls and record their completion and associated notes.
Analyze revenue potential by region, territory, salesperson, product and more.
Report On Sales Activities And Effectiveness
Sage CRM SalesLogix utilizes Crystal Reports, the industry standard graphical report writer. Utilize the extensive library of included reports and establish custom filters to isolate exactly the date you’re looking for.
Automate Sales Activities
Automate activities such as follow-up calls, letters, and literature fulfillment based on sales and marketing processes you define.
HTML Email Templates
Create professional, graphic HTML Email communications from scratch or my customizing templates provided. Use the Mail Merge feature to send the Email to all contacts or a targeted group.
Professional Letter and FAX Templates
Create professional, impressive communications by customizing templates provided. Sage CRM SalesLogix will even prompt you to print the address label after you create a letter.
Accurately analyze the revenue potential in your sales pipeline with graphical forecasting.
Receive automatic alerts on pending sales opportunities based on criteria you define with the Sage CRM SalesLogix KnowledgeSync option.
Combine Sage CRM SalesLogix Sales with Sage CRM SalesLogix Marketing and Support for a complete view of your customers. With powerful integration to popular accounting and business management applications, you can make Sage CRM SalesLogix the central hub of activity within your organization.
Store and Distribute Literature
Store white papers, FAQs, and marketing materials in the Sage CRM SalesLogix Library so they are available to all. Send literature requests to your fulfillment department and track the results.
Manage Sales Goals
Manage and track sales goals and commissions for your sales team. Sales data is available if you have integrated your accounting software with Sage CRM SalesLogix.
Processes Automate Tasks
Automated processes help you perform repetitive tasks, implement sales processes, and provide an automated way of following up with customers. Processes are attached to contacts to guide you through a series of tasks. You could establish a process to guide you through qualifying a prospect, for example. Such a process could schedule a literature request, then a follow up phone call, etc. As you complete an activity that is part of a process, the next step is triggered.