Sage SalesLogix is the leading customer relationship management system that enables you to acquire, retain and develop profitable customer relationships. Sage SalesLogix delivers integrated and robust sales, marketing, customer service and support automation with advanced customisation capabilities. Sage SalesLogix can be accessed conveniently via multiple methods, both in the workplace and in the field; wired and wireless; online and offline. It can quickly make a positive difference to your business, yielding a high return on your investment.

Sales Force Automation

Sage SalesLogix Sales is the core module of the integrated Sage SalesLogix solution suite. It is a single repository for customer information captured across an organisation that enables users to:

• Access detailed account and contact information.
• Track opportunities from lead through close.
• Manage team calendars and activities.
• Forecast revenue
• Report on sales activities and effectiveness.

SalesLogix Sales automates sales activities such as follow-up calls, letters and literature fulfilment, ased on pre-defined sales processes. Consequently, sales professionals can send personalised communications to individual customers or groups of prospects using customised HTML email
templates. Advanced integration with Microsoft® Outlook enables users to share contacts, send email and manage calendars using Microsoft Outlook from within Sage SalesLogix, and record the activity in the account history tool.

Marketing Automation

Sage SalesLogix Marketing provides end-to-end marketing campaign management and sophisticated analytical tools designed to identify an organisation’s most profitable customers and shorten the sales cycle. From a single view,
user scan examine campaign tasks, objectives, calls-to-action, budget response rates and forecasted versus actual sales results for each campaign in real time. By capturing rich, timely data from customer interactions across an organisation, you can develop and execute meaningful marketing programmes that drive results.

Customer Service

Sage SalesLogix Customer Service provides the advanced issue tracking and resolution tools you need to quickly resolve customer questions, issues and requests, and
deliver a high-quality customer experience. From within a service ticket, you can search for solutions or schedule activities such as phone calls, meetings or to-dos to follow up on open issues. With this information, service representatives can easily communicate with customers by sending emails with attachments such as white papers, quotes or product information. Tickets are integrated with Accounts and Contacts, so a record of all service interactions, past and pending, is maintained in Sage SalesLogix. This can be viewed by people from across the organisation. Furthermore, the SalesLogix Web Customer Portal empowers customers to find answers online and at their own convenience. Customers can view, add or edit tickets and submit comments or attachments.

Enhanced Support

The sales and marketing teams deliver customers to a business, but customer support keeps them for the long haul. With the costs of acquiring new customers 5-10 times higher than retaining existing customers, support solutions designed to help foster lasting relationships with customers have a tremendous impact on the bottom line. With SalesLogix Support, you can manage call and defect tracking, service contract renewals and return material authorisations (RMAs). Sage SalesLogix also provides escalation alerts via phone,email or pager, based on pre-defined business rules. As with SalesLogix Service, the Web Customer Portal enables customers to view, add or edit tickets and submit comments or attachments to ensure the highest level of support.

Mobility

Sage SalesLogix Mobile extendsCRM capabilities to mobile devices, delivering functionality with the realtime convenience of wireless. It enables account, contact, opportunity, and ticket management from handheld devices so employees have access to the most up to date customer information, whether in the office or on the road.

Business Alerts and Workflow

Sage SalesLogix addresses organisations’ need to stay informed of all critical business opportunities, with the following components:

• Sage SalesLogix KnowledgeSync You define your key business criteria; SalesLogix KnowledgeSync monitors data proactively and sends alerts when conditions are met.
• Sage SalesLogix Business Alerts Sage CRM provides a single source of customer information to help you better manage your marketing efforts and make sound decisions based on the needs of your customers and prospects. With Sage CRM Marketing, you can target the right customer at the right time, eliminate guesswork, and put your marketing resources to their best use. You can easily schedule and track marketing activities within a campaign and view every detail of each campaign.
• Sage SalesLogix email Response Following a prospect’s request for information on a company website, that prospect’s data is added (or updated) in Sage SalesLogix;SalesLogix Email Response sends a personalised message back to them. Then, a SalesLogix BusinessAlert is sent to a sales rep or any other employee(s) to notify them that this prospect has requested information. Activities such as scheduling a meeting or sending a literature kit may also be automatically initiated based on pre-defined business processes. SalesLogix Support users can also add SalesLogix Integrated Service Alerts, a package of customer support-related events and email responses. The solution analyses customers’ messages, then creates and assigns service or support tickets automatically, eliminating duplicate entry and saving valuable time. The solutions can also automatically reassign or escalate tickets based on set time criteria. Customers automatically receive messages advising when they can expect to be contacted with a response as well as generating automatic progress reports.

Reporting and Analysis

Making effective, timely business decisions requires access to key performance indicators at all levels of your organisation. Sage SalesLogix provides powerful business intelligence capabilities, dashboards
and reporting tools.

• Sage SalesLogix Visual Analyzer – Interactive, Customised Dashboards Sage SalesLogix Visual Analyzer is a comprehensive, interactive business analytics tool that transforms your Sage SalesLogix data into actionable information.
• Dashboards Sage SalesLogix Dashboards provide a single location for instantly accessing the sales reporting information critical to your success, such as top opportunities, closed deals, and other key indicators.
• Packaged & Custom Reporting SalesLogix also includes more than 70 pre-built reports covering key performance indicators across sales, marketing, service, and support, as well as extensive custom reporting capabilities.
• User Driven Reporting With SalesLogix Group Designer, any user can quickly create customised ‘pivot-style’ reports without any special report writing or database skills. You can create pipeline reports grouped by sales person or team, marketing lead source and campaign status reports, support ticket metric reports, and more. Simply drag and drop fields or modify one of over 20 sample reports to meet your organisation’s specific reporting needs. For additional flexibility, you can also export reports to Microsoft Excel for additional analysis.