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SalesLOGIX Sales Module

SalesLOGIX SalesSalesLOGIX helps you to effectively manage all aspects of the sales cycle and increase team sales performance.

Front and back office integration

Integrating front and back office systems is the simplest way for your organisation to maximise your overall IT investment. By linking its CRM system with other back office
applications such as accounts, you can enjoy increased flexibility, sales and staff productivity. Sage SalesLogix integrates with leading accounting and business management software, including several Sage applications. The result? Greater customer insight to help you make informed business decisions.

This integration enables you to:

  • Quickly identify cross-sell and up-sell opportunities.
  • Easily access payment history information.
  • Identify additional purchasing power – or lack of.
  • Quickly assist customers with order status.
  • Generate more accurate quotes and proposals.

Sage SalesLogix’s high level of integration empowers users throughout your organisation – from sales and marketing to finance to support and shipping – to work together efficiently in the business of building profitable customer relationships.

Enhanced customer service

SalesLogix provides a 360-degree customer view via consolidation of information from sales, marketing, customer service and support, and the integration of front and back office applications. Users can resolve customer questions, issues and requests quickly for a high-quality customer experience – and also capitalise on new selling opportunities.

SalesLogix provides a 360-degree customer view via consolidation of information from sales, marketing, customer service and support, and the integration of front and back office applications. Users can resolve customer questions, issues and requests quickly for a high-quality customer experience – and also capitalise on new selling opportunities.

Increased sales and marketing performance

Sage SalesLogix automates key aspects of the selling cycle, increasing productivity. It maximises team selling effectiveness with advanced sales tools and enables users to make informed decisions based on accurate visibility into the sales pipeline. The software also identifies and targets the most profitable prospects, manages and tracks all aspects of campaigns in one place, and analyses campaign ROI to increase marketing efficiency. With SalesLogix, you can focus your strategy and resources on programs that deliver business results.

Advanced flexibility

Sage SalesLogix is flexible and scalable enough to meet your business needs now, and as they evolve. It can be deployed in anumber of ways across your organisation:

  • Using the standard Windows application or the fully-featured Web client version.
  • Online, or offline using synchronisation.
  • On mobile and hand-held devices.

Furthermore, Sage SalesLogix delivers an industry-leading development environment common across all these deployment options. Your system can be tailored to mirror your specific customer acquisition, retention and development processes ; once created, such customisations can be deployed across your organisation, whether for standard, web or mobile usage of the software.

Furthermore, Sage SalesLogix delivers an industry-leading development environment common across all these deployment options.

Your system can be tailored to mirror your specific customer acquisition, retention and development processes ; once created, such customisations can be deployed across your organisation, whether for standard, web or mobile usage of the software.

Increase Sales Productivity and Performance

Sage SalesLogix helps drive opportunities through the sales cycleby automating activities such as
follow-up calls, letters, and literature fulfillment, based on sales and marketing processes you define.

Sales professionals can send personalised communications to individual customers or groups of
prospects using customised HTML email templates. They can also track competitors and access the Sales Library for product specifications, FAQs, or marketing materials.

Advanced Outlook Integration enables you to share contacts, send emails, and manage calendars using Microsoft Outlook from within Sage SalesLogix, and record the activity to the Sage SalesLogix account history.

Insight for Informed Business Decisions

Sage SalesLogix provides you with the insight to make informed business decisions, and the management tools to implement them:

  • Accurately analyse the revenue potential and probability of close in your sales pipeline.
  • Segment your sales opportunities by account manager, region, or status.
  • Use integrated Crystal Reports to gauge individual or team effectiveness and guide territory realignment or redistribution of your marketing spend.
  • Receive automatic alerts on pending sales opportunities based on business conditions you define.

Advanced Flexibility to Match the Way You Work

Easily manage team and territory assignments user profiles, workflow, security controls, and administration roles. Then, as your company grows and your business requirements change, Sage SalesLogix provides the flexibility and scalability to grow and change with you.

Many customisations can be accomplished using a codeless, wizard and template-based approach. For more advanced customisations standard development tools are available.

“By better managing each job, our production quality has gone up and costs are down. Our users have really bought into the system. Overall, SalesLogix is having a major, positive impact on the company.”

Vince Smith

IT Director - American Building Contractors Inc.


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It's simpler with SalesLOGIX

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