Sales

Increase productivity by automating key aspects of the selling cycle, maximize team selling effectiveness with advanced sales tools and make informed decisions based on accurate visibility into the sales pipeline.

Spec Sheet

A Single Source for Customer Information
Sage CRM SalesLogix provides the tools and resources needed to effectively manage all aspects of the sales cycle and increase sales team performance. It’s a single repository for customer information captured across your entire organization that enables you 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

Increase Sales Productivity and Performance
Sage CRM SalesLogix helps drive opportunities through the sales cycle by automating activities such as follow-up calls, letters and literature fulfillment, based on sales and marketing processes you define.

Sales professionals can send personalized communications to individual customers or groups of prospects using customized HTML e-mail templates. They can also track competitors and access the Sales Library for product specifications, FAQ or marketing materials.

And, Advanced Outlook Integration enables users to share contacts, send e-mail and manage calendars using Microsoft® Outlook from within Sage CRM SalesLogix, and record the activity to the Sage CRM SalesLogix account history.

Insight for Informed Business Decisions
Sage CRM SalesLogix provides the insight for informed business decisions and the management tools to implement them.

• Accurately analyze 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 with Sage CRM SalesLogix KnowledgeSync

Advanced Flexibility to Match the Way You Work
Tailor the design and functionality of Sage CRM SalesLogix to mirror your unique customer acquisition, retention and development processes. Easily manage team and territory assignments, user profiles, workflow, security controls and administration roles, too.

Then, as your company grows and your business requirements change, Sage CRM SalesLogix provides the flexibility and scalability to grow and change with you.

Truly Integrated CRM
Sage CRM SalesLogix provides a true 360-degree customer view, consolidating information from Sales, Marketing, Customer Service and Support, and via integration with popular accounting and business management applications including Sage MAS 90 ERP, Sage MAS 200 ERP and Sage MAS 500 ERP.

Sage CRM SalesLogix can be accessed conveniently via multiple methods. Users can work online over a network or the Web, synchronize rapidly and work offline, or use wireless phones or PDAs for quick access to customer information in the field.