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Home > Categories > CRM Software > Sage SalesLogix > Sales  
 
 
Sage SalesLogix  
 
       
     
   
Sage SalesLogix - Sales Module 
 
 
Sage CRM SalesLogix Sales is the core module of the integrated Sage CRM SalesLogix customer relationship management (CRM) suite, which also includes Marketing, Customer Service, Support, and Mobile solutions.

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 team sales 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 and 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, FAQs or marketing materials.

Advanced Outlook Integration enables users to share contacts, send e-mails 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.

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.

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 MAS 90®, MAS 200® and MAS 500 from Sage Software.

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.

PRODUCT BENEFITS
  • Increase productivity by automating key aspects of the sales cycle

  • Maximize team selling effectiveness with advanced sales tools and resources

  • Make informed, profitable business decisions based on accurate visibility into the sales pipeline

  • Customize to mirror unique business processes and to accommodate growth and change

  • Integrate Sales with Marketing, Customer Service, Support and Accounting for holistic customer account management.
FEATURES

Account and Contact Management
  • Track all customer interactions and add files, notes or literature requests

  • Assign ownership, establish account hierarchies and track lead sources
Opportunity Management
  • Track probability of close, products, lead source, status and competitors

  • Generate sales proposals automatically reflecting native customer currency
Calendar and Activity Management
  • Manage schedules and track phone calls, to-do items, events and literature requests
Advanced Outlook Integration
  • Manage contacts, e-mail and calendars using Microsoft Outlook within Sage CRM SalesLogix

  • Send e-mail and attachments using Outlook and record to Sage CRM SalesLogixhistory
Sales Process Automation
  • Create custom processes based on product line, deal size, territory or lead type

  • Automate sales activities and assign objectives and results required at each stage
Forecasting and Reporting
  • Analyze sales campaigns, pipeline efficiency, revenue by lead source and more

  • Segment opportunities by account manager, region or probability of close
Lookups and Groups
  • Deliver targeted marketing messages or sales offers to select customer segments
Customer Communications / Mail Merge
  • Create custom HTML e-mail templates, then personalize and send using Mail Merge

  • Archive letters, e-mails, faxes or proposals within customer account records
Competitor Tracking
  • Record competitor product information as well as strengths and weaknesses

  • Track sales team members, sales strategies and reasons for win/loss
Literature Fulfillment
  • Select cover letter, item, priority, send date, quantity and shipping options
Reference Library
  • Store product information, marketing collateral, manuals, pricing and presentations

  • Attach and send files from the Library in e-mails to customers and prospects
Territory Realignment
  • Realign sales territories, create new teams and re-assign account ownership
Integrated Marketing, Customer Service and Support
  • View marketing campaign details, response rates and associated sales revenue

  • Arm sales reps with a history of their customers’ service and support issues
Back-Office Integration
  • View accounting data such as credit status and accounts receivable balance

  • Access current product information, inventory, pricing and discounts
Windows,Web and Wireless
  • Synchronize rapidly and work offline, or work online over a network or the Web

  • Utilize wireless phones and PDAs for quick access to customer data in the field
Business Alerts / Notification
  • Monitor data proactively and notify management when business conditions are met

  • Receive alerts via e-mail, pager, PDA, fax, cell phone or Web browser
Administration and Customization
  • Manage team and territory assignments, user profiles and admin roles

  • Configure views, reports, menus, fields, processes and security profiles

   
     
 
 
 
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