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Sage CRM SalesLogix® is the leader in customer relationship
management for small to medium-sized businesses that require flexible,
easy-to-use solutions that help acquire, retain and develop profitable
relationships. Award-winning SalesLogix is the customer relationship
management solution that enables small to medium-sized businesses
to acquire, retain, and develop profitable customer relationships.
With more than 250,000 users at 7,000 companies worldwide, SalesLogix
is the CRM leader for SMBs, and is part of the Sage Software family
of integrated business management solutions. Sage CRM SalesLogix
has the following primary modules:
Sales
Module
Sage CRM SalesLogix Sales delivers the tools and resources needed
to effectively manage all aspects of the sales cycle and increase
sales team performance. 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. With Sage CRM SalesLogix Sales you can effectively
manage opportunities, monitor and forecast sales activity, and automate
key sales processes — shortening your sales cycle and enabling
sales to close more deals.
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; 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, 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.
• Access a real-time dashboard view of the sales pipeline
in order to 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.
MARKETING
Sage CRM SalesLogix Marketing
provides powerful capabilities for managing, tracking, and measuring
targeted marketing campaigns. Sage CRM SalesLogix Marketing is a
component of the integrated Sage CRM SalesLogix customer relationship
management (CRM) suite, which also includes Sales, Customer Service,
Support, and Mobile solutions.
Maximize Marketing Performance
Building lasting and profitable customer relationships means executing
effective, timely marketing campaigns across all of your sales channels.
It's critical that your company’s marketing resources are
put to their best use.
Sage CRM SalesLogix Marketing
provides full-scale marketing campaign management capabilities,
including targeted customer segmentation, multi-channel marketing
communications, and real-time reporting, designed to target your
most profitable prospects and customers and shorten your sales cycle.
Capturing rich, timely data from customer interactions across your
organization allows you to develop and execute meaningful marketing
programs that drive results. Sage CRM SalesLogix Marketing segmentation
capabilities enable you to execute highly-targeted marketing activities.
Execute multi-channel campaigns, such as e-mail marketing, targeting
your prospects and customers with the most effective message and
medium. Leads generated by campaigns are tracked within Sage CRM
SalesLogix and qualified based on the criteria you define. Most
importantly, Sage CRM SalesLogix delivers critical marketing intelligence,
like return on investment (ROI), for your marketing campaigns, so
you can focus your strategy and resources on programs that deliver
results for your business.
Identify
Profitable Customer Segments
Select the criteria of your ideal target prospect, then segment
your customer and prospect lists into unique groups. With Sage CRM
SalesLogix Marketing, you can find the most responsive audience
for your campaigns and increase your revenues.
Build
and Launch Multi-Channel Campaigns
Define campaign stages, targeting your prospects through multiple
mediums. For example, execute e-mail marketing activities with EmPulse,
an integrated marketing services provider. E-mail response data
is automatically transferred to Sage CRM SalesLogix. Also, import
leads from all other campaign activities, and qualify them based
on your chosen criteria.
Manage
Campaigns End-to-End
Manage and track every component of your campaigns from within the
Sage CRM SalesLogix Marketing campaign dashboard. View campaign
stages, tasks, objectives, calls-to-action, and budgets. You can
also view response rates and forecasted vs. actual sales results
in real time for each campaign from within a single view.
Measure
ROI and Report Campaign Metrics
Sage CRM SalesLogix not only tracks response rates and ties revenue
to specific campaigns, but also enables you to analyze marketing
campaigns by lead source, region, media type, and products sold,
using flexible, built-in reports. In addition, a record of every
campaign communication is linked to the account history, so employees
from Sales and Marketing to Customer Support and Accounting share
a complete view of all account activity. With Sage CRM SalesLogix
Marketing, you’ll have every detail of your campaigns at your
fingertips and the insight you need to increase the effectiveness
of your marketing efforts and deliver sales results.
CUSTOMER SERVICE
Sage CRM SalesLogix Customer Service delivers powerful issue tracking
and resolution tools to maximize customer satisfaction and loyalty.
Sage CRM SalesLogix Customer Service is a component of the integrated
Sage CRM SalesLogix customer relationship management (CRM) suite,
which also includes Sales, Marketing, Support, and Mobile solutions.
Track and Resolve Customer Questions, Issues, and Requests
Sage CRM SalesLogix Customer Service provides the advanced issue
tracking and resolution tools needed to quickly resolve customer
questions, issues, and requests and deliver a high-quality customer
experience. Each service ticket created contains detailed information
including a unique ticket ID number, contact info, type, status,
urgency, assignment, date required, and service contract details.
From within a ticket, employees can search for solutions or schedule
activities such as phone calls, meetings, or to-dos to follow up
on open issues. Service reps can also easily communicate with customers
by sending e-mail with attachments such as white papers, quotes,
or product info. Tickets are associated with Accounts and Contacts,
so a record of all service interactions, past and pending, is maintained
in Sage CRM SalesLogix and can be viewed by employees from across
your organization.
Find Critical Information and Resources Quickly
SpeedSearch, the powerful knowledge base search engine in Sage CRM
SalesLogix, helps service professionals quickly locate resolutions
to customer issues. Service reps can search prior tickets, attachments,
procedures, activities, and notes, as well as reference materials
such as online manuals, FAQ, and white papers. In fact, an advanced
keyword search can be run against any information in Sage CRM SalesLogix
or on a shared network directory.
With SpeedSearch, service reps
can scan search results rapidly and efficiently, due to advanced
filtering, scoring, sorting, and preview capabilities. When the
desired resolution is identified, service reps can populate it into
the ticket, communicate it to the customer, and record it in the
account history with only a few clicks. When successful new resolutions
are identified, employees can easily input and submit them to the
knowledge base for future reference.
Manage
for Maximum Productivity
The reporting capabilities in Sage CRM SalesLogix Customer Service
help managers capture and analyze customer service metrics to assess
team effectiveness. Managers can view call turn-around time, first-call
resolution percentage, issue totals by category, escalation history,
unresolved issues, and a weekly recap.
Sage CRM SalesLogix automatically
tracks time spent resolving individual issues, based on when users
“punch-in” and “punch-out” of individual
tickets. Sage CRM SalesLogix can also monitor tickets proactively
based on business criteria you define, and send automatic alerts
when service conditions occur such as overdue tickets, expiring
service contracts, or issue escalations.
Help Customers Help Themselves
Sage CRM SalesLogix helps reduce costs while empowering customers
to find the answers they need — online at their convenience.
With the Sage CRM SalesLogix Web Customer Portal, customers can
view, add, or edit tickets and submit comments or attachments. The
Web Customer Portal puts the same resource and intelligence used
by your service professionals on your Web site, along with powerful
search technology that simplifies the self-service experience.
Integration for a Complete Customer View
Sage CRM SalesLogix integrates with leading back-office applications
so service reps can access key customer information such as credit
status, balance, and terms, as well as reference prior orders, invoices,
payments, and shipping info. Service professionals can also view
current product information, pricing, and discounts to capitalize
on potential cross-sell and up-sell opportunities when interacting
with customers.
Sage CRM SalesLogix Customer
Service is highly flexible and can be tailored to work in concert
with your existing business processes. And because Sage CRM SalesLogix
captures information from all points of customer interaction, employees
from Sales and Marketing to Service and Support benefit from a holistic
view of every customer.
SUPPORT
Sage CRM SalesLogix Support provides
powerful capabilities for tracking, managing, and resolving product
support issues. Sage CRM SalesLogix Support is a component of the
integrated Sage CRM SalesLogix customer relationship management
(CRM) suite, which also includes Sales, Marketing, Customer Service,
and Mobile solutions.
Sales and Marketing deliver customers to your business, but your
Customer Support department keeps them with you 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 your customers have a tremendous
impact on the bottom line.
Streamline Support Center Activities
Sage CRM SalesLogix Support provides advanced issue tracking and
resolution tools, enabling you to exceed customer expectations and
internal performance goals. Manage call and defect tracking, service
contract renewals, and returns.
Sage CRM SalesLogix also provides escalation alerts via phone, e-mail,
or pager, based on business rules you define.
Streamline Support Center Activities
Sage CRM SalesLogix Support provides advanced issue tracking and
resolution tools, enabling you to exceed customer expectations and
internal performance goals. Manage call and defect tracking, service
contract renewals, and returns.
Sage CRM SalesLogix also provides escalation alerts via phone, e-mail,
or pager, based on business rules you define.
Keep Critical Knowledge at Your Fingertips
The powerful SpeedSearch knowledge base in Sage CRM SalesLogix helps
support professionals quickly locate resolutions to customer issues.
Support reps can efficiently search resources such as prior call
tickets, standard problems, and resolutions, or access reference
materials such as manuals, FAQ, and white papers.
Help Customers Help Themselves
Reduce costs by empowering customers to find the answers they need
— online at their convenience. The Sage CRM SalesLogix Web
Customer Portal puts the same intelligence used by your support
team on your Web site, along with a powerful search engine that
simplifies the self-service experience. With Sage CRM SalesLogix
Support, customers and employees around the world can also create
and track support tickets online, anytime.
Share Information with Sales and Marketing
A record of every support interaction is stored within each customer’s
account history in Sage CRM SalesLogix, so employees from Sales
and Marketing to Accounting and Finance can share a complete view
of all account activity.
Whether you’re a software
company that meticulously tracks bugs and feature requests, or an
appliance manufacturer concerned with efficiently managing returns,
your support team will have the resources it needs to quickly resolve
issues and build lasting and profitable customer relationships.
MOBILE SOLUTIONS
Sage CRM SalesLogix Mobile extends
CRM capabilities to mobile devices, delivering rich functionality
and the real-time convenience of wireless.
Full-Featured CRM Solution on a Handheld
Device
Sage CRM SalesLogix Mobile allows you to view, edit, and add contact
and account details, take notes, schedule meetings, complete activities,
update opportunities, and review ticket information, all from a
handheld device. You can easily access key customer information
using quick lookups or filtered searches. Sage CRM SalesLogix Mobile
enables account, contact, opportunity, and ticket management from
handheld devices so employees always have access to the most up
to date customer information, whether in the office or on the road.
Rich
End-User Experience
Since Sage CRM SalesLogix Mobile replicates familiar Sage CRM SalesLogix
functions on both Pocket PC and Blackberry devices, it’s easy
to get up and running quickly.
Sage CRM SalesLogix Mobile offers incredible speed and performance.
Rich features such as one-click dialing or e-mailing from contact
or activity records, handwriting recognition, and integration with
Pocket Outlook enable users to get the most from Sage CRM SalesLogix,
while taking advantage of the convenience and productivity afforded
by their handheld devices.
DASHBOARDS & REPORTING
Making effective, timely business decisions requires access to real-time
performance indicators at all levels of your organization. Sage
CRM SalesLogix Dashboard and Reporting capabilities deliver real-time
access to key performance indicators. Sage CRM SalesLogix is an
integrated customer relationship management (CRM) suite that includes
Sales, Marketing, Customer Service, Support, and Mobile automation
solutions.
For Executive Management
Turn insight into action by analyzing performance, diagnosing potential
problems, and identifying opportunities. Sage CRM SalesLogix Dashboards
provide a single, interactive location from which to view and analyze
performance metrics from your entire organization. Sage CRM SalesLogix
also includes more than 50 pre-built reports covering key performance
indicators across sales, marketing, service, and support.
For Sales Management
Access a real-time view of the sales pipeline in order to address
weak areas and focus on top opportunities. Analyze sales team performance
and win rates, identifying strengths and weaknesses for sales reps,
regions, and other dimensions.
Once you’ve identified an area that you want to analyze further,
you can easily conduct historical and comparative analyses. You
can also personalize your Dashboard by simply dragging-and-dropping
new content or selecting new filter criteria.
For Sales Professionals
Sage CRM SalesLogix Dashboards provide a single location for instantly
accessing the information critical to your success, such as top
opportunities, closed deals, and other key indicators. Drill-down
capabilities enable you to analyze specific data points in more
detail, including accessing the related Sage CRM SalesLogix records.
Dashboard calendar and activity views help you manage your day-to-day
activities and focus on your top priority tasks.
FEATURES
Real-time, Interactive Dashboards
• Gain deep insight into organizational and individual performance
• Access a single location to view performance metrics, diagnose
key issues, and identify opportunities
• Analyze key performance metrics such as pipeline status,
open opportunities, and win rate
• Identify top customers and opportunities
• Discover root causes for performance issues and take corrective
action
• Perform ad-hoc analysis by simply changing filter or group
criteria
• Drag-and-drop to view different dashboard performance metrics
• Create customized dashboard content
Drill-down Analysis
• Drill down into detailed data for further analysis into
trends
• Export data to Excel and other popular formats for further
analysis
• Conduct historical and comparative trend analyses, such
as period-to-date and year-to-year
• Manage your calendar, tasks, and activities directly within
the dashboard
• Personalize dashboard content so each user gets exactly
the information they need
Pre-built and Custom Reporting
• Access more than 50 pre-built reports or create custom reports
with Crystal Reports
• Create report profiles for the common layouts you use in
your company
• Control report output through easily defined filters, including
existing dynamic groups
• Create Custom reports with Crystal Reports Designer
• Export report data to Excel and other popular formats for
further analysis
BUSINESS ALERTS &
NOTIFICATION
With Sage CRM SalesLogix KnowledgeSync,
you'll never miss out on critical business opportunities or be unaware
of urgent customer issues. You define the key business criteria
and Sage CRM SalesLogix KnowledgeSync monitors your data proactively
and sends alerts when conditions are met. Sage CRM SalesLogix Support
customers can add Integrated Service Alerts to notify staff or management
of critical customer support issues requiring immediate attention.
BusinessAlerts:
Deliver Data — Now
Sage CRM SalesLogix BusinessAlerts allows you to actively notify
employees, management, business partners or customers of critical,
time-sensitive business information via e-mail, fax, pager, PDA,
cell phone and/or Web browser — automatically.
So how does it work? Behind the scenes, Sage CRM SalesLogix KnowledgeSync
proactively monitors your Sage CRM SalesLogix database, incoming
e-mail, and even other business applications if you require.
Once a critical event or condition that may impact business performance
or customer satisfaction is identified, BusinessAlerts automatically
responds by sending notification messages, distributing reports,
updating applications with new information and more.
Sample BusinessAlerts included are:
• Sales opportunities due to close this week, month or quarter
• Key opportunities that are won or lost
• Open opportunities with no activity for several days
• New leads recorded in Sage CRM SalesLogix
• "Hot” service and support issues
E-mail Response: Take Action — Now
With Sage CRM SalesLogix E-mail Response, when a prospect requests
information on your company Web site, a contact record is automatically
created in Sage CRM SalesLogix. And because the request is delivered
via e-mail, there is no direct connection to your database and little
security risk.
Once the prospect's data is added (or updated) in Sage CRM SalesLogix,
E-mail Response sends a personalized message back to them. Then,
a 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 business processes you define.
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