SalesLogix Sales Module Features
Fully Comprehensive CRM for Sales
Sales Process Automation
- Drive opportunities to a close and improve forecasting using standardised sales processes
- Define stages and steps and assign objectives, activities, results, and close probability
- Launch activities such as literature requests, e-mails, proposals, or custom forms
- Assign unique processes based on product line, deal size, territory, or lead type
Workflow Automation
- Standardise and automate key elements of regular customer contact processes
- Automate scheduling of follow-up activities such as mailings and phone calls
- Add decision points and conditional requirements before events are triggered
- Assign custom processes, such as “Trade Show Lead,” to unique prospect groups
Opportunity Management
- Manage all key opportunity data for maximum sales productivity and effectiveness
- Track probability of close, products, lead source, status, and competitors
- Generate sales proposals that automatically reflect native customer currency
- View Opportunity Snapshot and e-mail key summary data to managers with one click
Account and Contact Management
- Access and record detailed information about customer accounts and contacts
- Track all customer interactions and add files, notes, or literature requests
- Assign ownership, establish account hierarchies, and track lead sources and status
- Share information captured at all points of interaction for a complete customer view
Calendar and Activity Management
- Manage schedules and keep track of activities and events for multiple users
- Track phone calls, meetings, to-dos, events, and literature requests
- Schedule international activities and display dates and times in users’ local regions
- Record completed activities automatically within customer records
- Associate an attachment to meetings, phone calls, to-do items, e-mails, notes, and personal activities
Application Integration
- Manage contacts, e-mail, and calendars using Microsoft® Exchange, Microsoft® Outlook®, or the built-in Sage SalesLogix e-mail solution
- Integrate with leading back-office applications to access key customer information such as credit status, payment history, shipping information, inventory, pricing, and discounts.
Business Analytic Tools
- View interactive dashboards within Sage SalesLogix to understand deals in the sales pipeline, sales potential, and performance metrics
- Integrate Sage SalesLogix Visual Analyser, an advanced business analytics tool, for an even deeper understanding of team and territory performance including revenue potential, estimated and actual close dates, status, and probability of close
- View pre-built and customisable reports to help analyse pipeline efficiency, revenue by lead source, and more to help gauge individual or team effectiveness and guide territory realignment
Sales Forecasting
- View opportunity totals and key metrics for quick analysis of sales pipeline
- Segment opportunities by account manager, region, or probability of close
- Review average days open, close probability, weighted sales potential, and more
- Export information to Excel or launch various opportunity reports instantly
Lookups and Groups
- Organise data sets by grouping similar records based on your defined criteria
- Perform temporary lookups or create groups for repeat access to groups of records
- Deliver targeted marketing messages or sales offers to select customer segments
- Export groups to Excel with one click for additional analysis
- Quickly find any stored information with an advanced keyword search
Customer Communications/Mail Merge
- Communicate effectively with customers and prospects via multiple mediums
- Create custom HTML e-mail templates, then personalise and send using Mail Merge
- Archive letters, e-mails, faxes, or proposals within customer account records
- Attach marketing literature, product info, and other resources from the Library
Competitor Tracking
- Maintain a competitive edge by arming employees with the tools to win
- Record competitor product information as well as strengths and weaknesses
- Utilise on-the-spot notes and strategy to perform in competitive situations
- Track sales team members, sales strategies, and reasons for win/loss
Literature Fulfilment
- Fulfil customer and prospect requests promptly and efficiently
- Select cover letter, item, priority, send date, quantity, and shipping options
- Identify specific individuals or groups of contacts for select mailings
- Utilise the Literature Request Manager to view and complete transactions
Reference Library
- Maintain a central repository for company information, resources, and tools
- Create folders to organise items into categories and insert files
- Store product info, manuals, marketing collateral, pricing, and presentations
- Attach and send files from the Library in e-mails to customer and prospects
Territory Realignment
- Realign sales territories based on multiple business conditions you define
- Create new teams to handle special accounts such as “West Melbourne, 50K+”
- Assign new account owners, regional managers, and divisional managers
- Analyse and save hypothetical realignment scenarios before executing
Windows Web and Mobile
- Select the deployment method(s) that best fits your varied sales team
- Synchronise rapidly and work while disconnected (using Windows, Web, or Mobile clients), or work while connected over a network or the Web
- Utilise BlackBerry® or Windows Mobile® for quick access to customer data in the field
Sage Business Solutions is a leading provider of end-to-end accounting software and business management software solutions. Sage provides CRM software and web based CRM solutions that is highly functional and scalable through to complete business software solutions including ERP software. Our Sage business partners offer expert CRM software solutions and are available to assist with CRM implementation and complete integration of accounting software for large, mid-size and small businesses. No matter which Sage solution is right for your business, you’ll find it to be easy to implement, easy to use and easy on your budget. Contact Sage Business Solutions today.