Sales Painpoints
Why you need Sage SalesLogix Sales
Maximise Team Performance
Your Pain Point:
We need insight into our sales team performance to maximize effectiveness.
Our Solution:
Benefit from reporting and business analytics tools, helping you coach and mentor more effectively and ensuring your sales reps meet their revenue targets and quotas. Interactive dashboards within Sage SalesLogix give you an at-at-glance view of your team’s performance, including sales potential, number of opportunities in the team’s queue, and days open, helping you uncover root causes of performance issues so you can take corrective actions if necessary and make more strategic decisions.
Integrating Sage SalesLogix Visual Analyser provides you with advanced analytics tools for an even deeper understanding of team and territory performance. Get a big picture of their actual sales to date, goals, and deals in the pipeline to understand strengths and weaknesses and make adjustments accordingly.
And, Sage SalesLogix customisable reports can be easily created to help you gauge individual or team effectiveness, and guide territory realignment. Sales and team performance reports can be quickly e-mailed to your management team from within Sage SalesLogix - saving you valuable time!
Manage Sales Opportunities
Your Pain Point:
Our sales management teams need visibility into our opportunity pipeline to facilitate strategic business decisions and to perform accurate forecasting.
Our Solution:
Sage SalesLogix opportunity management enables you to view key opportunity data to maximise sales effectiveness. A summary snapshot shows the value of an opportunity, win/loss data, and where the opportunity is in the pipeline so you can take action if necessary. Your sales teams can also e-mail you opportunity summary information with one click so you’re informed of the latest developments.
Dashboards and integrated advanced analytics tools, such as Sage SalesLogix Visual Analyser, give you a quick visual view of the state of your opportunity pipeline. Understand where opportunities are in your sales process, the assigned account manager, estimated close dates, revenue potential, so you can take action if necessary. You can even identify which opportunities are not worth your sales team’s time, so you can focus their time on more productive opportunities. Additionally, weighted and potential revenue data, close probabilities, and open/close dates provide the vital information needed to forecast sales revenue.
Improve Sales Team Productivity
Your Pain Point:
Bogged down by administrative and manual tasks, our sales teams barely have enough time to work on new sales deals and follow-up on current accounts. We also need to ensure all steps in our proven sales processes are completed, shortening our sales cycle and helping to increase sales.
Our Solution:
Automate sales processes to maximise team productivity and shorten the sales cycle. Sage SalesLogix enables you to customise and automate sales processes, driving sales to a close faster. Implement proven standardised sales methodologies, such as Miller Heiman® or Solution Selling®, or create custom sales processes based on criteria you define. Sales team members are prompted to complete tasks such as making phone calls, scheduling meetings, providing follow-ups, increasing their productivity and ensuring all steps are followed in a proven sales technique. You can also automate lead distribution to appropriate individuals or teams so hot leads are acted on fast.
With a consolidated view of customer information, calendars, and activity management features, your employees are armed with the tools they need to be successful sales reps. By following automated sales processes and with quick access to efficiency tools, your sales reps will have more time to spend on what matters most - closing deals and creating new opportunities.
Ensure End-User Adoption
Your Pain Point:
We are a busy organisation and we don’t have a lot of time to train and retrain employees. We need a CRM system that is easy for our busy sales teams to learn and use. We need to ensure that it’s quick and simple for them to enter and access information so our customer and prospect data is always up-to-date for all users in the organisation to view.
Our Solution:
Increase your sales team’s productivity and ensure they adopt and use your CRM investment with the easy to learn and navigate interface and efficiency tools within Sage SalesLogix. Whether your sales teams are using Windows, Web, or Mobile clients, they’ll benefit from an easy-to-use interface. Drag and drop capabilities, right-click menus, customisable work space capabilities, context-sensitive help, make Sage SalesLogix top-ranked in the useability category among customers and enable your sales reps to efficiently do their jobs - day in and day out. Other features such as integration with familiar applications like Microsoft® Office® further boost end-user adoption so you can rest assured your teams are remaining productive and maximising your CRM investment.
Enable your mobile workforce
Your Pain Point:
We have a dynamic sales organisation with sales reps and managers either working from our headquarters or working remotely across the globe representing various territories. Coupled with this, we also have road warriors, and it would be beneficial if they could access CRM data while on the road to provide higher levels of customer service.
Our Solution:
Enable employees to access customer relationship details from Windows, Web, or mobile devices whether they’re connected or disconnected so they can perform their jobs effectively. Sage SalesLogix uniquely enables you to deploy access methods that are best for your sales organisation. With Windows, Web, and mobile client deployment options on popular devices such as BlackBerry and Windows Mobile® (Pocket PC®, and Smartphone®), users have access to complete Sage SalesLogix information, whether connected or disconnected, without sacrificing functionality, useability, or robust customisations.
The SalesLogix Web Client has been completely redesigned using the latest technology to deliver a comprehensive CRM solution including disconnected capability, a modern look and feel, innovative features such as mash-ups and timeline visualisations, impressive lead management features, and more.
Sage SalesLogix provides industry-leading deployment flexibility enabling you to choose access methods that work best for your unique business needs. Whether your road warriors are in the office, working remotely, or on the go, they’ll have access to critical customer data, ensuring your sales team’s effectiveness.
Easily organise your days
Your Pain Point:
I have Post-it® notes on my desk and a day planner that remind me of meetings, to-dos, and other activities, but often things fall through the cracks, and I feel a bit overwhelmed and unorganised.
Our Solution:
Organise your day and stay on top of important tasks and events with calendars and activities management tools. Sage SalesLogix provides the time management tools you need to stay on top of important tasks so you can concentrate your efforts on important matters like closing sales and turning leads into opportunities. Schedule meetings, follow-up calls, to-dos, literature requests, so you can organise your busy days. The Sage SalesLogix Calendar is similar to Microsoft® Outlook® - you can view all activities by day, week, month, and year. Or, your organisation can seamlessly integrate Sage SalesLogix with Microsoft Outlook so you can access your Outlook calendars, activities, and contacts from within Sage SalesLogix and not have to toggle between the applications. You can associate attachments to meetings, phone calls, to-do items, e-mails, notes, and personal activities and reference them at a later time within Sage SalesLogix whether you’re using the Sage SalesLogix e-mail solution or Outlook.
Your activities are the first items you see when you log on so they’re top of mind when you start your day. You can also set up reminders so you’re aware of upcoming appointments, phone calls, and sales meetings.
With Sage SalesLogix activity reminders and calendar tools, your important meetings, phone calls and events stay top of mind helping you to perform your job more effectively.
Testimonial
“The sales reps just rave about all the customisations we have done because they provide access to critical data, at the click of a button. And, overall, Sage SalesLogix has provided significant improvement in sales rep productivity with a 20 percent across-the-board time savings, as well as 23 hours a week time savings on reporting and forecasting from a business unit.”
Greg Stoner, Director of CRM Architecture, Avnet
“We just had the best sales year in our history, increasing net cash inflows by more than 50 percent over last year. I doubt that this would have been possible without our outbound marketing and sales strategy in place, supported by Sage SalesLogix.”
Deb Well, Director of E-Business, Harbor Capital Advisors
“Our salespeople know exactly where to direct their attention. They generate a report out of Sage SalesLogix, which clearly identifies prime targets and enables them to be proactive and more efficient in servicing accounts. Our account growth is directly related to use of the solution.”
Colin Ross, Sales Manager, LEGOLAND®
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.