Sage SalesLogix Handles Your Painpoints
Solutions to make business easier
The folllowing is a list of common painpoints that our Sage SalesLogix customers have pointed out in their search for a comprehensive CRM solution.
Personalised Views of Information
Your Pain Point:
There is so much data in a CRM system and on the Internet. How can I easily leverage this information and turn it into real knowledge?
Our Solution:
Make informed decisions, increase productivity, and facilitate more thoughtful conversations with customers and prospects by combining your most relevant data into a single view using mash-ups, timeline visualisations of events, and a customisable Welcome Page.
Mash-ups provide a means for users to create, modify, publish, and display collaborative compositions of internal and external data aggregated together providing rich user interfaces embedded anywhere within the Sage SalesLogix client.
Internal mash-ups, such as the timeline visualisation feature, appear in your Accounts and Tickets areas out-of-the-box showing you a graphical representation of time-related events over a period of time. For instance, in an Account detail tab, you can view in an interactive timeline all Activities, Notes/History, Opportunities, and Tickets related to that account providing you with a deeper understanding of trends and interactions. Additionally, timelines can be customised and embedded anywhere in Sage SalesLogix.
And, the customisable Welcome Page combines vital information and data into a single view, which becomes the centre of work - a home base for you to access the information and data you use most - quickly and easily. You can customise this landing page to match your unique preferences by adding or removing components such as My Recent Notes, Today’s Activities, Active Campaign Response Status, and more.
Innovative features such as mash-ups and Welcome pages provide users with the information they need in a single view to make informed decisions, increase productivity, and facilitate more thoughtful conversations with customers and prospects.
Anywhere Anytime Access to Customer Data
Your Pain Point:
Our employees are always on the go and require constant access to customer data, not just when they are connected to a network from their PC.
Our Solution:
Access Sage SalesLogix Windows, Web, and Mobile clients from anytime, anywhere, even when disconnected without sacrificing features or functionality. 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.
Opportunity Management
Your Pain Point:
We need to understand what opportunities we have in the pipeline and where they’re at in the sales process so we can forecast revenue, understand team and territory performance, and make adjustments if we need to.
Our Solution:
Access vital opportunity data to forecast revenue, make adjustments in territories, and drive more deals to a close. Sage SalesLogix Opportunity Management enables you to interact with key opportunity data to maximise sales effectiveness. Dashboards, robust reports, and integrated Sage SalesLogix Visual Analyser help you track the stages of a sales cycle, gauge the likelihood of closing sales, forecast revenue, understand win/loss data, and more so you can take corrective action or make more strategic decisions, such as territory realignment.
Sage SalesLogix Opportunity Management enables you to forecast revenue and make adjustments where you need to so you can maximise sales effectiveness.
Lead Management
Your Pain Point:
Our marketing team needs to better manage and process leads in a manner that matches our unique preferences.
Our Solution:
Easily import leads into Sage SalesLogix; perform lead de-duplication and qualify leads so that clean, viable leads are in the system; create activities for leads to help you process leads more effectively and to retain a history of past activity; and automatically distribute hot leads to your teams fast. With Sage SalesLogix, you can import Leads from tradeshows, seminars, or purchased lists; perform lead de-duplication; and automatically distribute them amongst sales team members based on your specific criteria. You can even assign activities with Leads, such as scheduling a meeting, phone call, or a to-do task; record notes; perform actions en masse upon import; and more to ensure the appropriate action is taken—driving the lead closer to an opportunity or sale.
Sage SalesLogix robust lead management capabilities enable marketing professionals to import clean leads into the system and distribute them automatically, ensuring your teams receive qualified leads quickly!
Marketing Campaign Management
Your Pain Point:
We want to acquire new customers and reach out to current customers to increase our marketing efforts, as well as track campaign performance.
Our Solution:
Create, execute, and track highly effective multi-channel campaigns that target your most profitable prospects and customers from within Sage SalesLogix. Plus, you can execute large-scale e-mail marketing campaigns using compatible e-mail marketing products. Once campaigns are launched, you can easily view campaigns by stages, tasks, budgets, response rates, and more. Integrated, flexible reports enable your marketing team to analyse key marketing campaign metrics such as budget variance, win rate, sales potential and more - and filter by product, time period, or lead source. And, whether a lead, contact, or account has responded to a campaign, clicked on your Web page, requested literature, or discussed a product or service with an employee, every instance of an expressed interest can be captured in Sage SalesLogix and pursued for future campaign and sales activities.
Sage SalesLogix provides marketing professionals with the critical marketing tools and intelligence they need to focus strategies and resources on programs that deliver results for your business.
Customer Service and Support Management
Your Pain Point:
Our customer service and support representatives and managers need access to tools to help increase our customer satisfaction and retention levels.
Our Solution:
Enhance the customer experience and build loyal relationships with a 360° view of your customers; ticket management and defect tracking; powerful search capabilities; and more. With Sage SalesLogix, service and support reps can improve customer care by managing tickets, effects, returns, assets, and contracts. To streamline departmental efficiencies, tickets can be automatically assigned to the appropriate resource based on area of expertise. Sage SalesLogix SpeedSearch, a powerful search engine, enables service and support professionals to quickly locate resolutions to customer issues that are stored in your knowledgebase. Customer service and support management is also empowered with the tools they need to better manage their teams and improve the customer experience by leveraging reports and advanced analytics tools, such as Sage SalesLogix Visual Analyser. Managers can also set up escalation alerts when a critical event or condition is identified that may impact business performance or customer satisfaction so they can take action fast.
And, all customer service and support interactions can be viewed by all employees in your organisation so they’re always aware of customer issues and interactions. Sage SalesLogix provides the advanced issue tracking and resolution tools your service and support teams need to quickly resolve customer issues and requests, helping you to build loyal customer relationships.
Intuitive Interface
Your Pain Point:
We require a CRM system that is easy to learn and use so users are quick to adopt it.
Our Solution:
Increase productivity and ensure high end-user adoption levels with a user-friendly interface, customisable workspaces, and a consistent experience across all access methods. Sage SalesLogix offers a user interface that is easy to use and navigate whether using Windows, Web, or Mobile clients, so your users quickly get up to speed and become more productive. Right-click menus, drag and drop capabilities, and more, help users quickly access the tools they need to organise their days and perform their jobs effectively. Customisable workspaces, summary views and the convenient Welcome Page bring critical information “front and centre” to users so they’re able to respond more quickly to customers or accomplish tasks. Plus, you can integrate Sage SalesLogix with familiar applications such as Microsoft® Outlook®, Excel®, and Word®, furthering end-user adoption. Sage SalesLogix facilitates end-user adoption with a consistent user experience across deployment methods and powerful efficiency features and tools.
Account and Contact Management
Your Pain Point:
Our employees across all departments require access to our accounts and contacts so they can service and sell to customers effectively.
Our Solution:
Benefit from a 360° view of all customer interactions across your entire organisation from sales and marketing to customer service and support to better sell to and service customers. Access and record detailed information about customer accounts and contacts. All customer interactions including e-mails, phone calls, notes, returns, purchased products, marketing campaign information, tickets, and more can be viewed and shared in the easy-to-navigate interface, so users are empowered with the information they need to respond to customers and prospects.
Calendar and Activity Management
Your Pain Point:
Our employees need a way to stay on top of daily tasks and meetings so things don’t fall through the cracks.
Our Solution:
Organise and track your activities, meetings, phone calls, and more so you can organise your days and perform your job effectively. The Sage SalesLogix Calendar is similar to Microsoft® Outlook® - users can view all activities by day, week, month, and year. Or, seamlessly integrate Sage SalesLogix with Microsoft Outlook so users can access their Outlook calendars, activities, and contacts from within Sage SalesLogix and not have to toggle between the applications. Activity reminders alert employees of upcoming appointments, phone calls, sales meetings, and more. Sage SalesLogix Calendars and Activities ensure employees stay on top of important tasks and events so they don’t fall through the cracks.
Workflow and Process Automation
Your Pain Point:
Our employees are bogged down by cumbersome, manual tasks that hinder their productivity and slow down sales and other business processes.
Our Solution:
Automate your proven sales processes or other important business processes to drive opportunities to a close and to increase team productivity. Sage SalesLogix offers powerful process automation capabilities that reach beyond the traditional boundaries of sales and contact process automation, enabling you to create or modify processes for any entity in the system such as an account, contact, opportunity, or ticket. You can also build powerful single-step processes that can leverage sophisticated conditional policies to automate common activities, such as lead routing or service ticket capture and distribution. Or, create multi-step and multi-stage processes that can react to user interactions and suggest next steps.
Sage SalesLogix’s flexible and powerful workflow and process automation abilities helps your organisation to automate key processes that work best for your business enhancing productivity and increasing business performance.
Business Analysis
Your Pain Point:
We need a way to analyse our organisation’s key performance metrics to improve business and employee performance across all areas of our organization.
Our Solution:
Gain a deeper understanding of business and team performance through graphical dashboards, advanced business analytics tools, and powerful reports helping you make improvements and more strategic decisions.
Sage SalesLogix provides the business intelligence tools needed to make informed business decisions. Interactive dashboards and customisable reports help managers analyse performance metrics so they can quickly diagnose potential problems, resolve issues, and identify opportunities across sales, marketing, service, and support. Integrated Crystal® Reports® help your managers gauge individual or team effectiveness, understand customer service levels, and guide territory realignment.
Sage SalesLogix provides the business intelligence tools you need to make improvements and more strategic decisions.
Self-Service Options
Your Pain Point:
We want to provide exceptional service levels and loyalty by giving our customers access to the information and tools they need to help solve their issues.
Our Solution:
Provide a differentiating experience by enabling customers to find the answers they need and submit tickets 24/7 via a customer self-service portal. Your customers can view, add, or edit tickets and submit comments and attachments via the Web, plus search your knowledge base for answers to their questions. Tickets can be automatically distributed to your service and support reps based on your specific business processes and workflow - increasing productivity and reducing the time it takes to respond to customers. Self-service options can help reduce transaction costs and allows your customers to get the support they need, how and when they need it.
Lookups and Groups
Your Pain Point:
Our employees need to be able to look up and sort through contacts, accounts, leads, and other information, facilitating their tasks and communications.
Our Solution:
Quickly look up and organise groups of contacts, accounts, and more; and create letters, e-mails, and other customer and prospect communications to increase sales effectiveness and customer service. Sage SalesLogix offers powerful tools that help users to find the information needed to streamline tasks such as managing communications or organising data. Powerful search and group-building capabilities enable users to easily organise data to perform a job function, like sending a direct mail piece to a customer or conducting a telemarketing campaign. Users can even use Mail Merge to send communications to multiple contacts with ease. Lookups and groups help streamline how users view and use data and reduce the time it takes to create and send communication pieces to prospects or customers.
Advanced Customisation Capabilities
Your Pain Point:
We need a CRM solution that can be customised to address our unique business needs.
Our Solution:
Tailor your solution to mirror your distinctive business processes and industry needs so you get the most out of your CRM solution. Sage SalesLogix offers the richest customisation capability in the industry, with the flexibility and ease of making these customisations available to users on all access options. You can tailor the design and functionality to mirror your distinctive customer acquisition, retention, and development processes using codeless tools and wizards. Or, you can use familiar standard development tools such as Visual Studio .NET to accomplish customisations. Additionally, your Sage SalesLogix certified business partner can work with you to customise and implement your CRM initiative.
Application Integration
Your Pain Point:
We need a CRM system that seamlessly integrates with the other applications we use.
Our Solution:
Seamlessly integrate with common productivity applications and a number of accounting solutions so your organisation can leverage its existing IT infrastructure. Although Sage SalesLogix provides its own robust e-mail solution, it also offers tight integration with Microsoft® Outlook® allowing users to manage Outlook contacts, e-mail, and calendars within Sage SalesLogix. You can control the direction of synchronisation between Sage SalesLogix and Outlook, allowing either application to be the system of record for each category of synchronised content. Additionally, integrate Sage SalesLogix with back-office solutions, such as accounting software, which allows everyone in your organisation to access vital back-office customer information such as order history, open invoices, inventory, and more. Why interrupt the way your business works when you implement your CRM solution? Sage SalesLogix integration capabilities allow you to blend your applications with your CRM investment so you get the most out of your CRM solution.
Easy Installation and Deployment
Your Pain Point:
We need a CRM solution that is easy to install and deploy.
Our Solution:
Benefit from a complete CRM solution out-of-the-box that’s easy to install, or leverage an experienced and industry-leading partner channel to work with you every step of the way from implementation and support to training and advanced customisations. Use the Express Installer to get you up and running quickly. Or, easily deploy the newly redesigned comprehensive Web Client, which eliminates the need to manage software on numerous client machines reducing administrative burdens on an IT department.
Take action now
To get in touch with a Sage SalesLogix Certified Business Partner or for more information, please call 13 SAGE in Australia or 0800 904 409 in New Zealand.