Sage SalesLogix Features

Sage SalesLogix has a variety of features and benefits to boost productivity and improve efficiency across your entire business:

Front and Back Office Integration

Integrating front and back office systems is the simplest way for your organisation to maximise your overall IT investment. By linking its CRM system with other back office applications such as accounts, you can enjoy increased flexibility, sales and staff productivity.

Sage SalesLogix integrates with leading accounting and business management software, including several Sage applications. The result? Greater customer insight to help you make informed business decisions.

The front and back office integration of SalesLogix enables you to:

  • Quickly identify cross-sell and up-sell opportunities
  • Easily access payment history information
  • Identify additional purchasing power - or lack of
  • Identify availability of products for sales
  • Quickly assist customers with order status
  • Generate more accurate quotes and proposals

Sage SalesLogix's high level of integration empowers users throughout your organisation - from sales and marketing to finance to support and shipping - to work together efficiently in the business of building profitable customer relationships.

Enhanced Customer Service

SalesLogix provides a 360-degree customer view via consolidation of information from sales, marketing, customer service and support, and the integration of front and back office applications. Users can resolve customer questions, issues and requests quickly for a high-quality customer experience - and also capitalise on new selling opportunities.

Furthermore, SalesLogix Web Customer Portal extends service delivery through 24x7 self-service solutions, reducing the time and resources it takes to support customers.

Increased sales and marketing performance

Sage SalesLogix automates key aspects of the selling cycle, increasing productivity. It maximises team selling effectiveness with advanced sales tools and enables users to make informed decisions based on accurate visibility into the sales pipeline. The software also identifies and targets the most profitable prospects, manages and tracks all aspects of campaigns in one place, and analyses campaign ROI to increase marketing efficiency. With SalesLogix, you can focus your strategy and resources on programs that deliver business results.

Advanced flexibility

Sage SalesLogix is flexible and scalable enough to meet your business needs now, and as they evolve. It can be deployed in a number of ways across your organisation:

  • Using the standard Windows application or the fully-featured Web client version
  • Online, or offline using synchronisation
  • On mobile and hand-held devices

Sage SalesLogix delivers an industry-leading development environment common across all these deployment options. Concentrix can tailor your system to mirror your specific customer acquisition, retention and development processes. Once created, we can deploy them across your whole organisation: whether for standard, web or mobile usage of the software.

Sage SalesLogix for Mobile Users

Sage SalesLogix Mobile extends the CRM capabilities of Sage SalesLogix to mobile devices, delivering rich functionality and the real-time convenience of wireless. SalesLogix Mobile provides a robust mobile platform for instant access to critical customer information.

Sage 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 quickly access key customer information using quick lookups or filtered searches.

Sage SalesLogix Mobile allows full account, contact, opportunity and ticket management from the handheld device so employees always have access to the most up-to-date customer information, whether in the office or on the road.