Sage SalesLogix for Sales, Marketing, Customer Service & Support

SalesLogix provides a complete CRM solution enabling your sales, marketing, customer service and support teams to improve the development of profitable relationships with customers and prospects.

Sage SalesLogix for Sales

Sage SalesLogix is the ideal CRM software for sales-based organisations, providing a variety of benefits for sales professionals:

Increase Sales Productivity and Performance

Sage SalesLogix helps drive opportunities through the sales cycle by automating activities such as follow-up calls, letters, and literature fulfilment, based on sales and marketing processes you define.

Sales professionals can use SalesLogix to send personalised communications to individual customers or groups of prospects using customised HTML email templates. They can also track competitors and access the Sales Library for product specifications, FAQs, or marketing materials.

Advanced Outlook Integration enables you to share contacts, send emails, and manage calendars using Microsoft Outlook from within Sage SalesLogix, and record the activity to the Sage SalesLogix account history.

Insight for Informed Business Decisions

Sage SalesLogix provides you with the insight to make informed business decisions, and the management tools to implement them:

  • Accurately analyse 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.

Advanced Flexibility to Match the Way You Work

SalesLogix enables easy management of team and territory assignments user profiles, workflow, security controls, and administration roles. Then, as your company grows and your business requirements change, Sage SalesLogix provides the flexibility and scalability to grow and change with you.

Sage SalesLogix for Marketing

Sage SalesLogix delivers powerful campaign management and analysis to your marketing staff:

Identify Profitable Customer Segments

Select the criteria of your ideal target prospect, then segment your customer and prospect lists into unique groups. With Sage 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 media. For example, execute email marketing activities with Sage E-Marketing, an optional integrated marketing services provider. Email response data is automatically transferred to Sage 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 SalesLogix Marketing campaign dashboard. View campaign stages, tasks, objectives, calls-to-action, and budgets. You can also view response rates and forecasted against actual sales results in real time for each campaign from within a single view.

Measure ROI and Report Campaign Metrics

Sage SalesLogix not only tracks response rates and ties revenue to specific campaigns, but also enables you to analyse 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 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.

Sage SalesLogix for Customer Service

Sage SalesLogix Customer Service adds to the core functionality of SalesLogix to provide the functionality you need to deliver a high quality customer experience.

Track and Resolve Customer Questions, Issues and Requests

Sage SalesLogix Customer Service has advanced issue tracking and resolution tools to help you quickly resolve customer questions, issues and requests. 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.

Find Critical Information and Resources Quickly

SpeedSearch, the powerful knowledge base search engine in Sage SalesLogix, helps service professionals quickly locate resolutions to customer issues. Service reps can search prior tickets, attachments, standard problems and resolutions, procedures, activities, and notes, as well as reference materials such as online manuals, FAQs, and white papers.

Manage for Maximum Productivity

Managers can view call turn-around time, first-call resolution percentage, issue totals by category, escalation history, unresolved issues, and a weekly recap. Sage SalesLogix automatically tracks time spent resolving individual issues, based on when users ‘punch-in’ and ‘punch-out” of individual tickets.

Help Customers Help Themselves

Sage SalesLogix helps reduce costs while empowering customers to find the answers they need, online and at their convenience. With the Sage SalesLogix Web Customer Portal, customers can view, add or edit tickets, and submit comments or attachments.

Integration for a Complete Customer View

Sage SalesLogix integrates with leading back-office applications. Through this, 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.

Sage SalesLogix for Support

Sage SalesLogix Support enhances Sage SageLogix by streamlining your support centre activities. It provides advanced issue tracking and resolution tools enabling you to exceed customer expectations and internal performance goals.

Keep Critical Knowledge at Your Fingertips

The powerful SpeedSearch knowledge base in Sage SalesLogix helps support professionals quickly locate resolutions to customer issues.

Help Customers Help Themselves

Reduce costs by empowering customers to find the answers they need online, and at their convenience.

The Sage 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 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 SalesLogix, so employees across the organisation can share a complete view of all account activity.