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Sales Automation

SalesLogix Sales provides powerful sales automation and management tools to maximize sales performance. SalesLogix Sales is the core module of the integrated SalesLogix customer relationship management suite, which also includes Marketing, Customer Service and Support automation solutions.

A Single Source for Customer Information
SalesLogix provides the tools and resources needed to effectively manage all aspects of the sales cycle and increase sales team performance. It’s a single repository for customer information captured across your entire organization that enables you to:

  • Access detailed account and contact information
  • Track opportunities from lead through close
  • Manage team calendars and activities
  • Forecast revenue
  • Report on sales activities and effectiveness

Increase Sales Productivity and Performance
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 send personalised communications to individual customers or groups of prospects using customized HTML e-mail templates. They can also track competitors and access the Sales Library for product specifications, FAQ or marketing materials.

Advanced Flexibility to Match the way you Work
Tailor the design and functionality of SalesLogix to mirror your unique customer acquisition, retention and development processes. Easily manage team and territory assignments, user profiles, workflow, security controls and administration roles, too.

Then, as your company grows and your business requirements change, SalesLogix provides the flexibility and scalability to grow and change with you.

And, Advanced Outlook® Integration enables users to share contacts, send e-mail and manage calendars using Microsoft® Outlook from within SalesLogix, and record the activity to the SalesLogix account history.

Truly Integrated CRM
SalesLogix provides a true 360-degree customer view, consolidating information from Sales, Marketing, Customer Service and Support, and via integration with popular accounting and business management applications including Line 200, Line 500 and MMS from Sage Software.

SalesLogix can be accessed conveniently via multiple methods. Users can work online over a network or the Web, synchronise rapidly and work offline, or use wireless phones or PDAs for quick access to customer information in the field.

 
 
 
 
 
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