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Sage SalesLogix

SalesLogix Sales

Award-winning SalesLogix is the customer relationship management solution that enables small to medium-sized businesses to acquire, retain, and develop profitable customer relationships. With more than 250,000 users at 7,000 companies worldwide, SalesLogix is the CRM leader for SMBs, and is part of the Sage Software family of integrated business management solutions.

A Single Source for Customer Information

Sage SalesLogix Diagram

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; and
  • 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 fulfillment, based on sales and marketing processes you define.

Sales professionals can send personalized 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.

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.

Insight for Informed Business Decisions

SalesLogix provides the insight for informed business decisions and the management tools to implement them.

  • Accurately analyze 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 with SalesLogix KnowledgeSync.

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.

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 Sage MAS 90 ERP, Sage MAS 200 ERP and Sage MAS 500 ERP from Sage Software.

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

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Want to know more? Request a free CRM consultation, and we'll be in touch.