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Sage 1000 Customer Review - Burt Boulton and Haywood
In response to increasing regulatory control, the business has strengthened its leadership in…...
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SalesLogix
Award-winning Sage SalesLogix is the customer relationship management software that enables small to medium-sized businesses to acquire, retain and develop profitable customer relationships. With more than 250,000 users at 6,500 companies worldwide, Sage SalesLogix is the Mid Market CRM leader and is part of the Sage family of integrated business management software.
- Designed to fit your business - SalesLogix’s powerful customisation and configuration capability allow it to be easily tailored to meet the needs of your business more rapidly than any other CRM product
- SalesLogix consistently scores highest and has received awards for its ease of use
- Seamless integration with Sage Enterprise and Accounting solutions provided by Sage and integration with multiple back office and Enterprise Resource Planning (ERP) applications using Sage’s own integration platform
- Links with Sage E-Marketing to create effective email campaigns which can further enhance your customer intelligence
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Sales
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. It 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.
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 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.
SalesLogix provides the insight for informed business decisions and the management tools to implement them. It accurately analyses the revenue potential and probability of close in your sales pipeline. It can segment your sales opportunities by account manager, region or status. SalesLogix can use integrated Crystal Reports® to gauge individual or team effectiveness and guide territory realignment or redistribution of your marketing spend. It can also receive automatic alerts on pending sales opportunities based on business conditions you define with SalesLogix KnowledgeSync. 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. 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.
Marketing
SalesLogix Marketing provides powerful capabilities for managing, tracking and measuring targeted marketing campaigns. SalesLogix Marketing is part of the integrated SalesLogix customer relationship management suite, which also includes Sales, Customer Service and Support automation solutions. In addition, you can link Sage CRM SalesLogix to Sage E-Marketing to create effective email campaigns which can also further enhance your customer intelligence.
Building lasting and profitable customer relationships means executing effective, timely marketing campaigns across all of your sales channels. It's critical that your company’s marketing resources are put to their best use. SalesLogix Marketing provides full-scale marketing campaign management and sophisticated analytical tools designed to identify your most profitable customers and shorten your sales cycle. Capturing rich, timely data from customer interactions across your organization allows you to develop and execute meaningful marketing programs that drive results.
Most importantly, SalesLogix delivers critical marketing intelligence, like return on investment (ROI), for your marketing campaigns, so you can focus your strategy and resources on programs that deliver results for your business.
Identify Profitable Customer Segments
Select the criteria of your ideal target prospect, then segment your customer and prospect lists into unique groups. With SalesLogix Marketing, you can find the most responsive audience for your campaigns and increase your revenues. Graphically configure and assign custom processes, assign them to unique groups of prospects, and then launch the campaign. The follow-up tasks you identify are scheduled and assigned to your sales team automatically based on rules you define. Manage and track every component of your campaigns from within the SalesLogix Marketing campaign dashboard. View campaign tasks, objectives, calls-to-action and budgets. You can also view response rates and forecasted vs. actual sales results in real time for each campaign from within a single view.
Measure ROI and report Campaign Metrics
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 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.
Customer Service
SalesLogix Customer Service delivers powerful issue tracking and resolution tools to maximize customer satisfaction and loyalty. SalesLogix Customer Service is part of the integrated SalesLogix customer relationship management suite, which also includes Sales, Marketing and Support automation solutions.
Track and Resolve Customer Questions, Issues and Requests
SalesLogix Customer Service provides the advanced issue tracking and resolution tools needed to quickly resolve customer questions, issues and requests and deliver a high-quality customer experience. 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.
SpeedSearch, the powerful knowledge base search engine in SalesLogix, helps service professionals quickly locate resolutions to customer issues. Service reps can search prior tickets, attachments, procedures, activities and notes, as well as reference materials such as online manuals, FAQ and white papers. In fact, an advanced keyword search can be run against any information in SalesLogix or on a shared network directory. With SpeedSearch, service reps can scan search results rapidly and efficiently, due to advanced filtering, scoring, sorting and preview capabilities. When the desired resolution is identified, service reps can populate it into the ticket, communicate it to the customer and record it in the account history with only a few clicks. When successful new resolutions are identified, employees can easily input and submit them to the knowledge base for future reference.
The reporting capabilities in SalesLogix Customer Service help managers capture and analyse customer service metrics to assess team effectiveness. Managers can view call turn-around time, first-call resolution percentage, issue totals by category, escalation history, unresolved issues and a weekly recap. SalesLogix automatically tracks time spent resolving individual issues, based on when users "punch-in" and "punch-out" of individual tickets. SalesLogix can also monitor tickets proactively based on business criteria you define, and send automatic alerts when service conditions occur such as overdue tickets, expiring service contracts or issue escalations.
SalesLogix helps reduce costs while empowering customers to find the answers they need — online at their convenience. With the SalesLogix Web Customer Portal, customers can view, add or edit tickets and submit comments or attachments. The Web Customer Portal puts the same resource and intelligence used by your service professionals on your Web site, along with powerful search technology that simplifies the self-service experience. Integration for a Complete Customer View
SalesLogix integrates with leading back-office applications so 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. Service professionals can also view current product information, pricing and discounts to capitalize on potential cross-sell and up-sell opportunities when interacting with customers.
SalesLogix Customer Service is highly flexible and can be tailored to work in concert with your existing business processes. And because SalesLogix captures information from all points of customer interaction, employees from Sales and Marketing to Service and Support benefit from a holistic view of every customer.
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