SalesLogix Sales —
Sage MAS 500 |
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Sage CRM SalesLogix provides the tools and resources
needed to effectively manage all aspects of the
sales cycle
and increase team sales 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.
Sage CRM 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.
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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, FAQs, or marketing materials.
Advanced Outlook Integration enables users to share contacts, send e-mails,
and manage calendars
using Microsoft Outlook from within Sage CRM
SalesLogix, and record the activity to account history. |
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Features: |
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Track all customer interactions and add files, notes, or literature requests |
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Assign ownership, establish account hierarchies, and track lead sources |
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Track probability of close, products, lead source, status, and competitors |
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Generate sales proposals automatically reflecting native customer currency |
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Automate sales activities and assign objectives and results required at each stage |
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Analyze sales campaigns, pipeline efficiency, revenue by lead source, and more |
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Segment opportunities by account manager, region, or probability of close |
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Deliver targeted marketing messages or sales offers to select customer segments |
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Create custom HTML e-mail templates, then personalize and send using Mail Merge |
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Archive letters, e-mails, faxes, or proposals within customer account records |
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Record competitor product information as well as strengths and weaknesses |
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Track sales team members, sales strategies, and reasons for win/loss |
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Overview: |
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Account and Contact Management |
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Opportunity Management |
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Calendar and Activity Management |
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Advanced Outlook Integration |
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Sales Process Automation |
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Sales Forecasting and Reporting |
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Lookups and Groups |
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Customer Communications / Mail Merge |
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Competitor Tracking |
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Literature Fulfillment |
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Reference Library |
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Territory Realignment |
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Integrated Marketing, Customer Service, and Support |
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Back-Office Integration |
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Business Alerts / Notification |
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Windows, Web, and Wireless |
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