Sage SalesLogix Sales Datasheet
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Sage SalesLogix is a CRM tool that empowers sales teams with resources to manage all aspects of the sales cycle. It allows users to more effectively manage opportunities, monitor sales activity, automate sales processes, and access customer information from any device to shorten sales cycles and increase performance. Sage SalesLogix provides tools to maximize productivity, such as sales process automation, opportunity management, business analytics, and mobile access.
Sage SalesLogix Sales Datasheet
- 1. BENEFITS SNAPSHOT Sage SalesLogix | Sales Solutions Maximize team performance with advanced sales tools and resources. Your relationships. Your information. Your CRM. Drive sales opportunities through the Overview sales cycle faster by automating your proven sales processes. Sage SalesLogix empowers you with the tools and resources needed to effectively manage all aspects of the sales cycle and increase your sales team’s performance. With Sage SalesLogix, you can more effectively manage opportunities, monitor and forecast Make informed, profitable business sales activity, and automate key sales processes—shortening your sales cycle and helping decisions based on accurate visibility your sales team to close more deals. Robust customization capabilities enable you to into the sales pipeline. tailor Sage SalesLogix to meet your unique selling environment. And, Sage SalesLogix offers flexible access points to your critical CRM data, including Windows, Web, or mobile devices, without sacrificing functionality or usability. Get a complete view of customer Easy to Use and Adopt information, maximizing your selling effectiveness. Your sales reps can view all interactions for accounts, contacts, and leads in an easy-to- learn and use interface so they have access to the information they need to be successful in their role. All customer interactions, including notes, opportunities, activities, purchased Access vital customer information products, marketing campaign information, tickets, and more can be viewed and anytime, anywhere. shared—so your sales reps can better sell to and service customers. Team members can leverage powerful filters and groups to quickly get the information they need and to interact with CRM data more efficiently. Hyperlinks and one-click access to common features help sales reps get their tasks done more quickly. Drag and drop and right mouse button clicking ensure they’re working the way they like to work. And, reps can customize their workspace to match their unique style and personal preferences. To further ensure adoption, Sage SalesLogix integrates with common desktop applications like Microsoft Office and Outlook so sales reps can continue to use applications their familiar with. Try It Today! trial.sagesaleslogix.com For More Information Call 800-643-6400 Get the information you need to close sales, whether you’re connected or disconnected, using Windows, Web, and popular mobile devices.
- 2. Manage Sales Opportunities for Maximum Effectiveness “Sage SalesLogix has had a Access vital opportunity data to forecast profound impact on our sales revenue, make adjustments in territories, and force…It’s been very easy, friendly drive more deals to a close. Sage SalesLogix Opportunity Management enables you to and logical for our salespeople. We view and interact with key opportunity data through dashboards, robust reports, and haven’t had to force the system on Sage SalesLogix Visual Analyzer, an advanced business analytics tool that integrates them. It makes sense to them and with Sage SalesLogix. You can track the stages of a sales cycle, gauge the likelihood matches their workflow.” of closing sales, forecast revenue, understand win/loss data, and more so you can take corrective action or make more strategic decisions, such as territory realignment. — David Peckinpaugh, Vice President of Sales Experient Boost Your Sales Team’s Productivity Automate sales processes to maximize team productivity and shorten the sales cycle. Sage SalesLogix enables you to customize and automate sales processes—driving sales to a close faster. Implement proven standardized sales methodologies, such as Solution Selling or Miller Heiman®, or create custom sales processes based on criteria you define. Sales team members are prompted to complete tasks such as making phone calls, scheduling meetings, and more—increasing their productivity and ensuring all steps are followed in a proven sales technique. You can also automate lead distribution to individuals or teams so hot leads can be acted on fast! Provide Your Mobile Workforce with Access Sage SalesLogix uniquely enables you to deploy access methods that are best for your sales organization. With Windows, Web, and mobile client deployment options on popular devices such as BlackBerry® and Windows Mobile® (Pocket PC and Smartphone), your sales force has access to complete Sage SalesLogix information, whether connected or disconnected, without sacrificing functionality, usability, or robust customizations. Quickly create a sales order within a Use filters to organize your Leads into groups customer’s record. and easily send customized communications using Mail Merge. W W W. S A G E S A L E S LO G I X . C O M
- 3. Sage SalesLogix | Sales Solutions FEATURES Sales Process Automation Application Integration • Customize processes based on product line, deal size, • Integrate with business and productivity applications, like territory, or lead type. Microsoft Office and Outlook, and Web Services. • Define stages and steps and assign objectives, activities, • Integrate with leading back-office applications to access key results, and close probability. customer information such as credit status, payment history, shipping information, inventory, pricing, discounts, and more. Opportunity Management • Manage all key opportunity data for maximum sales Business Analytics Tools productivity and effectiveness. • View interactive dashboards to understand deals in the sales pipeline, sales potential, performance metrics, and more. • Track probability of close, products, lead source, status, and competitors. • Integrate Sage SalesLogix Visual Analyzer, an advanced business analytics tool, for an even deeper understanding of • Generate sales proposals that automatically reflect native team and territory performance, including revenue potential, customer currency. estimated and actual close dates, status, probability of close, Account and Contact Management and more. • View an Account Timeline of all Activities, Notes, • View pre-built and customizable reports to help analyze Opportunities, and Tickets for a deeper understanding of pipeline efficiency, revenue by lead source, and more. trends over time. • Access and record detailed information about customer Sales Forecasting • View opportunity totals and key metrics for quick analysis of accounts and contacts. the sales pipeline. • Assign ownership, establish account hierarchies, and track • Segment opportunities by account manager, region, or lead sources and status. probability of close. • Share information captured at all points of interaction for a complete customer view. Lookups and Groups • Perform temporary lookups or create groups for repeat access Calendar and Activity Management to groups of records. • Manage schedules and track phone calls, meetings, to-dos, • Use filters to quickly and easily identify relevant subsets of events, and literature requests. data and save as an ad-hoc group. • Associate an attachment to meetings, phone calls, to-do • Export groups to Excel® with one click for additional analysis. items, e-mails, notes, and personal activities. Customer Communications/Mail Merge • Create custom HTML e-mail templates, then personalize and send using Mail Merge. • Archive letters, e-mails, faxes, or proposals within customer account records. The Timeline Visualization feature provides a holistic view of Accounts over a period of time so you can better assess situations and adjust accordingly. W W W. S A G E S A L E S LO G I X . C O M
- 4. Competitor Tracking Sage SalesLogix | Sales Solutions • Record competitor product information as well as strengths and weaknesses. • Utilize on-the-spot notes and strategy to perform in competitive situations. Literature Fulfillment • Select cover letter, item, priority, send date, quantity, and “The use of Sage SalesLogix has shipping options. been a key driver for managing pipelines and organizing our Reference Library efforts from the individual to • Maintain a central repository for company information, the sales organization as a resources, marketing collateral, pricing, and more. whole. It has helped increase my • Attach and send files from the Library in e-mails to ability to manage reps, forecast customer and prospects. performance, and to create and execute strategies.” Territory Realignment • Realign sales territories based on multiple business — Ed Burke conditions you define. Sales Manager ScentAir Technologies Flexible Deployment Options • On-premise or in the Cloud. • Windows, Web, and mobile access. • Select the deployment method(s) that best fits your Try It Today! varied sales team. trial.sagesaleslogix.com • Synchronize rapidly and work while disconnected For More Information (using Windows, Web, or Mobile clients), or work while connected over a network or the Web. Call 800-643-6400 • Utilize BlackBerry® or Windows Mobile® (Pocket PC or Smartphone) for quick access to customer data in the field. About Sage SalesLogix Sage SalesLogix provides a complete view of customer interactions across departments—providing information and insights for better planning, managing, and forecasting. Your teams will have the tools to increase sales, reach more profitable customers, enhance the customer experience, and anticipate customer needs. Sage SalesLogix offers flexible access, deployment, and payment options to address business requirements. About Sage Group, plc Sage is a leading supplier of business management software and services to 5.8 million customers worldwide. From small start-ups to larger organizations, we make it easier for companies to manage their business processes. Sage ©2010 Sage Software, Inc. All rights reserved. Sage, Sage Software, the Sage Software logos and the Sage Software 8800 N. Gainey Center Dr., Suite 200 product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its Scottsdale, AZ 85258 affiliated entities. All other trademarks are the property of their respective owners. www.sagecrmsolutions.com | 800-854-3415 5SLX043 04/10 www.sagesaleslogix.com