Account and Contact Management
Track all customer interactions and add files, notes, or literature requests.
Assign ownership, establish account hierarchies, and track lead sources.
Share information captured at all points of interaction for a complete
Track probability of close, products, lead source, status, and competitors.
Generate sales proposals automatically reflecting native customer currency.
View Opportunity Snapshot and e-mail key summary data to managers with
Real-time Interactive Dashboards
View performance metrics, diagnose key issues, and identify opportunities
from a single location.
Analyze key performance metrics such as pipeline status, open opportunities,
and win rates.
Calendar and Activity Management
Manage schedules and track phone calls, to-do items, events, and literature
Advanced Outlook Integration
Manage contacts, e-mail, and calendars using Microsoft Outlook within Sage
Send e-mail and attachments using Outlook and record to Sage CRM SalesLogix
Sales Process Automation
Create custom processes based on product line, deal size, territory, or lead type.
Automate sales activities and assign objectives and results required
at each stage.
Forecasting and Reporting
Analyze sales campaigns, pipeline efficiency, revenue by lead source, and more.
Segment opportunities by account manager, region, or probability of close.
Lookups and Groups
Perform temporary lookups or create groups for repeat access to groups
Customer Communications/Mail Merge
Create custom HTML e-mail templates, then personalize and send using
Archive letters, e-mails, faxes, or proposals within customer account records.
Record competitor product information as well as strengths and weaknesses.
Track sales team members, sales strategies, and reasons for win /loss.
Select cover letter, item, priority, send date, quantity, and shipping options.
Store product information, marketing collateral, manuals, pricing, and
Attach and send files from the Library in e-mails to customers and prospects.
Realign sales territories, create new teams, and reassign account ownership.
Integrated Marketing, Customer Service, and Support
View marketing campaign details, response rates, and associated sales revenue.
Arm sales reps with a history of their customers’ service and support issues.
View accounting data such as credit status and accounts receivable balance.
Access current product information, inventory, pricing, and discounts.
Windows, Web, and Mobile
Select the access method(s) that best fit your varied sales team.
Synchronize rapidly and work offline, or work online over a network or the Web.
Utilize mobile phones and PDAs for quick access to customer data in the field.
Monitor data proactively and notify management when business conditions
are met. Receive alerts via e-mail, pager, PDA, fax, cell phone, or Web browser.