Sage SalesLogix Sales

Sage SalesLogix Sales is a module within the Sage SalesLogix customer relationship management (CRM) application. 

• Access detailed account and contact information
• Track opportunities from lead through close
• Manage team calendars and activities
• Forecast revenue
• Report on sales activities and effectiveness

Download Sage SalesLogix Sales datasheet

Benefits With the Sage SalesLogix Sales module:

• Your sales teams can work online or offline, over a network or the Web, or use mobile devices to access customer information in the field
• 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
• Get real insight to make informed business decisions, with a sales pipeline dashboard and detailed information using industry-standard Crystal Reports®
• You can get the most out of your sales teams, understanding and improving their performance

Features With the Sage SalesLogix Sales module:

Account and Contact Management

• Track all customer interactions and add files, notes, or literature requests
• Assign ownership, establish account hierarchies, and track lead sources

Opportunity Management

• Track probability of close, products, lead source, status, and competitors
• Generate sales proposals automatically reflecting native customer currency

Advanced Outlook Integration

• Manage contacts, email, and calendars using Microsoft ® Outlook within Sage SalesLogix
• Send email and attachments using Outlook and record to Sage SalesLogix history

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

• Analyse sales campaigns, pipeline efficiency, revenue by lead source, and more
• Segment opportunities by account manager, region, or probability of close

Calendar and Activity Management

• Manage schedules and track phone calls, to-do items, events, and literature requests

Lookups and Groups

• Deliver targeted marketing messages or sales offers to selected customer segments Customer Communications/Mail Merge
• Create custom HTML email templates, then personalise and send using Mail Merge. Sage SalesLogix also integrates with Sage E-Marketing for full email campaign management
• Archive letters, emails, faxes, or proposals within customer account records

Competitor Tracking

• Record competitor product information as well as strengths and weaknesses
• Track sales team members, sales strategies, and reasons for win / loss

Literature Fulfillment

• Select cover letter, item, priority, send date, quantity, and shipping options

Reference Library

• Store product information, marketing collateral, manuals, pricing, and presentations
• Attach and send files from the Library in emails to customers and prospects