Sage SalesLogix Sales

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

Sage SalesLogix Sales 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 organisation and allows you to:

• 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

The 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