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Contents
2 WhatisCustomerRelationship
Management?
3 IntroducingSageSalesLogix
5 Keybenetsoralluserso
SageSalesLogix
6 HowSageSalesLogixbenetsSalesusers
7 SageSalesLogixSales:keyeatures
8 HowSageSalesLogixbenets
Marketingusers
9 SageSalesLogixMarketing:keyeatures
10 HowSageSalesLogixbenets
Serviceusers
11 SageSalesLogixService:keyeatures
12 HowSageSalesLogixbenets
Supportusers
13 SageSalesLogixSupport:keyeatures
14 HowSageSalesLogixbenets
Mobileusers
15 CustomisationandDevelopment
Environment
16 AboutSage
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Imaginebeingabletoknowa
customerscompanyingreat
detailatanygiventime.Youknowhowmuchbusinesstheydid
withyourcompanylastmonth.
Youknowthatitwas5%more
thaninthesamemonthlastyear.
Youknowthatthiscustomer
caresmoreaboutqualitythan
price.Youknowtheyvehadone
customerservicecallinthelast
2months.Youknowthedetails
othatconversationandevery
otherinteraction.Youknowthis
customersbusiness.Youknow
theirchallenges.Youknowthem
withtheamiliarityoalong-
termacquaintance.Thisisthe
poweroCustomerRelationship
Management(CRM)sotware
romSage.
What is Customer Relationship Management?
CRM sotware improves employee
eciency, allows you to gain a
complete view o your customer atany time and has advanced reporting
unctionality which provides a crucial
basis or sales planning, marketing
investment and tracking. It helps you
understand the buying habits and
preerences o your customers and
prospects so you can:
n Build and strengthen relationships
with customers to keep them
coming back
n Provide value-added services
that are dicult or competitors to
duplicate
n Improve your product development
and service delivery processes
n Increase your stas awareness o
customer needs
n
Reduce customer rustration bynot asking the same questions
over and over
By eectively integrating your
marketing, sales and customer
service unctions, a good CRMsystem makes it easier or everyone
inside your company to work together
and share critical inormation.
An eective CRM system empowers
your customers and prospects to
do business with you the way
they choose! Imagine connecting
your customers to your employees
and business partners across any
department, through any process
and via any communication device
phone, ax, email and internet.
ir il
. .
Implementing a rst-class CRM
system can give your business a
real competitive advantage.
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Introducing Sage SalesLogix
SageSalesLogixisthe
leadingcustomerrelationship
managementsystemthatenablesyoutoacquire,retain
anddevelopprotablecustomer
relationships.SageSalesLogix
deliversintegratedandrobust
sales,marketing,customer
serviceandsupportautomation
withadvancedcustomisation
capabilities.SageSalesLogix
canbeaccessedconveniently
viamultiplemethods,bothinthe
workplaceandintheeld;wired
andwireless;onlineandofine.
Itcanquicklymakeapositive
dierencetoyourbusiness,
yieldingahighreturnonyour
investment.
SalesForceAutomation
Sage SalesLogix Sales is the coremodule o the integrated Sage
SalesLogix solution suite. It is a single
repository or customer inormation
captured across an organisation that
enables users to:
n access detailed account and
contact inormation
n track opportunities rom lead
through close
n manage team calendars and
activities
n orecast revenue
n report on sales activities and
eectiveness.
SalesLogix Sales automates sales
activities such as ollow-up calls,
letters and literature ullment, basedon pre-dened sales processes.
Consequently, sales proessionals can
send personalised communications
to individual customers or groups o
prospects using customised HTML
email templates. Advanced integration
with Microsot Outlook enables users
to share contacts, send email and
manage calendars using Microsot
Outlook rom within Sage SalesLogix,
and record the activity in the account
history tool.
MarketingAutomation
Sage SalesLogix Marketing providesend-to-end marketing campaign
management and sophisticated
analytical tools designed to identiy
an organisations most protable
customers and shorten the sales
cycle. From a single view, users can
examine campaign tasks, objectives,
calls-to-action, budget response
rates and orecasted versus actual
sales results or each campaign in real
time. By capturing rich, timely data
rom customer interactions across
an organisation, you can develop
and execute meaningul marketing
programmes that
drive results.
CustomerService
Sage SalesLogix Customer Service
provides the advanced issue tracking
and resolution tools you need to
quickly resolve customer questions,issues and requests, and deliver a
high-quality customer experience.
From within a service ticket, you
can search or solutions or schedule
activities such as phone calls,
meetings or to-dos to ollow up on
open issues. With this inormation,
service representatives can easily
communicate with customers by
sending emails with attachments such
as white papers, quotes or product
inormation. Tickets are integrated
with Accounts and Contacts, so a
record o all service interactions, past
and pending, is maintained in Sage
SalesLogix. This can be viewed by
people rom across the organisation.
Furthermore, the SalesLogix
Web Customer Portal empowers
customers to nd answers online and
at their own convenience. Customerscan view, add or edit tickets and
submit comments or attachments.
This brochure gives a brie
overview o the key areas and
benets o Sage SalesLogix.
For more detailed inormation, youcan download datasheets rom
www.sage.co.uk/saleslogix
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EnhancedSupport
The sales and marketing teamsdeliver customers to a business, but
customer support keeps them or the
long haul. With the costs o acquiring
new customers 5-10 times higher than
retaining existing customers, support
solutions designed to help oster
lasting relationships with customers
have a tremendous impact on the
bottom line. With SalesLogix Support,
you can manage call and deect
tracking, service contract renewals
and return material authorisations
(RMAs). Sage SalesLogix also
provides escalation alerts via phone,
email or pager, based on pre-dened
business rules.
As with SalesLogix Service, the Web
Customer Portal enables customers
to view, add or edit tickets and submit
comments or attachments to ensure
the highest level o support.
Mobility
Sage SalesLogix Mobile extends
CRM capabilities to mobile devices,
delivering unctionality with the real-
time convenience o wireless. It
enables account, contact, opportunity,
and ticket management rom handheld
devices so employees have access
to the most up to date customer
inormation, whether in the oce or on
the road.
BusinessAlertsandWorkfow
Sage SalesLogix addresses
organisations need to stay inormed
o all critical business opportunities,
with the ollowing components:
n SageSalesLogix
KnowledgeSync
You dene your keybusiness criteria; SalesLogix
KnowledgeSync monitors data
proactively and sends alerts when
conditions are met.
n SageSalesLogixBusiness
Alerts
I a critical event or condition thatmay impact business perormance
or customer satisaction is
identied - or example, a
complaint email - SalesLogix
BusinessAlerts automatically
responds by sending notication
messages, distributing reports,
updating applications with new
inormation and more. All this can
be done via email, ax, pager, PDA,
mobile phone and/or Web browser.
n SageSalesLogixemail
Response
Following a prospects request or
inormation on a company website,
that prospects data is added
(or updated) in Sage SalesLogix;
SalesLogix Email Response
sends a personalised message
back to them. Then, a SalesLogix
BusinessAlert is sent to a sales
rep or any other employee(s) tonotiy them that this prospect has
requested inormation. Activities
such as scheduling a meeting or
sending a literature kit may also be
automatically initiated based on
pre-dened business processes.
SalesLogix Support users can
also add SalesLogix Integrated
Service Alerts, a package o
customer support-related events
and email responses. The solution
analyses customers messages,
then creates and assigns service
or support tickets automatically,
eliminating duplicate entry and
saving valuable time. The solutions
can also automatically reassign or
escalate tickets based on set time
criteria. Customers automatically
receive messages advising when
they can expect to be contacted
with a response as well asgenerating automatic progress
reports.
ReportingandAnalysis
Sales, marketing, and service teamsconstantly record and update
customer inormation in Sage
SalesLogix. However, creating new
reports on the fy without technical
resources can be challenging.
With SalesLogix Pivot Reporter, any
user can quickly create customised
pivot-style reports without any special
report writing or database skills.
You can create pipeline reports
grouped by sales person or team,
marketing lead source and campaign
status reports, support ticket metric
reports, and more.
Simply drag and drop elds or modiy
one o over 20 sample reports to meet
your organisations specic reporting
needs. For additional fexibility, you can
also export reports to Microsot Excel
or additional analysis.
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5Key benets or all users o Sage SalesLogix
Frontandbackoceintegration
Integrating ront and back ocesystems is the simplest way or
your organisation to maximise your
overall IT investment. By linking its
CRM system with other back oce
applications such as accounts, you
can enjoy increased fexibility, sales
and sta productivity. Sage SalesLogix
integrates with leading accounting
and business management sotware,
including several Sage applications.
The result? Greater customer insight
to help you make inormed business
decisions.
This integration enables you to:
n quickly identiy cross-sell and
up-sell opportunities
n easily access payment history
inormation
n
identiy additional purchasingpower or lack o
n identiy availability o products
or sales
n quickly assist customers with
order status
n generate more accurate quotes
and proposals
Sage SalesLogixs high level
o integration empowers users
throughout your organisation rom
sales and marketing to nance to
support and shipping to work
together eciently in the business
o building protable customer
relationships.
Enhancedcustomerservice
SalesLogix provides a 360-degreecustomer view via consolidation o
inormation rom sales, marketing,
customer service and support, and
the integration o ront and back
oce applications. Users can resolve
customer questions, issues and
requests quickly or a high-quality
customer experience and also
capitalise on new selling opportunities.
Furthermore, SalesLogix Web
Customer Portal extends service
delivery through 24x7 sel-service
solutions, reducing the time and
resources it takes to support
customers.
Increasedsalesandmarketing
perormance
Sage SalesLogix automates key
aspects o the selling cycle, increasing
productivity. It maximises team sellingeectiveness with advanced sales
tools and enables users to make
inormed decisions based on accurate
visibility into the sales pipeline. The
sotware also identies and targets the
most protable prospects, manages
and tracks all aspects o campaigns
in one place, and analyses campaign
ROI to increase marketing eciency.
With SalesLogix, you can ocus your
strategy and resources on programs
that deliver business results.
Advancedfexibility
Sage SalesLogix is fexible andscalable enough to meet your
business needs now, and as they
evolve. It can be deployed in a number
o ways across your organisation:
n Using the standard Windows
application or the ully-eatured
Web client version
n Online, or ofine using
synchronisation
n On mobile and hand-held devices
Furthermore, Sage SalesLogix delivers
an industry-leading development
environment common across all these
deployment options. Your system
can be tailored to mirror your specic
customer acquisition, retention and
development processes ; once
created, such customisations can be
deployed across your organisation,whether or standard, web or mobile
usage o the sotware.
This reduces IT burden and speeds up
the implementation.
This standards-based developer
environment also makes it easier
to integrate with other applications,
or to extend your Sage SalesLogix
unctionality through Web services.
Sage SalesLogix was simple to use, fexible, eature rich, and
according to our IT department, it has a very good architecture.
DavidAnthony,BusinessManager,EurotunnelUK
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How Sage SalesLogix benets Sales users
IncreaseSalesProductivityand
Perormance
Sage SalesLogix helps drive
opportunities through the sales cycle
by automating activities such as
ollow-up calls, letters, and literature
ulllment, based on sales and
marketing processes you dene.
Sales proessionals can send
personalised communications to
individual customers or groups o
prospects using customised HTML
email templates. They can also track
competitors and access the Sales
Library or product specications,
FAQs, or marketing materials.
Advanced Outlook Integration enables
you to share contacts, send emails,
and manage calendars using Microsot
Outlook rom within Sage SalesLogix,
and record the activity to the Sage
SalesLogix account history.
InsightorInormedBusiness
Decisions
Sage SalesLogix provides you with
the insight to make inormed business
decisions, and the management tools
to implement them:
n Accurately analyse the revenue
potential and probability o close in
your sales pipeline.
n Segment your sales opportunities
by account manager, region, or
status.
n Use integrated Crystal Reports
to gauge individual or team
eectiveness and guide territory
realignment or redistribution o your
marketing spend.
n Receive automatic alerts on
pending sales opportunities based
on business conditions you dene.
AdvancedFlexibilitytoMatchthe
WayYouWork
Easily manage team and territory
assignments user proles, workfow,
security controls, and administration
roles. Then, as your company grows
and your business requirements
change, Sage SalesLogix provides the
fexibility and scalability to grow and
change with you.
Many customisations can be
accomplished using a codeless,
wizard and template-based approach.
For more advanced customisations
standard development tools are
available.
View perormance metrics, diagnose key issues, and identiy opportunities rom a single location with Sage
SalesLogix Dashboards.
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Sage SalesLogix Sales key eatures
AccountandContactManagement
Track all customer interactions and add les, notes, orliterature requests
Assign ownership, establish account hierarchies, and
track lead sources
OpportunityManagement
Track probability o close, products, lead source, status,
and competitors
Generate sales proposals automatically refecting native
customer currency
AdvancedOutlookIntegration
Manage contacts, email, and calendars using Microsot
Outlook within Sage SalesLogix
Send email and attachments using Outlook and record
to Sage SalesLogix history
SalesProcessAutomation
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
ForecastingandReporting
Analyse sales campaigns, pipeline eciency, revenue by
lead source, and more
Segment opportunities by account manager, region, or
probability o close
CalendarandActivityManagement
Manage schedules and track phone calls, to-do items,events, and literature requests
LookupsandGroups
Deliver targeted marketing messages or sales oers to
select customer segments
CustomerCommunications/MailMerge
Create custom HTML email templates, then personalise
and send using Mail Merge. Sage SalesLogix also
integrates with Sage E-Marketing or ull email campaign
management
Archive letters, emails, axes, or proposals within
customer account records
CompetitorTracking
Record competitor product inormation as well as
strengths and weaknesses
Track sales team members, sales strategies, and
reasons or win / loss
LiteratureFulllment
Select cover letter, item, priority, send date, quantity, and
shipping options
ReerenceLibrary
Store product inormation, marketing collateral, manuals,
pricing, and presentations
Attach and send les rom the Library in emails to
customers and prospects
Sage SalesLogix running in a standard Web browser. Sage SalesLogix provides
you with the reedom o choice to select the access methods (Windows, Web and/
or mobile) best suited or each o your teams. All without sacrifcing unctionality,
usability, or robust customisation capabilities.
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How Sage SalesLogix benets Marketing users
IdentiyProtableCustomer
Segments
Select the criteria o your ideal
target prospect, then segment
your customer and prospect lists
into unique groups. With Sage
SalesLogix Marketing, you can nd
the most responsive audience or
your campaigns and increase your
revenues.
BuildandLaunchMulti-Channel
Campaigns
Dene campaign stages, targeting
your prospects through multiple
media. For example, execute email
marketing activities with Sage
E-Marketing, an optional integrated
marketing services provider. Email
response data is automatically
transerred to Sage SalesLogix. Also,
import leads rom all other campaign
activities, and qualiy them based on
your chosen criteria.
ManageCampaignsEnd-to-End
Manage and track every componento your campaigns rom within the
Sage SalesLogix Marketing campaign
dashboard. View campaign stages,
tasks, objectives, calls-to-action, and
budgets. You can also view response
rates and orecasted vs. actual sales
results in real time or each campaign
rom within a single view.
MeasureROIandReport
CampaignMetrics
Sage SalesLogix not only tracks
response rates and ties revenue to
specic campaigns, but also enables
you to analyse marketing campaigns
by lead source, region, media type,
and products sold, using fexible,
built-in reports.
In addition, a record o every
campaign communication is linked
to the account history, so employeesrom Sales and Marketing to Customer
Support and Accounting share a
complete view o all account activity.
With Sage SalesLogix Marketing, youll
have every detail o your campaigns
at your ngertips and the insight you
need to increase the eectiveness
o your marketing eorts and deliver
sales results.
Evaluate the eectiveness o your marketing campaigns by analysing sales potential associated with
each lead source.
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Sage SalesLogix Marketing key eatures
CampaignManagement
Design, execute, and track all campaign activities inone location
Re-use past successul campaign proles
Launch custom contact processes to automate
workfow or sales reps
Retain successul data or uture campaigns
Segmentation&Groups
Deliver targeted marketing messages or sales oers to
select customer segments
Enable sales reps to quickly create groups or
personalised sales campaigns
Segment customer and prospect lists using user-riendly
ltering tools
LeadManagement
Import leads rom web orms, tradeshows, seminars,
or purchased lists
Manually create leads rom cold calls or reerrals
Track leads at every stage, rom lead through closed sale
WebLeadCapture
Capture prospect inormation via a company website
and import lead data
Launch marketing processes to schedule letters, calls or
literature requests
Gather valuable demographic data or use in
segmentation and oer development
LeadQualication
Create qualication checklists using criteria you dene
Click to convert qualied leads to new sales
opportunities
Merge duplicate leads with existing contacts and
accounts
WorkfowAutomation
Streamline marketing and sales campaigns by
automating standard tasks
Automatically archive letters, emails, axes or proposals
within customer account records
EmailMarketing
Execute email campaigns using Mail Merge orintegrate with Sage E-Marketing or ull email campaign
management
Upload target lists directly into Sage E-Marketing
Pre-populate Sage E-Marketing with your company
templates and content
Transer Sage E-Marketing response data automatically
into Sage SalesLogix
CampaignResponseTracking
View response data real-time to analyse the impact o
campaigns in progress
Assess campaign metrics such as response ratio and
associated sales revenue
CampaignTaskManagement
Coordinate and track the stages and tasks critical to
executing eective campaigns
Schedule task owners, assign dates, due dates and
budget or each task
Budget&RevenueTracking
Gain critical visibility into campaign budgets and direct
revenue impact
View revenue real-time as opportunities linked to
campaigns are updated
Track orecasted vs. actual budgets, including metrics
such as cost per lead
Being able to gather and analyse statistical
data regarding various marketing campaigns
enables us to clearly identiy what works and
what doesnt, and infuences uture planning.
Now, were able to measure the success o
marketing activities, including exhibitions,email marketing and direct mail.
DavidBarryFielder,
FinanceDirector,DowlisCorporateSolutions
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How Sage SalesLogix benets Service users
TrackandResolveCustomer
Questions,IssuesandRequests
Sage SalesLogix Customer Service
provides the advanced issue tracking
and resolution tools you need to
quickly resolve customer questions,
issues and requests, and deliver a high
quality customer experience. Each
service ticket created contains detailed
inormation including a unique ticket
ID number, contact ino, type, status,
urgency, assignment, date required,
and service contract details.
From within a ticket, employees can
search or solutions or schedule
activities such as phone calls,
meetings, or to-dos to ollow up on
open issues.
FindCriticalInormationand
ResourcesQuickly
SpeedSearch, the powerul knowledge
base search engine in Sage
SalesLogix, helps service proessionals
quickly locate resolutions to customer
issues. Service reps can search
prior tickets, attachments, standard
problems and resolutions, procedures,
activities, and notes, as well as
reerence materials such as online
manuals, FAQs, and white papers.
ManageorMaximumProductivity
Managers can view call turn-around
time, rst-call resolution percentage,
issue totals by category, escalation
history, unresolved issues, and a
weekly recap. Sage SalesLogix
automatically tracks time spent
resolving individual issues, based on
when users punch-in and punch-
out o individual tickets.
HelpCustomersHelpThemselves
Sage SalesLogix helps reduce costswhile empowering customers to nd
the answers they need, online and
at their convenience. With the Sage
SalesLogix Web Customer Portal,
customers can view, add or edit
tickets, and submit comments or
attachments.
IntegrationoraComplete
CustomerView
Sage SalesLogix integrates with
leading back-oce applications.
Through this, service reps can access
key customer inormation such as
credit status, balance, and terms, as
well as reerence prior orders, invoices,
payments, and shipping ino.
Create service tickets quickly, and automatically assign them to the appropriate resource based on area and
level o expertise.
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Sage SalesLogix Service key eatures
TicketManagement
Track ticket ID, contact ino, type, status, urgency,assignment, and date needed
Re-use past successul campaign proles
Schedule phone calls, meetings, or to-dos to ollow up
on open issues
Send emails with attachments and record
correspondences to activity history
ServiceContractManagement
Track contract details such as service level, price, andtime or paid-up balance remainin
Validate authorisations or specic services and log
issues against a contract
SpeedSearch/KnowledgeBase
Perorm an advanced keyword search o any Sage
SalesLogix table or shared network directory
Reerence prior tickets, attachments, standard problems
and resolutions, activities, and notes /history
Search reerence materials such as online manuals,
FAQs, or white papers
ActivitiesandCommunication
Schedule and track phone calls, meetings, to-dos,
events, and literature request
Send email and attachments using Microsot Outlook
and record to customer activity history
Reporting
Measure call turn-around time, rst-call resolutionpercentage, and more
View issue totals by category, escalation history,
unresolved issues, and a weekly recap
NoticationandAlerts
Monitor data proactively and receive alerts when service
conditions are triggered
Notiy service managers o overdue tickets or escalated
issues requiring attention
Alert customer service and support sta o expiring
service contracts
WebCustomerPortal
Empower customers to view, add, or edit tickets, and
submit comments or attachments
Enable customers to search the same knowledge base
that service reps use
Back-OceIntegration
View accounting data such as credit status, activity,
Accounts Receivable balance, ageing, and terms
Access current product inormation, inventory, pricing,
and discounts
Reerence orders, invoices, payments, and shipping
inormation within customer records
Search multiple resources and locate inormation throughout the system quickly
and efciently with SpeedSearch.
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How Sage SalesLogix benets Support users
StreamlineSupportCentre
Activities
Sage SalesLogix Support provides
advanced issue tracking and
resolution tools, enabling you to
exceed customer expectations and
internal perormance goals.
KeepCriticalKnowledgeat
YourFingertips
The powerul SpeedSearch knowledge
base in Sage SalesLogix helps support
proessionals quickly locate resolutions
to customer issues.
HelpCustomersHelpThemselves
Reduce costs by empoweringcustomers to nd the answers they
need online, and at their convenience.
The Sage SalesLogix Web Customer
Portal puts the same intelligence used
by your support team on your Web
site, along with a powerul search
engine that simplies the sel-service
experience. With Sage SalesLogix
Support, customers and employees
around the world can also create and
track support tickets online, anytime.
ShareInormationwithSales
andMarketing
A record o every support interaction
is stored within each customers
account history in Sage SalesLogix,
so employees across the organisation
can share a complete view o all
account activity.
Analyze the eectiveness o support centre activities and report on key metrics such as call response times and deect history.
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Sage SalesLogix Support key eatures
AccountandContactManagement
Access detailed inormation about the customers yourdepartment supports
View ticket assignments, priority weightings, and
notication requests
Link attachments and comments to records or historical
reerence
TicketManagement
Automatically assign tickets to the appropriate resource,
based on area o expertise
Record the status, urgency and nature o the issues, and
track time-to-resolution
Store and review comments, attachments, and an
activity history
Solve issues then archive resolutions in the knowledge
base or uture reerence
SupportContractManagement
Track contract details including ID number, type, service
level, amount, and end date
Manage multiple contract typesper incident, time
period, or cost amount
Punch-in and Punch Out to track time spent on
individual support issues
SpeedSearch/KnowledgeBase
Perorm an advanced keyword search o any Sage
SalesLogix table or shared network directory
Reerence prior tickets, attachments, standard problems
and resolutions, activities, and notes /history
Search reerence materials such as online manuals,
FAQs, or white papers
Scan search results eciently with advanced ltering,
scoring, sorting, and preview capabilities
DeectTracking
Track deect details including ID number, type, severity,priority, status, and description
View associated tickets, Return Material Authorisations
(RMA)s, attachments, and product inormation
ReturnMaterialAuthorisations(RMA)
Ensure product returns are processed eciently and
accurately
Record deects, shipping instructions, serial numbers,
attachments, and comments
StandardProblemsandResolutions
Access solutions to requently recurring issues quickly
and eciently
Automatically populate resolutions into tickets ater
perorming a lookup
Procedures
Document common processes used in solving customer
problems
Assign a title and subject, create date, and condence
level or each procedure
ProductTracking
Associate products with accounts, tickets, deects,
contracts, or RMAs
View inormation on product codes, names, vendors,
and pricing
SalesandSupportIntegration
Arm sales reps with a history o their customers support
issues and details
View the status, urgency, issue, ticket ID, and dates or
open and closed tickets
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How Sage SalesLogix benets Mobile users
SageSalesLogixisanIntegrated
CustomerRelationship
Management(CRM)suitethatincludesSales,Marketing,
CustomerServiceandSupport
automationservices.Sage
SalesLogixMobileextendsCRM
capabilitiestomobiledevices,
deliveringrichunctionality
andthereal-timeconvenience
owireless.SalesLogixMobile
providesarobustmobileplatorm
orinstantaccesstocritical
customerinormation.
Sage SalesLogix Mobile allows you
to view, edit and add contact and
account details, take notes, schedulemeetings, complete activities, update
opportunities and review ticket
inormation, all rom a handheld
device. You can quickly access key
customer inormation using quick
lookups or ltered searches. Sage
SalesLogix Mobile allows ull account,
contact, opportunity and ticket
management rom the handheld
device so employees always have
access to the most up-to-date
customer inormation, whether in the
oce or on the road.
Full-FeaturedCRM
n
Create and manage contact andaccount inormation with related
notes and history
n Manage activities with a visual
drag-and-drop calendar
n Add, update and manage
opportunities and products
n View related customer call tickets
n Perorm lookups and create
dynamic groups on Pocket PC and
SmartPhone devices
n Use the same customisations
deployed elsewhere in the
organisation
Sage SalesLogix is organised and easy to use, putting the inormation and resources you need to close sales at
your fngertips. This includes mobile access through both BlackBerry and Windows Mobile devices.
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5Customisation and Development Environment
SageSalesLogixoersa
developmentenvironmentthat
givesyoupowerulcustomisationcapabilitiesacrossdesktop,
Webandmobiledevices.By
enablingyourcompanyandits
individualuserstoadaptthe
systemtomirroryourunique
customeracquisition,retention,
anddevelopmentprocesses,Sage
SalesLogixcontinuesitsmarket
leadershipinprovidingthehighest
useradoptionratings.
n One development environment or
Web and mobile customisations
Web and mobile customisationsare developed and managed
within the same development
environmentincluding
standardised project tree views,
code editors, and output and
properties windows. This
integrated environment reduces
the complexity o developing
customisations or Web and mobile
solutions.
n Quickly create customisations
with codeless capabilities Sage
SalesLogix has been designed
specically to accomplish
most customisations using a
codeless, wizard and template-
based approach, enabling quick
creation o customisations
without requiring extensive Web
and programming knowledge.
Advanced customisations can still
be accomplished using standarddevelopment tools such as Visual
Studio.NET or the included
code editor.
n Web services-based or greater
extensibility and integration Easily
integrate with other applications
in your environment or extend
your Sage SalesLogix unctionality
through Web services.
n Bundling and sharing
customisations eliminates
redundancy Once a
customisation is created, it can
easily be bundled and shared
across client solutions. As a
result, your organisation can slash
development time by re-using
customisations.
n Rapidly customise with little IT
involvement Business analysts
can use codeless tools to quickly
deliver common customisations,
enabling a much aster turnaround
in addressing sales teamrequirements or new unctionality.
n One-click deployments reduce
administration costs Sage
SalesLogix can be instantly
deployed to one or many servers
with a single click. Deployments
can be easily planned and
managed or staged roll-outs.
n Reusable code speeds
development time The
application model in Sage
SalesLogix separates the business
logic layer rom the User Interace
(UI) layer. This modular nature
enables the re-use o previously
developed components or aster
customisations.
Sage SalesLogix v7.2 delivers a single development environment or Web and Mobile, including codeless
customisation tools or rapid development and deployment o a solution tailored to your business.
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SalesLogix has become a driving orce in our business. Its
enabled us to create a valuable picture o our clients buying
history and preerences and thereore, deliver an improved
service and generate greater revenue.
DrPeterLClarke,ManagingDirector,LibraPharmLtd
About Sage
HeadquarteredinDubai,UAEwith
ocesinRiyadhandBahrain,
SageSotwareMiddleEastFZ-llcisasubsidiaryoTheSage
Groupplc,aleadingsuppliero
ERP,CRM&HRMSsotwareand
servicesto5.4millioncustomers
worldwide.
From medium sized companies to
larger organizations, Sage makes it
easier or companies to manage theirbusiness processes.
Formed in 1981, the Group was
foated on the stock exchange in 1989
and now employs 13,000 people in its
market leading companies worldwide.
Working with its community o
business partners and developers,
Sage is exclusively ocused on
providing Middle East businesses
in all sectors with specic, scalable
sotware and services to help them
manage their nances, their people,
their customers, their suppliers, their
core operations and to plan their uture
business success.
In the Middle East, Sage has over 35
skilled partners and provides sotware
and services to 1,500 medium andlarge businesses.
These products range rom ERP,
CRM, HRMS, Payroll to Business
Intelligence and Forecasting.
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FormoreinormationcontactyourSageBusinessPartner:
Sage Sotware Middle East FZ-llc,Oces 315-316, Building 12,Dubai Internet City, UAE
Tel +9714 3900180Fax +9714 3908506Email [email protected]
OrcontacttheSageSotwareMiddleEastTeamto
discusshowSageSalesLogixmighthelpyourcompany.
Call+40080
Errors and Omissions Excepted. Microsot and its product
names are trademarks o Microsot Corporation in the USA
and its aliates in other countries. BlackBerry is a trademark
o Research In Motion Limited. All other proprietary marks are
owned by their respective owners, whose interest and rights
we acknowledge.