SalesLogix Benefits Implementation and Consulting

SalesLogix

SalesLogix means sales!
This saves you time and increases sales and profits.

Key Benefits

The SalesLogix Sales Information System is a client-server software system, which helps sales managers, and salespeople manage customer and sales information more effectively.

Ease of Use

Navigation bar provides easy access.  The user interface was developed by the creators of ACT!, the easiest to use contact manger. Sales People actually like to use it!

Ease of Getting Started  Save Time and Money - Works ...out of the box so you get a great return on investment ( ROI).  Start simple and roll out customizations and features as users are ready.

Account & Contact Management

Companies are tracked separate from people. Manage unlimited contacts with notes, activities and history. Track custom information for accounts and contacts.  Create and save custom views.  Assign accounts to sales reps or sales teams. Auto-launch any web page from within SalesLogix.

Lead Tracking & Opportunity Management

Track your leads! Manage a pipeline of opportunities from lead to close. Automatically roll up forecast information. Create multiple sales cycles with stages and track progress.  Track lead sources for contacts and opportunities. Incorporate your sales methodologies and best practices using automated sales processes.

Word Processing, Fax and E-mail

Use the included word processor or Microsoft Word to create letters, mail merges, labels, etc. Customize your own templates.  Use your existing e-mail system or fax software to communicate electronically with your prospects and customers.

Calendars & Scheduling

View in a list format or on a graphical Day, Week, Month, or Year View. Quickly schedule activities like calls, meetings, to-dos without typing.  Drag and drop activities to quickly reschedule. Schedule pop-up alarms. Confirm or reject appointments others set for you.

Mobile Sales Tools

Local or Remote users are supported. Access key sales information such as price lists and presentations, in the Sales Library. Submit literature orders for fulfillment at the home office.  Get hot leads and account updates with remote data synchronization.

Reporting

View built-in and custom reports including forecasts, account status, activity, address books, labels and more. Build detailed reports with groups, sub-groups, arithmetic and custom graphing. Generate and distribute reports automatically.

Client Server Approach

Client Server Approach gives you scaleable implementation. Get started with the built-in SQL Client/Server database (Borland Interbase). Connect to other industry standard databases - Microsoft SQL Server and Oracle. Import ACT! or GoldMine data including notes, histories, attachments, activities and more.  Import ASCII delimited and dBase data.

Customization & Control

Create custom database screens with data validation, pick lists, and custom controls. Secure customization from user modification. Distribute updates automatically to remote users.  Microsoft Visual Basic compatible scripting included.

Synchronization & Security

Ensure data consistency in all databases across your organization. Leverage standard connections such as VPN. Synchronize only the needed info with field-level data updates. Users see and/or edit only what they are supposed to!

Administration

Control all user, system and maintenance configuration from a single administrator console. Realign territories by reassigning, splitting or merging databases. Updates and new features can also be synched out to remote users.

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