As certified Sage SalesLogix partner, QISYS has vast experience helping companies customize SalesLogix directly to their needs and resolving any issues regarding SalesLogix customization. Our clients come from diverse industries including but not limited to healthcare, manufacturing, wholesale, banking, retail, distribution, financial, insurance, mutual funds, automotive, information management and many others. QISYS has over 20 years of experience in implementing and customizing CRM, including Sage SalesLogix, for different companies and different situations, as well as resourceful business hindsight and a drive to succeed in ideal implementation and customization for your company, and provide benefit to each end user. QISYS SalesLogix will provide you with both simple and feature-rich solutions that allow you to use SalesLogix with ease every day. We will also equip you with the right solutions and answers to questions you may not yet realize you require.
What makes QISYS SalesLogix different?
We listen and understand your pains, gains, time and budget constraints, we take the time to build a relationship, look at your existing system and focus on how you want the SalesLogix system to work for you, so you can focus on your business rather than realigning to the software structure.
SalesLogix is highly customizable giving your company a streamlined development network that quickly brings design concepts into production reality, further enhancing functionality with increased user efficiency and end-user adoption. But, don’t get caught up in the stereotypical CRM nightmare of having to spend large amounts of money first on SalesLogix and then on inadequate “one size fits all” customizations many providers easily preach. There is no “one size fits all”, which is why QISYS customizes SalesLogix for you.
Your employees have a diverse range of computer and technical skills that classroom training in understanding and using new customizations would be difficult. For these reasons, SalesLogix customization calls for a Design Audit to make sure everyone in your company will be satisfied and able to use the software comfortably and easily. QISYS’s SalesLogix customization, end-user focus and individualized training allows the end-users to automate their routine tasks with ease and flexibility acquired from new customizations, while only needing to learn the basics such as developing itineraries, entering sales calls and various features that would help them the most with their job. Such SalesLogix workflow customizations can be adapted on a user-by-user basis to the way each user wants to work, whether it is redefining steps in a sales process, getting a snapshot of the opportunity pipeline, or reporting key account status to management with a single click.
QISYS quickly builds SalesLogix custom screens that automatically roll out to the remote salespeople; modifies the out-of-the-box screens easily to suit your unique business needs; customizes for data validation, pick lists and custom controls; automates sales methodologies and best practices; and d istributes updates automatically to remote users or creates custom menus, tool and navigation bars.
Key areas for SalesLogix Customization:
- Extending Accounts, Contacts, Opportunities, Leads, Tickets and more - to track business information that matters
- Application Integration (i.e. working interactively with a line of business applications, fax solutions and more)
- Information Integration (i.e. working interactively with databases, datamarts and data warehouses)
- Advanced Data Security (i.e. applying business-specific security rules for what information is available to different users)
- Auditing and Tracking (i.e. log user information in a specific way)
- Business-Specific workflow to guide users with business processes
- Information management to make sure what is in your database is aligned with your business needs and strategy (i.e. up-to-date customer information, proper organization, and more)
QISYS SalesLogix customization extends functionality beyond accounts, contacts, opportunities, and tickets, allowing SalesLogix to become a true chameleon, customizable to your unique environment. For example, in addition to extensive user-based screen customization, new accounts can be inserted with multiple contacts from a single view, and checked for duplicates. Access to contact groups can be shared between users, and mail merge used to speed up marketing and sales activities. When it comes to SalesLogix customizations you will never hear us saying that a particular customization necessary for your business needs cannot be done. QISYS SalesLogix technical experts can even support and help with any SalesLogix customization concerns via remote saving you time and trip costs.
Without a Design Audit, project prioritization and phasing, and especially without knowledgeable staff there is always a risk of problems arising with implementation of SalesLogix or customizing extra features that you may not need. But as with any process, without investing the time into planning out the right customization and without your input, it is less likely you will be completely satisfied with the final result. Not only does poor planning waste valuable resources, but it also causes instability and usability issues in your SalesLogix software, unending bug fixes, design changes, loss of sales, finicky client data, lack of security and missed opportunities.
On the other hand, properly customized SalesLogix assists both your inside and outside salespeople in collaborating to create large, shared databases of customer knowledge, and to organize, follow-up and build new business with better systematic marketing functionality. Knowing how to properly use and maximize utilization of your SalesLogix software will not only save you time and money, it will also reduce mistakes, provide valuable insight for proper decision-making, and give you greater flexibility and control over your company's operations.
Although we’re not mind readers, nor do we offer pink marketing or the “everything is perfect” motif, we genuinely believe our business expertise and our realistic, creative approach would not only allow us to customize SalesLogix to your needs after thoroughly understanding your vision, but also to resolve any arising problems along the way. Unlike other providers that abandon you to sort out the bugs once customizations have been implemented, our savvy technical team will assist you and follow through to fine-tune and implement all your suggestions once your team actually tries out the customizations. At QISYS SalesLogix, we’re with you for the long haul!
SalesLogix Customization FAQ