Communication is the cornerstone of sales, so it shouldn’t come as a surprise that communication, or information sharing between databases and other software systems, is the cornerstone of superior prospect and customer management systems. For this reason, developing series of integrated systems, such as those integrating with SalesLogix, is one of the best strategies your company can use to realize your IT investment potential and develop stronger customer relationships. QI SalesLogix Professional CRM consultants are very experienced in SalesLogix integration, helping you bridge boundaries between disparate information systems and integrate SalesLogix with a variety of ERP, accounting and web applications. You will benefit from information critical for communication with your prospects and customers. In addition, QISYS SalesLogix can integrate your Sage SalesLogix software with leading products via the Sage Application Integration Server (AIS) - a new solution based on leading edge integration technology.
Among some of the systems QISYS integrates SalesLogix with are MAS 90/200 accounting system, Peachtree, ACCPAC accounting package, JD Edwards, DCScore, AMISYS and any system from which information can be exported to a text or Excel file that you want to transfer from your current system to SalesLogix. QISYS integrates any version of SalesLogix, via 2 way, 1 way or real time integration. SalesLogix has many different ways of communicating with various systems via corporate email, lead systems and databases. From out-of the-box functionality, available enterprise tools, web service toolkits to direct database programmability, there are many ways for your existing systems, or future systems, to integrate with SalesLogix. You decide how often and with what conflict rules.
Key areas for SalesLogix Integration QI SalesLogix Professional Services can help you with:
- Corporate email systems (e.g. Microsoft Exchange, Lotus Notes)
- Corporate fax solutions (e.g. FaxRush, Rightfax, online fax services)
- Marketing systems and services (e.g. Internet leads, EmPulse services)
- Enterprise Resource Planning (ERP) systems (e.g. SAP, JD Edwards)
- Back-Office Accounting systems (e.g. MAS 90/200, Accpac)
- Proprietary line-of-business applications
- Corporate Datamarts, Data Warehouses and other Databases
SalesLogix integration is advantageous in terms of making your CRM system simple to use, becoming especially important once you start adding third party solutions into your CRM system. Keeping data inside your CRM provides you not only with independence from synching with an online service that stores your database online, but also eliminates the confusion multiple databases can create. No wonder dashboards, equipped with different views of reports directly inside your CRM, are a great SalesLogix tool! Furthermore, SalesLogix integration eliminates double entries of customer details, provides key financial information, immediate credit status reports, and generates orders, quotes and transactions all in a single CRM system.
What you can expect once your SalesLogix has been integrated by QISYS SalesLogix:
- Flexibility in managing accounts
- Established relationships between data entities in separate systems via smart links that can be shared once synchronized
- Automatic synchronization of new customer and supplier accounts in SalesLogix to back-office applications
- Greatly improved response rate to customer requests by workgroup and remote users
- Robust front-office and back-office integration
- Offline access to back-office data, such as account information, sales quotes and orders for remote users without the need to deploy an accounting module on the SalesLogix client
- Automatic transfer to the SalesLogix database and back-office accounting system once synchronized
- Secure visibility of back-office data, such as open sales orders, invoice history and credit status which can be viewed directly in SalesLogix in real time
- Scalability for high transaction volumes and multiple applications
- Ease of use with full integration of SalesLogix with Outlook and other capabilities for unified calendar and email features
- The SalesLogix integration module customized to accommodate specific end user integration requirements and work with existing business partner add-ons.
- Customized solutions fit for your budget, incomparable technical support and maintenance, substantial time savings, increased organization with everything you need in one place on a few logical screens with systems to help you solve and service clients better
Before jumping on the SalesLogix integration bandwagon, consider what the integration will impact, what needs to be ready before you begin, what and where should the resources be allocated, what complexity to expect and the benefits of integrating versus leaving your system as is. To make these decisions easier for you, contact QI SalesLogix Professional Services for advice or help with your SalesLogix integration.
SalesLogix Integration FAQ
