SalesLogix Marketing

In efforts to sell more, get new leads and contacts, or get your company’s name out there and build a successful reputation, there need to be some sort of marketing efforts on your part. To make your life easier, Sage SalesLogix provides you with various features essential for successful marketing. As an example, you can execute multi-channel campaigns, such as mass fax or e-mail marketing, targeting your prospects and customers through the most effective message and delivery method. The leads that are generated by these campaigns are tracked within Sage SalesLogix and qualified based on your criteria.

A thorough look at key features and marketing benefits of Sage SalesLogix Marketing further showcases a wide variety of essentials your business can’t progress without:

1. Campaign Management
   In Sage SalesLogix, users are able to design, execute, and track activities pertaining to campaigns in a single location or re-use the tested and true successful campaign profiles. To automate workflow for sales reps, users can launch custom contact processes and deactivate old campaigns while still keeping the data for future reference. A record of every campaign communication is linked to the account history, so employees from Sales and Marketing to Customer Support and Accounting share a complete view of all account activity.
   
   
2. Segmentation and Groups
   Not all of your contacts or leads need the same marketing message, that’s why Sage SalesLogix marketing allows you to deliver targeted marketing messages and sales offers to specific, selected contacts. Sales reps can quickly create groups to initialize personalized sales campaigns and segment customer or prospect lists using user-friendly filtering tools. For additional analysis data can be exported to Excel.
   
   
3. Lead Management
   This handy feature allows you to import leads from all web forms, tradeshows, seminars, purchased lists or create them from cold calls and referrals. Once entered into Sage SalesLogix, leads can be tracked at every stage of your sales cycle all the way to the closed sale.
   
   
4. Web Lead Capture
   Prospect information from a company’s website can be captured and imported into Sage SalesLogix, where a user is able to launch marketing processes, scheduling letters, calls, and literature requests. The user can then proceed to gather demographic data for segmentation purposes and offer development.
   
   
5. Lead Qualification
   Sage SalesLogix offers you an opportunity to qualify leads using your own criteria, such as presence of an adequate budget, timeframe, business need, and presence of capable decision makers. These qualifiers can come in the form of checklists and can also be applied to different products and services. Converting qualified leads into sales opportunities and merging duplicate leads with existing contacts and accounts is merely a click away.
   
   
6. Workflow Automation
   Users can streamline marketing and sales campaigns by automating standard tasks. For example a user can automatically archive letters, emails, faxes or proposals within customer account records. Furthermore it is possible to assign custom processes to campaign target groups, meanwhile adding decision points and conditional requirements before events are triggered.
   
   
7. Email Marketing
   Email campaigns can be executed in one of two ways: either using Mail Merge or EmPulse. Target lists can be directly uploaded into EmPulse or pre-populated with your company’s templates and content and then response data can be automatically transferred into SalesLogix.
   
   
8. Campaign Response Tracking
   Once you’ve managed to get your campaign going, Sage SalesLogix marketing features enable you to view response data in real-time and analyze the impact your campaigns have made or are making in progress. Exactly what you are analyzing partially consists of assessing campaign metrics such as the response ratio and its associated sales revenue. Campaign information and responses can be viewed or added from within account or contact records and information captured at the individual opportunity levels rolls into management view.
   
   
9. Campaign Task Management
   With your campaign in full progress you can coordinate and track the stages and tasks critical to executing an effective campaign. This means you can view all tasks or drill down on specific stages and tasks for more detailed information, schedule task owners, assign dates, due dates and budget for tasks, as well as manage it along with the workflow for employees and external vendors.
   
   
10. Budget and Revenue Tracking
    Sage SalesLogix helps to gain critical visibility into campaign budgets and direct revenue impact, assess potential revenue for campaigns launched against target groups, view revenue in real-time as opportunities linked to campaigns become updated and track forecasted and actual budgets including cost metrics (costs per lead).
    
    
11. Campaign Reporting
    This SalesLogix feature provides you with thorough analysis of the effectiveness of your marketing efforts in terms of ROI, such that you can increase efficiency with subsequent campaigns. By examining campaign data responses, associated revenue tied to specific campaigns, product detail (such as how many were sold), potential and actual returns for each lead source, region or media type or by simply viewing the data in flexible, built-in Crystal reports, you can adjust your marketing strategy accordingly to achieve critical marketing intelligence, such as high return on investment (ROI), for your marketing campaigns.
    
    
12. Campaign End-to-End Management
    Define campaign stages, targeting your prospects through multiple mediums, then manage and track every component of your campaigns from within the Sage SalesLogix Marketing campaign dashboard. Here you can view campaign stages, tasks, objectives, calls-to-action, budgets, response rates and forecasted vs. actual sales results in real time for each campaign from within a single view.
    
    
13. Marketing Resource Library
    Sage SalesLogix marketing maintains a central repository for your marketing information, materials and tools, storage includes but is not limited to product information, sales collateral, manuals, pricing, and presentations. Such files from the Library can later be attached and sent in emails to customers or prospects.
    
    
14. Windows and Web Access
    With Sage SalesLogix a user is able to access or update campaign-related information on the Internet, select the campaigns responsible for generating opportunities, check on historical campaign inclusion and results in account records and activate the “Do Not Solicit” feature to exclude accounts from future campaigns.

Have you decided on which marketing method to put the majority of your efforts? Have you considered using email marketing? The secret as to why email marketing works so well lies in the surveys that help to uncover what clients and prospects really want and need and provide you with feedback on what is working in your marketing strategy and what could use a little improvement. A component of Sage SalesLogix, known as EmPulse, helps you to develop and professionally customize these surveys or if preferred to choose one from a large template library. When sending surveys or any other documents your contact’s name and information can also be personalized for a one-on-one marketing feel. With SalesLogix marketing tools, feedback comes in the form of real-time reports, providing you with an option to perform a comprehensive analysis via data export to programs such as Excel.

What is EmPulse?

Generally EmPulse constitutes a web email marketing system integrated with Sage SalesLogix. Besides the already mentioned help with surveys, EmPulse sends emails to contacts or Leads in your SalesLogix, monitors effectiveness of campaigns, checks and eliminates duplicate emails, manages unsubscribe requests and bounced back messages. With permission-based marketing, this SalesLogix marketing system uses only best practices in compliance with Anti-Spam laws.

Sage SalesLogix for marketing is an effective way to build lasting and profitable customer relationships by building and executing effective, timely marketing campaigns across all of your sales channels, maximizing your overall marketing performance, identifying profitable customer segments, measuring ROI, report campaign metrics and more. With Sage SalesLogix Marketing, you’ll have every detail of your campaigns at your fingertips and the insight you need to increase the effectiveness of your marketing efforts and deliver sales results.