Sage SalesLogix contains key features to help you perform a variety of critical tasks in all the stages of your sales cycle:
Contact, Account, and Opportunity Views The views in SalesLogix contain in-depth, integrated information about your contacts, accounts, and opportunities. Advanced Sales users can install views which enhance sales management. If your company is also using SalesLogix Support, you can access key customer support information for accounts such as support tickets and support contact details.
Campaign Management With Sage SalesLogix, marketing departments can implement and track marketing campaigns and campaign tasking. In addition, the sales force and customer support representatives can track responses to campaigns that lead to new contacts and new opportunities.
Calendar and Activities You can view both open and completed activities and events using the Calendar. Use the Activities view to manage your daily sales activities such as scheduling phone calls, meetings and events.
Intellisync for SalesLogix Sage SalesLogix includes the Intellisync for SalesLogix feature. This feature allows you to share your activities and contacts with Microsoft Outlook or Lotus Notes users. You configure the sync preferences and easily share information with non-SalesLogix users.
Advanced Outlook Integration SalesLogix users can access this feature, once it is enabled by your system administrator, to use Outlook’s more advanced calendar system when sending e-mail, scheduling activities, and managing contacts.
Lookups Sage SalesLogix Lookup feature enables you to use the various lookup methods, from simple to more complex searches involving multiple fields in the database, to search for records to build groups and create custom reports.
Groups Create groups based on common criteria to collect and manage your contacts, accounts, and opportunities. Use the groups for reporting purposes, mail merges, campaign management and more.
Notes/History Tab The Notes/History tab gives users the option to filter history records, view the notes associated with each history item, and create a history report of the history items. In addition, if you are using Microsoft Outlook as your e-mail system, you can e-mail a history record.
Communication Tools Use templates, mail merge, e-mail, and fax tools to prepare correspondence and stay in touch with contacts and associates.
Processes These are automated procedures you design and schedule to perform repetitive tasks, tasks in a series, and follow up with customers. As an example, use the SalesLogix Processes feature to automate the qualification of leads after a trade show.
Reports Run reports to view and analyze sales, marketing campaigns, and forecasting information about contacts, accounts, and opportunities. Use SalesLogix’ custom filters to limit information on the report.
Literature Requests Schedule literature requests to have marketing materials or other documents sent to one or more contacts.
Library As a central repository for company information, this SalesLogix feature automates distribution of items such as product information, sales literature, and presentations to onsite and remote users. Store your company policies and procedures in the SalesLogix Library for easy access by new employees.
Navigation and History Icons Quickly access a contact, account, or opportunity you viewed during the current SalesLogix session by using the Previous, Next, or Item History icons located on the SalesLogix toolbar.
Onsite and Remote Access You have the ability to access SalesLogix in your office or from a remote location using the Sales Network, Web, Remote Client, Wireless Palm Powered Handhelds, Windows Mobile, Pocket PC, Blackberry, Citrix platform or Web Phones. Sage SalesLogix has the tools to keep you synchronized with the main database.
Import data into SalesLogix Use Scribe Migrate or the Import Wizard with the Sales Network Client to import databases such as ACT!, GoldMine, dBase, and delimited text files into your SalesLogix database.
Security SalesLogix provides field level security and the ability to own accounts at an individual or team level and controls your access to features.