Account & Contact Management

Access and record detailed information about customer accounts and contacts
Track all customer interactions and add files, notes, and literature requests
Assign ownership, establish account hierarchies, and track lead sources and status
Share information captured at all points of interaction for a complete customer view
Create dynamic groups with the ability to sort, share, and update in real-time

Opportunity Management

Manage all key opportunity data for maximum sales productivity and effectiveness
Track probability of close, products, lead source, status, and competitors
Generate sales proposals automatically reflecting native customer currency
View Opportunity Snapshot and e-mail key summary data to managers with one click

Sales Process Automation

Drive opportunities to a close and improve forecasting using standardized sales processes
Define stages in the sales process and assign objectives, activities, results and close probability
Assign unique processes based on product line, deal size, territory, or lead type
Automate scheduling of follow-up activities such as mailings and phone calls
Add decision points and conditional requirements before events are triggered

Quotes & Orders

Automate customer-facing price quotes and generate sales orders quickly and efficiently
Track quote and order history for each account, so you can up-sell and cross-sell based on customer preferences
Integrate with back-office finance, accounting, and inventory systems so that you can be assured the customer qualifies for the purchase and inventory is available

Calendar & Activity Management

Manage schedules and keep track of activities and events for multiple users
Track phone calls, meetings, to-dos, events, and literature requests
Schedule international activities and display dates and times in users' local regions
Record completed activities automatically within customer records
Prioritize your day with a welcome page that displays your top calendar and activity items for the day

Sales Productivity Tools

Track competition – including their strengths and weaknesses – right from the opportunity
Store proposals, RFI/RFP templates, sales presentations, and other important documents in the library
Respond to customer literature requests quickly with the ability to attach them from the library and send directly from Sage SalesLogix
Find customer and account information quickly with Sage SalesLogix SpeedSearch
Link to customer websites and map to their location directly from within the opportunity

Alerts & Notifications

Stay on track with high profile opportunities so you move the deal forward and bring it to a successful close
Receive alerts via e-mail, phone, or web browser so you never miss an important deadline or milestone
Monitor data proactively and automatically receive alerts when conditions are met
Ensure accounts stay active and opportunities are moved forward with automatic notifications around deadlines or inactivity

Sales Forecasting

Generate accurate sales forecasts at the account, territory, or regional level
Display your forecast graphically on a dashboard, so you have your data displayed in real-time
Produce forecast reports - inclusive of a graphical display – quickly and easily with out-of-the-box functionality
Drill deeper into account and forecast information using Sage SalesLogix Advanced Analytics*
*Additional purchase required

Analytics & Reporting

View opportunity totals and key metrics for quick analysis of sales pipeline
Segment opportunities by account manager, region, or probability of close
Gather critical information via standard or custom reporting
Analyze sales campaigns, pipeline efficiency, revenue by lead source, and more
Evaluate sales team performance and guide strategic improvements
*Additional purchase required

MS Office & Outlook Integration

Manage contacts, e-mails, and calendars the Sage SalesLogix integration with Microsoft Outlook
Share contact information between Outlook and Sage SalesLogix address books
Send e-mails and attachments using Outlook recording to Sage SalesLogix activity history automatically
Check availability and send meeting requests using Outlook within Sage SalesLogix
Export Sage SalesLogix reports to Excel for further analysis
Eliminate double data entry using the integrated Sage SalesLogix and Microsoft applications

Back Office Integration

Interact with back-office applications, including ERP, accounting, HR, and industry-specific solutions
Drag and drop documents from your desktop into Sage SalesLogix
View and share data in real-time such as invoices, pricing information, order information, credit status, payments and returns
Information entered in another system can be viewed instantly from within Sage SalesLogix
Easily integrate with MAS 90, MAS 200, MAS 500, X3 or S1000

Mobility

Access your Sage SalesLogix CRM data on a wide range of popular devices such as the iPhone®, iPad®, Android™ and BlackBerry® **
Work offline, or work online over a network or the Web; alternatively you can rapidly synchronize and work offline
Manage contacts, account history, order tracking, support, and leads – all from your mobile device
View and edit your key information from your mobile device; including notes, activities, and calendar items
*Requires Sage SalesLogix v7.5.3 or higher
**Supports iPhone 3.x and higher, iPad, Android v2.1 and higher, and BlackBerry v6.0 and higher, and HTML5/CSS3-compliant browsers

Segmentation & Groups

Segment customer and prospect lists using advanced query tools
Perform temporary lookups or create groups for repeat access to sets of records
Deliver targeted marketing messages and sales offers to select customer segments
Export group data to Microsoft Excel for additional analysis

Campaign Management

Design, execute, and track all campaign activities in one location
Deliver targeted messages and promotions to select customer segments
Create custom HTML email templates, then personalize and send
Track actual expenses vs. budget and perform cost analysis

Campaign Response Tracking

Track response data in real time to analyze the impact of a campaign in progress
Assess campaign metrics such as response ratio and associated sales revenue
View or add campaign info and responses from within account and contact records
Information captured at the individual opportunity level rolls into management view

Lead Management

Import leads from web forms, tradeshows, seminars, or purchased lists
Track leads at every stage from prospect through closed sale
Perform de-duplication on imported leads to ensure the data is clean
Merge duplicate leads with existing contacts and accounts
Assign hot leads to sales teams or individuals quickly based on your business criteria

Reporting & Analysis

Track and analyze win/loss information so you can adjust messaging, positioning, and tactics
Examine campaign data responses, associated revenue, and product detail
Track budgets vs. expenses per task in the campaign management view
Create custom or use pre-built dashboards to see win/loss information, opportunity trends, and campaign metrics

Marketing Resource Library

Provide a fast response to customer requests with a full library of information you build into your CRM
Store and organize collateral, price sheets, manuals, and whitepapers
Attach literature to email campaigns and customer communication right from Sage SalesLogix
Create folders to organize items into categories and manage files

Application Integration

Import relevant customer profile information from web-based applications and social media services
Export reports and lists into Microsoft Office applications
Integrate with E-marketing, e-commerce, document sharing, social networking, and other web-based services
Include maps, news, stock information, campaign information, survey responses, social media profiles and customer feedback, in-context, within account and contact records

Sage SalesLogix E-marketing

Create and send professional email campaigns to your prospects and customers
Nurture prospects automatically using drip E-marketing campaigns
Qualify your leads and route to sales fast using marketing CRM software
View a ranked list of the hottest prospects based on their interactions with your campaigns
Send surveys to prospects and customers to mine valuable data for marketing and product development teams

Ticket Management

Track ticket ID, contact information, type, status, urgency, assignment, and date needed
Schedule phone calls, meetings, and actions to follow up on open issues
Automatically assign tickets to the appropriate resource based on product, location, or skill

Returns & Defects

Ensure product returns are processed efficiently and accurately
Record defects, shipping instructions, serial numbers, attachments, and comments
Track defect details including ID number, severity, priority, status, problem type, description, and source
Provide a communication medium between support and product departments

Service Contract Management

Track contract details such as service level, price, time and/or dollars remaining
Manage multiple contract types – per incident, time period, or dollar amount
Track time spent on individual tickets and support issues

SpeedSearch/Knowledgebase

Perform an advanced keyword search of any Sage SalesLogix table or shared network directory
Reference prior tickets, attachments, standard problems and resolutions, activities, and notes/history
Populate resolutions automatically into service tickets with one click
Archive approved resolutions in the knowledge base for future reference

Alerts & Workflow Automation

Monitor data proactively and receive alerts when service conditions are triggered
Automate user/date-time stamps, ticket punch-in/out, ticket number, and assignment
Configure email workflows, escalation conditions, and notification routing

Reporting & Analytics

Capture data and analyze key customer service/support metrics
View issue totals by category, escalation history, unresolved issues, and a weekly recap
Using advanced analytics, drill down into details about call type, time to resolve, product issues, and individual performance

Standard Reports - Sales

Generate account and contact lists that include any critical CRM information
Report on funnel opportunities, quota fulfillment, and closed/won/lost
Detailed forecast reports by account manager
Export reports into Excel or Word for further analysis

Standard Reports – Marketing & Support

Track support issues based on number of open and closed tickets, time to resolution, and follow-up
Monitor contract status, including activity and expirations
Track results on active marketing campaigns
Report on lead source and status

Groups & Filters

Filter your data based on various criteria, including account, geography, and industry
Create and define groups based on filtered data
Export groups to Excel for further analysis and reporting

Configurable Dashboards

Configurable dashboards provide key analytical information in a visual format
Dashboards can be configured for sales, marketing, service, and support data
Choose bar charts, funnels, pie charts, or columns to display your data
Create timeline visualizations of important account activities

Sage SalesLogix Advanced Analytics

Analytical dashboards encompass the full range of CRM functionality – sales, marketing, and support
Multiple graphically-rich charts and visualization tools including bar, pie, line and combination charts, tree maps, heat maps, scatter plots, and bubble charts
Select data elements, mark records, and drill into multiple levels of details

Advanced Analytics – Sales Dashboards

Assess sales performance metrics with pre-built dashboards covering:
- Sales by geography
- Historical sales
- Sales trends
- Sales forecast
- Sales pipeline
- Win/loss, ranking
- Productivity analysis
Analyze sales data based on opportunity, region, sales stage, and more
Filter information based on date, opportunity manager, industry, and region
Export tables to Excel for additional analysis

Advanced Analytics – Marketing Dashboards

Measure the effectiveness of marketing campaigns through campaign dashboards:
- Campaign revenue
- Potential revenue
- Responses
- Budget vs. actual comparisons
Measure and display data based on revenue and opportunities – open, won, or lost
Filter by campaign, date, lead source, industry, region, and more

Advanced Analytics – Support Dashboards

Improve customer service and support by acting on insights provided by dashboards covering:
- Customer support agent performance
- Ticket categorization
- Agent workload
Analyze data based on multiple criteria, including assigned agent, issue, priority, account, and region
Filter data by support representative, issue, category, and location