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

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

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

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

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

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

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

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

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

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