Sales and Sales Management
Build your funnel. Build your forecast. Build your business. Sage SalesLogix gives you the right tools to help you effectively manage your sales pipeline, drive opportunities to a close, and have visibility across your sales team’s performance. Manage leads, opportunities, and activities from anywhere – at the office, on the road, or on a mobile device - whether connected or disconnected, you will have the same quality experience and access to vital information.
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Key Benefits to Your Business
Personalize your customer interactions
- From purchase history to favorite cuisine, you have all the relevant information at your fingertips.
- Identify, and act on, up-sell and cross-sell opportunities based on order and support history.
Drive hot leads from inception to win faster
- Automate your winning sales process to ensure critical steps are never missed.
- Stay up to speed on important account activity with automatic alerts and notifications, which you can configure directly in Sage SalesLogix.
- Respond to requests immediately - create quotes, fulfill literature requests, and generate sales orders.
Customize for the way you work
- Plan and prioritize your day with your own customized dashboard view, based on your top opportunities, activities, and appointments.
- Create customer groups based on geography, order history, industry, size, or complexity - you decide how you want to organize your accounts.
Integrate with your winning sales process
- Tailor Sage SalesLogix so that it fits seamlessly into your current sales process for ease of use and rapid adoption.
Automate your best practices
- Design customized work flows and activity dependent objectives that measure and advance close probability, based on the sales stage.
- Drive opportunities to a close with a consistent, repeatable winning process for sales representatives to follow.
Secure your customer information
- Define user level access, based on role and responsibility within the organization.
Prioritize and adjust quickly
- Configure sales dashboards so you have instant knowledge, at a glance, of your critical data, such as top opportunities, hottest leads, or sales stage.
- Funnel reports are fast, easy, and accurate, so you can keep them at your fingertips enabling you to adjust strategy based on the active pipeline of deals.
Manage sales teams more effectively
- Forecast at the territory, region, and national levels to gain insight and make informed business decisions.
- Recognize and capitalize on the strengths and best practices of top performers.
Maximize team selling effectiveness
- Share email, contacts, calendar appointments, attachments, and account information.
Understand customer behavior
- Incorporate information from web-based applications and social media services.
Convert closed sales to revenue generating orders faster
- Integrate Sage SalesLogix with your accounting, finance, operations, and inventory applications.
Productivity on the go
- Stay productive away from the office and between customer appointments with Sage SalesLogix Mobile1 with rich CRM functionality on your iPhone®, iPad®, Android™, or BlackBerry®.2
- Update your team and keep them informed in real-time as you enter critical information into your CRM from your mobile device.
Exceed customer expectations
- Keeps the momentum going during your customer meeting with the ability to access all critical information from your mobile device.
- Respond to customer requests for quotes, order status, or literature in real time, during or between meetings, to advance the sale.
- Record notes, define follow-up activities, and schedule your next meeting before you leave your customer’s office.
Take Charge of Your Business Today by Taking These Steps
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