Saleslogics Sales
Saleslogics Sales is the core module of the integrated Saleslogics Customer Relationship Management CRM suite, includes Marketing, Customer Service and Support solutions.

Features

•	Account and Contact Management
•	Opportunity Management
•	Calendar and Activity Management
•	Advanced Outlook Integration
•	Sales Process Automation
•	Sales Forecasting and Reporting
•	Lookups and Groups
•	Customer Communications/Mail Merge
•	Competitor Tracking
•	Literature Fulfilment
•	Reference Library
•	Territory Realignment
•	Integrated Marketing, Customer Service and Support
•	Back-Office Integration
•	Business Alerts/Notification

A Single Source for Customer Information
Saleslogics provides the tools and resources needed to effectively manage all aspects of the sales cycle and increase team sales performance. It’s a single repository for customer information captured across your entire organisation that enables you to access detailed account and contact information, track opportunities from lead through to close, manage team calendars and activities, forecast revenue and report on sales activities and effectiveness.

Increase Sales Productivity and Performance
Saleslogics helps drive opportunities through the sales cycle by automating activities such as follow-up calls, letters and literature fulfilment, based on sales and marketing processes you define.
Sales professionals can send personalised communications to individual customers or groups of prospects using customised HTML e-mail templates. They can also track competitors and access the Sales Library for product specifications, frequently asked questions or marketing materials.
Advanced Microsoft Outlook® Integration enables users to share contacts, send e-mails and manage calendars using Microsoft Outlook from within Saleslogics, and record the activity to the Saleslogics account history.

Insight for Informed Business Decisions
Saleslogics provides the insight for informed business decisions and the management tools to implement them. Accurately analyse the revenue potential and probability of close in your sales pipeline. Segment your sales opportunities by Account Manager, region or status. Use integrated Crystal Reports to gauge individual or team effectiveness and guide territory realignment or redistribution of your marketing spend. Receive automatic alerts on pending sales opportunities based on business conditions you define.

Advanced Flexibility to Match the Way You Work
Tailor the design and functionality of Saleslogics to mirror your unique customer acquisition, retention and development processes. Easily manage team and territory assignments, user profiles, workflow, security controls and administration roles. Then, as your company grows and your business requirements change, Saleslogics provides the flexibility and scalability to grow and change with you.

Saleslogics Sales Feature List
Account and Contact Management
Track all customer interactions and add files, notes or literature requests
Assign ownership, establish account hierarchies and track lead sources Opportunity Management
Track probability of close, products, lead source, status and competitors
Generate sales proposals automatically reflecting local customer currency Calendar and Activity Management
Manage schedules and track phone calls, to-do items, events and literature requests

Advanced Outlook Integration
Manage contacts, e-mail and calendars using Microsoft Outlook within Saleslogics
Send e-mail and attachments using Microsoft Outlook and record to Saleslogics history

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

Sales Process Automation
Create custom processes based on product line, deal size, territory or lead type
Automate sales activities and assign objectives and results required at each stage

Forecasting and Reporting
Analyse sales campaigns, pipeline efficiency, revenue by lead source and more...
Segment opportunities by Account Manager, region or probability of close

Lookups and Groups
Deliver targeted marketing messages and sales offers to select customer segments

Customer Communications/Mail Merge
Create custom HTML e-mail templates, then personalise and send using

Mail Merge
Archive letters, e-mails, faxes or proposals within customer account records

Competitor Tracking
Record competitor product information such as product strengths and weaknesses
Track sales team members, sales strategies and reasons for win/loss

Literature Fulfilment
Select cover letter, item, priority, send date, quantity and shipping options

Reference Library
Store product information, marketing collateral, manuals, pricing and presentations
Attach and send files from the Library in e-mails to customers and prospects

Territory Realignment
Realign sales territories, create new teams and re-assign account ownership
View marketing campaign details, response rates and associated sales revenue
Provides Account Managers with a history of their customers’ service and support issues

Back-Office Integration
View accounting data such as credit status, activity, A/R balance, aged debt and payment terms
Access current product information, inventory and pricing
View Back-Office integration online or remotely
Back-Office integration features fully customisable

Windows,Web and Wireless
Synchronise rapidly and work offline, or work online over a network or the Web
Utilise wireless phones and PDAs for quick access to customer data in the field

Business Alerts/Notification
Monitor data proactively and notify management automatically of key business indicators
Receive alerts via e-mail, pager, PDA, fax, mobile phone or Web browser Administration and Customisation
Manage team and territory assignments, user profiles and Admin roles
Configure views, reports, menus, fields, processes and security profiles

Saleslogics Marketing
Saleslogics Marketing provides powerful capabilities for managing, tracking and measuring targeted marketing campaigns. The Saleslogics CRM suite also includes Sales, Support and Customer Service solutions.

Features

•	Segmentation and Groups
•	Campaign Management
•	Workflow Automation
•	Marketing Communications
•	Campaign Response Tracking
•	Web Lead Capture
•	Campaign Task Management
•	Budget and Revenue Tracking
•	Campaign Reporting (ROI)
•	Marketing Resource Library
•	Windows and Web Access

Building lasting and profitable customer relationships means executing effective, timely marketing initiatives across all of your sales channels. It is critical that your company’s marketing resources are put to their best use.
Saleslogics Marketing provides full-scale marketing campaign management and sophisticated analytical tools designed to identify your most profitable customers and shorten your sales cycle. Capturing rich, timely data from customer interactions across your organisation allows you to develop and execute meaningful marketing programs that drive results.
Most importantly, Saleslogics delivers critical marketing intelligence, like Return On Investment (ROI), for your marketing campaigns, so you can focus your strategy and resources on programs that deliver results for your business.

Identify Profitable Customer Segments
Saleslogics Marketing allows you to select the criteria of your ideal target prospect, then segment your customer and prospect lists into unique groups. With Saleslogics Marketing, you can find the most responsive audience for your campaigns and increase your revenues.

Map Your Path to Selling More
Graphically configure custom campaign processes, assign them to unique groups of prospects, and then launch the campaign. The follow-up tasks you identify are scheduled and assigned to your sales team automatically based on rules you define.

Manage Campaigns End to End
Manage and track every component of your campaigns from within the Saleslogics Marketing campaign dashboard. View campaign tasks, objectives, calls-to-action and budgets. You can also view response rates and forecasted vs. actual sales results in real time for each campaign.

Measure ROI and Report Campaign Metrics
Saleslogics not only tracks response rates and ties sales revenue to specific campaigns, but also enables you to analyse marketing campaigns by lead source, region, media type and products sold, using flexible, built-in reports. In addition, a record of every campaign communication is linked to the account history, so employees from across your organisation share a complete view of your customers. With Saleslogics 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.

Saleslogics Marketing Feature List
Segmentation and 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 or sales offers to select customer segments
Export group data to Microsoft Excel for additional analysis

Campaign Management
Manage and track all aspects of marketing campaigns in one location
Record campaign name, description, tasks, status, budget and calls-to-action
Launch custom contact processes to automate workflow for Account Managers
Deactivate expired campaigns and retain key data for future reference

Workflow Automation
Streamline marketing and sales campaigns by automating standard tasks
Graphically configure campaign workflows such as calls, mail or meetings
Assign custom processes such as ‘Trade Smhow Lead’ to campaign target groups
Add decision points and conditional requirements before events are triggered

Marketing Communications
Communicate with customers and prospects via multiple mediums
Create HTML e-mail templates, then personalise and send them using Mail Merge
Archive letters, e-mails, faxes and proposals within customer account records
Attach marketing literature, product information and pricing from the Marketing Library

Campaign Response Tracking
View response data in real time to analyse the impact of campaigns in progress
Assess campaign metrics such as response ratio and associated sales revenue
View or add campaign information or responsems from within account or contact records
Information captured at the individual opportunity level rolls into management view

Web Lead Capture
Capture prospect information via a company website and import data into Saleslogics
Assign leads to Account Managers automatically based on dynamic business rules
Launch marketing processes to schedule letters, calls or literature requests
Gather valuable demographic data for use in segmentation and offer development

Campaign Task Management
Coordinate and track the tasks critical to executing effective campaigns
View all tasks or drill down on specific tasks for more detailed information
Schedule task owners, assign dates, due dates and budget for each task
Manage budget and workflow for employees and external vendors Budget and Revenue Tracking
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 a campaign are updated
Track forecasted vs. actual budget per task within the campaign management view

Campaign Reporting (ROI)
Analyse the effectiveness of marketing efforts (ROI) and increase efficiency
Examine campaign responses, associated revenue and product detail
Evaluate forecasted vs. actual return for each lead source, region or media type
View campaign data via Crystal Reports and adjust marketing strategy Marketing Resource Library
Maintain a central repository for marketing information, materials and tools
Create folders to organise items into categories and insert files
Store product information, sales collateral, manuals, pricing and presentations
Attach and send files from the Library in e-mails to customers and prospects

Saleslogics Customer Service
Saleslogics Customer Service delivers powerful issue tracking and resolution tools to maximise customer satisfaction and loyalty. The 
Saleslogics CRM suite also includes Sales, Marketing and Support solutions.

Features

•	Ticket Management
•	Service Contract Management
•	SpeedSearch/Knowledge Base
•	Activities and Communications
•	Reporting
•	Notification and Alerts
•	Web Customer Portal
•	Back-Office Integration
•	Integrated CRM Benefits
•	Configuration and Workflow
•	Windows, Web and Wireless

Track and Resolve Customer Questions, Issues and Requests Saleslogics Customer Service provides the advanced issue tracking and resolution tools needed to quickly resolve customer questions, issues and requests, delivering a high-quality customer experience. Each service ticket created contains detailed information including a unique ticket ID number, contact info, type, status, urgency, assignment, date required and service contract details.
From within a ticket, employees can search for solutions or schedule activities such as phone calls, meetings or to-dos to follow up on open issues. Account Managers can also easily communicate with customers by sending e-mails with attachments such as white papers, quotes or product information. Tickets are associated with Accounts and Contacts, so a record of all service interactions, past and pending is maintained in Saleslogics and can be viewed by employees from across your organisation.

Help Customers Help Themselves
Saleslogics helps reduce costs while empowering customers to find the answers they need – online at their convenience. With the Saleslogics Web Customer Portal, customers can view, add or edit tickets and submit comments or attachments. The Web Customer Portal puts the same resources and intelligence used by your service professionals on your website, along with powerful search technology that simplifies the self-service experience.

Find Critical Information and Resources Quickly
SpeedSearch, the powerful knowledge base search engine in Saleslogics, helps service professionals quickly locate resolutions to customer issues. Service professionals can search prior tickets, attachments, standard problems and resolutions, procedures, activities and notes, as well as reference materials such as online manuals, frequently asked questions and whitepapers. In fact, an advanced keyword search can be run against any information in Saleslogics or on a shared company network directory. With SpeedSearch, Service professionals can scan search results rapidly and efficiently, due to advanced filtering, scoring, sorting and preview capabilities. When the desired resolution is identified, service professionals can populate it into the ticket, communicate it to the customer and record it in the account history with only a few clicks. When successful new resolutions are identified, employees can easily input and submit them to the knowledge base for future references.

Integration for a Complete Customer View
Saleslogics integrates with leading back-office applications so Account Managers can access key customer information such as credit status, balance and terms, as well as reference prior orders, invoices, payments and shipping info. Account Managers can also view current product information, pricing and discounts to capitalise on potential cross-sell and up-sell opportunities when interacting with customers.

Saleslogics Customer Service Feature List
Ticket Management
Track ticket ID, contact information, type, status, urgency, assignment and date needed
Schedule phone calls, meetings or to-mdos to follow up on open issues
Send e-mail with attachments and record correspondences to activity history
Automatically assign tickets to the appropriate resource based on area, skill, etc.
Submit issue descriptions and resolutions for archival in the knowledge base
Create ticket groups, lookups and reports for segmentation and analysis of issues

Service Contract Management
Track contract details such as service level, price, and time
Validate authorisations for specific services and log issues against a contract
Associate tickets with contracts to automatically update remaining balances
“Punch-in” and “Punch-out” automatically to track time spent on individual tickets

SpeedSearch/Knowledge Base
Perform an advanced keyword search of any Saleslogics table or shared network directory
Reference prior tickets, attachments, standard problems and resolutions, activities and notes/history
Search reference materials such as online manuals, frequently asked questions or white papers
Scan search results efficiently with advanced filtering, scoring, sorting and preview capabilities
Populate resolutions automatically into service tickets with one click
Archive approved resolutions in the knowledge base for future reference Activities and Communication
Schedule and track phone calls, meetings, to-dos, events and literature requests
Send e-mail and attachments using Microsoft Outlook® and record to

Reporting
Measure call turn-around time, first-call resolution percentage and more
View issue totals by category, escalation history, unresolved issues and a weekly recap

Notification and Alerts
Monitor data proactively and receive alerts when service conditions are triggered
Notify service managers of overdue tickets or escalated issues requiring attention
Alert customer service and support staff of expiring service contracts
Receive alerts instantly via e-mail, fax, pager, PDA, phone or Web browser Web Customer Portal
Empower customers to view, add, or edit tickets and submit comments or attachments
Enable search capability of the same knowledge base that service professionals use

Back-Office Integration
View accounting data such as credit status, activity, A/R balance, aged debt and payment terms
Access current product information, inventory and pricing
Reference orders, invoices, payments and shipping info within customer records
View Back-Office integration online or remotely
Back-Office integration features are fully customisable 

Integrated CRM Benefits
Provides Account Managers with a history of their customers’ service issues and details
Enable managers to view problem descriptions and follow-up with a call or letter

Configuration and Workflow
Define user workflow options or grant ability to modify at user level
Automate user/date time stamps, ticket punch-in/out, ticket number and assignment
Configure e-mail workflow, escalation conditions and notification routing Windows, Web and Wireless
Synchronise rapidly and work offline, or work online over a network or the Web
Utilise wireless phones for quick access to customer data in the field