SalesLogix Sales Features: To download a product overview of the SalesLogix Sales module click here

SalesLogix Sales
SalesLogix Sales is the core module of the integrated SalesLogix 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
SalesLogix 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
SalesLogix 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 SalesLogix, and record the activity to the SalesLogix account history.

Insight for Informed Business Decisions
SalesLogix 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 SalesLogix 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, SalesLogix provides the flexibility and scalability to grow and change with you.

SalesLogix 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 SalesLogix
Send e-mail and attachments using Microsoft Outlook and record to SalesLogix 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

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