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Sage
MAS 90 & Sage MAS 200 -
Sage CRM SalesLogix Sales
A Single Source for
Customer Information
Sage CRM SalesLogix provides the tools and resources needed to
effectively manage all aspects of the sales cycle and increases team
sales performance. It’s a single repository for the customer information
captured across your entire organization that enables you to access
account and contact information, track opportunities from lead through
close, manage team calendars and activities, forecast revenue, and
report on sales activities and effectiveness.
Increase Sales Productivity and Performance
Sage CRM SalesLogix
helps drive opportunities through the sales cycle by automating
activities such as follow-up calls, letters and literature fulfillment,
based on sales and marketing processes you define.
Sales professionals can send personalized communications
to individual customers or groups of prospects using customized HTML
e-mail templates. They can also track competitors and access the Sales
Library for product specifications, FAQs or marketing materials.
Advanced Outlook Integration enables users to share
contacts, send e-mails and manage calendars using Microsoft Outlook® from
within Sage CRM SalesLogix, and record the activity to the Sage CRM
SalesLogix account
history.
FEATURES:
Account and Contact
Management
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Track all customer interactions and add files,
notes or literature requests
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Assign ownership, establish account hierarchies
and track lead sources
Opportunity Management
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Track probability
of close, products, lead source, status and competitors
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Forecast revenue
potential and measure sales process effectiveness
Calendar and Activity
Management
Microsoft Outlook
Integration
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Manage contacts, e-mail and calendars using
Microsoft Outlook within Sage CRM SalesLogix
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Send e-mail and attachments using Outlook and
record to Sage CRM SalesLogix history
Sales Process Automation
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Create custom processes based on product line,
deal size or territory
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Assign objectives, activities and results required
at each stage
Forecasting and Reporting
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Analyze sales campaigns, pipeline efficiency,
revenue by lead source and more
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Segment opportunities by account manager, region
or probability of close
Segmentation and Groups
Customer
Communications / Mail Merge
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Create custom HTML e-mail templates, then
personalize and send using Mail Merge
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Archive letters, e-mails, faxes or proposals
within customer account records
Competitor Tracking
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Record competitor product information as well as
strengths and weaknesses
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Track sales team members, sales strategies and
reasons for win/loss
Literature Fulfillment
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Select cover letter, item, priority, send date,
quantity and shipping options
Reference Library
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Store product information, sales collateral,
manuals, pricing and presentations
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Attach and send files from the Library in e-mails
to customers and prospects
Territory Realignment
Marketing /
Customer Support Integration
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View marketing campaign details, response rates
and associated sales revenue
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Arm sales reps with a history of their customers’
service and support issues
Back-Office Integration
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View accounting data such as credit status and
accounts receivable balance
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Access ERP systems for product information,
inventory and pricing
Business Alerts /
Notification
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Monitor data proactively and notify management
when business conditions are met
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Receive alerts via e-mail, pager, PDA, fax, cell
phone or Web browser
Web and Wireless Access
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Access the
Sage CRM SalesLogix Web Client from any Web
browser, anytime
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View and update
Sage CRM SalesLogix data in real-time via
wireless Web Phones
Administration and
Customization
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Manage team and territory assignments, user
profiles and admin roles
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Configure views, reports, menus, fields, processes
and security profiles
Send us an
email
to schedule an appointment with a Sage MAS 90
▪ Sage MAS 200 sales consultant.
For more information about
Sage
Software products,
visit
www.sagesoftware.com or
call us toll free at (888) 424-4066.
PDF is used with permission from
Sage Software.
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Features:
Reports:
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Increase
productivity by automating key aspects of the sales cycle
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Maximize
team selling effectiveness with advanced sales tools and resources
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Make
informed, profitable business decisions based on accurate visibility
into the sales pipeline
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Customize
to mirror unique business processes and to accommodate growth and
change
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Integrate
sales with marketing, customer support and accounting processes for a
holistic customer view
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