The Sage Guys

www.softservconsultants.com             www.thesageguys.com                                                           The Sage Guys are SoftServ Consultants Ltd (Co. Reg. 5812991)

01825 740690

Sage SalesLogix

Sage SalesLogix is the leading customer relationship management system
enabling you to acquire, retain and develop profitable customer relationships. 

Sage SalesLogix delivers integrated and robust sales, marketing, customer
service and support automation with advanced customisation capabilities. 

Sage SalesLogix can be accessed conveniently via multiple methods, both in the workplace and in the field; wired and wireless; online and offline.  It can quickly make a positive difference to your business, yielding a high return on your investment. 

Sales Force Automation

Sage SalesLogix Sales is the core module of the integrated Sage SalesLogix solution suite.  It is a single repository for customer information captured across an organisation that enables users to:

¨ Access detailed account and contact information. 

¨ Track opportunities from lead through to close.

¨ Manage team calendars and activities.

¨ Forecast revenue

¨ Report on sales activities and effectiveness. 

SalesLogix Sales automates sales activities such as follow-up calls, letters and literature fulfilment, based on pre-defined sales processes.  Consequently, sales professionals can send personalised communications to individual customers or groups of prospects using customised HTML email templates.  Advanced integration with Microsoft® Outlook enables users to share contacts, send email and manage calendars using Microsoft Outlook from within Sage SalesLogix, and record the activity in the account history tool. 

Marketing Automation Sage
SalesLogix Marketing provides end-to-end marketing campaign management and sophisticated analytical tools designed to identify an organisation’s most profitable customers and shorten the sales cycle.  From a single view, users can examine campaign tasks, objectives, calls-to-action, budget response rates and forecasted versus actual sales results for each campaign in real time.  By capturing rich, timely data from customer interactions across an organisation, you can develop and execute meaningful marketing programmes that drive results. 

Customer Service

Sage SalesLogix Customer Service provides the advanced issue tracking and resolution tools you need to quickly resolve customer questions, issues and requests, and deliver a high-quality customer experience.  From within a service ticket, you can search for solutions or schedule activities such as phone calls, meetings or to-dos to follow up on open issues.  With this information, service representatives can easily communicate with customers by sending emails with attachments such as white papers, quotes or product information.  Tickets are integrated with Accounts and Contacts, so a record of all service interactions, past and pending, is maintained in Sage SalesLogix.  This can be viewed by people from across the organisation.  Furthermore, the SalesLogix Web Customer Portal empowers customers to find answers online and at their own convenience.  Customers can view, add or edit tickets and submit comments or attachments.

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Straightforward, business-focused help and advice.

Contact The Sage Guys

Contact The Sage Guys