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Sage Saleslogix Brochure

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  • 8/8/2019 Sage Saleslogix Brochure

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    1000SalesLogix

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    SalesLogix

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    Contents

    2 WhatisCustomerRelationship

    Management?

    3 IntroducingSageSalesLogix

    5 Keybenetsoralluserso

    SageSalesLogix

    6 HowSageSalesLogixbenetsSalesusers

    7 SageSalesLogixSales:keyeatures

    8 HowSageSalesLogixbenets

    Marketingusers

    9 SageSalesLogixMarketing:keyeatures

    10 HowSageSalesLogixbenets

    Serviceusers

    11 SageSalesLogixService:keyeatures

    12 HowSageSalesLogixbenets

    Supportusers

    13 SageSalesLogixSupport:keyeatures

    14 HowSageSalesLogixbenets

    Mobileusers

    15 CustomisationandDevelopment

    Environment

    16 AboutSage

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    Imaginebeingabletoknowa

    customerscompanyingreat

    detailatanygiventime.Youknowhowmuchbusinesstheydid

    withyourcompanylastmonth.

    Youknowthatitwas5%more

    thaninthesamemonthlastyear.

    Youknowthatthiscustomer

    caresmoreaboutqualitythan

    price.Youknowtheyvehadone

    customerservicecallinthelast

    2months.Youknowthedetails

    othatconversationandevery

    otherinteraction.Youknowthis

    customersbusiness.Youknow

    theirchallenges.Youknowthem

    withtheamiliarityoalong-

    termacquaintance.Thisisthe

    poweroCustomerRelationship

    Management(CRM)sotware

    romSage.

    What is Customer Relationship Management?

    CRM sotware improves employee

    eciency, allows you to gain a

    complete view o your customer atany time and has advanced reporting

    unctionality which provides a crucial

    basis or sales planning, marketing

    investment and tracking. It helps you

    understand the buying habits and

    preerences o your customers and

    prospects so you can:

    n Build and strengthen relationships

    with customers to keep them

    coming back

    n Provide value-added services

    that are dicult or competitors to

    duplicate

    n Improve your product development

    and service delivery processes

    n Increase your stas awareness o

    customer needs

    n

    Reduce customer rustration bynot asking the same questions

    over and over

    By eectively integrating your

    marketing, sales and customer

    service unctions, a good CRMsystem makes it easier or everyone

    inside your company to work together

    and share critical inormation.

    An eective CRM system empowers

    your customers and prospects to

    do business with you the way

    they choose! Imagine connecting

    your customers to your employees

    and business partners across any

    department, through any process

    and via any communication device

    phone, ax, email and internet.

    ir il

    . .

    Implementing a rst-class CRM

    system can give your business a

    real competitive advantage.

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    Introducing Sage SalesLogix

    SageSalesLogixisthe

    leadingcustomerrelationship

    managementsystemthatenablesyoutoacquire,retain

    anddevelopprotablecustomer

    relationships.SageSalesLogix

    deliversintegratedandrobust

    sales,marketing,customer

    serviceandsupportautomation

    withadvancedcustomisation

    capabilities.SageSalesLogix

    canbeaccessedconveniently

    viamultiplemethods,bothinthe

    workplaceandintheeld;wired

    andwireless;onlineandofine.

    Itcanquicklymakeapositive

    dierencetoyourbusiness,

    yieldingahighreturnonyour

    investment.

    SalesForceAutomation

    Sage SalesLogix Sales is the coremodule o the integrated Sage

    SalesLogix solution suite. It is a single

    repository or customer inormation

    captured across an organisation that

    enables users to:

    n access detailed account and

    contact inormation

    n track opportunities rom lead

    through close

    n manage team calendars and

    activities

    n orecast revenue

    n report on sales activities and

    eectiveness.

    SalesLogix Sales automates sales

    activities such as ollow-up calls,

    letters and literature ullment, basedon pre-dened sales processes.

    Consequently, sales proessionals can

    send personalised communications

    to individual customers or groups o

    prospects using customised HTML

    email templates. Advanced integration

    with Microsot Outlook enables users

    to share contacts, send email and

    manage calendars using Microsot

    Outlook rom within Sage SalesLogix,

    and record the activity in the account

    history tool.

    MarketingAutomation

    Sage SalesLogix Marketing providesend-to-end marketing campaign

    management and sophisticated

    analytical tools designed to identiy

    an organisations most protable

    customers and shorten the sales

    cycle. From a single view, users can

    examine campaign tasks, objectives,

    calls-to-action, budget response

    rates and orecasted versus actual

    sales results or each campaign in real

    time. By capturing rich, timely data

    rom customer interactions across

    an organisation, you can develop

    and execute meaningul marketing

    programmes that

    drive results.

    CustomerService

    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 or solutions or schedule

    activities such as phone calls,

    meetings or to-dos to ollow up on

    open issues. With this inormation,

    service representatives can easily

    communicate with customers by

    sending emails with attachments such

    as white papers, quotes or product

    inormation. Tickets are integrated

    with Accounts and Contacts, so a

    record o all service interactions, past

    and pending, is maintained in Sage

    SalesLogix. This can be viewed by

    people rom across the organisation.

    Furthermore, the SalesLogix

    Web Customer Portal empowers

    customers to nd answers online and

    at their own convenience. Customerscan view, add or edit tickets and

    submit comments or attachments.

    This brochure gives a brie

    overview o the key areas and

    benets o Sage SalesLogix.

    For more detailed inormation, youcan download datasheets rom

    www.sage.co.uk/saleslogix

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    EnhancedSupport

    The sales and marketing teamsdeliver customers to a business, but

    customer support keeps them or the

    long haul. With the costs o acquiring

    new customers 5-10 times higher than

    retaining existing customers, support

    solutions designed to help oster

    lasting relationships with customers

    have a tremendous impact on the

    bottom line. With SalesLogix Support,

    you can manage call and deect

    tracking, service contract renewals

    and return material authorisations

    (RMAs). Sage SalesLogix also

    provides escalation alerts via phone,

    email or pager, based on pre-dened

    business rules.

    As with SalesLogix Service, the Web

    Customer Portal enables customers

    to view, add or edit tickets and submit

    comments or attachments to ensure

    the highest level o support.

    Mobility

    Sage SalesLogix Mobile extends

    CRM capabilities to mobile devices,

    delivering unctionality with the real-

    time convenience o wireless. It

    enables account, contact, opportunity,

    and ticket management rom handheld

    devices so employees have access

    to the most up to date customer

    inormation, whether in the oce or on

    the road.

    BusinessAlertsandWorkfow

    Sage SalesLogix addresses

    organisations need to stay inormed

    o all critical business opportunities,

    with the ollowing components:

    n SageSalesLogix

    KnowledgeSync

    You dene your keybusiness criteria; SalesLogix

    KnowledgeSync monitors data

    proactively and sends alerts when

    conditions are met.

    n SageSalesLogixBusiness

    Alerts

    I a critical event or condition thatmay impact business perormance

    or customer satisaction is

    identied - or example, a

    complaint email - SalesLogix

    BusinessAlerts automatically

    responds by sending notication

    messages, distributing reports,

    updating applications with new

    inormation and more. All this can

    be done via email, ax, pager, PDA,

    mobile phone and/or Web browser.

    n SageSalesLogixemail

    Response

    Following a prospects request or

    inormation on a company website,

    that prospects data is added

    (or updated) in Sage SalesLogix;

    SalesLogix Email Response

    sends a personalised message

    back to them. Then, a SalesLogix

    BusinessAlert is sent to a sales

    rep or any other employee(s) tonotiy them that this prospect has

    requested inormation. Activities

    such as scheduling a meeting or

    sending a literature kit may also be

    automatically initiated based on

    pre-dened business processes.

    SalesLogix Support users can

    also add SalesLogix Integrated

    Service Alerts, a package o

    customer support-related events

    and email responses. The solution

    analyses customers messages,

    then creates and assigns service

    or support tickets automatically,

    eliminating duplicate entry a

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