Sage Saleslogix Brochure

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


Serviceusers

11 SageSalesLogixService:keyeatures


Supportusers

13 SageSalesLogixSupport:keyeatures


Mobileusers

15 CustomisationandDevelopment

Environment

16 AboutSage


4/20

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.


5/20

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


6/20

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 and

saving valuable time. The solutions

can also automatically reassign or

escalate tickets based on set time

criteria. Customers automatically

receive messages advising when

they can expect to be contacted

with a response as well asgenerating automatic progress

reports.

ReportingandAnalysis

Sales, marketing, and service teamsconstantly record and update

customer inormation in Sage

SalesLogix. However, creating new

reports on the fy without technical

resources can be challenging.

With SalesLogix Pivot Reporter, any

user can quickly create customised

pivot-style reports without any special

report writing or database skills.

You can create pipeline reports

grouped by sales person or team,

marketing lead source and campaign

status reports, support ticket metric

reports, and more.

Simply drag and drop elds or modiy

one o over 20 sample reports to meet

your organisations specic reporting

needs. For additional fexibility, you can

also export reports to Microsot Excel

or additional analysis.


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5Key benets or all users o Sage SalesLogix

Frontandbackoceintegration

Integrating ront and back ocesystems is the simplest way or

your organisation to maximise your

overall IT investment. By linking its

CRM system with other back oce

applications such as accounts, you

can enjoy increased fexibility, sales

and sta productivity. Sage SalesLogix

integrates with leading accounting

and business management sotware,

including several Sage applications.

The result? Greater customer insight

to help you make inormed business

decisions.

This integration enables you to:

n quickly identiy cross-sell and

up-sell opportunities

n easily access payment history

inormation

n

identiy additional purchasingpower or lack o

n identiy availability o products

or sales

n quickly assist customers with

order status

n generate more accurate quotes

and proposals

Sage SalesLogixs high level

o integration empowers users

throughout your organisation rom

sales and marketing to nance to

support and shipping to work

together eciently in the business

o building protable customer

relationships.

Enhancedcustomerservice

SalesLogix provides a 360-degreecustomer view via consolidation o

inormation rom sales, marketing,

customer service and support, and

the integration o ront and back

oce applications. Users can resolve

customer questions, issues and

requests quickly or a high-quality

customer experience and also

capitalise on new selling opportunities.

Furthermore, SalesLogix Web

Customer Portal extends service

delivery through 24x7 sel-service

solutions, reducing the time and

resources it takes to support

customers.

Increasedsalesandmarketing

perormance

Sage SalesLogix automates key

aspects o the selling cycle, increasing

productivity. It maximises team sellingeectiveness with advanced sales

tools and enables users to make

inormed decisions based on accurate

visibility into the sales pipeline. The

sotware also identies and targets the

most protable prospects, manages

and tracks all aspects o campaigns

in one place, and analyses campaign

ROI to increase marketing eciency.

With SalesLogix, you can ocus your

strategy and resources on programs

that deliver business results.

Advancedfexibility

Sage SalesLogix is fexible andscalable enough to meet your

business needs now, and as they

evolve. It can be deployed in a number

o ways across your organisation:

n Using the standard Windows

application or the ully-eatured

Web client version

n Online, or ofine using

synchronisation

n On mobile and hand-held devices

Furthermore, Sage SalesLogix delivers

an industry-leading development

environment common across all these

deployment options. Your system

can be tailored to mirror your specic

customer acquisition, retention and

development processes ; once

created, such customisations can be

deployed across your organisation,whether or standard, web or mobile

usage o the sotware.

This reduces IT burden and speeds up

the implementation.

This standards-based developer

environment also makes it easier

to integrate with other applications,

or to extend your Sage SalesLogix

unctionality through Web services.

Sage SalesLogix was simple to use, fexible, eature rich, and

according to our IT department, it has a very good architecture.

DavidAnthony,BusinessManager,EurotunnelUK


8/20

How Sage SalesLogix benets Sales users

IncreaseSalesProductivityand

Perormance

Sage SalesLogix helps drive

opportunities through the sales cycle

by automating activities such as

ollow-up calls, letters, and literature

ulllment, based on sales and

marketing processes you dene.

Sales proessionals can send

personalised communications to

individual customers or groups o

prospects using customised HTML

email templates. They can also track

competitors and access the Sales

Library or product specications,

FAQs, or marketing materials.

Advanced Outlook Integration enables

you to share contacts, send emails,

and manage calendars using Microsot

Outlook rom within Sage SalesLogix,

and record the activity to the Sage

SalesLogix account history.

InsightorInormedBusiness

Decisions

Sage SalesLogix provides you with

the insight to make inormed business

decisions, and the management tools

to implement them:

n Accurately analyse the revenue

potential and probability o close in

your sales pipeline.

n Segment your sales opportunities

by account manager, region, or

status.

n Use integrated Crystal Reports

to gauge individual or team

eectiveness and guide territory

realignment or redistribution o your

marketing spend.

n Receive automatic alerts on

pending sales opportunities based

on business conditions you dene.

AdvancedFlexibilitytoMatchthe

WayYouWork

Easily manage team and territory

assignments user proles, workfow,

security controls, and administration

roles. Then, as your company grows

and your business requirements

change, Sage SalesLogix provides the

fexibility and scalability to grow and

change with you.

Many customisations can be

accomplished using a codeless,

wizard and template-based approach.

For more advanced customisations

standard development tools are

available.

View perormance metrics, diagnose key issues, and identiy opportunities rom a single location with Sage

SalesLogix Dashboards.


9/20

Sage SalesLogix Sales key eatures

AccountandContactManagement

Track all customer interactions and add les, notes, orliterature requests

Assign ownership, establish account hierarchies, and

track lead sources

OpportunityManagement

Track probability o close, products, lead source, status,

and competitors

Generate sales proposals automatically refecting native

customer currency

AdvancedOutlookIntegration

Manage contacts, email, and calendars using Microsot

Outlook within Sage SalesLogix

Send email and attachments using Outlook and record

to Sage SalesLogix history

SalesProcessAutomation

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

ForecastingandReporting

Analyse sales campaigns, pipeline eciency, revenue by

lead source, and more

Segment opportunities by account manager, region, or

probability o close

CalendarandActivityManagement

Manage schedules and track phone calls, to-do items,events, and literature requests

LookupsandGroups

Deliver targeted marketing messages or sales oers to

select customer segments

CustomerCommunications/MailMerge

Create custom HTML email templates, then personalise

and send using Mail Merge. Sage SalesLogix also

integrates with Sage E-Marketing or ull email campaign

management

Archive letters, emails, axes, or proposals within

customer account records

CompetitorTracking

Record competitor product inormation as well as

strengths and weaknesses

Track sales team members, sales strategies, and

reasons or win / loss

LiteratureFulllment

Select cover letter, item, priority, send date, quantity, and

shipping options

ReerenceLibrary

Store product inormation, marketing collateral, manuals,

pricing, and presentations

Attach and send les rom the Library in emails to

customers and prospects

Sage SalesLogix running in a standard Web browser. Sage SalesLogix provides

you with the reedom o choice to select the access methods (Windows, Web and/

or mobile) best suited or each o your teams. All without sacrifcing unctionality,

usability, or robust customisation capabilities.


10/20

How Sage SalesLogix benets Marketing users

IdentiyProtableCustomer

Segments

Select the criteria o your ideal

target prospect, then segment

your customer and prospect lists

into unique groups. With Sage

SalesLogix Marketing, you can nd

the most responsive audience or

your campaigns and increase your

revenues.

BuildandLaunchMulti-Channel

Campaigns

Dene campaign stages, targeting

your prospects through multiple

media. For example, execute email

marketing activities with Sage

E-Marketing, an optional integrated

marketing services provider. Email

response data is automatically

transerred to Sage SalesLogix. Also,

import leads rom all other campaign

activities, and qualiy them based on

your chosen criteria.

ManageCampaignsEnd-to-End

Manage and track every componento your campaigns rom within the

Sage SalesLogix Marketing campaign

dashboard. View campaign stages,

tasks, objectives, calls-to-action, and

budgets. You can also view response

rates and orecasted vs. actual sales

results in real time or each campaign

rom within a single view.

MeasureROIandReport

CampaignMetrics

Sage SalesLogix not only tracks

response rates and ties revenue to

specic campaigns, but also enables

you to analyse marketing campaigns

by lead source, region, media type,

and products sold, using fexible,

built-in reports.

In addition, a record o every

campaign communication is linked

to the account history, so employeesrom Sales and Marketing to Customer

Support and Accounting share a

complete view o all account activity.

With Sage SalesLogix Marketing, youll

have every detail o your campaigns

at your ngertips and the insight you

need to increase the eectiveness

o your marketing eorts and deliver

sales results.

Evaluate the eectiveness o your marketing campaigns by analysing sales potential associated with

each lead source.


11/20

Sage SalesLogix Marketing key eatures

CampaignManagement

Design, execute, and track all campaign activities inone location

Re-use past successul campaign proles

Launch custom contact processes to automate

workfow or sales reps

Retain successul data or uture campaigns

Segmentation&Groups

Deliver targeted marketing messages or sales oers to

select customer segments

Enable sales reps to quickly create groups or

personalised sales campaigns

Segment customer and prospect lists using user-riendly

ltering tools

LeadManagement

Import leads rom web orms, tradeshows, seminars,

or purchased lists

Manually create leads rom cold calls or reerrals

Track leads at every stage, rom lead through closed sale

WebLeadCapture

Capture prospect inormation via a company website

and import lead data

Launch marketing processes to schedule letters, calls or

literature requests

Gather valuable demographic data or use in

segmentation and oer development

LeadQualication

Create qualication checklists using criteria you dene

Click to convert qualied leads to new sales

opportunities

Merge duplicate leads with existing contacts and

accounts

WorkfowAutomation

Streamline marketing and sales campaigns by

automating standard tasks

Automatically archive letters, emails, axes or proposals

within customer account records

EmailMarketing

Execute email campaigns using Mail Merge orintegrate with Sage E-Marketing or ull email campaign

management

Upload target lists directly into Sage E-Marketing

Pre-populate Sage E-Marketing with your company

templates and content

Transer Sage E-Marketing response data automatically

into Sage SalesLogix

CampaignResponseTracking

View response data real-time to analyse the impact o

campaigns in progress

Assess campaign metrics such as response ratio and

associated sales revenue

CampaignTaskManagement

Coordinate and track the stages and tasks critical to

executing eective campaigns

Schedule task owners, assign dates, due dates and

budget or each task

Budget&RevenueTracking

Gain critical visibility into campaign budgets and direct

revenue impact

View revenue real-time as opportunities linked to

campaigns are updated

Track orecasted vs. actual budgets, including metrics

such as cost per lead

Being able to gather and analyse statistical

data regarding various marketing campaigns

enables us to clearly identiy what works and

what doesnt, and infuences uture planning.

Now, were able to measure the success o

marketing activities, including exhibitions,email marketing and direct mail.

DavidBarryFielder,

FinanceDirector,DowlisCorporateSolutions


12/20

How Sage SalesLogix benets Service users

TrackandResolveCustomer

Questions,IssuesandRequests

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. Each

service ticket created contains detailed

inormation including a unique ticket

ID number, contact ino, type, status,

urgency, assignment, date required,

and service contract details.

From within a ticket, employees can

search or solutions or schedule

activities such as phone calls,

meetings, or to-dos to ollow up on

open issues.

FindCriticalInormationand

ResourcesQuickly

SpeedSearch, the powerul knowledge

base search engine in Sage

SalesLogix, helps service proessionals

quickly locate resolutions to customer

issues. Service reps can search

prior tickets, attachments, standard

problems and resolutions, procedures,

activities, and notes, as well as

reerence materials such as online

manuals, FAQs, and white papers.

ManageorMaximumProductivity

Managers can view call turn-around

time, rst-call resolution percentage,

issue totals by category, escalation

history, unresolved issues, and a

weekly recap. Sage SalesLogix

automatically tracks time spent

resolving individual issues, based on

when users punch-in and punch-

out o individual tickets.

HelpCustomersHelpThemselves

Sage SalesLogix helps reduce costswhile empowering customers to nd

the answers they need, online and

at their convenience. With the Sage

SalesLogix Web Customer Portal,

customers can view, add or edit

tickets, and submit comments or

attachments.

IntegrationoraComplete

CustomerView

Sage SalesLogix integrates with

leading back-oce applications.

Through this, service reps can access

key customer inormation such as

credit status, balance, and terms, as

well as reerence prior orders, invoices,

payments, and shipping ino.

Create service tickets quickly, and automatically assign them to the appropriate resource based on area and

level o expertise.


13/20

Sage SalesLogix Service key eatures

TicketManagement

Track ticket ID, contact ino, type, status, urgency,assignment, and date needed

Re-use past successul campaign proles

Schedule phone calls, meetings, or to-dos to ollow up

on open issues

Send emails with attachments and record

correspondences to activity history

ServiceContractManagement

Track contract details such as service level, price, andtime or paid-up balance remainin

Validate authorisations or specic services and log

issues against a contract

SpeedSearch/KnowledgeBase

Perorm an advanced keyword search o any Sage

SalesLogix table or shared network directory

Reerence prior tickets, attachments, standard problems

and resolutions, activities, and notes /history

Search reerence materials such as online manuals,

FAQs, or white papers

ActivitiesandCommunication

Schedule and track phone calls, meetings, to-dos,

events, and literature request

Send email and attachments using Microsot Outlook

and record to customer activity history

Reporting

Measure call turn-around time, rst-call resolutionpercentage, and more

View issue totals by category, escalation history,

unresolved issues, and a weekly recap

NoticationandAlerts

Monitor data proactively and receive alerts when service

conditions are triggered

Notiy service managers o overdue tickets or escalated

issues requiring attention

Alert customer service and support sta o expiring

service contracts

WebCustomerPortal

Empower customers to view, add, or edit tickets, and

submit comments or attachments

Enable customers to search the same knowledge base

that service reps use

Back-OceIntegration

View accounting data such as credit status, activity,

Accounts Receivable balance, ageing, and terms

Access current product inormation, inventory, pricing,

and discounts

Reerence orders, invoices, payments, and shipping

inormation within customer records

Search multiple resources and locate inormation throughout the system quickly

and efciently with SpeedSearch.


14/20

How Sage SalesLogix benets Support users

StreamlineSupportCentre

Activities

Sage SalesLogix Support provides

advanced issue tracking and

resolution tools, enabling you to

exceed customer expectations and

internal perormance goals.

KeepCriticalKnowledgeat

YourFingertips

The powerul SpeedSearch knowledge

base in Sage SalesLogix helps support

proessionals quickly locate resolutions

to customer issues.

HelpCustomersHelpThemselves

Reduce costs by empoweringcustomers to nd the answers they

need online, and at their convenience.

The Sage SalesLogix Web Customer

Portal puts the same intelligence used

by your support team on your Web

site, along with a powerul search

engine that simplies the sel-service

experience. With Sage SalesLogix

Support, customers and employees

around the world can also create and

track support tickets online, anytime.

ShareInormationwithSales

andMarketing

A record o every support interaction

is stored within each customers

account history in Sage SalesLogix,

so employees across the organisation

can share a complete view o all

account activity.

Analyze the eectiveness o support centre activities and report on key metrics such as call response times and deect history.


15/20

Sage SalesLogix Support key eatures

AccountandContactManagement

Access detailed inormation about the customers yourdepartment supports

View ticket assignments, priority weightings, and

notication requests

Link attachments and comments to records or historical

reerence

TicketManagement

Automatically assign tickets to the appropriate resource,

based on area o expertise

Record the status, urgency and nature o the issues, and

track time-to-resolution

Store and review comments, attachments, and an

activity history

Solve issues then archive resolutions in the knowledge

base or uture reerence

SupportContractManagement

Track contract details including ID number, type, service

level, amount, and end date

Manage multiple contract typesper incident, time

period, or cost amount

Punch-in and Punch Out to track time spent on

individual support issues

SpeedSearch/KnowledgeBase

Perorm an advanced keyword search o any Sage

SalesLogix table or shared network directory

Reerence prior tickets, attachments, standard problems

and resolutions, activities, and notes /history

Search reerence materials such as online manuals,

FAQs, or white papers

Scan search results eciently with advanced ltering,

scoring, sorting, and preview capabilities

DeectTracking

Track deect details including ID number, type, severity,priority, status, and description

View associated tickets, Return Material Authorisations

(RMA)s, attachments, and product inormation

ReturnMaterialAuthorisations(RMA)

Ensure product returns are processed eciently and

accurately

Record deects, shipping instructions, serial numbers,

attachments, and comments

StandardProblemsandResolutions

Access solutions to requently recurring issues quickly

and eciently

Automatically populate resolutions into tickets ater

perorming a lookup

Procedures

Document common processes used in solving customer

problems

Assign a title and subject, create date, and condence

level or each procedure

ProductTracking

Associate products with accounts, tickets, deects,

contracts, or RMAs

View inormation on product codes, names, vendors,

and pricing

SalesandSupportIntegration

Arm sales reps with a history o their customers support

issues and details

View the status, urgency, issue, ticket ID, and dates or

open and closed tickets


16/20

How Sage SalesLogix benets Mobile users

SageSalesLogixisanIntegrated

CustomerRelationship

Management(CRM)suitethatincludesSales,Marketing,

CustomerServiceandSupport

automationservices.Sage

SalesLogixMobileextendsCRM

capabilitiestomobiledevices,

deliveringrichunctionality

andthereal-timeconvenience

owireless.SalesLogixMobile

providesarobustmobileplatorm

orinstantaccesstocritical

customerinormation.

Sage SalesLogix Mobile allows you

to view, edit and add contact and

account details, take notes, schedulemeetings, complete activities, update

opportunities and review ticket

inormation, all rom a handheld

device. You can quickly access key

customer inormation using quick

lookups or ltered searches. Sage

SalesLogix Mobile allows ull account,

contact, opportunity and ticket

management rom the handheld

device so employees always have

access to the most up-to-date

customer inormation, whether in the

oce or on the road.

Full-FeaturedCRM

n

Create and manage contact andaccount inormation with related

notes and history

n Manage activities with a visual

drag-and-drop calendar

n Add, update and manage

opportunities and products

n View related customer call tickets

n Perorm lookups and create

dynamic groups on Pocket PC and

SmartPhone devices

n Use the same customisations

deployed elsewhere in the

organisation

Sage SalesLogix is organised and easy to use, putting the inormation and resources you need to close sales at

your fngertips. This includes mobile access through both BlackBerry and Windows Mobile devices.


17/20

5Customisation and Development Environment

SageSalesLogixoersa

developmentenvironmentthat

givesyoupowerulcustomisationcapabilitiesacrossdesktop,

Webandmobiledevices.By

enablingyourcompanyandits

individualuserstoadaptthe

systemtomirroryourunique

customeracquisition,retention,

anddevelopmentprocesses,Sage

SalesLogixcontinuesitsmarket

leadershipinprovidingthehighest

useradoptionratings.

n One development environment or

Web and mobile customisations

Web and mobile customisationsare developed and managed

within the same development

environmentincluding

standardised project tree views,

code editors, and output and

properties windows. This

integrated environment reduces

the complexity o developing

customisations or Web and mobile

solutions.

n Quickly create customisations

with codeless capabilities Sage

SalesLogix has been designed

specically to accomplish

most customisations using a

codeless, wizard and template-

based approach, enabling quick

creation o customisations

without requiring extensive Web

and programming knowledge.

Advanced customisations can still

be accomplished using standarddevelopment tools such as Visual

Studio.NET or the included

code editor.

n Web services-based or greater

extensibility and integration Easily

integrate with other applications

in your environment or extend

your Sage SalesLogix unctionality

through Web services.

n Bundling and sharing

customisations eliminates

redundancy Once a

customisation is created, it can

easily be bundled and shared

across client solutions. As a

result, your organisation can slash

development time by re-using

customisations.

n Rapidly customise with little IT

involvement Business analysts

can use codeless tools to quickly

deliver common customisations,

enabling a much aster turnaround

in addressing sales teamrequirements or new unctionality.

n One-click deployments reduce

administration costs Sage

SalesLogix can be instantly

deployed to one or many servers

with a single click. Deployments

can be easily planned and

managed or staged roll-outs.

n Reusable code speeds

development time The

application model in Sage

SalesLogix separates the business

logic layer rom the User Interace

(UI) layer. This modular nature

enables the re-use o previously

developed components or aster

customisations.

Sage SalesLogix v7.2 delivers a single development environment or Web and Mobile, including codeless

customisation tools or rapid development and deployment o a solution tailored to your business.


18/20

SalesLogix has become a driving orce in our business. Its

enabled us to create a valuable picture o our clients buying

history and preerences and thereore, deliver an improved

service and generate greater revenue.

DrPeterLClarke,ManagingDirector,LibraPharmLtd

About Sage

HeadquarteredinDubai,UAEwith

ocesinRiyadhandBahrain,

SageSotwareMiddleEastFZ-llcisasubsidiaryoTheSage

Groupplc,aleadingsuppliero

ERP,CRM&HRMSsotwareand

servicesto5.4millioncustomers

worldwide.

From medium sized companies to

larger organizations, Sage makes it

easier or companies to manage theirbusiness processes.

Formed in 1981, the Group was

foated on the stock exchange in 1989

and now employs 13,000 people in its

market leading companies worldwide.

Working with its community o

business partners and developers,

Sage is exclusively ocused on

providing Middle East businesses

in all sectors with specic, scalable

sotware and services to help them

manage their nances, their people,

their customers, their suppliers, their

core operations and to plan their uture

business success.

In the Middle East, Sage has over 35

skilled partners and provides sotware

and services to 1,500 medium andlarge businesses.

These products range rom ERP,

CRM, HRMS, Payroll to Business

Intelligence and Forecasting.


19/20


20/20

FormoreinormationcontactyourSageBusinessPartner:

Sage Sotware Middle East FZ-llc,Oces 315-316, Building 12,Dubai Internet City, UAE

Tel +9714 3900180Fax +9714 3908506Email [email protected]

OrcontacttheSageSotwareMiddleEastTeamto

discusshowSageSalesLogixmighthelpyourcompany.

Call+40080

Errors and Omissions Excepted. Microsot and its product

names are trademarks o Microsot Corporation in the USA

and its aliates in other countries. BlackBerry is a trademark

o Research In Motion Limited. All other proprietary marks are

owned by their respective owners, whose interest and rights

we acknowledge.

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