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A Single Source for Customer Information
SalesLogix provides the tools and resources needed to effectively manage all aspects of the sales cycle and increase sales team 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 Productivity and Performance
- 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, FAQ or marketing materials.
Plus, Advanced Outlook® Integration enables users to share contacts, send e-mail and manage calendars and activities using Microsoft® Outlook — from within SalesLogix — while recording it all 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 analyze the revenue potential in your sales pipeline with graphical forecasting.
- Segment opportunities by account manager, region or probability of close.
- Use integrated Crystal Reports® to gauge team effectiveness and guide territory realignment or redistribution of your marketing spend.
- Receive automatic alerts on pending sales opportunities based on criteria you define with the SalesLogix KnowledgeSync option.
Customizable to Match the Way Your Business Works
Tailor the design and functionality of SalesLogix to mirror your marketing, sales, lead qualification and new customer processes. Easily manage team and territory assignments, user profiles, security controls and administration roles, too.
Then, as your company grows and your business requirements change, SalesLogix provides the flexibility and scalability to grow and change with you.
Help Customers Help Themselves
Reduce costs by empowering customers to find the solutions they need online — at their convenience. The powerful web knowledge base in SalesLogix puts the same intelligence used by your support team on your website — along with a search engine that simplifies the self-service experience with automatic FAQ and keyword highlighting. Plus, with SalesLogix WebTicket, customers and employees around the world can submit new tickets, attach related files and update changes to existing tickets via the web.
Streamline Support Center Activities
With advanced problem tracking and resolution tools in SalesLogix, you can manage call and defect tracking, service contract renewals and return material authorizations (RMAs). Better yet, the power of SalesLogix Support can be further enhanced with Integrated Service Alerts, a version of SalesLogix KnowledgeSync. This powerful solution generates rules-based alerts you and your team can receive via phone, e-mail or pager when the situation demands.
SALESLOGIX SUPPORT TOP FEATURES
- Account and contact information
- Support ticket management
- Defect tracking
- Contract management
- Return material authorizations (RMAs)
- Standard problems and resolutions
- SpeedSearch
- Reporting
- Knowledge management
- Escalation management
- Web self-service
Have Critical Information Ready When Customers Call
Your support reps will respond faster, and help reduce support costs, with the powerful SpeedSearch™ knowledge base. SpeedSearch quickly recalls call tickets, defects and standard problems and resolutions. Or reps can use a full-text search engine or access external files such as manuals, FAQ and white papers — all to help customers get what they need, when they need it.
Share Information with Your Front-Office Team
SalesLogix Support is a fully-integrated component of the SalesLogix customer relationship management suite. All modules — Sales, Marketing, Support and Web — share the same customer database to give your entire organization a consistent picture of your customers.
Customize to Meet Specific Business Needs
As your business grows and changes, you can customize SalesLogix Support to meet your business needs. Create or modify tabs, fields, tables, views, scripts, pick lists, reports and security settings — it's up to you.
SALESLOGIX WEB
Increase Productivity and Drive Results
The SalesLogix Sales Web Client helps your sales teams increase sales productivity and achieve results. And they'll do it all with our intuitive, easy-to-use interface.
- Manage account and contact information.
- Track opportunities from lead through close.
- Manage calendars and activities.
- Automatically distribute new leads to sales reps from your website.
- Store important reference materials in the Sales Library.
Tools and Resources for Selling
The SalesLogix Sales Web Client provides all the tools and resources needed to sell efficiently and effectively.
Use Mail Merge to send personalized faxes, letters or custom HTML e-mail messages to your customers and prospects. Create and manage groups, segmenting your customer data by account status, geography or opportunity size. Analyze your sales performance with integrated Crystal Reports® and use the knowledge to refine your sales strategy.
KEY BENEFITS
- Increase productivity by automating key aspects of the selling cycle.
- Maximize team selling effectiveness with advanced sales tools.
- Make informed, profitable decisions based on accurate visibility into the pipeline.
- Customize to mirror unique business processes and accommodate change.
- Provide superior customer support and exceed performance goals.
- Deliver effective self-service support solutions.
- Plus, with our Advanced Outlook® Integration, you can send e-mail using Microsoft® Outlook — from within
- SalesLogix — and record it all to the SalesLogix account history.
SalesLogix WebTicket Energizes Product Support
To deliver superior customer support, SalesLogix WebTicket for Employees provides your support professionals with:
- Ticket management;
- An integrated knowledge base with powerful search capabilities;
- Visibility to defects and RMAs; and
- Management reports.
- Designed for ease-of-use and rapid access to critical information, SalesLogix WebTicket enables support reps to find and quickly provide resolutions via the web, delivering beyond your customers’ expectations and helping you exceed your support department’s performance metrics.
Help Customers Help Themselves
SalesLogix WebTicket for Customers is a self-service portal that customers can use to create and update support tickets or search your knowledge base for solutions themselves. Customers can also attach files to a ticket, or engage in two-way communication with the support rep handling the ticket.
Customers will love the added convenience. You’ll love the reduced costs that result as customers find the support solutions they need online, anytime.
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