SalesLogix Screenshots

What SalesLogix looks like

Easy to Use
Lead Tracking
Reporting
Forecasting
Mobile Sales
Processes
Customization
Administration
Synchronization
CRM

SalesLogix is Easy to Use

• Familiar contact manager look and feel, but with enterprise-class power.
• Navigation bar provides fast, easy access.
• Everything accessible from one screen.
• Pop-up pick lists for quick data entry.
• Comprehensive online help.
  

SalesLogix Lead tracking and Opportunity Management

• Manage a pipeline of opportunities from lead to close.
• Automatically roll up forecast information.
• Forward qualified leads to field salespeople.
• Easily share information between sales teams.
• Create multiple sales cycles with stages and track progress.
• Track products, pricing, key contacts, activities and competition for every deal.
• Track lead sources for contacts and opportunities.
• Trigger processes to automatically schedule activities and literature requests, print form letters and more
  

SalesLogix Reporting

• Automatically receive graphical reports generated with fresh data, including forecasts, lead status, account detail and more.
• View built-in and custom reports, including forecasts, account status, activity, address books, labels and more.
• Build detailed reports with groups, sub-groups, arithmetic and custom graphs.
• Automatically run reports and distribute outside of sales via email.
• Access dynamic executive decision-support reports in a web browser on your Intranet and probe for further details at your option.
  

SalesLogix Forecasting

SalesLogix Mobile Sales tools and Literature fulfillment

• Schedule literature requests from the field, fulfill from the home office and receive confirmation that materials have been sent.
• See additions and changes quickly and easily in a "What's New" view.
• Access key sales information, such as price lists and presentations, in the Sales Library.
• Submit literature orders for fulfillment at the home office.
  Get hot leads and account updates with remote data synchronization.
• Review all changes and updates after synchronization.
  Share calendars, contacts and tasks with PalmPilot™ and Windows® CE devices using Puma® Intellisync™.
• Organize and manage marketing literature for easy access and selection.
  

SalesLogix Processes

SalesLogix Customization and Control

• Quickly build custom screens that automatically roll out to the remote salespeople.
• Modify the out-of-the-box screens easily to suit your unique business needs.
• Customize for data validation, pick lists and custom controls.
• Create Guided Selling™ processes to automate sales methodologies or best practices.
• Secure customization from user-level modification.
• Distribute updates automatically to remote users.
• Create custom menus, tool and navigation bars.
  

SalesLogix Administration

• Centrally manage user settings, data security, database customizations and more.
• Control all user, system and maintenance configuration from a single administrator console.
• Realign territories on the fly.
• Schedule system agents for maintenance processing during off-peak times.
• Centrally manage files on remote computers and run any remote application automatically.
• Replicate user security profiles for efficient creation.
  

SalesLogix Synchronization and Security

• Subscribe to user-defined subsets of available data to minimize data transfer.
• Ensure data consistency in all databases across your organization.
• Connect and receive changes using a standard RAS connection and apply changes while offline.
• Control changes applied with custom field-level conflict resolution rules.
• Prevent unwanted access to data by record — managers can automatically access subordinates' public data.
• Share accounts, contacts and opportunities between users or teams.
  

SalesLogix Relationship Management

• See all support incidents from within SalesLogix and know the status of each.
• Work as a team with your support team to never get blind-sided again.
• Keep the support team informed of the strategic value of each customer.
• Share contact information, such as name, address, phone and e-mail for accuracy and faster response times.
  

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Executive Kit is
packed with information to help you decide if SalesLogix is what you want. Ideal materials for presentation to your Boss or Co-workers
[Executive Kit]

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