Sage Saleslogix

Start working hot leads fast

• Route your “hot” leads to your sales reps right away.
• Assign leads based on criteria you define in Sage SalesLogix sales software, such as top sales rep or region.
• Qualify leads and convert them to new sales opportunities on-the-fly with sales software functionality.
• Integrate with Sage KnowledgeSync to receive alerts as soon as new leads come in.

Boost productivity with sales force automation (SFA)

• Automate your sales processes within Sage SalesLogix sales software to maximize team productivity and shorten your sales cycle.
• Customize sales processes based on your product line, deal size, territory, or lead type.
• Implement proven standardized sales methodologies with solutions like Solution Selling or Miller Heiman®**.
• Define stages and steps and assign objectives, activities, results, and close probability.
• Sage SalesLogix sales force automation prompts team members to complete tasks such as making phone calls or scheduling meetings—SFA ensures all steps are followed through a proven sales force method.

Manage your team effectively

• Access the information within Sage SalesLogix sales software that you need to coach and mentor your sales reps, increasing sales potential.
• View real-time reports that show opportunities summaries, quota vs. actual sales, sales process analysis, forecast by account manager, and more.
• Understand where your reps are spending their time with visibility into team and individual activities and calendars in Sage SalesLogix sales software.

Streamline day-to-day sales activities

• Create and send sales orders and proposals with sales software functionality.
• Send professional communications using custom HTML email templates and Mail Merge.
• Schedule activities like meetings, presentations, follow-ups, call downs, and more so you’re always on top of things.
• Access all your customer interactions in one consolidated place in Sage SalesLogix sales software, including notes, opportunities, activities, pricing, tickets, and more. Use filters, groups, and one-click access to quickly get to the information you need.