My role is:
Provide the customer-focused strategy with the CRM business foundation and tools for increased employee effectiveness.
Increase the value of the business - capturing customer intelligence and insights.
Benefits: >Managers / C-Level
Build Loyal Relationships:
Provide your service and support staff with the
tools they need to increase and maintain high levels of service—driving customer loyalty.
Increase Sales and Marketing Efforts: Arm sales and marketing teams with the sales automation, productivity, and business analytics tools they need to increase sales effectiveness
Gain Business Insights: Turn insight into action with advanced analytics tools
Customize To Suit Your Needs: Tailor your solution to address your unique industry and business needs.
Take Advantage of Flexible Deployment Options: Deploy flexible deployment and access options that work best for your unique business requirements.
Make fast, reliable business decisions with an eagle-eye view of performance data.
Benefits - Sales
Make informed, profitable decisions based on accurate visibility into the sales pipeline.
Drive opportunities to a close by automating your proven sales processes
Maximize team selling effectiveness with reporting and advanced business analytic tools
Enable your mobile workforce with anytime, anywhere access to vital customer information on popular mobile devices or via the Web
Streamline Your Sales Methodology:
+ Create a common selling process.
+ Capitalize on the best practices of your whole organization.
+ Shorten your sales cycle.
+ Reduce time spent in unproductive areas.
+ Implement day-to-day best practices for using Sage SalesLogix
Benefits – Marketing
Automatically route hot leads so they’re worked on fast!
Easily manage leads from import to deduplication - increasing marketing efficiencies and ensuring data integrity.
Attract profitable customers and automatically nurture leads with integrated Sage SalesLogix E-Marketing.
Understand why you're winning and losing deals and make adjustments
Understand and analyze which campaigns have the most responses, best conversion rates
Maintain a central library for marketing information, manuals, pricing and sales tools.
Track the effectiveness of your multi-channel marketing campaigns with ROI and Budget tools.
Benefits - Customer Services / Support
Get a complete view of the customer to maximize interactions.
Quickly analyze ticket volume and trends to assess the customer experience and team performance.
Manage tickets, defects, returns, and support contracts boosting loyalty and service levels.
Increase the levels of service you provide and manage your team effectively with insights into team performance.
Receive alerts automatically so you're always aware of issues so you can take action fast!
Empower your customers to get the support they need 24/7 with the Sage SalesLogix Self-Service Web Portal - increasing the customer experience and reducing service and support costs.
Benefits - IT Professionals
Customize to address unique business and industry needs.
Automate processes across your organization leveraging the powerful Process Orchestration Engine.
Flexible, standards-based architecture easily integrates into your existing IT environment enabling future growth and expansion.
Easily configure and manage your CRM Solution using Administrator tools.
Ensure your vital data is secure with sophisticated security options.
Benefit from a complete CRM solution out-of-the-box that's easy to install - or leverage an expert network of certified business partners to design, implement and customize your CRM solution.
Use coded or codeless tools to develop and deploy customizations across all areas of the product.
Integrate with Web services for an enhanced user experience.
Next Step Suggestions:
Review the 18 requirements for business success with CRM
Role-based Tours of Sage SalesLogix CRM
Business Drivers that CRM helps to Address.... blog article.