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SalesLogix Mobile v2.1 - New Improvements

  
  
  
SalesLogix-Mobile-Home-options

SalesLogix continues to further their mobile strategy and vision with the release of Mobile v2.1 for SalesLogix 8.0. This month (April 2013) our clients have access to the latest update.

Factors Affect CRM Pricing – Questions we’ll be asking you

  
  
  
Factors Affecting Pricing
Preparing for a successful implementation of CRM system that brings change requires that many thoughtful questions be considered.  Use the following to help yourself as the "CRM Champion", to help the executive sponsor and to help your CRM project team get the most from CRM.  Planning with these questions as a starting point will achieve your desired objectives.
 
  • Stakeholders - Do you have those involved in the use of and management of the information identified along with each of their outcome objectives and expectations?  How will the future be different?
  • Do you have a project manager and champion of this change initiative?
  • What will be the number of expected users, their departments and primary job responsibilities as it relate to CRM?
  • What is the expected “Go-Live” deadline?
  • What are the expected time requirements that your project implementation team is planning to devote to this CRM initiative?
  • What operational processes do you foresee being affected by this upcoming change initiative with CRM?
  • How will your people be held accountable to learn new capabilities of business management software?  Review the CRM user adoption principles.
  • What are your sources of data to be used to start up this CRM system?  What is the quality (number of records) of company accounts, contacts, addresses and sales opportunities?  What is the data quality and expected level of de-duplication that will be needed?
  • What is your current technology foundation:  Number of servers in networks, operating system and versions of servers, desktops, laptops, smart phones and tablets?
  • What are the technical skills of all the users?
    • Heavily involved in using business applications
    • We have no dedicated IT, but have several power users.
    • All know web browsers usage and Microsoft Office productivity tools.
    • Minimum – know how to use browser to use Internet only
    • What other business applications are in use?  What version of Microsoft Office?
  • Are you having web leads come from a web site that needs to be imported regularly or automatically?
  • Do you have lead lists, trade show lists, etc. that need to be imported several times each year?
  • Will you have some internal power users defined as 1st line of CRM system support?
 

 

Other Related Articles:

18 Requirements for Business Success with CRM



Customer loyalty is the real challenge, not satisfaction

  
  
  
3-pilliars-of-CRM-Foundation

In a recent article, Geoffrey James, hit on 4 keys to customer loyalty that struck a cord and I'd like to share these thoughts with you.  The article and his links can be found here....

Big or Small, CRM Grows with Your Business - Part 3

  
  
  
Success with CRM Family business

Ed the Entrepreneur continues The Wooden Toy Story, Part 3


In Parts 1 and 2 of the Wooden Toy Story, we saw how Ed the Entrepreneur turned his dream of crafting quality wooden farm toys into a $15 million business, with the help of Sage ACT! contact and customer management system.


Promises to be Delivered with CRM

  
  
  

In order for any business to be successful, we preach the necessity of being committed to excellent customer service, helping others to be successful, and being true to your own business focus.

In order to practice what we preach, we promise our clients that we’ll demonstrate our commitment to those principles in the following ways:

  1. We promise to approach building your scalable business with as much thought and creativity as if it were our own.
  2. We promise to lend our fresh eyes and minds as an objective sounding board for your business.
  3. We promise to operate out of an entrepreneurial spirit that always improves, always focuses on customer value, and always innovates to meet your business challenges.
  4. We promise resources on which to grow a knowledge database of people and company relationships that can mature into an appreciating business asset.
  5. We promise to design a business development system just for you, based on a Sage ACT! or Sage SalesLogix CRM technology foundation, that will deliver new customers, keep loyal customers and develop increasingly profitable customers.
  6. We promise to plan strategically with you for effective use of these CRM systems to develop your business.
  7. We promise a solution tailor-made for your business that adapts when you need it to.
  8. We promise to show you e-marketing solutions that work and are easy to use because they connect with your customers and integrate knowledge with your CRM system.
  9. We promise to power smarter, faster, and better decisions with advanced analytics, Crystal Reporting design and customizations, and personalized business decision management dashboards.
  10. We promise improved efficiencies in your business process management, workflow, and alerting powered by advanced business automation.
  11. We promise to equipment your business with the tools to work smarter building customer and partner long-term relationships.
  12. And always—we promise an uplifting positive attitude with a smile...  





Grow your small business with Sage ACT! Premium 2013

  
  
  
70-percent-workforce-mobile

Tracking the latest trends, knowing the business landscape, and listening to customers and critics alike, has helped develop Sage ACT! 2013 into a business development tool to grow your small business.

7 Key Considerations for Your Mobile CRM Solution

  
  
  
SalesLogix Mobile

What do you need to consider when adopting a mobile CRM solution? 

It’s important to recognize upfront that mobile CRM is more than just another CRM technology client.  The mobile environment itself can be complex and unique requirements should be considered when extending CRM to mobile devices. 

8 Signs You Need SalesLogix CRM Instead of ACT! contact management

  
  
  
SalesLogix or Sage ACT!

Analyzing improvements in your customer and business development systems needs to occur at different points in the growth of your business.  Use the following as sign posts, milestones in a way, to help determine if your Sage ACT! contact and customer management system needs an upgrade to SalesLogix CRM....

Boost Sales Productivity with CRM: Now & Later

  
  
  
Reduce-Risk-with-CRM

35 Ways CRM boosts sales productivity: today & every future day.

The following list contains various ways that the use of a CRM system and related technology can help boost sales productivity and effectiveness...

Benefits of Effective CRM - a B2B Client Perspective

  
  
  
Delivering-Effective-CRM

Client states significant business benefits which accrue from effective, integrated CRM

We love it when B2B clients come up with great business benefits of effective CRM.  The following was recently shared with us.

 

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