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Benefits Snapshot

  • Deploy a full-featured, secure CRM solution rapidly
  • Reduce IT capital expenditures and operating costs
  • Simplify software management
  • Benefit from flexible payment options
  • Easily retrieve your valuable data
  • Have full control of upgrades
  • Integrate easily
  • Tailor for unique business needs

Full-Featured CRM

  • Account/Contact Management
  • Opportunity Management
  • Microsoft Outlook and Office Integration
  • Process & Workflow Automation
  • Sales Forecasting & Territory Alignment
  • Lead Qualification & Management
  • Multi-channel Campaign Management & ROI
  • E-marketing*
  • Ticket Management
  • Defect Tracking & Returns
  • Mobile Access
  • Business Analytics & Reporting
  • Back-office Integration
  • Data Mashups Capability
  • Advanced Customization Capabilities

Solution Offerings

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Sage SalesLogix Cloud - Best of Both Worlds

Why Choose When You Don't Have Too:

Sage SalesLogix Cloud offers the best of both worlds-the flexibility and rapid time-to-value of a traditional CRM SaaS solution, combined with the benefits of an on-premise solution like security and control. With payment and subscription options, data ownership, greater data storage, and advanced customization, Sage SalesLogix Cloud provides a better choice for your business.

Top Differentiators

      • Full-featured, Secure, CRM
      • Enterprise-class Support
      • Flexible Payment Options
      • Greater Storage per User
      • Upgrade Control
      • Integration & Customization

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Sage SalesLogix Cloud offers unique advantages over SaaS CRM vendors including:

Peace of Mind

You can have peace of mind that your data is secure and only accessible by you, not intermingled with the data of thousands of other companies. You own and control your data right from the start so in the future, should your business needs change and you decide to switch from a cloud-based solution to an on-premise solution, you get your data back intact-in a usable, standard format. And, rest assured, Sage will take care of you so your IT department doesn't have to worry about it-from setup and backups to expert product support and 24-hour monitoring.

Don't Get Nickled & Dimed on Storage

Most businesses require plenty of data storage-so right from the start you'll receive greater storage space per user than some other CRM vendors, with favorable rates to increase capacity as your business grows and changes.

CFO Friendly

Not all businesses are the same. That's why Sage SalesLogix Cloud offers a variety of flexible payment, subscription, and license options that fit your business requirements and financial preferences.

Plays Well With Others

Sage SalesLogix Cloud was built on a flexible, standards-based platform that enables integration with your other business management solutions, desktop applications like Microsoft Office and Outlook, and Web services for increased productivity and a complete, holistic view of your customers.

You're in Control of the CRM Experience

Change, like a software upgrade, can be disruptive-to IT, to users, and even to management. Sage SalesLogix Cloud gives you control of upgrades so you can perform them when it's right for your business-not when the vendor decides.

The Sage Advantage

Sage has offered a comprehensive portfolio of business management products and services focused on SMBs for over 30 years including ACT! by Sage, Peachtree, and Sage MAS ERP. Sage SalesLogix is a celebrated, established leader in the CRM market for nearly 15 years and supported by a network of expert, local Certified Sage Business Partners [Success with CRM Consulting, Inc.] who can deliver CRM advice and expertise.

Full Featured CRM

    • Account/Contact Management
    • Opportunity Management
    • Microsoft Outlook and Office Integration
    • Process & Workflow Automation
    • Sales Forecasting & Territory Alignment
    • Lead Qualification & Management
    • Multi-channel Campaign Management & ROI E-marketing
    • Ticket Management
    • Defect Tracking & Returns
    • Mobile Access
    • Business Analytics & Reporting
    • Back-office Integration
    • Data Mashups Capability
    • Advanced Customization Capabilities

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Frequently Asked Questions

Q: What are the main reasons a business would want to move their CRM solution in the Cloud?

A: Having Sage host software and hardware in the Cloud for businesses helps them minimize IT costs and involvement since Sage provides world-class support for them. Cloud solutions are also appealing because they eliminate capital expenditures with flexible, subscription-based licensing options.

Q: Are there any new features included with this release?

A: Yes the following features will be available Sage SalesLogix Cloud Phase 1 launch (v7.5.3). These features will be available in Sage SalesLogix on-premise in the next release anticipated in fall 2010.

This cloud release offers some enhancements such as desktop integration, a new Web administrator tool, role-based security for the Web Client, and sleek new widgets for the newly refreshed personal workspace tabs.

Q: Is my data secure?

A: Yes, the environment has been setup with numerous security measures such as SSL, locked down firewall ports, and a hardened Windows OS.

Q: Are there any issues with licensing Microsoft Windows OS and Office?

A: No. Windows licensing is included in the offer, and MS Office licensing is handled at the client machine.

Q: How do you maintain the operating environment? Is it through the RDP connection?

A: Yes, Sage will perform backups, monitoring, and some aspects of DB and OS maintenance.

 

SalesLogix v7.5.3 Overview

Get a Sneak Peak at Sage SalesLogix 7.5.3  or the very latest here.....

SalesLogix Community Sneak Peek, here.

New Web Administrator Tool:

This new tool does not replace the current SalesLogix Administrator, which you’ll still have to access to do some things; however the new Web-based administrator lets you access common administrator tasks via the Web such as managing users and teams, pick lists, products, etc.

 

  • Competitors - add, edit, or delete competitors that can be associated to an opportunity.
  • Departments - add, edit, or delete departments that can be used as a specialized team.
  • Lead Sources - add, edit, or delete lead sources that identify how a contact or lead was created.
  • Literature Items - add, edit, or delete literature items available for literature requests.
  • Library – add, edit, or delete library folders and documents.
  • Pick Lists - add, edit, or delete pick lists to help users improve data consistency.
  • Products and Packages - add, edit, or delete products and product packages (a collection of products) that can be associated to an opportunity or sales order.
  • Teams - create and manage teams that can be used to define account ownership and access.
  • Users - add users, manage profiles, and set security.
  • Roles - manage a user's access to Web Client features by role.

 

Enhancement to Library

  • Manage Library folders and documents.

 

Update to Literature Requests

  • Fulfill, complete, or reject literature requests.

 

Desktop Integration for:

  • Drag and Drop Attachments
  • Drag and Drop E-mail from Microsoft Outlook
  • Outlook Integration - Send SLX and Record to History
  • Mail Merge
  • Export to Excel
  • Drag and Drop Library files (Administrator only)

 

All of these features are browser agnostic, i.e., Firefox or Internet Explorer.

 

Sleek New Welcome Page Dashboards & Widgets

Coupled with a visual refresh to the Welcome page, v7.5.3 offers new widgets enabling users to further personalize their Welcome page and workspace tabs and share that content with other users.

 

  • Group List Widget: customize to show a list for any entity or group within an entity, set list to show top number of records (e.g., top 10 opportunities), and work with it /sort it as you would a standard grid
  • Link Widget: lets you bookmark your favorite areas or entities in the product or even favorite Websites or sources outside Sage SalesLogix
  • Charting Widgets: create custom charts for any entity, group, dimension (filter) and metric that enable you to analyze data including bar, column, funnel, line, and pie charts

  

Sign up for a SalesLogix v7.5.3  30-day trial:

Go to http://trial.sagesaleslogix.com/