Keep Up to Date - Sage SalesLogix Mobile
The new Sage SalesLogix Mobile delivers rich CRM functionality across multiple mobile platforms via a customizable, browser-based application that is easy to deploy and manage and is available at no extra charge to Sage SalesLogix clients*.
Extend rich CRM functionality to mobile device users quickly and easily - at no additonal charge!*
* Requires Sage SalesLogix 7.5.3 and higher.
SalesLogix Web:
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
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.