CRM:  A Business Imperative for Companies during the Global Economic Downturn

Navigating through turbulent times is never easy, but today's economic conditions are more challenging than most companies have ever faced.  The instinctive reaction is switch to defensive mode: cut all strategic projects and wait.

BUT these times present new opportunities for companies that develop a engaging business relationship development Strategy and then invest wisely in information technologies. Sage SalesLogix CRM is uniquely positioned to assist you.

Why CRM? - It's about relationships and building a sustainable business. 

• CRM helps you protect revenues from your current customers by ensuring you are delivering exceptional service and safeguarding their loyalty.
• CRM provides deeper insight into your customers- enabling you to unearth latent revenue opportunities.
• CRM helps you deliver exceptional and personalized service consistently to your customers.

Having a useful, intelligent and easy-to-use CRM Application leads to success in Acquiring, Developing and Retaining Profitable Customers.

Download CRM: A Business Imperative white paper that examines how Sage is working with small- and medium-sized businesses like yours to help them protect and grow their revenues during the economic downturn.

For a role based, overview tour click on the image below. Individual tours available (click on links) for Sales, Marketing, Service & Support, Management, Accounting, and IT roles.

What's HOT:

Access your customer knowledge database from all the popular mobile devices such as the iPhone and Droid or the tablets devices such as the iPad. 

Why Mobile?

+ Increase field selling time by 28%

+ Eliminate redundant activities 27%

+ Reduce sales call costs 25%

+ Decreased administrative time 24%

Read more here.

Obtain a view of what's new in the latest version of SalesLogix here. 

See the sleek welcome screen, informative dashboards, a trending account timeline of the business account relationship, service/support ticket for issues and resolutions as you build your knowledgebase and have a CRM system that is an appreciating asset!--- here

Tour the world of business and benefits for your role:

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

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.

Multi-currency support

Business Drivers that CRM Helps to Address.... blog article.

Videos:

Acquire, Retain and Develop Customers with CRM, (3 minutes), here.

Making Great Decisions - Executive dashboard (takes 9 minutes), here.

Role specific (Sales, Marketing, Support, Mobile, IT) related, (11 minutes), here. 

Mobile CRM is not just an enabler to improve business processes for field professionals, but it also solves:

- How to improve CRM usage rates among mobile users

- How to turn CRM into a competitive advantage in the  field

Find more at SalesLogix Mobile page.

Mobile CRM offers unique business benefits because it: 

• Integrates the mobile user into the core processes of the business
• Improves the quality and timeliness of the customer data added to the CRM system
• Streamlines and even accelerates the sales and services processes as information is immediately retrieved or requested.
• Increases customer satisfaction through greater responsiveness.
• Increases revenue from field sales teams by moving opportunities through the pipeline more efficiently.

Download Mobile CRM document that covers key challenges addressed by Mobile CRM, the business benefits of Mobile CRM and 7 key considerations for your Mobile CRM solution.

Videos and more about Sage SalesLogix Mobile CRM - turn twiddling thumbs into productive thumbs.

A SalesLogix video overview of Marketing, Sales and Customer Service by UK Sage partner:

Dave and Thomas Popcorn - video testimonial: (more "Successes with SalesLogix")

Social CRM: Customer Relationship Management in the Age of the Socially-Empowered Customer

"93% of Americans believe a company should have a presence in social media" - 2008 Cone Business in Social Media Study.

Social CRM is about turning content into Conversations and Relationships.  Adding a social media strategy to your CRM initiatives is critically important to doing business in the 21st century.

Download this Social CRM document about the importance of integrating social media tools and strategies into your traditional CRM effort - to build meaningful relationships. 

Business Success with CRM blog topics: Social Media, influencing the Customer Experience, Success with CRM strategy and tools, Relationship Building,  Results Gained with CRM, Executive Summary of posts, main business success with CRM blog.

Solutions for Getting Started and towards building a more successful business

Sage SalesLogix is a full-featured, customizable, multi-client CRM solution that provides businesses with a complete view of customer interactions:

• -> sales- opportunity management
• -> marketing - lead generation 
• -> customer service - remarkable experience 
• -> support function - loyalty

With Sage SalesLogix, businesses can manage their entire sales cycle and increase team performance by:

• automating sales processes,
• monitoring and forecasting sales activity,
• responding promptly and knowledgeably to inquiries and opportunities, and
• targeting campaigns to their most profitable customers and prospects.

Business analytics tools further enable users to make better strategic decisions and manage resources. More than 300,000 users at over 8,500 companies worldwide rely on Sage SalesLogix Web, Windows, and mobile access options to manage their customer information and accelerate sales results.

Email Dick, Dick@successwithcrm.com for a Free CRM readiness assessment and call him with your questions: 269-445-3001.