Ability to add multiple people (contacts, leads or users) for an activity
History is saved for each Attendee so each persons record indicates their attendance.
Ability to Manage one list of people whether they are leads, contacts, or users.
Identify each participants role for the activity
Easily find any contact in your system with Speed-Search based lookup
Participants can be from different organization accounts
The Saleslogix Desktop Integration Module is a collection of features to enhance your Saleslogix web experience and the synch is native to Saleslogix.
- Office Integration:
- Drag and drop attachments from Desktop into Saleslogix
- Drag and drop e-mail from Outlook into Saleslogix
- Drag and drop Library documents - used by Admin to update the Library with sales, product, marketing, instructional digital assets.
- Mail Merge - send out group e-mails, letters, etc. from optional templates
- Outlook Integration:
- Outlook E-Mail integration
- Calendar Integration
- Contact Integration
The Outlook Desktop Integration is user configurable for What, When and Direction. It does provide 64-bit Office support and replaces the former Intellisync third-party component.
Some browsers support features, but require Desktop Integration and other features are only supported on certain browsers. See the following table for details:
With Saleslogix 8.1 now reports can still run on-demand like before but they can now be based on a schedule. This is especially helpful for long running reports or those that need to be run regularly.
Additionally your past reports are kept in history so you now have the capability to review a past report as a snapshot in history.
With this new design and use of the updated Crystal 2001 v13 engine all the reports are viewed as a PDF document and the reports can be exported to PDF, Excel plus others.
The Saleslogix administrator can view, schedule and cancel reports as needed.
New "Day in the Life" dashboard and reports will be delivered with Saleslogix 8.1 which includes an updated Business Intelligence engine and new visualizations that are compatable with modern browsers and operating systems.
Ever wish you could view a snapshot of information about a specific contact as you viewed a email from the contact? In the product roadmap for Saleslogix 8.1 follow up is the adaptive client for Outlook.
It provides real-time access to Saleslogix data while working in Outlook - it is embeded in the Outlook experience.
This is helpful for users who work mainly in Saleslogix and Gmail to need to manage calendars, contacts and/or tasks. User are able to save relevant email conversations in Saleslogix from Gmail. The integration is simple to maintain using Oauth-based authentication and is cloud friendly.
Reports can include visualization, KPIs, KPI trends and detailed or summarized data. Reports have the option to access data in real or near real time. Better decisions can be realized a data bubbles up as KPIs and trends.
There is an Administrator console for managing long running processes or Jobs: