your relationships. your information. your crm saleslogix
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Your relationships. Your information. Your CRM
Saleslogix
Saleslogix Overview
Why Choose Saleslogix?
• Ready to extend, integrate, and customize• Cloud, on-premises, or hybrid deployment options• User empowerment with
– Personalized dashboards and interfaces– Advanced list, group, and data management– Work in a connected or disconnected state– Productivity on most mobile devices
• Global language, currency, and time-zone capabilities
• Sales, support, and partner network on all major continents
• Strongest presence in U.S., UK, Germany, France, Australia, and South Africa
• Local expertise close to where you conduct business
Worldwide Support Network:
Complete CRM Solution – Out
of the Box:
• Ownership and control of your system and your data.
• Flexible license and payment options to suit your financial needs.
• Multiple deployment options – Cloud, on-premise, or hybrid – to fit your IT strategy.
• Reporting and analytics solutions that enable actionable insights from your information.
• Market-leading mobile CRM so your users stay productive on the go.
• Advanced customization capabilities to tailor the application to your unique business.
• A state-of-the-art technology platform ensures maximum ROI for your business.
• Exceptional usability which results in enhanced productivity for your users.
• Industry-leading integration capabilities for a 360°-view of your customers.
• A global partner, developer, and customer ecosystem to support your CRM success.
Why Saleslogix?
Info-Tech Vendor Landscape
“Saleslogix’s focus on the large enterprise, coupled with its robust sales and marketing features, allow it to rise above its competitors in this space.*”
* Vendor Landscape Plus: CRM Suites for Large Enterprises, Info-Tech Research Group, 2011
Forrester Wave
Highlights:• Proven and user friendly. • Usability!• Consistent experience across
multiple platforms (online, offline, and mobile)
• Multiple deployment options (on-premises, cloud, and hosted).
• Strong sales functionality and a strong architecture and platform.
• Very strong support for mobile CRM.
Customer & Industry Recognition• “Saleslogix lets us service our clients to the fullest extent. Our point of sale,
merchandising and e-commerce systems are integrated with Saleslogix so we can pinpoint and respond to customer needs. We see a lifelong relationship with Saleslogix because it provides our sales associates a tool they cannot get at any other retailer and our clients an experience they keep coming back for. Hands down we have the most advanced CRM system in retail today.” – CIO, Harry Rosen Inc.
• “All of the business processes we have improved with Saleslogix have used out-of-the-box features, no mods necessary. The ease of use and feature depth of this system has allowed us to be quite creative.” – IT Manager, Organic Valley Foods
• “Having 5 corporate offices and off-site personnel means we need information readily available so we can service clients and work sales opportunities from anywhere. We chose Saleslogix because it uses modern web and mobile technologies to provide real-time data and integrate with our existing systems. Saleslogix Mobile is device agnostic so we’re covered no matter how many different types of devices we want to use in the future.” – Vice President, Realty Capital Securities Inc.
Customer AgReliant Genetics Receives Gold CRM Excellence Award using Saleslogix
Presented by Gartner and 1-to-1 Media• Received CRM Excellence Award for Sales Force Effectiveness in
May 2013• Reached almost 100% utilization in less than 1 year • Criteria included: the quality of the overall sales strategy, the
execution of that strategy, and the final results of the strategy. • “The customized iPad tablet edition of the Saleslogix software has
been adopted by more than 95% of our sales team, which is 300-strong and growing. This mobile application is empowering our sales force to make more informed, tactical decisions in the field,” Steve Thompson, AgReliant Genetics Director of IT.
Industry Coverage
Financial services, insurance, manufacturing, high tech and professional services represent 65% of installed base customer
industries.
Saleslogix has been deployed successfully in over 70 different industries.
Your Relationships. Your information. Your CRM.
Your Relationships Your Information Your CRM
Your customer information is your
most important corporate asset.
Maximize its value and ensure it is accessible and
secure.
Your customer relationships are essential to your success. Acquire more and nurture
them to build loyalty and grow your
business.
Your business is unique. Your CRM
solution should support the way you
do business, now and in the future.
Your Relationships
Your customer relationships are essential to your success. Acquire more and nurture them to build loyalty and grow your business.
Rich Customer Profiles
Personalize your customer interactions - from purchase history to favorite cuisine, you have all the relevant information at your fingertips.
Sales Productivity with Personalized Dashboards
Never miss a task with your unique “Welcome Page,” configured just for you, display your activities, “to-do’s,” and calendar.
Sales Productivity Tools
Saleslogix gives you the right tools to help you effectively manage your sales pipeline and drive opportunities to a close.
• Drive hot leads from inception to win faster by automating your winning sales process.
• Stay up to speed on important account activity with automatic alerts and notifications, which you can configure directly in Saleslogix.
• Maximize team selling effectiveness – share calendars and centralize account and opportunity information.
• Create customer groups based on geography, order history, industry, size, or complexity - you decide how you want to organize your accounts.
Sales Management Tools
Manage sales teams more effectively with the ability to recognize and capitalize on the strengths and best practices of top performers.
Know where to focus attention
to close the most profitable
deals
Analyze the forecast
Know what’s in the
pipeline
MarketingManage, qualify,
and convert leads quickly.
Target a particular market segment with
a direct campaign and track
effectiveness.
Service and Support
Enable service and support teams to quickly resolve customer issues and deliver a quality customer experience that builds loyal, profitable customer relationships.
Your Information
Your customer information is your most important corporate asset. Maximize its value and ensure it is accessible and secure.
Intuitive User Interface
Find and retrieve your information quickly to be more productive and responsive to customer needs.
Filter and create lists
Group your customers
Easily export to Microsoft®
Word®, Email, or Microsoft® Excel®
Account Timeline
Visualize–at a glance–all
activities for that account
Saleslogix Reporting & Analytics*
Provide visibility and actionable insights to users at all levels.
• Basic reports
• List building, groups, and filters
• Rich dashboard experience
• Track Key Performance Indicators
• For all end users
Dashboards, Reporting, & List Management
• Analysis across multiple data sources
• Ad-hoc, multi-dimensional analysis
• Advanced visualizations
• Interactive Dashboards
• ‘What-if’ analysis
Analytics Solutions
*Some analytics solutions require an additional purchase.
Anytime, Anywhere Access1,2
Stay productive wherever you are with rich CRM functionality in the palm of your hand.
1Requires Sage SalesLogix v7.5.3 or higher.2Supports iPhone 3.x and higher, iPad, Android v2.1 and higher, and BlackBerry v6.0 and higher, and HTML5/CSS3 compliant browsers.
• Available at no additional charge for your Android™, iPhone®/iPad®, or Blackberry®.
• Configure to match user preferences and work styles.
• Work online or offline – with the same quality experience.
• Fast, task-oriented user interface.
Integrate for a Full Customer ViewCapture information and interactions from across your organization and from external sources to create a 360 view of your customer.
• Integrate with Back Office and Front Office
• ERP integration
• Web and Social Media integration
• SData™ - The proprietary integration technology
Sophisticated Security
Govern access at the application, device, role, and user level to ensure protection of your valuable data.
• Define unique user experience based on user role
• Manage secured actions and roles
• Changes are dynamic and immediate
Configure Functionality by Role
Your CRM
Your business is unique. Your CRM solution should support the way you do business, now and in the future.
Saleslogix Platform
Adaptive Client Platform
Saleslogix
Sdata Mashup Business Logic
Process Orchestration Collaboration
Eventing Engine Security Data Model
User/Context Aware
Network Aware
Device Aware
Characteristics
Rich UX
Task Orientation Connected
Disconnected
States
Web
LAN/Network
Access Method
Mobile Web
Adaptive Client ArchitectureEnable best practice process automation, enjoy flexibility and control, and ensure low total cost of ownership (TCO).
Modularization to simplify upgrades through Sdata™
Seamless data & task
oriented applications for any user
role
Server side business logic,
office integration, and other shared
services
Personalize, Configure, Customize
Unsurpassed customization capabilities, that allow you to tailor your CRM to match the way you do business.
Personalized dashboards
Role based user experience
Tailored reports and analytics
Dynamic configurations
Automate winning sales practices
Multiple Deployment OptionsSupport your IT preference with cloud, on-premises, and hybrid options.
• Competitively priced
• Reliable and trusted Amazon EC2 Service
• Scalable with extensive data storage capacity
• Single Tenant for privacy and security
• Secure, fast, and easy onboarding process
Cloud
On-premises
• Install your own preferred equipment
• Behind the firewall that protects your IT infrastructure
• Choice of database–Oracle or Microsoft On Premise
Flexible License and PaymentPurchase, finance, or subscribe – while maintaining full ownership and control of your data.
License Options designed to leverage the usage requirements
of your critical roles
License Options
Named
Concurrent
Viewer
Flex
Purchase Options designed to fit your budget
and financial strategy
Purchase Options
Buy
Finance
Subscribe
Swiftpage Ecosystem
A vast, global network of Business Partners*, ISVs, and a vibrant user community for local support and specialized expertise.
Professional Services
Evaluate your needs and design the right solution–
customized for your business and your unique processes
3rd Party Add-on Solutions
Expansive list of additional solutions
designed to enhance your productivity
*Business Partners are third-party vendors. SalesLogix, N.A. and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.
Saleslogix Ecosystem
Business Intelligence
Marketing
Integration
Business Process Management
Vertical Solutions
Cloud
In Summary
Swiftpage is a leading publisher of CRM and marketing solutions:
Saleslogix is a complete out of the box CRM solution with:
• Providing a comprehensive suite of solutions to help you manage and succeed in your business
• Delivering an extraordinary customer experience
• Global support with localized expertise
• Robust ecosystem for unique add-on solutions
• Analyst and industry recognition for flexibility and usability
Thank You!
For more information or to start a 30 Day Free Trial, please visit:
www.blytheco.com