Saleslogix
Your relationships. Your information.
Your CRM
Saleslogix Overview
Why Choose Saleslogix?
Complete CRM
Solution – Out
of the Box:
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Ready to extend, integrate, and customize
Cloud, on-premises, or hybrid deployment options
User empowerment with
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Worldwide
Support
Network:
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
Why Saleslogix?
• Ownership and control of your
system and your data.
• Advanced customization capabilities
to tailor the application to your unique
business.
• Flexible license and payment options
to suit your financial needs.
• A state-of-the-art technology platform
ensures maximum ROI for your
• Multiple deployment options – Cloud,
business.
on-premise, or hybrid – to fit your IT
strategy.
• Exceptional usability which results in
enhanced productivity for your users.
• Reporting and analytics solutions that
enable actionable insights from your • Industry-leading integration
information.
capabilities for a 360°-view of your
customers.
• Market-leading mobile CRM so your
users stay productive on the go.
• A global partner, developer, and
customer ecosystem to support your
CRM success.
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:
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Proven and user friendly.
Usability!
Consistent experience across
multiple platforms (online, offline, and
mobile)
Multiple deployment options (onpremises, cloud, and hosted).
Strong sales functionality and a
strong architecture and platform.
Very strong support for mobile CRM.
Customer & Industry Recognition
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“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.
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“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
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“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 300strong 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
Saleslogix has been deployed
successfully in over 70 different
industries.
Financial services,
insurance, manufacturing,
high tech and professional
services represent 65% of
installed base customer
industries.
Your Relationships. Your information. Your CRM.
Your Relationships
Your Information
Your customer
relationships are
essential to your
success. Acquire
more and nurture
them to build loyalty
and grow your
business.
Your customer
information is your
most important
corporate asset.
Maximize its value
and ensure it is
accessible and
secure.
Your CRM
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 what’s
in the
pipeline
Analyze the
forecast
Know where to
focus attention
to close the
most profitable
deals
Marketing
Manage, 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.
Dashboards, Reporting, & List Management
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Basic reports
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List building, groups, and filters
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Rich dashboard experience
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Track Key Performance Indicators
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For all end users
Analytics Solutions
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Analysis across multiple data sources
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Ad-hoc, multi-dimensional analysis
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Advanced visualizations
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Interactive Dashboards
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‘What-if’ analysis
*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.
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Available at no additional
charge for your Android™,
iPhone®/iPad®, or
Blackberry®.
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Configure to match user
preferences and work
styles.
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Work online or offline – with
the same quality
experience.
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Fast, task-oriented user
interface.
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.
Integrate for a Full Customer View
Capture 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
Configure Functionality
by Role
• Manage secured
actions and roles
• Changes are
dynamic and
immediate
Your CRM
Your business is unique. Your CRM solution should support
the way you do business, now and in the future.
Saleslogix Platform
Saleslogix
Adaptive Client Platform
Sdata
Mashup
Business
Logic
Process
Orchestration
Collaboration
Eventing
Engine
Security
Characteristics
Rich UX
States
Task Orientation
Connected
User/Context Aware
Disconnected
Access Method
Web
Network Aware
LAN/Network
Device Aware
Mobile Web
Data Model
Adaptive Client Architecture
Enable best practice process automation, enjoy flexibility and
control, and ensure low total cost of ownership (TCO).
Server side
business logic,
office integration,
and other shared
services
Modularization to
simplify upgrades
through Sdata™
Seamless
data & task
oriented
applications
for any user
role
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 Options
Support your IT preference with cloud, on-premises, and hybrid
options.
Cloud
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Install your own preferred equipment
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Behind the firewall that protects your IT
infrastructure
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Choice of database–Oracle or Microsoft
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Competitively priced
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Reliable and trusted Amazon EC2 Service
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Scalable with extensive data storage capacity
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Single Tenant for privacy and security
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Secure, fast, and easy onboarding process
On-premises
On
Premise
Flexible License and Payment
Purchase, finance, or subscribe – while maintaining full
ownership and control of your data.
License Options
License Options designed to
leverage the usage requirements
of your critical roles
Named
Concurrent
Viewer
Flex
Purchase Options
Purchase Options designed
to fit your budget
and financial strategy
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
3rd Party
Add-on Solutions
Evaluate your needs and
design the right solution–
customized for your
business and your
unique processes
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:
• Providing a comprehensive suite of solutions to help you manage
and succeed in your business
• Delivering an extraordinary customer experience
Saleslogix is a complete out of the box CRM solution with:
• Global support with localized expertise
• Robust ecosystem for unique add-on
solutions
• Analyst and industry recognition for flexibility
and usability
For more information or to start a
30 Day Free Trial, please visit:
www.saleslogix.com
Thank You!