White Papers      Webinars  Search

Register for our newsletter:

5 leverages modern Internet capabilities to give users the richest and most interactive CRM experience possible from a wide range of client devices,” explained Joe Bergera, executive vice president and global general manager, Sage CRM Solutions. “For example, Sage SalesLogix can ‘mash up’ contextual information from the Web, such as LinkedIn profiles, to provide users with a more complete picture of their customers."

Sage SalesLogix v7.5 is being demonstrated at booth F during the Gartner Customer Relationship Management Summit, September 8th through 10th. An online flash demonstration is also available at www.sagecrmsolutions.com/slx75 .

“We collected an incredible amount of product feedback this year, and the most important themes we heard were the ability for users to work anywhere on a variety of devices, and to improve their productivity," said David van Toor, senior vice president and general manager, Sage CRM Solutions North America. “Sage SalesLogix is squarely focused on these with advanced Web interface capabilities that we believe users and competing CRM providers alike will find impressive. Nobody else is delivering a Web CRM experience in this manner. We encourage everyone to take a look."

Sage SalesLogix v7.5 delivers on the comprehensive technology and ‘anywhere workforce’ commitments of the Sage CRM Solutions 2010 product strategy and vision, first announced in March 2008. New Sage SalesLogix v7.5 features include:

• Comprehensive Web CRM – Users can access Sage SalesLogix anywhere via a Web browser without sacrificing usability or functionality. The Web client works with an Internet connection or while disconnected. In addition to sales force automation and marketing campaigns, customer support capabilities for assets, contracts, returns, and defects are now available through the Web client.

• Simplified data access – The Web client allows rapid creation and viewing of highly targeted lists. New group tabs, data filters, and the ability to select multiple records at once simplify data access, sorting, and organization. Users can see at-a-glance details with a new summary view and drill down for additional details.

• Enhanced lead management – A Web wizard simplifies lead import, allows de-duplication upon import, and enables rule-based lead routing. Users can log interactions and activities with leads before converting them to contacts, and perform actions en masse such as adding notes to groups of contacts.

• Personalized data views – A customizable welcome page shows each user’s priority activities, notes, opportunities and more with drill-down links for more information. Timeline visualization gives users a graphical and chronological account view with all associated opportunities, tickets, and news items, among other details. Process orchestration provides advanced automation capabilities to build conditional processes within common or more sophisticated tasks.

• Integrated Web 2.0 technology – ‘Mashup’ capabilities, powered by ‘RESTful’ Web services that request data via embedded url-style addresses, enable Web applications including Google Maps, Jigsaw, LinkedIn, Zillow and others to display relevant real-time data in Sage Saleslogix. Graphic controls enable ‘sparkline’ snap shots of historical data, such as sales pipeline amount over time.

• Productivity improvements – An enhanced Web interface improves screen resizing and limits scrolling. The toolbar expands or collapses to obtain a desired data view. A new title bar indicates where a user is in the application, such as the accounts view. Users can also view data in multiple middle panes and associate attachments with specific activities, among other new and improved features.