Sage SalesLogix CRM from ISM

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Important Announcement: On March 20, 2013, Swiftpage announced it has completed the acquisition of the ACT! and SalesLogix businesses. Learn more about the exciting future ahead for these products.

Your relationships. Your information. Your CRM.

In short, this means customer relationships without compromise. Your processes for identifying prospects, acquiring customers, building loyalty, and delivering an exceptional customer experience are what make your business unique and successful.

Your processes for identifying prospects, acquiring customers, and delivering exceptional customer experiences make your business unique. Sage SalesLogix has succeeded in serving businesses of every size in construction, financial services, healthcare, and other global industries for more than 15 years, providing unparalleled reporting flexibility, superior mobility, and total control of your sensitive customer data.

To familiarize yourself with Sage SalesLogix we recommend the CRM Product Tour where we highlight the key benefits as they relate to your sales, marketing, and customer service processes.

Attend a Live Demo with a Sage SalesLogix specialist to see the latest product features in action and get your questions answered.

Try Sage SalesLogix for free for 30 days; it’s the best way to experience Sage SalesLogix firsthand using your own data.

New! Click Here to see the latest features in Sage SalesLogix 8

Why Choose Sage SalesLogix?

Sage SalesLogix is a powerful and secure CRM software solution that gives you a complete view of customer interactions across your departments and teams—providing you with information and insights for better planning, managing, and forecasting. Get the tools you need to help you increase sales, identify and reach more profitable customers, and enhance the customer experience you offer.

Tailored to your unique business needs

Since Sage SalesLogix CRM software is built on a state-of-the-art, flexible technology platform, you can easily adapt it to your distinct business requirements.
Choose the deployment method that is right for your business

• Windows®, web, or popular mobile devices
• On-premise or hosted in the Cloud

 
Benefit from flexible purchase and payment options

• Pay upfront
• Pay over time (monthly, quarterly, annually)

 
Take advantage of the standards-based, IT-friendly platform

• Use the CRM software with your existing hardware and software
• Benefit from a common development language and eliminate the need for specialized staff
• Adapt and personalize the CRM software to mirror your unique business processes and user preferences

 

Minimize training and get up and running quickly

With easy-to-use Sage SalesLogix CRM software, your teams will actually want to dive right in—and become more productive as a result.

• Help your salespeople focus on what they do best—selling—with rich contact and account information, embedded sales best practices, and sophisticated opportunity management tools.
• Enable your teams to ramp up quickly with personalized work-spaces, right-click menus, drag and drop capabilities, powerful list building, integration with popular applications like Microsoft® Outlook®, and a consistent user experience across access methods whether in the office or on the road.
• Accommodate complex selling cycles with powerful process automation capabilities, improving sales team effectiveness and helping to drive opportunities to a close more quickly.

 

Bring useful information together in one place

Gain further insight about your customers and accounts by bringing in information from outside of Sage SalesLogix CRM software.

• Integrate with productivity applications (such as Microsoft Outlook and Lotus Notes), back-office accounting solutions, and your company’s proprietary operational systems.
• Create a highly interactive and visual experience with innovative mashup capabilities and data visualization tools such as timelines and sparkline charts.
• Integrate web services such as LinkedIn, Facebook, and Hoover’s* within Sage SalesLogix CRM software for a richer, more personal view of information about your customers and prospects.

 

Achieve strong return on investment (ROI)

Reduce total cost of ownership (TCO) and achieve higher long-term ROI.

• Achieve faster time to productivity with the easy-to–use interface and rapid user adoption.
• Get up and running quickly and cost-effectively with sophisticated CRM software functionality right out of the box.
• Drive more sales with effective marketing communications and e-marketing campaigns, robust sales process automation, lead management, and reporting.
• You own and control your data right from the start.
• Integrate CRM software with your other business-critical applications* to share account and customer information.
• Use your internal development resources or access a large network of outside expertise to easily extend your CRM software solution so it grows with your changing business.

 

Backed by a global company with local expertise

Get more than just a CRM software solution. Get the support of a global company and local partner network.

• Sage North America is part of The Sage Group plc, a world-leading supplier of accounting and business management software to small and medium-sized businesses since 1981.
• Sage Group plc employs 13,400 people and supports 6.1 million customers worldwide.
• Sage SalesLogix is a leader in the CRM software market, recognized for its innovation and stability by the press and industry analysts, garnering numerous industry awards over the past 15 years.
• Sage SalesLogix CRM software solutions are sold and implemented by a network of local, certified Sage Business Partners***—ensuring that CRM advice and expertise is right nearby if you need it. Sage has over 26,000 business partners globally who specialize in implementation, selling/distribution, and service and support.

Top 10 Reasons to Choose Sage SalesLogix

1. Ownership and control of your CRM system and data.

Whether you deploy Sage SalesLogix in the Cloud, On-Premises, or in a Hybrid environment, you always maintain total control of your system and ownership of your data. Easily upgrade, migrate from On-Premises to the Cloud, or bring your data in-house when it makes sense for your business.

2. Superior mobile and tablet support so your team stays productive on the go.

Whether connected or disconnected, Sage SalesLogix Mobile1 increases your productivity with a rich CRM experience. Access your CRM data on the go using Android™, iPhone®, iPad®, BlackBerry®, and other devices at no additional charge.

3. Easy usability and intuitive functionality enhances productivity for your team.

Your team will be up and running quickly with Sage SalesLogix thanks to the easy-to-learn-and-use interface. Realize high user acceptance, low learning curves, and rapid productivity from your team.

4. Industry-leading integration capabilities for a 360° view of your customers.

The ability to integrate with business management applications, desktop productivity tools, web services, and social media helps establish a complete, holistic view of each customer.

5. State-of-the-art technology platform helps ensure maximum ROI for your business.

Define and automate key business processes, implement best practice workflows, and use sophisticated security and administration capabilities to get the most from your CRM solution.

6. Reporting and analytics solutions enable actionable insights from your CRM information.

Sage SalesLogix offers a suite of powerful reporting and analytics tools2 that give visibility into your sales activities and business operations, enabling informed decision making for users at all levels.

7. Multiple deployment options—Cloud, On-Premises, or Hybrid— to fit your IT strategy.

Deploy Sage SalesLogix using the method that fits your IT and business preferences, strategies, and industry. Whichever deployment you choose, your data is always secure and accessible and you won’t be hit with surprise changes.

8. Advanced customization capabilities to tailor the application to your unique environment.

Don’t change the way you do business to accommodate your CRM solution. Personalize, configure, and customize Sage SalesLogix to make it your own.

9. Flexible license and payment options to suit your financial needs.

Buy, finance, or subscribe to Sage SalesLogix —the choice is yours. Select from multiple license types (named, concurrent, and flex), mix-and-match, and align roles with appropriate licenses.

10. Global ecosystem of Sage partners, developers, and customers support your CRM success.

Leverage the knowledge of Sage Business Partners3, ISVs, and a vibrant Sage SalesLogix user community for local support and specialized expertise in your CRM initiative.

What’s New in Sage SalesLogix v8.0

Sage SalesLogix v8.0 delivers features and enhancements across the product suite designed to enrich the user experience, maximize existing resources, boost productivity, and safeguard valuable data – all with a high level of quality and performance.

• Works the Way You Work—User experience and productivity take center stage with an enhanced user interface and an attractive new look.
• Collaborate More Effectively—Visibility into team calendars so you can set priorities, schedule meetings, and book resources using the new and improved resource planning tools.
• Greater Productivity in the Field—The latest mobile enhancements include improved data handling and calendar management.
• Configure Forms Quickly—New customization “power tools” designed to put more control in the Administrator and IT Pro’s hands.
• Increased Control and Security—Safeguard valuable CRM data with enhanced role-based and end-point security capabilities.
• Cloud Performance and Security—Hardware, memory, and security enhancements for Sage SalesLogix Cloud.

 
Download the Sage SalesLogix v8.0 Highlight Sheet.

Download the Sage SalesLogix v8.0 “What’s New” Datasheet

CRM Your Way

Sage SalesLogix is an award-winning CRM solution that provides a complete view of customer interactions across your sales, marketing, and customer service/support teams so they can collaborate and respond promptly and knowledgably to customer inquiries and sales opportunities.

• Integrate with critical business management applications
• Leverage desktop productivity tools
• Enrich customer profiles with web services and social media

 

Sales and Sales Management

Build your funnel. Build your forecast. Build your business. Sage SalesLogix gives you the right tools to help you effectively manage your sales pipeline, drive opportunities to a close, and have visibility across your sales team’s performance. Manage leads, opportunities, and activities from anywhere – at the office, on the road, or on a mobile device – whether connected or disconnected, you will have the same quality experience and access to vital information.

Marketing

Deploy and track marketing campaigns directly from Sage SalesLogix. You can target a particular market segment with a direct campaign, as well as track the effectiveness. From concept to conclusion, using Sage SalesLogix reporting and analytics, you can monitor the responsiveness to your campaigns and track the return on your investment.

Customer Service & Support

Enable service and support teams to quickly resolve customer issues and deliver a quality customer experience that builds loyal, profitable customer relationships. Quickly locate resolutions to problems, offer convenient self-service options to customers, and get robust reports that tell you if issues are being resolved in a timely manner.

Reporting & Analytics

Your information drives your business and empowers you to make decisions that positively impact the bottom line. Sage SalesLogix reporting and analytics* provides the key to unlocking the power of your data and enables you and your team to be proactive in their daily ambitions.

From standard, out of the box reporting and list management capability to interactive analysis tools and specialized business intelligence, Sage SalesLogix empowers decision making at all levels of your organization.

Mobile

SalesLogix Mobile delivers rich CRM functionality across multiple mobile platforms via a customizable, browser-based application that is easy to deploy and manage. Sage SalesLogix Mobile provides robust capabilities to the users who are on the road the most – your sales people. They can access and edit all account and contact information as well as keep track of their schedule and activities, and is available at no extra charge to Sage SalesLogix customers.

Application Integration

Rely on Sage SalesLogix CRM as the hub of your commercial operations by creating rich customer profiles built by capturing information and interactions from across your organization and from external sources. Integration with business management applications, desktop productivity tools and web services empowers everyone in your organization – from sales and marketing, to accounting and finance, to support and shipping – to work together, efficiently, in the business of building profitable customer relationships.

Integrate for a 360o View

Rely on Sage SalesLogix as the hub of your commercial operations by creating rich customer profiles built by capturing information and interactions from across your organization and from external sources. Integration with business management applications, desktop productivity tools and web services empowers everyone in your organization to work together, efficiently, in the business of building profitable customer relationships.
 
 
 

• Integrate with critical business management applications
• Leverage desktop productivity tools
• Enrich customer profiles with web services and social media

 

Application Integration

Rely on Sage SalesLogix CRM as the hub of your commercial operations by creating rich customer profiles built by capturing information and interactions from across your organization and from external sources. Integration with business management applications, desktop productivity tools and web services empowers everyone in your organization – from sales and marketing, to accounting and finance, to support and shipping – to work together, efficiently, in the business of building profitable customer relationships.

Insight Drives Performance and Agility

Analyze data and assess key performance indicators from across your organization to gain a deeper understanding of business and team performance and make strategic decisions that positively impact your bottom line. Sage SalesLogix offers a portfolio of reporting and analytics solutions* to meet user and company requirements at all levels of sophistication.

• Make informed business decisions
• Shape strategic priorities
• Gain organizational and customer intelligence

 

Reporting & Analytics

Your information drives your business and empowers you to make decisions that positively impact the bottom line. Sage SalesLogix reporting and analytics* provides the key to unlocking the power of your data and enables you and your team to be proactive in their daily ambitions.

From standard, out of the box reporting and list management capability to interactive analysis tools and specialized business intelligence, Sage SalesLogix empowers decision making at all levels of your organization.

Discover why users at all levels will benefit from an integrated reporting and analytics solution.

Deployment Options

Select from flexible deployment options with confidence, knowing that Sage SalesLogix will grow with you as your business needs evolve, giving you the freedom to switch between on-premise and cloud deployments if required.
 

Sage SalesLogix Cloud

Sage SalesLogix Cloud offers you the best of both worlds—a full-featured, standards-based CRM solution with full ownership and control of your data combined with the attributes of a SaaS CRM solution like payment flexibility, access to data online, and the ability to get up and running quickly. Here are the unique advantages of Sage SalesLogix Cloud.

Privacy and Security: Your valuable information is not housed in a single database with data from hundreds of other companies—you have your own private and secure implementation.
Extensive Data Storage: Get 100 GB of data storage for every 50 users of the system right from start—far and away the most in the industry. Should you require extra storage down the road, it is available at extremely competitive rates.
Training, Support, and Software Maintenance: Includes numerous vital services at no extra charge for a worry-free ownership experience, including setup and provisioning, online training, nightly backups, monitoring, database maintenance, and expert product support*.
Flexible Licensing and Payment Options: Benefits from a variety of flexible product, license, and payment options—designed to fit your unique business requirements and financial preferences.
Integration and Migration Capabilities: Sage SalesLogix Cloud was built on a flexible platform enabling integration with applications like Microsoft Office® and Outlook®, back-office accounting solutions, Web services, and more. And, you can easily switch deployment methods and migrate your solution to on-premise—protecting the investment you already made.
Upgrade Control: With Sage SalesLogix Cloud you have control of upgrades, so you can perform them when it’s right for your business—not when the vendor decides.

Sage SalesLogix On-Premise

Sage SalesLogix on-premises offers flexible deployment and access methods including Windows, web, and mobile so you can view your data anytime, anywhere, even when users are disconnected from the server. Your vital customer data is securely behind your firewall, on your own hardware.

Full-featured CRM solution
Secure solution on your own hardware
Lower total cost of ownership and flexible purchase options
You own your data
You control your software upgrades
No data storage restrictions
Integration with your other business-critical applications and web services

Since Sage SalesLogix CRM software is built on a state-of-the-art, flexible technology platform, you can easily adapt it to your distinct business requirements.
 
 
 
 

What you get with Sage SalesLogix On-Premise

• Full-featured CRM solution
• Secure solution on your own hardware
• Lower total cost of ownership and flexible purchase options
• You own your data
• You control your software upgrades
• No data storage restrictions
• Integration with your other business critical applications and web services

 

Benefit from flexible purchase and payment options

• Pay upfront
• Pay over time (monthly, quarterly, annually)

 

Take advantage of the standards-based, IT-friendly platform

• Use the CRM software with your existing hardware and software
• Benefit from a common development language and eliminate the need for specialized staff
• Adapt and personalize the CRM software to mirror your unique business processes and user preferences

 

With easy-to-use Sage SalesLogix CRM software, your teams will actually want to dive right in—and become more productive as a result.

• Help your salespeople focus on what they do best—selling—with rich contact and account information, embedded sales best practices, and sophisticated opportunity management tools.
• Enable your teams to ramp up quickly with personalized workspaces, right-click menus, drag and drop capabilities, powerful list building, integration with popular applications like Microsoft® Outlook®, and a consistent user experience across access methods whether in the office or on the road.
• Accommodate complex selling cycles with powerful process automation capabilities, improving sales team effectiveness and helping to drive opportunities to a close more quickly.

 

Gain further insight about your customers and accounts by bringing in information from outside of Sage SalesLogix CRM software.

• Integrate with productivity applications (such as Microsoft Outlook and Lotus Notes), back-office accounting solutions, and your company’s proprietary operational systems.
• Create a highly interactive and visual experience with innovative mashup capabilities and data visualization tools such as timelines and sparkline charts.
• Integrate web services such as LinkedIn, Facebook, and Hoover’s* within Sage SalesLogix CRM software for a richer, more personal view of information about your customers and prospects.

 

• Achieve faster time to productivity with the easy-to–use interface and rapid user adoption.
• Get up and running quickly and cost-effectively with sophisticated CRM software functionality right out of the box.
• Drive more sales with effective marketing communications and e-marketing campaigns, robust sales process automation, lead management, and reporting.
• You own and control your data right from the start.
• Integrate CRM software with your other business-critical applications* to share account and customer information.
• Use your internal development resources or access a large network of outside expertise to easily extend your CRM software solution so it grows with your changing business.

Web based CRM with Sage SalesLogix Cloud

Sage SalesLogix Cloud offers you the best of both worlds—a full-featured, standards-based CRM solution with full ownership and control of your data combined with the attributes of a SaaS CRM solution like payment flexibility, access to data online, and the ability to get up and running quickly.

Privacy and Security

Your valuable information is not housed in a single database with data from hundreds of other companies—you have your own private and secure implementation.

Extensive Data Storage

Get 100 GB of data storage for every 50 users of the system right from start—far and away the most in the industry. Should you require extra storage down the road, it is available at extremely competitive rates.

Training, Support, and Software Maintenance

Includes numerous vital services at no extra charge for a worry-free ownership experience, including setup and provisioning, online training, nightly backups, monitoring, database maintenance, and expert product support*.

Flexible Licensing and Payment Options

Benefits from a variety of flexible product, license, and payment options—designed to fit your unique business requirements and financial preferences.

Integration and Migration Capabilities

Sage SalesLogix Cloud was built on a flexible platform enabling integration with applications like Microsoft Office and Outlook, back-office accounting solutions, Web services, and more. And, you can easily switch deployment methods and migrate your solution to on-premise—protecting the investment you already made.

Upgrade Control

With Sage SalesLogix Cloud you have control of upgrades, so you can perform them when it’s right for your business—not when the vendor decides.

Click here to download the Sage SalesLogix Cloud product brief.

SalesLogix Mobile

SalesLogix Mobile delivers rich CRM functionality across multiple mobile platforms via a customizable, browser-based application that is easy to deploy and manage. Sage SalesLogix Mobile provides robust capabilities to the users who are on the road the most – your sales people. They can access and edit all account and contact information as well as keep track of their schedule and activities, and is available at no extra charge to Sage SalesLogix customers.
 
 
 
 
 
 

Productivity on the go

• Create, view and edit key customer information including Accounts, Contacts, Leads, Opportunities and Tickets.
• View and schedule activities, record important notes, and access detailed history records.
• Manage meeting schedules, personal activities, phone calls and to-dos

 

Encourages fast adoption

• Sage SalesLogix Mobile CRM is easy to learn and use and puts all of the information and tools you need to be more effective at your fingertips.
• Perform key actions quickly and easily with a task-oriented user interface.
• Interact with native device applications and functions easily – including mapping, dialing, and email – in one click.
• Configure and personalize the application and settings simply to match your unique requirements and preferences.

 

Browser-based for today’s mobile workforce

• Leverage the flexibility of a browser-based application, optimized for use on today’s smartphones and tablets.
• Access your Sage SalesLogix CRM data on a wide range of popular devices such as the iPhone®, iPad®, Android™, and BlackBerry®.
• Customize the application easily to accommodate your unique business processes and data requirements in the field.

 

Low total cost of ownership

• Receive Sage SalesLogix Mobile CRM at no additional charge with Sage SalesLogix v7.5.3 and higher.
• Deploy, manage, and customize centrally in the familiar Sage SalesLogix administration environment. Push updates automatically over-the-air to user devices.
• Rely on multi-layered security via device passwords, application passwords, and SSL encryption.

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