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HELPware
for
SalesLogix
Sage
SalesLogix
is already
cutting-edge.
With these
powerful
add-on
modules,
it's
guaranteed
to be razor
sharp!
You’ve
always
wished there
was a better
way and now
there is.
The Contact
Verifier
makes
getting
up-to-date
information
from your
customers
easier than
you could
have ever
imagined. In
fact,
execute a
mail merge
and you’re
done! From
their
personalized
email,
customers
are
redirected
to a webpage
that
communicates
directly
with your
SalesLogix
system.
Updates are
instantaneous
and include
a detailed
record of
precisely
what was
changed by
your
customer.
This
handy
tool
makes it
a breeze
to
change
the
content
of the
Contact
Verifier
web pages.
Applicable
changes
include
modifications
to the
fields
available
for
update,
the
caption
and
ordering
of the
fields,
formatting,
section
headers,
informational
text,
and so
on.
Adding
new
fields
can be
accomplished
in
minutes.
Would
your
forecasting
be
more
accurate
if
you
could
break
down
opportunities
into
monthly
revenue
expectations?
Or,
perhaps
you’d
like
to
project
revenues
at
the
account
without
regards
to
opportunities?
The
Monthly
Forecast
module
makes
it
easy
to
add
forecasting
data,
view
all
forecasts
over
a
12-month
period,
apply/unapply
probabilities,
filter
by
account
manager,
and
export
to
Excel.
If you need a flexible, easy way to quote out of SalesLogix, we can help. With our proven technique of extending opportunities and templates, we have the expertise and experience to make your most ambitious quoting requirements a reality.
That’s right, activities can have more than one contact with this nifty add-on. To top it off, upon completion of an activity, each contact gets an identical history record.
Would capturing those few extra pieces of information help you close more business? Be more profitable? Allow you to provide more value to your customers? Profiles make it easy for anyone to add their own customized data fields to SalesLogix. Now you’re in control.
If Sales and Accounting aren’t on the same page, your hard-earned revenue could be slipping through the cracks. Are invoices billed late or overlooked? Does your organization lack control when transitioning from closed opportunities to receivables? This enhancement puts the Opportunity Manager in control
of the payment schedule ensuring that all dollars are accounted for.
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