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 webpages. 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. |
|