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Best Practices
- in accordance to the Nucleus Research Paper "Guide Book to Sage SalesLogix", they are:

• Evaluate best strategies for customisations
• Leveraging integration and outside data source
• Automate lead distribution and other tasks
• Moving beyond sales to incorporate marketing, support and service
• Thinking strategically about training

The Bottom Line

Sage SalesLogix CRM streamlines the sales process and integrates customer data into a single repository for sales, marketing and customer service, enabling companies to better acquire, retain and develop customer relationships.

Best practices for achieving value from Sage SalesLogix include leveraging integration & customisation, moving beyond sales to support, service & marketing and thinking strategically about training.

The Situation

Sage SalesLogix CRM provides sales, marketing, customer service & support automation for mid-market & enterprise customers. Key components of the application include:

• Sales Force automation enables sales teams to streamline & automate sales functions to increase productivity & acquire more customers
• Marketing automation & campaign management enables marketing managers to build, execute & measure the success of marketing campaigns
• Customer Service & Support provides ticket management, service contract management & a knowledge base where customer service reps can rapidly search for information to provide answers to a customer's question
• Sage SalesLogix Visual Analyzer business analytics dashboard enables users to quickly analyse & measure key business metrics to make decisions

Findings

Nucleus found that integrating sales, marketing, service and accounting for better cross business visibility was a key ROI driver for many companies using Sage SalesLogix.

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