SalesLogix

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SalesLogix
SalesLogix is the leader in customer relationship
management for small to medium-sized businesses
that require flexible, easy-to-use solutions that
help acquire, retain and develop profitable
customer relationships.
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A Complete Solution for your Business
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Best CRM Product Family Matrix
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What is SalesLogix?

• SalesLogix is the customer relationship
  management solution that enables small to
  medium-sized businesses to acquire, retain, and
  develop profitable customer relationships.
• SalesLogix delivers integrated Sales, Marketing,
  Customer Service and Support automation solutions
  with low cost of ownership, rapid time to
  productivity, and high return on investment.
  Flexible and easy to use, SalesLogix readily
  accommodates growth and changing business
  requirements.
• SalesLogix, the SMB CRM leader with more than
  6,000 customers worldwide, is part of the Best
  Software family of integrated business management
  solutions.

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SalesLogix Target Market
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Markets we serve
Company-Wide Deployment
Divisional Deployment

• Sales Automation
• Back Office

• Sales Automation
• CRM
• Back Office

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SalesLogix Top Served Verticals

• Services include business services, engineering
  and accounting
• Manufacturing includes printing, chemicals,
  industrial machinery, and electronic equipment
• Finance, Insurance and Real Estate SIC codes
  include security and commodity brokers, insurance
  agents, and carriers

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SalesLogix Customer Profile
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Ranked Highest in Customer Satisfaction
HYM Press, The State of CRM Software
2003-2004, November, 2003.
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Recent Awards
Awarded by GartnerType of award SMB CRM Market
Share Leader2004
Awarded by GartnerType of award Magic Quadrant
Leader2003
Awarded by GartnerType of award Lowest Three
Year TCO for CRM Software for MSBs2004
Awarded by GartnerType of award MSE CRM
Marketscope Positive Category2004
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Recent Awards (Cont)
Awarded by Aberdeen Group Type of award CRM
Top 3 CRM Implementation2003
Awarded by Information Systems Marketing Inc.
(ISM)Type of award Top 15 Small and Medium
Business CRM Software 1999 - 2004
Awarded by CRMAdvocateType of award Users
Choice Award SMB CRM Suite 2002 2003
Awarded by CRM MagazineType of award Market
Leader Award Mid-market CRM2002 2003
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Recent Awards (Cont)
Awarded by Technology Marketing Corporation's
(TMC) Communications Solutions MagazineType of
award Product of the Year2004
Awarded by Customer Inter_at_ction Solutions
MagazineType of award 2003 Product of the Year
2003 2004
Awarded by Customer Inter_at_ction Solutions
Magazine Type of award CRM Excellence 2003
2004
Awarded by VARBusinessType of award Five-Star
Vendor Partner Program 2003
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Recent Awards (Cont)
Awarded by Start MagazineType of award Hot
Company 2003
Awarded by Supply Chain Technology NewsType of
award Best Front Office Solution 2002
Awarded by PC MagazineType of award Editors
Choice for Best Installed SFA Product 2002
Awarded by CRNType of award Best SMB CRM
Product Channel Program 2002
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CRM Deployment
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SalesLogix Marketing v6.2

• CRM Module Features Tour

SalesLogix is the leader in customer relationship
management for small to medium-sized businesses
that require flexible, easy-to-use solutions that
help acquire, retain and develop profitable
customer relationships.
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SalesLogix Marketing

• Benefits
• Segment customers and prospects by meaningful
  profiles
• Create custom campaigns for unique groups
• Design and deliver high-impact marketing
  communications
• Automate campaign activity scheduling and
  follow-ups
• Assign hot leads based on dynamic business
  rules
• Track campaign success by lead source
• Analyze ROI and increase marketing efficiency

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SalesLogix Marketing

• Segmentation Groups
• Campaign Management
• Workflow Automation
• Marketing Communications
• Campaign Response Tracking
• Web Lead Capture
• Campaign Task Management
• Budget Revenue Tracking
• Campaign Reporting (ROI)
• Marketing Resource Library
• Windows Web Access

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Segmentation Groups

• Segment customer and prospect lists using
  advanced query tools
• Perform temporary lookups or create groups for
  repeat access to sets of records
• Deliver targeted marketing messages or sales
  offers to select customer segments
• Export group data to Microsoft Excel for
  additional analysis

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Campaign Management

• Manage and track all elements of marketing
  campaigns in one location
• Record campaign name, description, tasks, status,
  budget, and calls-to-action
• Launch custom contact processes to automate
  workflow for sales reps
• Deactivate expired campaigns, and retain key
  data for future reference

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Workflow Automation

• Streamline marketing and sales campaigns
  by automating standard tasks
• Graphically configure campaign workflows such
  as calls, mail or meetings
• Assign custom processes such as Trade Show
  Lead to campaign target groups
• Add decision points and conditional requirements
  before events are triggered

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Marketing Communications

• Communicate with customers and prospects
  via multiple mediums
• Create custom HTML templates, then personalize
  and send using Mail Merge
• Archive letters, e-mails, faxes or proposals
  within customer account records
• Attach marketing literature, product info and
  other resources from the Library

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Campaign Response Tracking

• View response data real-time to analyze the
  impact of campaigns in progress
• Assess campaign metrics such as response ratio
  and associated sales revenue
• View or add campaign info or responses from
  within account or contact records
• Information captured at the individual
  opportunity level rolls into management view

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Web Lead Capture

• Capture prospect information via a company
  website and import data into SalesLogix
• Assign leads to sales reps automatically based on
  dynamic business rules
• Launch marketing processes to schedule letters,
  calls or literature requests
• Gather valuable demographic data for use in
  segmentation and offer development

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Campaign Task Management

• Coordinate and track the tasks critical to
  executing effective campaigns
• View all tasks or drill down on specific tasks
  for more detailed information
• Schedule task owners, assign dates, due
  dates and budget for each task
• Manage budget and workflow for employees
  and external vendors

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Budget Revenue Tracking

• Gain critical visibility into campaign budgets
  and direct revenue impact
• Assess potential revenue for campaigns
  launched against target groups
• View revenue real-time as opportunities
  linked to campaigns are updated
• Track forecasted vs. actual budget per task
  within the campaign management view

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Campaign Reporting (ROI)

• Analyze the effectiveness of marketing
  efforts (ROI) and increase efficiency
• Examine campaign data responses, associated
  revenue and product detail
• Evaluate potential vs. actual returns for each
  lead source, region or media type
• View campaign data via Crystal Reports and adjust
  marketing strategy

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Marketing Resource Library

• Maintain a central repository for marketing
  information, materials and tools
• Create folders to organize items into categories
  and insert files
• Store product information, sales collateral,
  manuals, pricing and presentations
• Attach and send files from the Library in
  e-mails to customers and prospects

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Windows Web Access

• Capture or update campaign related information
  via the Internet
• Select the campaign responsible for generating
  opportunities being added
• Check on historical campaign inclusion and
  results in account record
• Activate the Do Not Solicit feature to exclude
  accounts from future campaigns

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SalesLogix Sales v6.2

• CRM Module Features Tour

SalesLogix is the leader in customer relationship
management for small to medium-sized businesses
that require flexible, easy-to-use solutions that
help acquire, retain and develop profitable
customer relationships.
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SalesLogix Sales

• Benefits
• Increase productivity by automating key aspects
  of the sales cycle
• Maximize team selling effectiveness with advanced
  sales tools and resources
• Make informed, profitable business decisions
  based on accurate
  visibility into the sales pipeline
• Customize to mirror unique business processes
  and to
  accommodate growth and change
• Integrate Sales with Marketing, Customer Service,
  
  Support and Accounting for a holistic customer
  view

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SalesLogix Sales

• Account Contact Information
• Opportunity Management
• Calendar Activity Management
• Advanced Outlook Integration
• Sales Processes
• Contact Processes
• Sales Forecasting Reporting
• Lookups Groups
• Customer Communications
• Competitor Tracking
• Literature Fulfillment
• Reference Library
• Territory Realignment
• Integrated Marketing
• Integrated Customer Service
• Integrated Support

• Back-Office Integration
• SpeedSearch
• Windows, Web and Wireless
• Business Alerts / Notification
• Multi-Currency Support
• System Administration
• Advanced Customization

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Account Contact Information

• Access and record detailed information about
  customer accounts and contacts
• Track all customer interactions and add files,
  notes or literature requests
• Assign ownership, establish account hierarchies
  and track lead sources and status
• Share information captured at all points of
  interaction for a complete customer view

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Opportunity Management

• Manage all key opportunity data for maximum sales
  productivity effectiveness
• Track probability of close, products, lead
  source, status and competitors
• Generate sales proposals automatically reflecting
  native customer currency
• View Opportunity Snapshot and e-mail key summary
  data to managers with one click

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Calendar Activity Management

• Manage schedules and keep track of activities
  and events for multiple users
• Track phone calls, meetings, to-dos, events
  and literature requests
• Schedule intl activities and display dates
  and times in users local regions
• Record completed activities automatically within
  customer records

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Advanced Outlook Integration

• Manage contacts, e-mail and calendars using
  Microsoft Outlook within SalesLogix
• Share contact information between Outlook and
  SalesLogix address books
• Send e-mail and attachments using Outlook and
  record to SalesLogix activity history
• Check availability and send meeting requests
  using Outlook within SalesLogix

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Sales Processes

• Drive opportunities to a close and improve
  forecasting using standardized sales processes
• Define stages and steps and assign objectives,
  activities, results and close probability
• Launch activities such as literature requests,
  e-mails, proposals or custom forms
• Assign unique processes based on product line,
  deal size, territory or lead type

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Contact Processes

• Standardize and automate key elements of regular
  customer contact processes
• Automate scheduling of follow-up activities such
  as mailings and phone calls
• Add decision points and conditional requirements
  before events are triggered
• Assign custom processes such as Trade Show
  Lead to unique prospect groups

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Sales Forecasting

• View opportunity totals and key metrics for
  quick analysis of sales pipeline
• Segment opportunities by account manager, region
  or probability of close
• Review average days open, close probability,
  weighted sales potential and more
• Export information to Excel or launch various
  opportunity report instantly

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Reporting

• Gather critical business intelligence via
  standard or custom Crystal Reports
• Analyze sales campaigns, pipeline efficiency,
  revenue by lead source and more
• Evaluate sales team performance and guide
  strategic improvements
• Manage access to reports to distribute
  information to appropriate parties only

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Lookups Groups

• Organize data sets by grouping similar records
  using advanced query tools
• Perform temporary lookups or create groups for
  repeat access to groups of records
• Deliver targeted marketing messages or sales
  offers to select customer segments
• Export groups to Excel with one click for
  additional analysis

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Customer Communications

• Communicate effectively with customers and
  prospects via multiple mediums
• Create custom HTML e-mail templates, then
  personalize and send using Mail Merge
• Archive letters, e-mails, faxes or proposals
  within customer account records
• Attach marketing literature, product info and
  other resources from the Library

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Competitor Tracking

• Maintain a competitive edge by arming
  employees with the tools to win
• Record competitor product information as well as
  strengths and weaknesses
• Utilize on-the-spot notes and strategy to
  perform in competitive situations
• Track sales team members, sales strategies and
  reasons for win/loss

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Literature Fulfillment

• Fulfill customer and prospect requests
  promptly and efficiently
• Select cover letter, item, priority, send date,
  quantity and shipping options
• Identify specific individuals or groups of
  contacts for select mailings
• Utilize the Literature Request Manager to view
  and complete transactions

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Reference Library

• Maintain a central repository for company
  information, resources and tools
• Crete folders to organize items into categories
  and insert files
• Store product info, manuals, marketing
  collateral, pricing and presentations
• Attach and send files from the Library in e-mails
  to customer and prospects

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Territory Realignment

• Realign sales territories based on multiple
  business conditions you define
• Create new teams to handle special accounts such
  as West Region, 50K
• Assign new account owners, regional managers
  and divisional managers
• Analyze and save hypothetical realignment
  scenarios before executing

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Integrated Marketing

• Plan, manage and track all aspects of
  targeted marketing campaigns
• Record campaign name, type, code,
  objectives, target audience and notes
• Access key campaign metrics real-time, such as
  responses and related sales
• Manage campaign tasks and budget in one place
  as data rolls up automatically

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Integrated Customer Service

• Resolve customer questions, issues and requests
  for a high quality customer experience
• Create tickets and track type, status, urgency,
  assignment, contacts and date needed
• View contract details such as service level,
  price, end date, and remaining balance
• Utilize advanced SpeedSearch to quickly locate
  and communicate resolutions

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Integrated Support

• Arm sales reps with a history of their
  customers support issues and details
• View the status, urgency, issue, ticket ID, and
  dates for open and closed tickets
• Access support contract ID, dollar amount,
  start/end date or remaining balance
• View problem description and resolution then
  follow up with a call or letter

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SalesLogix CRM and Back-Office Accounting
Integration

• Product Features Tour

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SalesLogix Accounting and Financial Application
Integration

• Overview
• Benefits
• Integration Blueprint
• Product Features Tour
• Possibilities

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Integration Overview

• Integration between SalesLogix and back-office
  accounting applications
• Provides timely, accurate financial information
  critical to selling to, servicing, and supporting
  customers
• Presents sales people and accounting personnel
  the information they need in a familiar interface
  they understand
• Enables exchange of sales and financial
  information for workgroup users and remote users
  via powerful synchronization
• Provides the flexibility to accommodate
  customizations and work in concert with unique
  business processes

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Benefits of Integration

• Benefits to Sales
• Access current product information, pricing,
  discounts and inventory when creating quotes or
  taking orders
• View account credit status, terms, and account
  balance before placing order
• Service customers better with immediate access to
  invoice, payment, outstanding balance, and aging
  information
• Use SalesLogix processes to follow up with
  customers after they purchase
• Analyze past product purchasing information to
  plan future sales and marketing campaigns
• Benefits to Accounting
• Ensure the sales orders are accurate and complete
• Drive product pricing and discounting into
  SalesLogix from the back-office systems
• Eliminate need to respond to inquiries from Sales
  regarding product, orders, invoices, and
  outstanding balances
• Reduce duplicate data entry of orders and
  customer information

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Benefits of Integration

• Benefits to Management
• Increased efficiencies across the organization
  and higher levels of customer services
• Orders get to accounting quicker
• Customers receive product sooner
• The company gets paid faster
• Salespeople get commission checks earlier
• Customers are serviced better
• Ability to view and report on Top Customer Lists,
  Customer Accounts, Receivable Aging List, Credit
  Hold List, Unprocessed Orders List, Collections
  Letters via Mail Merge, Credit Alerts/Notification
  s

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Integration Blue Print
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Accounting Information

• View credit limit, current balance, and aging
  A/R
• Access account type, status, tax schedule, and
  comments
• View last activity, sales YTD, and average days
  to pay

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Invoice History

• View invoice number, date, type, and vendor
• Reference POs, amounts, tax, discount and
  freight information

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Open Invoices

• View invoice , date, due date, and PO
• Reference invoice amount, balance, and status

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Open Orders

• View order date, number, type, and ship to
  information
• Reference PO, amount, tax, and deposit data

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Payments/Receipts

• View check date, invoice , check , transaction
  amount and status
• Provide rapid responses to customer inquiries

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Product Information

• View product name, part , family, group, and
  type
• Access pricing, substitute products, units,
  inventory, and costs

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Inventory

• View product inventory on hand, available,
  allocated and on backorder

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Pricing

• View current product pricing and discount
  schedules
• Produce accurate quotes and associate with
  customer records

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Groups/Reports

• Create groups based on financial information and
  status
• Generate reports, send letters, or create call
  lists for collections

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Create Quotes/Orders

• Generate quotes and orders and associate with
  customer record
• Access product catalog, current pricing and
  discounts

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Accounting Access

• Track sales order information from within
  customer records
• View credit history, status, and shipping info