Sage SalesLogix


SalesLogix – Combining the ease of contact management with the power of sales automation.


The Sage SalesLogix system is an integrated suite of software tools that automate the sales process. There are three main modules:


Sage SalesLogix Client


This base module, referred to as Sage SalesLogix, is typically used by salespeople. It leads you through the stages of a sales cycle, helping you perform a variety of critical tasks: collect and analyze data, gather, organize and track accounts and contacts, manage territories, track opportunities, generate reports, maintain your schedule, and send or receive correspondence. It also maintains information about lead sources, products, and competitors.


Sage SalesLogix Architect


Sage SalesLogix Architect is a building tool and can be used by end users and the system administrator. It allows you to add functionality to the Client module by including custom reports, building “plugins,” processes, windows, dialog boxes, and templates for letters, faxes, and e-mail.


Sage SalesLogix Administrator


Sage SalesLogix Administrator is a management tool, used by the system administrator, to perform system-level tasks including setting security access rights, maintaining local and remote communications, updating the database, and managing teams.

ABOUT THE AUTHOR

David Tinjum

Dave is Founder and President of Customer FX Corporation. We all feel sorry for Dave - he's a wanna be geek who can't write a single line of code. How pathetic! Lucky for him, he's surrounded by a whole team of Alpha Geeks. Dave has been an industry insider since 1987 and is called the "Godfather of CRM" by some of his long time peers. He served as Chair of the GoldMine Channel Partner Council from 1993-2000 and Chair of the SalesLogix Business Partner Advisory Council from 1998-2004.

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