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• Marketing – Campaign Management in SalesLogix

  Our client wanted to expand the standard marketing functionality of SalesLogix to include a custom entity for tracking customer testimonials. These testimonials are recorded in a new main and reference the Contact and Account that made the reference. Tracking these testimonials allows users the ability to search through the testimonial list and use them in their marketing or sales efforts. Users may also add new testimonials. The testimonials must be authorized by the source before the client uses them with other clients. Posted Oct 29 2008, 04:42 AM by Kris Halsrud with Tags: SalesLogix

• Opportunity Management

  While a large percent of the sales reps time is spent creating quotes as customers request them, the client did want to utilize the Opportunity area of SalesLogix for pipeline tracking in order to gain strategic insight into the upcoming product requirements. Posted Sep 26 2008, 02:46 PM by Kris Halsrud with Tags: SalesLogix