Sage SalesLogix

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

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 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 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.