SalesLogix Cloud – Quote and Sales Orders Enhancements from CFX

What do you get when you identify the best features and components of the current crop of Quote and Sales Order applications for the SalesLogix LAN application and put them all together?… The new Power2Orders module for SalesLogix Cloud of course!  One of our customers recently referred to our development team as “Rock Stars” of the development world and this is what they came up with when presented with the challenge of building the best and most feature rich SalesLogix quote and orders system ever.

With features and usability enhancements never before seen in any SalesLogix system this is a game changing application for any sales department that has the need to present their offer to a customer or prospect in writing.  Some of the features available are:

  • Snapshot for margin analysis by Product Family

  • Enhanced Product Grid with user definable grouping and drop and drag.  Also price adjustments by multi-select

  • Enhanced Product Filtering plus drag and drop to order screen

  • Copy Quote and Quote Templates

 

  • One click to email quote as an attached .pdf file pre-addressed to quote contacts

Additional features available include:

  • One click export to Excel
  • Rich Text formatting of comments text
  • Product Images
  • Accounts Receivable tab for recording payments against invoice and credit card processing
ABOUT THE AUTHOR

Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

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