What’s even better than Sage SalesLogix managing customer information in your office? Having the same data on the road, accessed with your Blackberry, PDA or Pocket PC, with Sage SalesLogix Mobile v4!

SalesLogix Mobile v4 is full-featured customer relationship management (CRM) software that integrates seamlessly with Sage SalesLogix. It lets you add, view and edit customer contacts on the fly, plus transmit and receive data from the company’s centralized database. You can be better informed when in front of a customer, access up-to-the-minute information from headquarters, and generally use your time out of the office to become more productive – all from a handheld device. Capabilities You’ve Been Waiting For

Here are just a few of the things you can do with SalesLogix Mobile:

· Take notes · Manage accounts · Schedule meetings · Update opportunities · Check ticket information · Complete activities · Input or review customer contacts · Do quick look-ups · Conduct more detailed filtered searches

Fast and Easy

The beauty of having SalesLogix Mobile is that it synchronizes with SalesLogix in the office. One click, and your data is transferred, either via wireless, dial-up or a network connection on a PC. Also, you can receive updates from headquarters automatically. That means that you’re working with real-time data, even when you’re out in the field.

With SalesLogix Mobile, you can schedule and track activities, thanks to a drag-and-drop calendar that’s really easy to use. If you need to access product and pricing data, it’s just a click away. You can even check up on a customer’s tickets and service history, resolving any issues that might arise quickly and on the spot.

Sturdy, Flexible Design

SalesLogix Mobile is built on a robust platform to be deployed on popular Pocket PC and/or Blackberry mobile devices. It can perform one-click dialing, and will recognize handwriting to boost your efficiency. Locate client and lead records instantly by searching using any field, like name, address, phone number, company, or any other category of contact information. If you want to change the look and feel of the interface, customization is simple with visual design tools. Also, the software provides you with access to data stored in customized fields within SalesLogix, such as tables, extensions, pick lists and more.

SalesLogix Mobile v4 is a priceless integration into your SalesLogix system. Many users find that it quickly pays for itself through increased sales and efficiencies. Best of all, it will allow you instant access to all of your customer and opportunity information –wherever you are — transforming any chance meeting into an opportunity to write new business.

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Here’s good news for harried sales people and managers who need speedy access to data. Sage SalesLogix’ Interactive Dashboard loads countless essential features for accessing data into a single screenshot – making it the easiest user interface on the market.

What’s so great about the SalesLogix’ dashboard, compared to its competitors? Simple. It puts most-used features right on the dash for instant access, including:

· “Today’s Schedule” for easy event management · “My Activities” so you can sort both business and personal activities · “Pipeline Status” figures, to streamline your day and improve sales · And much, much more!

Leading CRM Software is Easier Than Ever

Sage SalesLogix is the leading customer relationship management (CRM) software solution for small and medium sized businesses. Now the interactive dashboard feature built into v7 offers users countless new ways to access key and relevant data all from a single screenshot.

This remarkably simple interface gives your sales force access to everything they need to manage their customers and sales. Users also have complete flexibility to customize the appearance and organization of the dashboard for their specific needs. These tools will help you and your team to maximize sales, bring in more repeat business, and improve long-term customer satisfaction.

Unprecedented Control Over Your Day — and Data

The “Today’s Schedule” feature in SalesLogix Dashboard gives users a new level of control for managing daily activities. You can organize events and sort them by type, time of day, project and urgency. The dashboard feature even lets you distinguish between business and personal activities. Similarly, the “My Activities” feature on the dashboard lets members of your organization plan their day on a more intimate level. Select from business and personal appointments, then click the mouse to perform a sort. This lets people view all daily activities on a single screenshot, for enhanced efficiency.

The “Pipeline Status” feature will blow your socks off. Use it to analyze the dollar value of all the tasks in your sales process. Customize the names of sales levels to meet your organization’s unique business needs. Many business owners say this is their all-time favorite feature of the dashboard, because it puts tasks into a monetary perspective, and takes static data to a whole new level of interactivity.

“What we like best about the Pipeline Status feature is that we can view the total volume of business in each stage of our sales process in real-time,” says Colin Masterson of Toronto. “It has let us spotlight weak points where sales are being bottlenecked, fix them, and therefore close more deals and hit sales goals. We’re also now able to see instantly how many opportunities are available, the sales potential of each deal’s stage, the weighted amount of the sales value, and the average days deals have been at specific stages of the sales process. It’s great!”

Generate Graphics Too

With the Pipeline Status feature in SalesLogix v7, you can generate a screenshot whenever you want, graphically representing any step of your sales process for easy visual analysis. Click on any stage of your sales process, from qualified leads to potential clients needing analysis, demos in response to inquiries, negotiations you are currently involved in for contracts, and decisions that need to be made. Then choose whether you want to view your data in graphs, charts, or in spreadsheet form.

Find More “sage Software” Articles

What’s so great about the SalesLogix’ dashboard, compared to its competitors? Simple. It puts most-used features right on the dash for instant access, including:

· “Today’s Schedule” for easy event management · “My Activities” so you can sort both business and personal activities · “Pipeline Status” figures, to streamline your day and improve sales · And much, much more!

Leading CRM Software is Easier Than Ever

Sage SalesLogix is the leading customer relationship management (CRM) software solution for small and medium sized businesses. Now the interactive dashboard feature built into v7 offers users countless new ways to access key and relevant data all from a single screenshot.

This remarkably simple interface gives your sales force access to everything they need to manage their customers and sales. Users also have complete flexibility to customize the appearance and organization of the dashboard for their specific needs. These tools will help you and your team to maximize sales, bring in more repeat business, and improve long-term customer satisfaction.

Unprecedented Control Over Your Day — and Data

The “Today’s Schedule” feature in SalesLogix Dashboard gives users a new level of control for managing daily activities. You can organize events and sort them by type, time of day, project and urgency. The dashboard feature even lets you distinguish between business and personal activities. Similarly, the “My Activities” feature on the dashboard lets members of your organization plan their day on a more intimate level. Select from business and personal appointments, then click the mouse to perform a sort. This lets people view all daily activities on a single screenshot, for enhanced efficiency.

The “Pipeline Status” feature will blow your socks off. Use it to analyze the dollar value of all the tasks in your sales process. Customize the names of sales levels to meet your organization’s unique business needs. Many business owners say this is their all-time favorite feature of the dashboard, because it puts tasks into a monetary perspective, and takes static data to a whole new level of interactivity.

“What we like best about the Pipeline Status feature is that we can view the total volume of business in each stage of our sales process in real-time,” says Colin Masterson of Toronto. “It has let us spotlight weak points where sales are being bottlenecked, fix them, and therefore close more deals and hit sales goals. We’re also now able to see instantly how many opportunities are available, the sales potential of each deal’s stage, the weighted amount of the sales value, and the average days deals have been at specific stages of the sales process. It’s great!”

Generate Graphics Too

With the Pipeline Status feature in SalesLogix v7, you can generate a screenshot whenever you want, graphically representing any step of your sales process for easy visual analysis. Click on any stage of your sales process, from qualified leads to potential clients needing analysis, demos in response to inquiries, negotiations you are currently involved in for contracts, and decisions that need to be made. Then choose whether you want to view your data in graphs, charts, or in spreadsheet form.