No two companies are exactly alike. Think about everything that’s unique about your sales organization—your own processes, your unique business model, and the one-of-a-kind products and services that you sell. That’s why CRM platform provides customization and integration tools to help you create a customer relationship management experience as unique as your company.

CRM includes customization tools to manage your unique sales activities plus application integration capabilities that make it easier than ever to tie CRM to other critical business systems for organization wide sales force automation.

Customization
Business users get point-and-click customization tools, while developers and IT professionals have more robust, programmatic options for deeper customization, development, and integration.
 
Web Services Integration
CRM’s integration dramatically reduces the effort associated with integration. CRM gives you proven integration with ERP Systems.

CRM integration allows you to painlessly build account plans, proposals, quotes, contracts, and much more based on data pulled from CRM. You can also export report data into Excel for further analysis.

Document Templates
Set up Word or Excel templates for commonly used sales documents so that reps can painlessly create documents populated with CRM data without retyping or needing to copy and paste.

Report Export
Easily export CRM reports into Excel so that you can add data from external sources. Or simply access, save, or share reports in a familiar format.

Offline Analysis
Pull multiple reports into an Excel workbook for analysis later in an offline environment such as when traveling on an airplane.

Mail Merge
Create Word mail merge templates that can be populated with information from CRM fields, including product and schedule line items for building quotes for comprehensive CRM integration.

Mobile CRM keep sales reps connected while they are away from the office. With support for disconnected laptops, wireless email devices (such as the BlackBerry), and wireless PDAs, traveling reps are never out of touch with their critical data.

CRM Mobile
CRM helps your field teams succeed by keeping them in touch with the latest data, whenever and wherever they need it with complete mobile computing capabilities.

CRM Connect Offline
With CRM solutions you can manage your key customer data using the familiar, easy-to-use interface on a disconnected laptop.

Product Configuration and Bundling
Eliminate the complexity involved in correctly configuring a customer’s solution by enforcing your product configuration and bundling rules during the quoting process. Replace spreadsheets, pricing manuals, product catalogs and technical sales support that salespeople typically need to consult in order to obtain accurate information.

Pricing Management & Enforcement
Manage complex pricing scenarios, consistently and accurately enforcing sophisticated rule-based pricing strategies, including geography, channel, quantity, effective date, margin and other parameters.

Guided Selling
Guided Selling intelligently walks sales, partners and even customers through a set of questions to determine the customer’s specific requirements, preferences and priorities. Based on the provided input, guided selling then recommends products and services that best meet the customer’s needs including the opportunity to cross-sell or up-sell.

Proposal Generation
Provide a summary of the entire sales process in a professional, branded proposal. Proposals contain all the valuable details of each deal, including product specifications, deliverables and pricing. The information is automatically saved in a single location for future reference or retrieval.

Quoting/Order Rule Management
Provide an easy-to-use user interface for creating product catalogs, authoring product/service/bundling/pricing rules and managing guided selling wizards, empowering business users. This significantly cuts down on the time-to-market and administrative costs.

Extend Quoting and Ordering to the Web
Extend the same intelligent quoting and ordering capabilities to your customers and partners via the internet with a CRM integrated portal solution.

Create beautiful HTML email templates with a simple online editor or import your own templates, send directly through powerful servers to one or thousands with a single click and track who opened, clicked, bounced, suppressed and more.

Hot Prospect Call List
Gain insight into who your most interested contacts are. While your recipients open and click on your templates, a score is assigned to each recipient based on their interaction with your email messages – giving you a ranked, qualified list of who you should call first.

Auto responder
Autoresponder triggering emails to be sent to the survey respondent based on their survey responses.

Send As
We understand you have many sales team members within your organization that just don’t have the time or experience to send a graphic email marketing message. Many studies show an email delivered from a personal, trusted, recognized email address garners stronger results than that of a general email address. Send as allows one person to send on behalf of other SalesLogix users with a single click.

Collect Information with Surveys
You need to gather valuable data from your customers to make better, more informed business decisions and you need to acquire new customer interest. Surveys allows you create simple forms that gather any type of data you need.

Generate Leads
Have your website visitors fill out a survey before you give them a whitepaper or give them access to an article. Gather the data that will help you follow up in the most relevant manner.

Database Updater
A simple survey is sent out via an email blast. Once the survey is filled out, those contacts that filled out the survey are updated in SalesLogix with the information recorded in the List Updater survey.  List Updater allows you to choose which fields are updated for each contact.

Build your Database
A simple survey is placed on your website for visitors to fill out.  Once the survey is completed and the user presses submit, the data is taken into SalesLogix and a new contact or lead is created – automatically!

Put your sales and marketing initiatives on cruise control. Build and deliver multi-step marketing plans that intelligently and automatically reach out to your leads, prospects and customers.

Database Integration
Add recipients to drip marketing campaigns directly from your SLX database. Drip Marketing will also look at a specific database field and deliver marketing content based on the field results.

Automatic Marketing Delivery
Create campaigns that deliver multiple emails over time. Build your campaign now and let it run with no worry that your emails will be delivered.

Email Tracking
Know who opened and clicked on your email messages. Powerful servers deliver your message to your recipients, and you are able to track the interaction with each message. Providing detailed and graphical reports on who opened, clicked, bounced, suppressed, how many forwards and more.   

Multi-step Campaigns
Send one campaign with different marketing mediums and content to more efficiently reach your customers with email, post cards, letters, faxes, and call centers.

Conditional Actions and Branching
If your recipients opened an email, automatically send them a different template than those that did not open. Move recipients between campaigns based on their interaction with your messages.

Drip Marketing Campaign Transfer|
Your leads, prospects and customers are dynamic, as they change, so should the messaging you send them. Set up multiple Campaign Sequences that hold specific content for specific groups of contacts. As your contact’s status changes, move them in between campaign sequences automatically.

The CRM with it’s ERP-specific connectors passes service and expense data bi-directionally between CRM and the accounting system so invoices are generated automatically (after the work is approved in CRM), reimbursement checks are generated for staff, and the accounting information is passed back to CRM so it is retained with the Project data for management use and analysis.

Web Calendar and Web Timesheet Enable Worldwide Access
The CRM Web Calendar and Web Sheets allow users and management to view availability of staff based on territory, team, department, or skill requirements, and assign them into open time slots based on project requirements. And when it comes time for users to enter their work time, in addition to using one of the four interfaces in the CRM client (based on their personal work style), they can use the CRM Web Sheet to enter their time in spreadsheet fashion quickly and easily from anywhere in the world!

Real-Time Alerts
Set custom alerts and rules (new projects, tasks assigned to me, projects delayed or over budget, etc.) to automatically notify individuals of critical business events.

Activities and Activity History
Schedule and complete Activities directly into CRM (and sync to Outlook!) for project work, and maintain a historical record of all activities (complete and pending) related to an account, contact, opportunity, project, task, or issue!

CRM gives any organization with a need to track billable or non-billable time an easy and fast way to track time and expenses directly within CRM. Easily manage staff and projects without the burden of learning and using a complicated project management system. CRM puts Project, Resource, and Expense Management into the lifecycle of your customer relationship information, filling in the gap between closing the deal (the Opportunity) and providing support (Tickets).

Immediate Information
Do salespeople know what’s going on in their accounts? Sales and Customer Service can now provide knowledgeable answers. Time-critical information is available immediately to users without laborious rekeying of data. No more overnight delivery expenses, illegible faxed paperwork, or time-consuming phone calls. Information is in the home office the same day for a visible improvement in customer service. Responding knowledgeably to customer and management inquiries becomes accurate and timely.

Comprehensive Project Management
The closing of a CRM Opportunity can automatically create a CRM project to track and manage the delivery of the work that was just sold in the Opportunity.  Based on the type of Opportunity, the system will look to a user-defined project template to determine what type of Project to create, what users to assign to it, what Phases, Milestones, and Tasks to include, and more.

Fast and Accurate Time Entry

The CRM weekly timesheet view permits time entry in a spreadsheet fashion for an entire week right down to the specific Tasks performed. The system includes a manager selection interface for each user, project security controls, and a workflow system for project manager and manager approvals. Simply choose the Account, Project and Task, and enter time and comments for an entire week. You’re done!

Flexible Contracts and Billing Modes
Addendums and change order contracts are tracked. Projects can be set to price and track costs based on five different pricing methods. Customers can pre-pay for work to be performed and the Retainer system will track all work performed against that pre-pay, and automatically create a renewal invoice at a pre-set level. Service records can be linked to any project, or even without a project for on-the-fly customer requests or pre-sales situations. The total amount of time expended for a project is continuously updated on screen so that users and management are alerted about overages in real time. The exclusive CRM traffic signal changes colors automatically to indicate that work is under, nearing or over the contracted time. And the use of project templates minimizes repetitive data entry.

Track Time and Costs Right Down to the Task Level
What types of work are the most profitable for your company? Using tasks on a project enables users to segment their time according to the type of work performed. CRM tracks it all: profitability by task, when the task began, who is assigned to it, how much is left to be completed, how much time has been spent, and actual vs. budget. All this and more!

Knowing precisely which products your customers have purchased and installed is essential to world-class sales and service. With CRM you can track which of your products each of your customers has purchased. And you can broaden your view of sales opportunities by tracking which competing products they are using.

Detailed Asset Information
Get immediate access to detailed information about each item purchased, including serial number, quantity, purchase date, replacement date, and so on.

Sales Insight
Give reps insight into product renewal and up-sell opportunities, and alert them to issues their customers may be having with a particular product.

Competitive Tracking
Track competitors’ products that are in use at your customers’ sites and have the potential to be replaced by your products in the future.

Template Library
Create a library of approved email templates for all your sales team’s common types of email correspondence.

Tracking
Track the number of times the email was opened by the recipient to gauge interest and plan appropriate follow-up calls or other sales activities. Monitor the usefulness and popularity of individual templates with the “Times Used” field.

Letterheads
Insert company branding and graphics into templates as appropriate to create high-impact, professional-looking emails.

Attachments
Attach relevant materials from CRM document library to email templates so that customers and prospects always receive the most up-to-date versions of your materials.

Empower Outlook Users to Work More Productively

CRM provides Outlook integration to synchronize your address books and calendars. It also allows your reps to use Outlook email to communicate with customers while easily capturing everything in CRM at the same time for organization-wide visibility.

Capture Outlook Emails
Add incoming or outgoing Outlook emails to the appropriate record in CRM with a single click in Outlook. Because you have the flexibility to select the emails that are logged in CRM, the system is not cluttered with irrelevant communications.

Address Book and Calendar Synchronization
Synchronize your Outlook address book and calendar with CRM to keep all your contacts and activities up to date in both places. Enjoy complete contact management and synchronization between Microsoft Outlook and CRM.

Real-Time Record Matching
Automatically look up the matching CRM lead, contact, opportunity, or case in real time when adding Outlook emails to CRM. You can also search by keywords to find the matching record for complete Microsoft Outlook CRM integration.

Address Lookup
Search your CRM customer database from within Outlook and include your contacts or leads in the list of recipients for outgoing email messages.