Why Choose Saleslogix

Transcription

1 Why Choose Saleslogix 1. Ownership and control of your CRM system and data. Whether you deploy Saleslogix in the Cloud, On-Premises, or in a Hybrid environment, you always maintain total control of your system and ownership of your data. Easily upgrade, migrate from On-Premises to the Cloud, or bring your data in-house when it makes sense for your business. 2. Superior mobile and tablet support so your team stays productive on the go. Whether connected or disconnected, Saleslogix Mobile 1 increases your productivity with a rich CRM experience. Access your CRM data on the go using Android, iphone, ipad, BlackBerry, and other devices at no additional charge. 3. Easy usability and intuitive functionality enhances productivity for your team. Your team will be up and running quickly with Saleslogix thanks to the easy-to-learn-and-use interface. Realize high user acceptance, low learning curves, and rapid productivity from your team. 4. Industry-leading integration capabilities for a 360 view of your customers. The ability to integrate with business management applications, desktop productivity tools, web services, and social media helps establish a complete, holistic view of each customer. 5. State-of-the-art technology platform helps ensure maximum ROI for your business. Define and automate key business processes, implement best practice workflows, and use sophisticated security and administration capabilities to get the most from your CRM solution. 6. Reporting and analytics solutions enable actionable insights from your CRM information. Saleslogix offers a suite of powerful reporting and analytics tools 2 that give visibility into your sales activities and business operations, enabling informed decision making for users at all levels. 7. Multiple deployment options Cloud, On-Premises, or Hybrid to fit your IT strategy. Deploy Saleslogix using the method that fits your IT and business preferences, strategies, and industry. Whichever deployment you choose, your data is always secure and accessible and you won't be hit with surprise changes. 8. Advanced customization capabilities to tailor the application to your unique environment. Don't change the way you do business to accommodate your CRM solution. Personalize, configure, and customize Saleslogix to make it your own. 9. Flexible license and payment options to suit your financial needs. Buy, finance, or subscribe to Saleslogix the choice is yours. Select from multiple license types (named, concurrent, and flex), mix-and-match, and align roles with appropriate licenses. 10. Global ecosystem of Saleslogix partners, developers, and customers support your CRM success. Leverage the knowledge of Saleslogix Business Partners 3, ISVs, and a vibrant Saleslogix user community for local support and specialized expertise in your CRM initiative.

2 Saleslogix CRM CRM for the mobile world Saleslogix is the CRM platform of choice for companies strategically focused on customer engagements. Designed to deliver cost-effective, purpose-built solutions for the mobile world, Saleslogix is available in the Cloud, on-premises, and via mobile. More effective interactions lead to more revenue-generating transactions. Your customer relationships are essential to your success. Saleslogix is an awardwinning CRM solution that delivers a complete view of customer interactions across your sales, marketing, customer service, and support teams, so they can collaborate effectively and respond promptly and knowledgably to sales opportunities and customer inquiries both in the office and in the field. Rich customer profiles and sales productivity tools in Saleslogix help users identify opportunities and streamline sales activities, while sales management tools, analytics, and proactive alerts drive accurate forecasting, informed decision making, and effective team and territory management. Best-practice process automation in Saleslogix accelerates your strategic advantage by recommending and performing winning actions that drive results. Integrated marketing and customer service ensures calibration across teams in the business of acquiring new customers and delivering an exceptional customer experience. Robust customer relationship management tools help drive new business and deliver an exceptional customer experience. Rich CRM functionality on smartphones and tablets empowers your mobile workforce. Actionable insights enable informed decision making and strategic prioritization. State-of-the-art technology platform for cost-effective, purposebuilt solutions. Unparalleled flexibility and control in how you deploy, use, and pay for a powerful CRM solution.

3 Saleslogix CRM Empower your mobile workforce with rich CRM functionality and customer insights. Saleslogix Mobile 1 extends rich CRM functionality to smartphones and tablets, giving your mobile workforce a strong competitive advantage that helps drive productivity and increase revenue. Customizable, secure, and easy to use, Saleslogix Mobile features an attractive, task-oriented user interface designed to put the most relevant customer information at users fingertips and enable them to perform key actions quickly online and offline. Interaction with native device features such as mapping, dialing, and further streamlines the mobile user experience. Saleslogix Mobile updates automatically over-the-air and is included at no additional charge for Saleslogix users. A mobile-only 2 Saleslogix license option is also available at a reduced cost. Saleslogix Mobile is easy to learn and use and puts all the information and tools you need to be more effective at your fingertips. Perform key actions quickly and easily with a task-oriented user interface and intuitive contextual menus.

4 Saleslogix CRM Make informed business decisions and shape strategic priorities based on actionable insights. Analyze data and assess key performance indicators from across your organization to gain a deeper understanding of business and team performance and make strategic decisions that positively impact your bottom line. Saleslogix offers a portfolio of reporting and analytics3 tools to meet user and company requirements at all levels of sophistication. From basic lookup, group, and reporting capabilities, to interactive dashboards, timeline visualizations, and custom reports, Saleslogix delivers powerful solutions to increase individual effectiveness and maximize organizational and customer intelligence. Bring your CRM data to life and maximize your investment with Saleslogix Advanced Analytics4, a powerful, yet easy to learn and use interactive analytics solution that includes pre-built, integrated dashboards that span all CRM functions and can include CRM-related data from external sources5. With Saleslogix Advanced Analytics, users at every level of your organization can easily assess productivity, analyze trends, and identify the drivers of and barriers to success empowering them with the insights needed to focus attention and resources on the most profitable business activities. The CRM platform of choice for cost-effective, purpose-built solutions. Saleslogix is a state-of-the-art technology platform that empowers you to maximize the value of your most important corporate asset your customer data. Exceptional usability and flexible configuration capabilities enable rich, personalized user experiences, helping ensure adoption and user productivity. Advanced customization capabilities accommodate even the most unique user, team, company, and industry requirements. With robust integration, sophisticated security, advanced process automation, and flexible deployment options, Saleslogix is the platform of choice for companies seeking to build cost-effective, purpose-built desktop and mobile applications that support the unique ways you do business, now and into the future. Rely on Saleslogix as the hub of your commercial operations by creating rich customer profiles built by capturing information and interactions from across your organization and from external sources. Integration with business management applications, desktop productivity tools, emarketing, and social media empowers everyone in your organization to work together, efficiently, in the business of building profitable customer relationships.

5 Saleslogix CRM Your business is unique. Your CRM solution should support the way you do business. Saleslogix is CRM without compromise, offering unparalleled flexibility and control in how you deploy, use, and pay for a powerful CRM solution. Multiple deployment options including cloud, on-premises, hybrid, and mobile accommodate your IT profile and business objectives. Flexible license and payment options support your financial preferences. Buy, finance, or subscribe, while maintaining full ownership and control of your data. Select from and mix multiple license types including named, concurrent, flex, and mobile-only to lower TCO and align requirements with differing user profiles. With Saleslogix, you won t need to change the way you do business to accommodate your CRM system. CRM for the mobile world For the millions whose job takes them away from the office, Saleslogix has a rich mobile legacy delivering the platform of choice for purpose-built applications for the mobile workforce. Better interactions Intelligent collaboration and best practice automation across sales, marketing, and service via Saleslogix help drive revenue and delivery of an exceptional customer experience. Ultimate flexibility Saleslogix offers unparalleled flexibility and control in how you deploy, use, and pay for a powerful CRM platform. Cloud, on-premises, hybrid, and mobile options accommodate your IT and business objectives. Get started today! Call us at , contact your Saleslogix Business Partner*, or visit saleslogix.com to start a free trial today! 1 Check the compatibility list at saleslogix.com/compatibility for supported devices and browsers. 2 Mobile-only licenses may be used exclusively or mixed with full named and concurrent licenses in the same implementation. Five total user minimum required. Some limitations may apply. Check the compatibility list at saleslogix.com/compatibility for supported devices and browsers. Requires Saleslogix v8.x or higher. No downgrades from full named or concurrent user licenses. 3 Some analytics solutions require an additional fee. 4 Saleslogix Advanced Analytics requires an additional fee and Saleslogix v7.5.4 or higher. Saleslogix Advanced Analytics users must be licensed Saleslogix users. 5 Data must be used for CRM-related analysis in support of the Sales, Marketing, or Customer Service/Support roles, and must be tied to Saleslogix data. *Saleslogix Business Partners are third-party vendors. Swiftpage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors SalesLogix, N.A., LLC. All rights reserved. Saleslogix, and the SalesLogix, N.A. product and service names mentioned herein are registered trademarks or trademarks of SalesLogix, N.A., LLC, or its affiliated entities. All other trademarks are property of their respective owners N. Gainey Center Dr., Ste. 200 Scottsdale, AZ saleslogix.com

6 Find Records Fast Finding one record Finding records and creating a group Use Quick Find: In the title bar of a list or detail view, click the button. Use Lookups: On the Lookup menu, point to the type of record you are looking for, click the criteria you want to look for, enter the search information in the box, and then click the (Find) button. Select Create a temporary group containing all results, and then click OK. Saleslogix v8.1 Quick Reference Card for the Sales and Marketing User Using SpeedSearch Click the SpeedSearch button in the toolbar. You can: Match on all words any words the exact phrase Use natural language Search on the root by thesaurus on sound like Use Boolean search criteria Get Help Finding scenarios to walk you through tasks in Saleslogix Opening online Help Commonly Used Icons Finding Sales and Marketing Features Working with Records Accounts Find First Moving Around Contacts Calendar Previous Leads Ellipsis Next Opportunities Last Campaigns Web Back Library View address Forward Sales Dashboard To find the Getting Started Guide go to Start> Programs> Saleslogix>Documentation. Click the Help button or press F1 to open the help system. Save Undo List View Work the Way I Want To Using groups Accessing your groups Selecting records to create a group Sharing your group with other users Setting user options Create groups for records you want to track. Do one of the following: On a Main view, in list view layout, click a group tab. On the View menu, click Groups. 1. From any Main view, in list view layout, select one or more records. To select more than one record, hold down [Ctrl] as you click each item. 2. Right-click anywhere in the grid and click Add Selected Members to New Group. 3. Use Query Builder to define group properties, layout, sorting, appearance, and defaults. 4. Click OK. 1. Open the list view containing the group you want to share. 2. Right-click the group tab, and then select Share Group. 3. In the Owner Assignment dialog box, click Add. 4. Click the Users, Departments, or Teams tab, select who you want to share your group with, and click OK. 5. Click OK. On the Tools menu, click Options, and use each tab to set specific options. Copyright SalesLogix, N.A, LLC. All Rights Reserved.

7 Get My Tasks Done Receiving reminders Viewing my activities Use Activity Reminder to notify you of your alarms, past due activities, and unconfirmed activities. On the Tools menu, click Activity Reminder. Use Activities List view to manage your scheduled activities and events by type. Select the time frame for the displayed items. On the Navigation Bar, click Activities or press F7. Communicate Effectively Sending an Do one of the following: On the Write menu, click . On the toolbar, click the button. Next to an address in a detail view, click the . Making notes on a record On the Insert menu, click Note. Using my calendar Scheduling a call, meeting, or to-do Inviting other users Completing an activity Adding records Checking on notes and history Using my Sales Dashboard Creating a literature request Seeing a list of recently-viewed items Manage your time and keep track of scheduled activities and events. View your schedule by the day, week, month, or year. You may also be able to view other users activities and events. On the Navigation Bar, click Calendar or press F4. On the Schedule menu, do one of the following: Click the type of activity you want to add Press Shift+F3 for a phone call Press Alt+F3 for a meeting Press Ctrl+F3 for a to-do Use the Members or Attendees tab to invite other Saleslogix users to a phone call or meeting. Do one of the following: Right-click the activity you want to complete and click Complete Activity. On the Schedule menu, click Complete Activity. On the Insert menu, select the type of record you want to add contact, account, lead, opportunity, campaign, or note. Open a record s detail view and click the Notes/ History tab. Use the filters to narrow the list. Display and interact with a variety of performance and analysis tools in a dashboard format. On the Navigation Bar, click Sales Dashboard. Send information to your prospect or customers. On the Schedule menu, click Literature Request. On the tool bar, click the History button, and select an item from the list. Creating form letters, , and faxes Meet My Goals Adding and qualifying leads Creating and launching campaigns Pursuing opportunities Making sales orders 1. On the Write menu, click Mail Merge. 2. Use the Merge and History tabs to select a template, records to include, the type of output to create ( , fax, file, or printer), and history options. 3. Click Merge. On the Insert menu, do one of the following: To add a single lead, click Lead. To import a list of leads, click Import Leads. Use the lead qualification check boxes on the Lead Detail view to validate information and determine if the lead is ready to be converted to a contact and account. To convert a qualified lead, click Convert Qualified Lead. On the Insert menu, click Campaign. Select targets, define stages and tasks, and add products to a campaign. When the campaign is ready, click Launch. Use the stages and tasks and target responses to monitor the campaign s progress and success. On the Insert menu, click Opportunity. Use sales processes to manage your sales pipeline. On the toolbar, click Opportunity Statistics to display opportunity statistics. When an opportunity is won or lost, change the Status to Closed-Won or Closed-Lost and enter reasons for closing the opportunity. Use sales orders to add billing/shipping addresses and products to an opportunity. On the Opportunity Detail view, click the Sales Orders tab, right-click and select Insert Sales Order.

8 Saleslogix v8.1: Purposeful Innovation We re proud and excited to unveil the latest edition of our award-winning Saleslogix CRM platform 8.1. Its next-level mobile and social media tools help you get the most out of your customer interactions and convert those valuable leads into sales. Check out v8.1 the next generation of CRM! Saleslogix v8.0 Mobile 3.0 Saleslogix v8.1 Social Flexibility Analytics New interface enhanced look and feel for a better, more productive experience. Better resource-planning tools improved visibility into team calendars for improved collaboration. Powerful customization tools added control for administrators and IT pros. Cloud performance and security improvements added hardware, memory, and security enhancements for Saleslogix Cloud v8.0. Upgraded Mobile platform provides contextual KPIs, charts, and quick action menus. 1 Contextual customer intelligence dashboards added to modernized interface for opportunities, contacts, leads, accounts, and tickets. Innovative social features provides embedded tools to leverage customer engagement on popular social media platforms. Built-in flexibility allows a choice of browser and web tools; a centralized admin interface simplifies enterprise tool integration. New Outlook sync seamless access to Saleslogix contacts and library documents. Multiple attendees per activity adds multiple contacts, leads and users to your activities and history in Saleslogix. Enhanced reporting and analytics 2 over 70 ready-to-use business and sales reports with analytics that drive more insightful customer interactions. 1 Check the compatibility list at saleslogix.com/compatibility for supported devices and browsers. 2 Some analytics solutions require an additional fee. 8.1

9 Saleslogix Pricing Table Server Licenses Saleslogix On-Premises Saleslogix On-Premises Subscription 1 Saleslogix Cloud New Customers Saleslogix Cloud Existing On-Premise Customers Standard Advanced Premier Advanced Premier Advanced Advanced Saleslogix Server License 2 Additional Server(s) $2995 $5995 $8995 $5995 $ Oracle Host Database $795 $795 $795 $795 $ User Licenses Saleslogix Full CRM User License $795 $995 $1,095 $50 pu $55 pu $65 pu $50 pu 3 Saleslogix Concurrent User License $1,695 $1,895 $1,995 $90 pu $95 pu $100 pu $75 pu Saleslogix Cloud Flex User License Contracted User Rate Contracted User Rate Saleslogix Web Viewer User $95 $95 $95 $10 $10 $20 pu $15 pu Minimum Number of Users Saleslogix Mobile User (HTML5) 5 Saleslogix Mobile-Only User 6 License $395 $395 $395 $25 $25 $25 $25 Saleslogix Advanced Analytics See Pricing and Details on Page 10 Saleslogix Visual Analyzer See Pricing and Details on Page 16 KnowledgeSync See Pricing and Details on Page 11 User License Discount Schedules On-Premises Full CRM User Volume Discount ( users) On-Premises Full CRM User Volume Discount (201+ users) Subscription 2-Year Contract Discount Subscription 3-Year Contract Discount Upgrade from Act! to Saleslogix Non-Profit & Education Discount $(50) $(100) $(100) $(2.50) pu $(2.50) pu - - $(100) $(200) $(200) $(5) pu $(5) pu $(5) pu $(2) pu $(2.50) pu $(2.50) pu $(10) pu $(4) pu 50% of Act! license purchase can be applied to Saleslogix purchase (up to $10K) Non-Profit and Academic Groups Get Saleslogix Cloud for $50 pu Cloud Volume Discounts See Cloud Discount Tables on Page 6 Saleslogix Managed Cloud Servers 7 Managed Cloud Server - Small $130 pm $130 pm Managed Cloud Server - Medium $260 pm $260 pm Managed Cloud Server - Large $390 pm $390 pm Saleslogix Cloud Data Storage Storage, per 50 Users GB 100 GB Additional Storage 20 GB $50 pm $50 pm Saleslogix Cloud Staging Environments Included with Subscription day / month 1 day / month Core System $20/day $20/day Managed Cloud Server Small $10/day $10/day Managed Cloud Server - Medium $15/day $15/day Managed Cloud Server - Large $20/day $20/day Page 3

10 Saleslogix Pricing Table Saleslogix On-Premises Saleslogix On-Premises Subscription Saleslogix Cloud New Customers Saleslogix Cloud Existing On-Premises Customers Standard Advanced Premier Advanced Premier Advanced Advanced Core CRM Functionality Web / Windows Web/Win Web/Win Web/Win Web Web Sales Marketing Customer Service & Support Outlook Desktop Sync (Web & Windows ) Customer Self-Service Portal 10 Cloud includes 100 Concurrent Connections Customer Self-Service Portal 10 Additional 100 Concurrent Connections - $3,995 $3,995 $350 pm 10 $200 pm $150 pm 10 $150 pm 10 Salesfusion Marketing Automation See Pricing and Details on Page 18 Searching & Reporting Standard SpeedSearch 11 Advanced SpeedSearch $2,995 $2,995 $2,995 $99 pm $99 pm Custom Search Indexes SAP Crystal Reports Designer 12 SAP Crystal Reports Additional Report Designer User Security & Advanced Administration $490 (ea) $490 (ea) $490 (ea) $490 (ea) $490 (ea) $490 (ea) $490 (ea) Advanced Customization (App Architect) 13 - $1,295 $1,295 Sales Processes - Remote and Offline Access Options Offline Access $20 pu $20 pu Remote Desktop $695 (1 incl.) $695 (1 incl.) $695 (1 incl.) Included in Offline Access Included in Offline Access Remote Office $695 $695 $ Saleslogix emarketing 14 $99.95 Saleslogix emarketing pm $99.95 pm $99.95 pm $99.95 pm $99.95 pm $99.95 pm $99.95 pm Additional User ( Only) $7.99 pm $7.99 pm $7.99 pm $7.99 pm $7.99 pm $7.99 pm $7.99 pm Additional User (Drip Only) $9.99 pm $9.99 pm $9.99 pm $9.99 pm $9.99 pm $9.99 pm $9.99 pm Additional 1,000 Per Day $4.99 pm $4.99 pm $4.99 pm $4.99 pm $4.99 pm $4.99 pm $4.99 pm Integration Solutions Sage ERP X3 Integration to Saleslogix Exchange Link $2,995 $2,995 $2, Advanced Customization External Access $1,295 $1,295 (1 incl.) $1,295 (1 incl.) - - Page 4