Sage SalesLogix
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Application Integration

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Integrate front and back office for better collaboration

  • Integrate Sage SalesLogix CRM customer relationship management solution with your back-office applications to give your employees greater customer insight, move orders faster, get paid quicker, and provide higher levels of customer service.
  • Enable everyone in your organization—from sales, marketing, accounting, and finance to support and shipping—to work together, efficiently.
  • Quickly identify cross-sell and up-sell opportunities.
  • Easily access payment history information.
  • Identify availability of products for sales.
  • Quickly assist customers with order status.
  • Generate more accurate quotes and proposals.

“Sage SalesLogix integrates with our ERP system. That’s the most important thing. So transferring data that includes 500,000 contacts and 100,000 customers wasn’t a big headache. The solution is definitely an enterprise class solution.”

– David Bloomfield, director of Client Services, The Neff Company*

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Integrate with Microsoft Outlook

  • Continue to use applications you’re familiar with, like Microsoft Outlook, seamlessly within Sage SalesLogix customer relationship management solution.
  • Add a Contact to Outlook from Sage SalesLogix and use the Sage SalesLogix address book in Outlook email.
  • Go to your Sage SalesLogix contact record within Outlook in one click.
  • Drag and drop new Outlook messages into Sage SalesLogix history and save Outlook attachments to Sage SalesLogix.
  • Automatically flag Outlook emails received from your Sage SalesLogix contacts.
  • Use the Outlook Calendar in Sage SalesLogix and send meeting requests from Sage SalesLogix to Outlook (even for non-Sage SalesLogix users).

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Share information from and with Sage SalesLogix**

  • Create richer, more relevant views of information about your prospects and customers within Sage SalesLogix CRM customer relationship management solution.
  • Share information with your organization (like newly created sales orders) the minute it’s entered through RSS or Atom readers.
  • Share information in real time between your Sage business applications. For instance, product details entered in one application can be made available instantly to other applications, such as Sage SalesLogix and order processing.
  • Combine your information from Sage SalesLogix with information from other sources, either on your desktop (Excel spreadsheets), on your server (Outlook/Exchange), or on the web (Google Maps).

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* Customer is a participant in the Sage Customer Reference Program and may be eligible for participation-based incentives.

** Through additional customizations.