- Efficiently perform the complex task of importing and processing your leads with lead management capabilities.
- Use a step-by-step lead management wizard to import your leads from web forms, tradeshows, seminars, or purchased lists, and automatically check for duplicate data.
- Perform group actions, such as assigning activities to leads, adding notes, etc., when you’re importing leads to make lead management more efficient.
- Automatically distribute hot leads to your sales team so you don’t miss out on opportunities, and then track through the lead management process***.
“We have automated the majority of our marketing communication tasks and are now completely paperless. With Sage SalesLogix we are able to direct our marketing messages to specific groups of prospects and tailor our message to each group.”
– Shannan Friedman, marketing manager for Equisys*