• Analyze your sales pipeline, forecast revenue, and make informed business decisions with real-time reporting, dashboards, and business intelligence tools within Sage SalesLogix sales software.
• Manage all your key opportunity data in one consolidated place to forecast revenue, make territory adjustments, and drive more deals to a close.
• Track your probability of close, products, lead source, status, and competitors.
• Segment your opportunities by account manager, region, or probability of close using sales software functionality.

"The use of Sage SalesLogix has been a key driver for managing pipelines and organizing our efforts from the individual to the sales organization as a whole. Personally, Sage SalesLogix has helped increase my ability to manage reps, forecast performance, and to create and execute strategies."

• Route your “hot” leads to your sales reps right away.
• Assign leads based on criteria you define in Sage SalesLogix sales software, such as top sales rep or region.
• Qualify leads and convert them to new sales opportunities on-the-fly with sales software functionality.
• Integrate with Sage KnowledgeSync to receive alerts as soon as new leads come in.

"The call list saves five minutes per call. Our representatives are taking—and making—more calls in a day than they were able to do before. And those calls are resulting in new business. With Sage SalesLogix, we bought ourselves more selling time."

• Automate your sales processes within Sage SalesLogix sales software to maximize team productivity and shorten your sales cycle.
• Customize sales processes based on your product line, deal size, territory, or lead type.
• Implement proven standardized sales methodologies with solutions like Solution Selling or Miller Heiman®**.
• Define stages and steps and assign objectives, activities, results, and close probability.
• Sage SalesLogix sales force automation prompts team members to complete tasks such as making phone calls or scheduling meetings—SFA ensures all steps are followed through a proven sales force method.

"Sage SalesLogix has provided significant improvement in sales rep productivity with a 20 percent across-the-board time savings, as well as 23 hours a week time savings on reporting and forecasting from a business unit!"

• Access the information within Sage SalesLogix sales software that you need to coach and mentor your sales reps, increasing sales potential.
• View real-time reports that show opportunities summaries, quota vs. actual sales, sales process analysis, forecast by account manager, and more.
• Understand where your reps are spending their time with visibility into team and individual activities and calendars in Sage SalesLogix sales software.

"The sales forecasting tools within Sage SalesLogix are a boon to the company’s management team. Information is instantly accessible, we can review the average days open, close probability, and other key metrics graphically or in a report format. Before, it might have taken us days to collect and compile the data from the representatives—and by then it would be out of date. We definitely attribute our increased sales volume to Sage SalesLogix."

• Create and send sales orders and proposals with sales software functionality.
• Send professional communications using custom HTML email templates and Mail Merge.
• Schedule activities like meetings, presentations, follow-ups, call downs, and more so you’re always on top of things.
• Access all your customer interactions in one consolidated place in Sage SalesLogix sales software, including notes, opportunities, activities, pricing, tickets, and more. Use filters, groups, and one-click access to quickly get to the information you need.