|
| |
|
Sage SalesLogix
NEWSLETTER
Volume 6 Issue 3,
July 2008 |
|
|
|
For the 10th consecutive
year, Sage SalesLogix was
named a winner of the Top
15 CRM Small & Medium
Business Software award
by ISM Inc.
ISM Inc. is a strategic advisor
for customer relationship
management (CRM)
and contact center systems. |
|
| Introducing Sage SalesLogix v7.5
|
|
|
 |
Scheduled for release this fall, Sage
SalesLogix v7.5 adds several new features.
This release also builds on
enhancements made to earlier releases - to
deliver a comprehensive Web CRM experience
allowing your team to be productive anywhere,
anytime. Let's take a look.
Work Connected Or Not
Sage SalesLogix v7.5 brings many more
of the Windows client features to the Web
Client. For example, you can create and manage
Defects, Returns, Contracts, and Assets
via the Web. In addition, new Sales Orders
can be created over the Web.
And now you can disconnect from the
Internet and still continue to work in Sage
SalesLogix - without sacrificing the usability
or the rich feature set you enjoy while
connected.
Improved Lead Management
Sage SalesLogix Lead management gains
momentum in v7.5 with the new Lead Import
Wizard that allows you to import leads, perform
lead de-duplication, and distribute leads
automatically.
You will have the ability to perform actions
with Leads, such as assigning activities to leads
or creating activities en masse to save time and
improve marketing efficiency.
Easy Access To Information
One of the strengths of Sage SalesLogix
is the ability it provides to help you uncover
detailed information quickly. However, there
are times when the big picture is all you need.
Sage SalesLogix v7.5 introduces the Summary
View to provide you with a summary of vital
information.
Improvements to Lists include powerful
data filters, the ability to create ad-hoc groups,
and the ability to select multiple records at
once - all are designed to improve the way
you organize and use data.
Usability Enhancements
An enhanced user interface in Sage
SalesLogix v 7.5 includes a redesigned header
and toolbar, a new title bar, and a collapsible
left navigation area. The right mouse-button
is given expanded capabilities, allowing you
to right-click in Tab areas and Lists to uncover
additional information.
With v 7.5 you can customize your workspace
by adding as many middle panes as you
need. Now, as you drag and drop tabs, new
visual indicators make it clear which tab you
are moving and where it is being moved.
In v7.5 release, attachments can be associated
with meetings, phone calls, to-do items,
e-mails, notes, and personal activities. Your
captured e-mails open in an e-mail editor so
they appear in their original form - including
HTML links and images.
Enhancements to pop-ups in the Lookup
features in the Web Client are redesigned to
provide a better user experience and improved
search capabilities.
Add Mashups
The term Mashup refers to a Web application
that combines data from more than
one source into a single integrated tool. Sage
SalesLogix v 7.5 utilizes this concept, providing
a means for you to create, modify, publish,
and display collaborative compositions
of internal and external data to deliver an
enhanced user interface anywhere within the
Sage SalesLogix client.
Incorporate Timelines
Timelines are useful graphical tools, and in
Sage SalesLogix v 7.5 you can create timelines
for any entity in Sage SalesLogix and embed
them anywhere in the product. Included
for you are timelines for both Accounts and
Tickets that will show you a graphical representation
of events over a period of time.
For example, in the Account detail tab,
you can view all Activities, Notes/History,
Opportunities, and Tickets related to that
account on a graphical timeline, helping you
to gain a deeper understanding of trends and
interactions.
Welcome Page Improvements
In Sage SalesLogix v 7.5, you will be able
to customize the components that appear on
the Welcome Page, and even add new components
including: My Recent Notes, Active
Campaign Response Status, and My Closing
Opportunities.
Customization, Administration,
And Web 2.0 Technology
Sage SalesLogix v7.5 adds several new
enhancements that will help administrators
deliver a better overall experience for users.
Among the changes are:
• Process Orchestration to provide
. vide a
single interface to create, manage, and
implement automated processes for Web
and Windows clients. Single-step or
multi-step/stage processes can be created
for any Entity in Sage SalesLogix.
. Web Services enable you to expose any
entity to a RESTful-based Web service.
. Form Controls adds new controls
including Sparkline and image controls.
. New Application Architect enhancements
include: the ability to launch model entity
wizards from the Application Toolbar; the
ability to recognize which entities have
been customized in the project explorer
tree view; and dockable data sources
view.
Sage SalesLogix v7.5 At A Glance
 |
. Comprehensive Web CRM Solution:
Including full sales, marketing, customer
service, and support functionality.
. Anytime, Anywhere Access: You
can access data while connected or
disconnected - all without sacrificing
usability or a rich feature set.
. Efficient Lead Management Capabilities:
Access all the tools you need to effectively
manage leads including the ability to
perform lead de-duplication; assign
activities to leads, perform group actions,
and automatically route leads to the
appropriate person or department.
. Process Orchestration: Eliminate manual
processes by automating key processes for
any Entity in Sage SalesLogix.
. Usability Enhancements for Improved
Ease-of-Use: Increase user adoption with
the modern, easy-to-navigate interface
including features such as drag and drop
tabs, expanded right-mouse button ability,
and the ability to associate attachments to
Activities.
. Rich User Experience Through Modern
Web 2.0 Technology: Experience rich,
concise, and useful views of data through
REST, mashups, and sparkline charts.
This was just a quick look at the highlights
of Sage SalesLogix v7.5, call us for more information
about this upcoming release. |
|
|
| Rev Up Your Marketing With Sage SalesLogix |
|
|
The Marketing component of Sage
SalesLogix has grown steadily more powerful
over the years. By leveraging its features,
you can tailor your marketing efforts to maximize
their impact. In this article we discuss
some the major marketing functionality
available to you in Sage SalesLogix.
Capture And Import Sales Leads
If you are like most companies, prospects
for your products and services come in from
many different sources. In Sage SalesLogix
it is simple to retrieve leads from multiple
sources and add them to your Sage SalesLogix
Leads database.
Often the best sales leads are the ones in
which the prospect has located your products
or services on the Web. Sage SalesLogix
provides a simple, standardized Web form to
record these leads and merge them into the
Sage SalesLogix database later. A big benefit
of this tool is that no live connection to your
Sage SalesLogix system is required. The form
can be placed anywhere you need it, such as a
remotely hosted Web site.
Another common import source of leads is
a text or delimited file of trade show leads or
purchased lists. A simple set of screens guides
you through the process of importing these
leads. The system presents the information
in a way even a non-technical user can easily
understand.
Separate Lead Database
Rather than importing leads directly into
the same data tables as your existing Accounts
and Contacts, new leads can be imported
into a separate Lead database so they can be
properly qualified before converting them to
Accounts or Contacts.
Lead Qualification Tools
Once you have your sales leads in the Sage
SalesLogix Lead database, they need to be
qualified to determine if the lead represents a
valid sales opportunity. Sage SalesLogix helps
lead qualifiers be more effective and efficient
in their jobs. The main view includes a checklist
that guides the lead qualifier through the
questions that need to be answered via telephone,
e-mail, or whatever other method you
use to qualify your leads. Different checklists
can be defined for each product line or service
your company offers.
If the answers to the questions indicate this
prospect is a bona fide sales opportunity, the
user can simply click on the Convert Qualified
Lead button.
Campaign Management
Campaign management in Sage SalesLogix
can be as sophisticated or as simple as your
business requires. You can create a new campaign
or copy an existing one and modify it
to suit your needs. From the Campaigns view
you also add all the stages associated with the
campaign, such as copy writing, design, production,
and mailing. Within each stage you
can track individual tasks with their associated
costs, and roll these costs up to the overall
campaign budget.
Once you've rolled your campaign out,
another window allows you to track response,
so you can determine the effectiveness of the
campaign and make sure appropriate follow
up takes place.
Targeted Lists
Directing your campaigns at the most
likely buyers is crucial. Using the Manage
Target List screen, you can pull in records
from Leads, Accounts, or Contacts with a
straightforward filtering process. For example,
you can select by state, ZIP code, or SIC
code. The list of selected records appears in a
grid view with a record count, so you can easily
select or remove records to get to your target
quantity. Segmenting your prospects into
logical groups allows you to create specific targeted
messages that will be more effective in
capturing the prospects' attention.
E-mail Marketing
E-mail marketing is one of the most costeffective
ways to communicate a targeted
message to prospects. Sage SalesLogix works
in conjunction with a couple of e-mail marketing
services. You can export the Target
Lists you create in Sage SalesLogix directly
to these service providers and even use them
to design powerful, effective HTML e-mail
templates. Both services incorporate e-mail
marketing best practices directly into the software
to help any size organization, across all
levels of technical ability, build more effective
campaigns every step of the way.
We'd be happy to discuss your marketing
needs in more detail, just give us a call. |
|
|
In The Spotlight:
Generating More Leads |
|
|
While lead generation is important during
boom times, it's even more important
as the economy slows down. Here are a
few things to keep in mind as you consider
your company's lead generation strategy.
Your Own Web Site
Your company Web site can be one of
your most powerful lead generation tools. In
order for your Web site to generate leads, two
things need to happen. First, people need to
find your Web site when they search for the
product or service you offer; and second, you
need to entice visitors to share their contact
information with you when they visit your
site.
Effective search engine optimization
(SEO) can help bring visitors to your site,
and by offering relevant, timely content after
the visitor signs in, you'll have better luck capturing
contact and interest information. Sage
SalesLogix offers a Web form component that
can capture visitor information and send it
directly to the Sage SalesLogix Lead database.
E-mail Campaigns
While e-mail marketing allows you to reach
a large audience quickly and inexpensively,
gauging its effectiveness can be difficult.
Consider utilizing an e-mail marketing
service. The service can track the number of
open, click-through, and forward responses
and send this information into your CRM
software. In this way you can build a history
of responses, to help tailor future marketing
efforts. Information from the service provider
can also give your sales team the ability to
focus on the hot leads first.
Direct Mail
With the popularity of e-mail, why should
direct mail still be a part of your lead generation
activities? The answer is simple: because
they can't read your e-mail if it is blocked or if
they are not online.
Direct mail can help you reach those who
don't receive or don't read your e-mail marketing
messages. And there are more prospect
mailing lists available for rent than there
are e-mail lists to help you reach a bigger
audience.
Lead Recycling
Leads represent a significant investment
of time and money, so don't throw away the
ones that don't bite immediately. Lead recycling
refers to the process of revisiting leads
that haven't yet turned into opportunities.
Drip or nurture marketing are ways to
court these leads, keeping them in the queue
until they pan out. Sage SalesLogix allows
you to store the results of your lead interactions
and campaigns and then report on those
results to help you better manage this group.
The Human Touch
Forrester Research, an independent technology
and market research company,
recently asked business-to-business marketers
about their lead-generation programs to
find out which programs they use and which
they deem most effective. E-mail marketing
was by far the most used, with nearly 90 percent
of respondents using this tool. However,
it was executive seminars, inside sales, and
Webcasts that were judged as the most effective
lead sources. This indicates that even with
the technology tools available, there is no substitute
for human interaction in the sales and
lead generation process.
Call us with your questions. |
|
|
| |
|
© Copyright 2004-2010 Tango Marketing, LLC. www.tango-marketing.com All Rights Reserved. This newsletter and its content have been registered with
the United States Copyright Office. This content is licensed by Tango Marketing LLC and can be distributed by licensee until 07/31/2010 at which time the licensee must cease
distribution and use of this content unless permission in writing is obtained from Tango Marketing LLC. Reproduction in whole or in part without permission is strictly prohibited.
The capabilities, system requirements and/or compatibility with third-party products described herein are subject to change without notice. Sage, the Sage logos, and the Sage product
and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their
respective owners.
|
|
|
