Saleslogix Your relationships. Your information. Your CRM Saleslogix Overview Why Choose Saleslogix? Complete CRM Solution – Out of the Box: • • • Ready to extend, integrate, and customize Cloud, on-premises, or hybrid deployment options User empowerment with – – – – • Worldwide Support Network: Personalized dashboards and interfaces Advanced list, group, and data management Work in a connected or disconnected state Productivity on most mobile devices Global language, currency, and time-zone capabilities • Sales, support, and partner network on all major continents • Strongest presence in U.S., UK, Germany, France, Australia, and South Africa • Local expertise close to where you conduct business Why Saleslogix? • Ownership and control of your system and your data. • Advanced customization capabilities to tailor the application to your unique business. • Flexible license and payment options to suit your financial needs. • A state-of-the-art technology platform ensures maximum ROI for your • Multiple deployment options – Cloud, business. on-premise, or hybrid – to fit your IT strategy. • Exceptional usability which results in enhanced productivity for your users. • Reporting and analytics solutions that enable actionable insights from your • Industry-leading integration information. capabilities for a 360°-view of your customers. • Market-leading mobile CRM so your users stay productive on the go. • A global partner, developer, and customer ecosystem to support your CRM success. Info-Tech Vendor Landscape “Saleslogix’s focus on the large enterprise, coupled with its robust sales and marketing features, allow it to rise above its competitors in this space.*” * Vendor Landscape Plus: CRM Suites for Large Enterprises, Info-Tech Research Group, 2011 Forrester Wave Highlights: • • • • • • Proven and user friendly. Usability! Consistent experience across multiple platforms (online, offline, and mobile) Multiple deployment options (onpremises, cloud, and hosted). Strong sales functionality and a strong architecture and platform. Very strong support for mobile CRM. Customer & Industry Recognition • “Saleslogix lets us service our clients to the fullest extent. Our point of sale, merchandising and e-commerce systems are integrated with Saleslogix so we can pinpoint and respond to customer needs. We see a lifelong relationship with Saleslogix because it provides our sales associates a tool they cannot get at any other retailer and our clients an experience they keep coming back for. Hands down we have the most advanced CRM system in retail today.” – CIO, Harry Rosen Inc. • “All of the business processes we have improved with Saleslogix have used out-of-the-box features, no mods necessary. The ease of use and feature depth of this system has allowed us to be quite creative.” – IT Manager, Organic Valley Foods • “Having 5 corporate offices and off-site personnel means we need information readily available so we can service clients and work sales opportunities from anywhere. We chose Saleslogix because it uses modern web and mobile technologies to provide real-time data and integrate with our existing systems. Saleslogix Mobile is device agnostic so we’re covered no matter how many different types of devices we want to use in the future.” – Vice President, Realty Capital Securities Inc. Customer AgReliant Genetics Receives Gold CRM Excellence Award using Saleslogix Presented by Gartner and 1-to-1 Media • Received CRM Excellence Award for Sales Force Effectiveness in May 2013 • Reached almost 100% utilization in less than 1 year • Criteria included: the quality of the overall sales strategy, the execution of that strategy, and the final results of the strategy. • “The customized iPad tablet edition of the Saleslogix software has been adopted by more than 95% of our sales team, which is 300strong and growing. This mobile application is empowering our sales force to make more informed, tactical decisions in the field,” Steve Thompson, AgReliant Genetics Director of IT. Industry Coverage Saleslogix has been deployed successfully in over 70 different industries. Financial services, insurance, manufacturing, high tech and professional services represent 65% of installed base customer industries. Your Relationships. Your information. Your CRM. Your Relationships Your Information Your customer relationships are essential to your success. Acquire more and nurture them to build loyalty and grow your business. Your customer information is your most important corporate asset. Maximize its value and ensure it is accessible and secure. Your CRM Your business is unique. Your CRM solution should support the way you do business, now and in the future. Your Relationships Your customer relationships are essential to your success. Acquire more and nurture them to build loyalty and grow your business. Rich Customer Profiles Personalize your customer interactions from purchase history to favorite cuisine, you have all the relevant information at your fingertips. Sales Productivity with Personalized Dashboards Never miss a task with your unique “Welcome Page,” configured just for you, display your activities, “to-do’s,” and calendar. Sales Productivity Tools Saleslogix gives you the right tools to help you effectively manage your sales pipeline and drive opportunities to a close. • Drive hot leads from inception to win faster by automating your winning sales process. • Stay up to speed on important account activity with automatic alerts and notifications, which you can configure directly in Saleslogix. • Maximize team selling effectiveness – share calendars and centralize account and opportunity information. • Create customer groups based on geography, order history, industry, size, or complexity - you decide how you want to organize your accounts. Sales Management Tools Manage sales teams more effectively with the ability to recognize and capitalize on the strengths and best practices of top performers. Know what’s in the pipeline Analyze the forecast Know where to focus attention to close the most profitable deals Marketing Manage, qualify, and convert leads quickly. Target a particular market segment with a direct campaign and track effectiveness. Service and Support Enable service and support teams to quickly resolve customer issues and deliver a quality customer experience that builds loyal, profitable customer relationships. Your Information Your customer information is your most important corporate asset. Maximize its value and ensure it is accessible and secure. Intuitive User Interface Find and retrieve your information quickly to be more productive and responsive to customer needs. Filter and create lists Group your customers Easily export to Microsoft® Word®, Email, or Microsoft® Excel® Account Timeline Visualize–at a glance–all activities for that account Saleslogix Reporting & Analytics* Provide visibility and actionable insights to users at all levels. Dashboards, Reporting, & List Management • Basic reports • List building, groups, and filters • Rich dashboard experience • Track Key Performance Indicators • For all end users Analytics Solutions • Analysis across multiple data sources • Ad-hoc, multi-dimensional analysis • Advanced visualizations • Interactive Dashboards • ‘What-if’ analysis *Some analytics solutions require an additional purchase. Anytime, Anywhere Access1,2 Stay productive wherever you are with rich CRM functionality in the palm of your hand. • Available at no additional charge for your Android™, iPhone®/iPad®, or Blackberry®. • Configure to match user preferences and work styles. • Work online or offline – with the same quality experience. • Fast, task-oriented user interface. 1Requires Sage SalesLogix v7.5.3 or higher. 2Supports iPhone 3.x and higher, iPad, Android v2.1 and higher, and BlackBerry v6.0 and higher, and HTML5/CSS3 compliant browsers. Integrate for a Full Customer View Capture information and interactions from across your organization and from external sources to create a 360 view of your customer. • Integrate with Back Office and Front Office • ERP integration • Web and Social Media integration • SData™ - The proprietary integration technology Sophisticated Security Govern access at the application, device, role, and user level to ensure protection of your valuable data. • Define unique user experience based on user role Configure Functionality by Role • Manage secured actions and roles • Changes are dynamic and immediate Your CRM Your business is unique. Your CRM solution should support the way you do business, now and in the future. Saleslogix Platform Saleslogix Adaptive Client Platform Sdata Mashup Business Logic Process Orchestration Collaboration Eventing Engine Security Characteristics Rich UX States Task Orientation Connected User/Context Aware Disconnected Access Method Web Network Aware LAN/Network Device Aware Mobile Web Data Model Adaptive Client Architecture Enable best practice process automation, enjoy flexibility and control, and ensure low total cost of ownership (TCO). Server side business logic, office integration, and other shared services Modularization to simplify upgrades through Sdata™ Seamless data & task oriented applications for any user role Personalize, Configure, Customize Unsurpassed customization capabilities, that allow you to tailor your CRM to match the way you do business. Personalized dashboards Role based user experience Tailored reports and analytics Dynamic configurations Automate winning sales practices Multiple Deployment Options Support your IT preference with cloud, on-premises, and hybrid options. Cloud • Install your own preferred equipment • Behind the firewall that protects your IT infrastructure • Choice of database–Oracle or Microsoft • Competitively priced • Reliable and trusted Amazon EC2 Service • Scalable with extensive data storage capacity • Single Tenant for privacy and security • Secure, fast, and easy onboarding process On-premises On Premise Flexible License and Payment Purchase, finance, or subscribe – while maintaining full ownership and control of your data. License Options License Options designed to leverage the usage requirements of your critical roles Named Concurrent Viewer Flex Purchase Options Purchase Options designed to fit your budget and financial strategy Buy Finance Subscribe Swiftpage Ecosystem A vast, global network of Business Partners*, ISVs, and a vibrant user community for local support and specialized expertise. Professional Services 3rd Party Add-on Solutions Evaluate your needs and design the right solution– customized for your business and your unique processes Expansive list of additional solutions designed to enhance your productivity *Business Partners are third-party vendors. SalesLogix, N.A. and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors. Saleslogix Ecosystem Business Intelligence Marketing Integration Business Process Management Vertical Solutions Cloud In Summary Swiftpage is a leading publisher of CRM and marketing solutions: • Providing a comprehensive suite of solutions to help you manage and succeed in your business • Delivering an extraordinary customer experience Saleslogix is a complete out of the box CRM solution with: • Global support with localized expertise • Robust ecosystem for unique add-on solutions • Analyst and industry recognition for flexibility and usability For more information or to start a 30 Day Free Trial, please visit: www.saleslogix.com Thank You!