Add-On Products for Sage SalesLogix  

Sage SalesLogix offers numerous add-on products to enhance your CRM solution:

Email Marketing - Swiftpage

Send emails from within SalesLogix using Swiftpage from one to 100,000 of your contacts. Choose to send to a lookup, group, individual, leads, prospects or all of your contacts within Sage SalesLogix.  After you send a Swiftpage email, you can choose to store the email information in each contact’s history automatically, and view open and click-through reports right from the Swiftpage plug in. In addition, create and personalize your professional newsletter, promotion or memo with the easy-to-use Swiftpage editor. Build and add survey and registration forms to your emails or website. Save and share your templates for everyone in the company to use with multiple users, while keeping everyone CAN-SPAM compliant with an account-wide suppression file. Click here to learn more.

Business Intelligence 

KnowledgeSync
With Sage SalesLogix KnowledgeSync, you'll never miss out on critical business opportunities or be unaware of urgent customer issues. Simply define the business conditions and Sage SalesLogix KnowledgeSync monitors your data pro-actively and automatically sends alerts when conditions are met. Sage SalesLogix customers can add Integrated Service Alerts to notify staff or management of critical customer support issues requiring immediate attention.

KnowledgeSync is an organization’s “invisible assistant” – it automatically performs repetitive tasks and relieves your staff of the burden of monitoring your applications and business data for “exceptions”, such as a lead that has not been followed up on, or a support call that has been left open for too long. Through its monitoring and automated responses, KnowledgeSync prevents the loss of sales opportunities, eliminates the “oops, I forgot!” of client follow-up, and reduces the lag time (and manual error) inherent in data entry.

In Sage SalesLogix, KnowledgeSync offers five key benefits:

1. It automates such tasks as customer follow-ups and opportunity action plans
2. It triggers alerts to staff (both Sales and Support), partners, and clients
3. It enables clients to automatically take incoming email messages, add their content to the Sage SalesLogix database, and schedule intelligent follow-up activities
4. It integrates Sage SalesLogix with other applications (such as Financial apps) by identifying conditions outside of the Sage SalesLogix application and triggering workflow that updates and schedules activities within Sage SalesLogix
5. It monitors historic customer activity and trends within the Sage SalesLogix application to quickly identify and act on clients who would be good prospects for incremental sales opportunities 

Learn more at www.vineyardsoft.com.

SalesLogix Visual Analyzer
Sage SalesLogix Visual Analyzer is a distinctly powerful tool that allows you to quickly create and deploy highly manageable dashboards to gain insightful business intelligence. Click here to learn more about Visual Analyzer. 

Back Office Integration 

Sage DynaLink
Sage Software’s SalesLogix integration to back-office products combines the best of breed sales automation and financial management applications. Sage Software understands that timely and accurate financial information is critical to selling and to supporting customers. The integration with the front and office back provides both sales people and accounting personnel the information they need presented in an interface that they understand.

Using Sage DynaLink, workgroup users and remote disconnected users have access to this rich information. The powerful synchronization inherent in Sage SalesLogix allows the exchange of sales and financial information between the remote user database and the SalesLogix host database.

Sage DynaLink enables flexible integration and customization as needed. The product consists of a data integration engine with modular import and export maps, and Sage SalesLogix data structure and interface bundles for multiple back-office systems — all packaged into an intuitive installation.

Click here to learn more about DynaLink and back office integration. 

InaPlex InaPort
CRM is more crucial than ever. Done right, it's the best way to strengthen profitable customer relationships, enhance the customer experience, and maintain a competitive business advantage. Inaport helps organizations leverage their Sage SalesLogix investment and maximize ROI. Inaport provides the ability to import and migrate information from almost any type of data source; manipulate data via a power engine that allows you to filter, check, and modify incoming data; create or modify fields, including contacts, details, history, calendar, and additional contacts and referrals; transform data to cleanse data and create multi-level organizational charts; and export data to standard office applications for use in other CRM systems. Learn more at www.inaplex.com.

Scribe Insight
Scribe Software Corporation provides cost-effective, no-coding data integration solutions for Microsoft Dynamics and other business applications. Scribe solutions are simple to configure and provide ease of modification as business processes change.

Product Differentiators

• Powerful – to support sophisticated integrations with point-and-click ease
• Flexible – to handle unique requirements
• Adaptable – to quickly accommodate changing business needs
• Scalable – for Mid-market through Enterprise organizations
• Fast – to take project timelines from months to days 

Product Description
For companies to get the most out of their Sage SalesLogix application, they need a powerful, yet easy to use, integration tool that enables them to quickly deploy integration solutions and rapidly evolve them as the business needs and underlying technology environment dictate. Scribe Insight has delivered this essential capability for hundreds of SalesLogix customers. The Scribe Adapter for Sage SalesLogix supports seamless data integration and data migration from products such as ACT!, Goldmine, Salesforce.com, Microsoft Dynamics CRM, and more. Scribe simplifies data loading into SalesLogix by using its OLE DB provider, and encapsulating the business rules of Sage SalesLogix so data integrity is assured. Whether it’s a one-time data load or an ongoing migration, Scribe Insight and the Scribe Adapter for Sage SalesLogix allows even the most complicated integration to be handled with ease.

Scribe Adapter for Sage SalesLogix
The Scribe Adapter for SalesLogix simplifies data loading into Sage SalesLogix by using its OLE DB provider, and encapsulating the business rules of SalesLogix so data integrity is assured.  To download a pdf datasheet on Scribe Insight click here to go to our Literature Library.  Learn more about Scribe Software at www.scribesoft.com.

FastQuote for Sage SalesLogix

This add-on module was created as a result of customer demand. The customer wanted to create and email quotes quickly and easily, so we developed FastQuote for Sage SalesLogix.

Create a quote immediately, without requiring an Opportunity to be created first.

• A quote with 4 line items can be created and emailed in under 2 minutes!
• E-mail the quote as an Adobe PDF file with one click. It is automatically linked.
• Link the quote to any combination of Account, Contact, Quote-to, Bill-to and Ship-to.
• Show line item cost, margin, discount and total quote margin.
• Choose what columns to display in the product grid.
• Group items as you like and print them that way on the quote.
• Create ad-hoc products.
• Create an Opportunity from a quote.
• Update Opportunity products from the quote.
• Copy a quote.
• Create quote templates.

Along with the great functionality listed above, with FastQuote for Sage SalesLogix you can:

• Create quotes – one or multiple versions.
• Revise quotes.
• Manage quotes.
• Choose any combination of Bill to and Ship to addresses.
• Choose from your lists of Terms and Conditions.
• Include Disclaimers from a list of your choosing.
• Quotes can be linked to Accounts, Contacts and Opportunities in Sage SalesLogix.

Click here for a pdf.  Call 651-688-2473 or email for an online demonstration or for more information.

Intelli-CTI
Intelli-CTI provides desktop integration to your telephony system, ACD, and predictive dialer. It enables on-screen call handling for the management of calls and incorporates unique client side recording of inbound, outbound, and missed calls. Learn more at www.qgatesoftware.com.

Linkpoint 360
LinkPoint offers advanced integration of e-mail between Sage SalesLogix and Lotus Notes. For over a decade Lotus Notes defined innovations in messaging and email. Now with LinkPoint integration to Sage SalesLogix, users can now take advantage of the Lotus enterprise-class messaging in the Sage SalesLogix environment. Learn more at www.linkpoint360.com.

OmniRush
OmniRush is a server to automate all the communication, marketing, and shipping functions done by a SalesLogix workgroup. It integrates tightly with SalesLogix and customizations to SalesLogix, and empowers staff by putting merge email, merge fax, merge printing and shipping inside the SalesLogix environment they already use. With OmniRush, everyone knows what communication or shipment was sent, when, and by whom. Learn more at www.zfirm.com.

Paribus
Whether you need to de-duplicate, reassign or import data, consolidate or integrate systems; the intelligent matching of Paribus delivers. Matched data gives improved efficiency in operations and increased effectiveness of your Sales & Marketing efforts.

• De-duplication: Identify duplicate data within a single system, to ensure a clean and consolidated view of information
• Consolidation: Identify existing customers/prospects in marketing lists prior to importing, or combining information from multiple sources (e.g. departments, divisions) into a single system
• Systems Integration: Establish relationships between information from multiple systems for the purpose of systems integration (e.g. identifying common companies and contacts in disparate Accounts and CRM systems).
• Paribus, from the Latin “All Things Equal”, delivers the ability to identify matching data within your Sage SalesLogix database, or between virtually any two data sets. You can compare the records within your database to each other to identify duplicates, or you can compare a newly imported list of leads to immediately mark duplicates for removal – or often more importantly – to mark the HOT new clean leads for immediate follow-up.

With the power of QMatch+ technology, records are matched irrespective of spelling errors and sequence. And phonetic likeness and synonyms are recognized. You can define how you want to compare data, and with the Paribus for Sage SalesLogix plugin, you can actually take action on duplicates you find. Delete them. Mark them for deletion later (after synchronization), create Associations, etc. Paribus for SalesLogix even deals with the Custom tables you’ve created. It’s truly Sage SalesLogix Smart! Learn more at www.qgatesoftware.com.

SmartCatalog
Increase revenue, decrease cost and improve customer satisfaction through accurate quotes.
Companies that generate quotes as a part of the sales process face the ongoing challenge of ensuring that employees generate fast, professional quotes and proposals.

SmartCatalog automates the quote-to-proposal process for Sage SalesLogix. SmartCatalog makes it fast and easy for your sales people to generate consistent, accurate and professional quotes and proposals every time. Because the process automatically keeps the Sage SalesLogix opportunity module current, your sales people don’t have double data entry and your management receives accurate forecast data. Learn more at www.smartcatalog.com.

TimeLinx (for Sage SalesLogix Web and SageCRM)
TimeLinx for SalesLogix Web bridges CRM, Professional Services Automation, and Finance/Accounting/ERP - via a web browser.

For Professional Services firms, manufacturers, and other businesses, TimeLinx extends CRM through the entire Customer and Project lifecycles, from Campaigns to Opportunities, Service Delivery, and Customer Service or Technical Support via this attractive browser-based system. TimeLinx, embedded within Sage SalesLogix Web or Cloud, provides global time and expense reporting and Professional Services Automation functions that let you proactively manage projects, tasks, milestones, staff resources, costs and profits, multiple currencies and much more.  Call 651-688-2473 for additional information.