EmPulse
EmPulse, the official e-mail marketing service provider for Sage SalesLogix, allows your organization to change your communications from sporadic, uncoordinated e-mail campaigns to an automated CRM tool that can effectively propel your communications to either your customers’ “A” list or to their “must read” folder.
By enabling your business to automatically create and deliver rich, relevant, interactive messages, EmPulse and the Sage SalesLogix CRM platform fill a critical gap in the communications process.
While plenty of vendors provide a single service, such as e-mail based messaging, EmPulse is known for its integrated suite of solutions. These Web applications work together inside Sage SalesLogix as one for a more valuable, more sophisticated approach to e-marketing. Learn More at www.emailpulse.net
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 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.
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 Support 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 SalesLogix, KnowledgeSync offers five key benefits:
- It automates such tasks as customer follow-ups and opportunity action plans
- It triggers alerts to staff (both Sales and Support), partners, and clients
- It enables clients to automatically take incoming email messages, add their content to the SalesLogix database, and schedule intelligent follow-up activities
- It integrates SalesLogix with other applications (such as Financial apps) by identifying conditions outside of the SalesLogix application and triggering workflow that updates and schedules activities within SalesLogix
- It monitors historic customer activity and trends within the 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
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 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 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 CRM 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 provides configurable migration and integration software solutions to help people within an organization share critical customer data, to better focus - and take action - on critical business events.
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 Descriptions
Scribe Insight enables customers to quickly and seamlessly integrate mission critical applications with other applications and data stores in the enterprise. Scribe Insight is the core technology that forms the basis for the migration and integration solutions offered by Scribe and its network of resellers and partners designed to maximize the ROI for these business applications. These solutions are offered utilizing a unique and open template model that enables companies to quickly and efficiently configure any data integration or migration to meet their specific needs, all without having to write a single line of code.
Scribe Adapters enable Scribe Insight to communicate seamlessly to a variety of applications, databases, messages, and files. The combination of Scribe Insight and Scribe Adapters provides unparalleled control over integration processes and eliminates the "last mile" coding required with other integration tools and platforms.
Scribe Adapter for SalesLogix
Templates represent complete or partial data integration or migration processes that have been developed using Scribe Insight. These templates can be quickly modified to using Scribe Insight to meet the unique needs of each company. Scribe provides a number of these Templates to customers and resellers as free downloads from the Scribe Web Community to support the successful deployment of Scribe Insight. Learn more at www.scribesoft.com
Duplicate Record Prevention Technology
One of the most vexing problems system administrators face is the problem of data integrity and duplicate records. Duplicate records can come in from several sources: imports, web leads, manual entry, and integration with legacy systems.
- Some of the challenges are that there is no standard technology that will filter incoming records during the import process and prevent duplicate records from coming into the system. The system administrator has to import the data first, then use de-duplication tools to clean the records, but…
- If the incoming records aren’t exactly the same, the de-duplication tools will miss those records, thus leaving duplicate records in the system. Example: Lominger Limited vs. Lominger Ltd.
- If the incoming records aren’t exactly the same, the de-duplication tools will miss those records, thus leaving duplicate records in the system. Example: Lominger Limited vs. Lominger Ltd.
- DRPT solves this problem through its stripping, matching and marking technology. It can work on any field or combination of fields to strip and match incoming and source data down to basic elements, thus finding duplicate records that standard tools cannot.
- Example: ‘The Levi Strauss Company, Inc.’ will match with ‘Levi Strauss’.
- Example: ‘The Levi Strauss Company, Inc.’ will match with ‘Levi Strauss’.
- DRPT provides advanced algorithms to efficiently identify duplicates from a source to a target system. Through the use of our patent pending algorithms, DRPT's highly configurable (by the end user) matching specification can intelligently and quickly identify and mark duplicate records between source and target data. Once marked, import tools can update already existing records, if desired, and import new records not in the target system.
- New in version 2, DRPT can 'de-dupe' source data during the de-duplication process, and increased efficiency in matching algorithms yields up to a 500% increase in performance on many configurations.
Fast Easy Quoting in SalesLogix CRM
Created from customer demand. They wanted to create and email quotes quickly and easily, so we developed Fast Quote for 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 Fast Quote for 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 SalesLogix.
Call 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 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 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 SalesLogix Smart! Learn more at www.qgatesoftware.com
Sage SalesLogix Pivot Reporter
Create Sage SalesLogix pivot-style reports quickly and easily with one click Excel export or using drag and drop to move fields where you want them to appear. Click here to learn more about Pivot Reporter
Smart Catalog
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.
Companies often store product, pricing and proposal templates in several different systems and, in some cases, in people’s heads making it very difficult to provide consistent, up-to-date information to employees. These various quoting tools are not integrated with Sage CRM SalesLogix resulting in inaccurate forecasts and double entry for your sales people. Like most companies, you probably accept these challenges as a normal part of the sales process. SmartCatalog™ can change that.
SmartCatalog automates the quote-to-proposal process for Sage CRM 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 CRM 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
