• To create a unified customer database
• Build long-term customer satisfaction
• The opportunity for detailed business analysis (why business is won/lost, problem tracking, accurate forecasting and reporting)
• The ability to increase revenues

Check out on SalesLogix's website for more details on product benefits. 

Some specific benefits of using CRM

Creation of a central database of customer, contacts, and related information for relationship building

The implementation of SalesLogix and its products creates a central database of all contacts, including prospects and customers. All information currently stored in a myriad of formats, i.e. brochures, customer files etc, can now be stored and accessed in one central location.

All staff have ongoing access to all deals and negotiations in progress with the customer, as well as having a complete history of that customer, including products purchased and information on those products.

Promotion of better team co-ordination and information sharing

SalesLogix can standardise the capture and storage of customer information from a relationship building approach, thus allowing all staff to have a better understanding of your relationship with any individual customer, and the value of that customer. 

Proactive Customer Management 

SalesLogix will enable staff to carry out better task and opportunity management, and the monitoring of those activities, in relation to pro-actively working with, and targeting of opportunities. It will also allow Support staff to record and store all product information and service history against each customer. 

Co-ordination of Marketing/Sales and Support 

SalesLogix will enable co-ordination between marketing, sales and Support staff. It will allow sales and marketing processes to be streamlined so that all staff can access the information and be kept informed as to what is currently happening with customers are what the progress and success of activities has been. Staff can search the database to target customers based on sales, support, and product information, and opportunities entered by any staff member.

Standard method for storing customer/key account information

SalesLogix as the Sales and marketing system can assist a company to capture and store critical opportunity and relationship information on your customers. This will allow staff to build up a complete history of the customer, and assist in servicing the account.

Storage of Key customer information, such as product and contract details

SalesLogix can allow the storage and tracking of product details and specifications within each customer site. It can also store all the customer terms and conditions against each record so that sales staff quickly access key information. This will enable sales and marketing staff to track customers within established parameters, ensuring that the customer is treated efficiently and with accuracy.

Management reporting on sales and marketing activity

SalesLogix can enable sophisticated real time automated reporting on sales/support, and commerce activities, including number of calls per week by reps, average sales, sales opportunities, transaction audits, and exception reporting, etc. Reports can automatically be sent to designated staff. 

Increased Co-ordination between Sales, Marketing and Management

In addition to being able to see a company wide view of the relationship between sales and marketing activities, SalesLogix can also track customers and contact associations within the database, i.e. a business contact can be associated with all the customers that they work on, and information can be tracked from two perspectives. Any employee can obtain an overview of the relationships that they have with contacts within their database, and have an understanding of the dynamics of them. 

Ability to Allocate accounts, leads and associated activities to relevant staff 

SalesLogix allows automation of sales lead tracking, sophisticated task management, and restriction of the availability of customer records or specific information with an account record. For instance; Australian and New Zealand databases could be segmented from sales and marketing staff in those locations, but management can have access to all records for reporting requirements.