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Sage SalesLogix :: & GUMU Accpac Integration

Movie - No More ExcusesSage SalesLogix delivers integrated Sales, Marketing, Customer Service and Support automation solutions that adapt to an organization’s unique customer acquisition, retention and development processes. Accpac is the leading mid market ERP system - together SalesLogix and GUMU integration with Accpac ERP provide powerful access to sales and back office information.  Sage SalesLogix provides the tools and resources needed to effectively manage all aspects of the sales cycle, increase your sales team’s performance, and manage your pipeline.  With Sage SalesLogix sales software, you can manage opportunities, monitor and forecast sales activity, and automate key sales processes – shortening your sales cycle and helping your sales team to close more deals.

Sage SalesLogix goes beyond traditional sales software applications to provide you with robust customization capabilities that enable you to tailor Sage SalesLogix to meet your unique selling environment and pipeline management process, while giving you multiple options for accessing your critical customer data without sacrificing functionality or usability.

Maximize Team Performance

Watch the CRM Witch HuntUtilize reporting and analytics tools available in Sage SalesLogix sales software to coach and mentor your team more effectively and help your sales reps meet their revenue targets and quotas.

Effective Pipeline Management Tools

Sage SalesLogix opportunity management capabilities enable you to view key opportunity data for effective pipeline management. Summary snapshots let you view pipeline information such as deal value, probability of close, lead source, and competitors – letting you keep your thumb on the pulse of your sales pipeline.

Improve Sales Productivity

With Sage SalesLogix sales software, you can automate your unique sales processes to free your sales team to do what they do best – sell – and move your leads through the pipeline with greater speed and accuracy. Enhance your pipeline management efforts with powerful process orchestration capabilities, define custom sales stages and steps, and assign objectives or activities, based on your unique criteria.

Enable your Mobile Workforce

Sage SalesLogix lets you deploy your sales software solution using the access methods that are best for your sales organization. With Windows®, Web, and Mobile deployment options, including BlackBerry® and Windows Mobile®, your users will have complete access to all your critical customer and prospect data. So whether your sales reps are in the office, working remotely, or on the go, they’ll have the data they need at their fingertips.

Leverage Real-time Insights for Informed Business Decisions

Sage SalesLogix sales software provides the insight you need to make informed business decisions and the management tools to implement them. Utilize Sage SalesLogix sales software to access a real-time dashboard view of the sales pipeline and accurately analyze the revenue potential and probability of close in your sales pipeline. Segment your sales opportunities by account manager, region, or status. Use integrated Crystal Reports® to gauge individual or team effectiveness and guide territory realignment or redistribution of your marketing spend. Receive automatic alerts on pending sales opportunities based on business conditions you define with the sales management software Sage SalesLogix KnowledgeSync.

SalesLogix is CRM Made Easy

SalesLogix helps track deals through your sales pipeline, manage accounts and contacts, track opportunities, and automate the administrative tasks that salespeople hate to do. SalesLogix is scalable - making it ideal for growing companies with a sales team of 5 to thousands. Sage SalesLogix key features include:

  • Account & Contact Management
  • Calendar & Activity Management
  • Opportunity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Process Automation
  • Workflow Automation
  • Reporting & Business Analytics
  • Real-time, Interactive Dashboards
  • Advanced Outlook Integration
  • Campaign & Marketing Management
  • Service Ticket Management
  • Mobile Phone Support
  • Back-office Integration
  • Lead Routing & Management
  • Look ups and Groups
  • Customer Communications
  • Mail Merge
  • Competitor Tracking
  • Literature Fulfillment
  • Reference Library
  • Territory Realignment
  • Contact Processes
  • Business Alerts & Notifications
  • Sales Pipeline Management
  • Windows, Web, and Wireless

Visual Analyzer - The Need for Intelligent Interactive Reporting

The ability to make fast, reliable decisions based on accurate and usable information is essential to most business enterprises. Building an effective business intelligence solution has typically required a considerable amount of effort to ensure usability and value to your business. With SalesLogix Visual Analyzer you'll gain valuable insight and information that is aligned with your business vision through the use of unique highly interactive dashboards and scorecards.

Analytics Dashboard Viewer

The SalesLogix Visual Analyzer Viewer provides a real-time snapshot of organizational, departmental or individual performance against objectives in a stand-alone, portable viewer.

Users can monitor relevant key performance indicators (KPIs) using the Visual Analyzer Viewer. Dashboards provide quick, one-stop shopping for business-critical understanding and can be tailored to ensure only the most useful content is viewed. SalesLogix Visual Analyzers drill down capabilities enables users to move quickly from the Dashboard view into the transaction details. When users need to analyze a KPI that is under-performing, for example, the SalesLogix Visual Analyzer application intuitively interacts with the SalesLogix application to allow the decision maker to actively drill into the detailed information to understand a data point and to take action.

Greytrix GUMU Integration with Sage Accpac ERP

Connectis Group can fully integrate SalesLogix with AccPac ERP to fully streamline the order entry process with a minimum of end user clicking, sharing product databases and customer profiles.  Call Connectis for further details.

GUMU™ for Sage SalesLogix CRM - Sage Accpac Integration is a real time, bi-directional integration between Sage SalesLogix (Windows and WebClient) and Sage Accpac. Key features of the integration link:

  • Compatible with the SLX Web Client: This unique feature allows the salesperson to view Sage Accpac ERP customer on the go.
  • Customer/Vendor Import: Import/synchronize Sage Accpac Customers/Vendors to create Account, Account addresses and Account Contacts in Sage SalesLogix.
  • View Orders: View Sales/Purchase Orders of Sage Accpac Customers/Vendors linked to Sage SalesLogix Account, View Sales/Purchase Order details including line items and stock item allocations etc.
  • View Transaction for Customer/Vendor: View Invoices, Credit Note, Debit Note, Payments, Receipts of Sage Accpac Customer/Vendor linked to Sage SalesLogix Account.
  • View Aging Info for Customer/Vendor: View Aging Info of Sage Accpac Customer/Vendor linked to Sage SalesLogix Account

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