DMC is one of the UK's leading Sage business partners.
Specialising in CRM and Accountancy Software
including ACT!, Sage 200 and SalesLogix
Whats new in SalesLogix version 6.2
SalesLogix is the leader in Customer Relationship Management for businesses that require flexible, easy-to-use solutions that help acquire, retain and develop profitable customer relationships.
SalesLogix v6.2 provides significant new functionality across the product suite as well as greater ease-of-use and flexibility, with solutions designed to increase.
Sales and marketing performance and maximise customer satisfaction and loyalty.
Ticket Management
- Resolve customer questions, issues and requests quickly for a high quality customer experience
- Automatically assign tickets to the appropriate resource
- Track ticket ID, contact information, type, status, urgency, assignment and date needed
- Create new service tickets from Account, Contact and other locations
- Schedule phone calls, meetings or to-dos to follow up on open issues
- Send email with attachments and record correspondences and activity history
- Submit issues descriptions and resolutions for archival in the knowledge base
- Create ticket groups, lookups and reports
- Track ownership and individual time spent on customer issues
- Receive automatic notifications when service conditions or deadlines are triggered
- Configure user workflow options or grant ability to modify at user level
SpeedSearch (Windows and Web)
- Utilise enhanced SpeedSearch to quickly locate resolutions to customer issues
- Perform an advanced keyword search of any SalesLogix table or network directory
- Reference prior tickets, attachments, standard problems and resolutions, procedures, library documents, activities and notes/history
- Search reference materials such as online manuals, frequently asked questions or white papers
- Scan search results efficiently with advanced filtering, scoring, sorting and preview capabilities
- Populate resolutions automatically into service tickets with one click
- Archive approved resolutions in the knowledge base for future reference
Service Contract Management
- Track contract details including service level, price and time or incidents remaining
- Validate authorisations for specific services and log issues against a contract punch in and punch out to track time spent on individual issues automatically
Updated User Interface (Windows and Web)
- Create new opportunities, add products, update status and close sales with ease
- View opportunity snapshot for quick summary of opportunity details
- Email key opportunity data to managers with one click
- Update multiple opportunities concurrently with a single click
- Generate sales proposals automatically that include product and pricing table
Enhanced Opportunity Entry
- Add all new opportunity data in a single view with configurable default values
- Input description, estimated close, status, source, close probability and products
- Associate multiple contacts and competitors and select sales process
- Add multiple products or product packages quickly and input discount and quantity
- Set opportunity defaults at Admin or user level for efficiency and accuracy
Find out more about SalesLogix features and benefits
New features continued...
Download SalesLogix Brochure
Find out more by calling FREEPHONE 0800 652 2423 or make an enquiry info@dmcsoftware.co.uk