Interactive Dashboard on Sage SalesLogix v7 – More of What You Need At a Glance
What’s so great about the SalesLogix’ dashboard, compared to its competitors? Simple. It puts most-used features right on the dash for instant access, including:
• “Today’s Schedule” for easy event management
• “My Activities” so you can sort both business and personal activities
• “Pipeline Status” figures, to streamline your day and improve sales
• And much, much more!
Leading CRM Software is Easier Than Ever
Sage SalesLogix is the leading customer relationship management (CRM) software solution for small and medium sized businesses. Now the interactive dashboard feature built into v7 offers users countless new ways to access key and relevant data all from a single screenshot.
This remarkably simple interface gives your sales force access to everything they need to manage their customers and sales. Users also have complete flexibility to customize the appearance and organization of the dashboard for their specific needs. These tools will help you and your team to maximize sales, bring in more repeat business, and improve long-term customer satisfaction.
Unprecedented Control Over Your Day -- and Data
The “Today’s Schedule” feature in SalesLogix Dashboard gives users a new level of control for managing daily activities. You can organize events and sort them by type, time of day, project and urgency. The dashboard feature even lets you distinguish between business and personal activities.
Similarly, the “My Activities” feature on the dashboard lets members of your organization plan their day on a more intimate level. Select from business and personal appointments, then click the mouse to perform a sort. This lets people view all daily activities on a single screenshot, for enhanced efficiency.
The “Pipeline Status” feature will blow your socks off. Use it to analyze the dollar value of all the tasks in your sales process. Customize the names of sales levels to meet your organization’s unique business needs. Many business owners say this is their all-time favorite feature of the dashboard, because it puts tasks into a monetary perspective, and
takes static data to a whole new level of interactivity.
“What we like best about the Pipeline Status feature is that we can view the total volume of business in each stage of our sales process in real-time,” says Colin Masterson of Toronto. “It has let us spotlight weak points where sales are being bottlenecked, fix them, and therefore close more deals and hit sales goals. We’re also now able to see instantly how many opportunities are available, the sales potential of each deal’s stage, the weighted amount of the sales value, and the average days deals have been at specific stages of the sales process. It’s great!”
Generate Graphics Too
With the Pipeline Status feature in SalesLogix v7, you can generate a screenshot whenever you want, graphically representing any step of your sales process for easy visual analysis. Click on any stage of your sales process, from qualified leads to potential clients needing analysis, demos in response to inquiries, negotiations you are currently involved in for contracts, and decisions that need to be made. Then choose whether you want to view your data in graphs, charts, or in spreadsheet form.
• “Today’s Schedule” for easy event management
• “My Activities” so you can sort both business and personal activities
• “Pipeline Status” figures, to streamline your day and improve sales
• And much, much more!
Leading CRM Software is Easier Than Ever
Sage SalesLogix is the leading customer relationship management (CRM) software solution for small and medium sized businesses. Now the interactive dashboard feature built into v7 offers users countless new ways to access key and relevant data all from a single screenshot.
This remarkably simple interface gives your sales force access to everything they need to manage their customers and sales. Users also have complete flexibility to customize the appearance and organization of the dashboard for their specific needs. These tools will help you and your team to maximize sales, bring in more repeat business, and improve long-term customer satisfaction.
Unprecedented Control Over Your Day -- and Data
The “Today’s Schedule” feature in SalesLogix Dashboard gives users a new level of control for managing daily activities. You can organize events and sort them by type, time of day, project and urgency. The dashboard feature even lets you distinguish between business and personal activities.
Similarly, the “My Activities” feature on the dashboard lets members of your organization plan their day on a more intimate level. Select from business and personal appointments, then click the mouse to perform a sort. This lets people view all daily activities on a single screenshot, for enhanced efficiency.
The “Pipeline Status” feature will blow your socks off. Use it to analyze the dollar value of all the tasks in your sales process. Customize the names of sales levels to meet your organization’s unique business needs. Many business owners say this is their all-time favorite feature of the dashboard, because it puts tasks into a monetary perspective, and
takes static data to a whole new level of interactivity.
“What we like best about the Pipeline Status feature is that we can view the total volume of business in each stage of our sales process in real-time,” says Colin Masterson of Toronto. “It has let us spotlight weak points where sales are being bottlenecked, fix them, and therefore close more deals and hit sales goals. We’re also now able to see instantly how many opportunities are available, the sales potential of each deal’s stage, the weighted amount of the sales value, and the average days deals have been at specific stages of the sales process. It’s great!”
Generate Graphics Too
With the Pipeline Status feature in SalesLogix v7, you can generate a screenshot whenever you want, graphically representing any step of your sales process for easy visual analysis. Click on any stage of your sales process, from qualified leads to potential clients needing analysis, demos in response to inquiries, negotiations you are currently involved in for contracts, and decisions that need to be made. Then choose whether you want to view your data in graphs, charts, or in spreadsheet form.
What’s so great about the SalesLogix’ dashboard, compared to its competitors? Simple. It puts most-used features right on the dash for instant access, including:
• “Today’s Schedule” for easy event management
• “My Activities” so you can sort both business and personal activities
• “Pipeline Status” figures, to streamline your day and improve sales
• And much, much more!
Leading CRM Software is Easier Than Ever
Sage SalesLogix is the leading customer relationship management (CRM) software solution for small and medium sized businesses. Now the interactive dashboard feature built into v7 offers users countless new ways to access key and relevant data all from a single screenshot.
This remarkably simple interface gives your sales force access to everything they need to manage their customers and sales. Users also have complete flexibility to customize the appearance and organization of the dashboard for their specific needs. These tools will help you and your team to maximize sales, bring in more repeat business, and improve long-term customer satisfaction.
Unprecedented Control Over Your Day -- and Data
The “Today’s Schedule” feature in SalesLogix Dashboard gives users a new level of control for managing daily activities. You can organize events and sort them by type, time of day, project and urgency. The dashboard feature even lets you distinguish between business and personal activities.
Similarly, the “My Activities” feature on the dashboard lets members of your organization plan their day on a more intimate level. Select from business and personal appointments, then click the mouse to perform a sort. This lets people view all daily activities on a single screenshot, for enhanced efficiency.
The “Pipeline Status” feature will blow your socks off. Use it to analyze the dollar value of all the tasks in your sales process. Customize the names of sales levels to meet your organization’s unique business needs. Many business owners say this is their all-time favorite feature of the dashboard, because it puts tasks into a monetary perspective, and
takes static data to a whole new level of interactivity.
“What we like best about the Pipeline Status feature is that we can view the total volume of business in each stage of our sales process in real-time,” says Colin Masterson of Toronto. “It has let us spotlight weak points where sales are being bottlenecked, fix them, and therefore close more deals and hit sales goals. We’re also now able to see instantly how many opportunities are available, the sales potential of each deal’s stage, the weighted amount of the sales value, and the average days deals have been at specific stages of the sales process. It’s great!”
Generate Graphics Too
With the Pipeline Status feature in SalesLogix v7, you can generate a screenshot whenever you want, graphically representing any step of your sales process for easy visual analysis. Click on any stage of your sales process, from qualified leads to potential clients needing analysis, demos in response to inquiries, negotiations you are currently involved in for contracts, and decisions that need to be made. Then choose whether you want to view your data in graphs, charts, or in spreadsheet form.
• “Today’s Schedule” for easy event management
• “My Activities” so you can sort both business and personal activities
• “Pipeline Status” figures, to streamline your day and improve sales
• And much, much more!
Leading CRM Software is Easier Than Ever
Sage SalesLogix is the leading customer relationship management (CRM) software solution for small and medium sized businesses. Now the interactive dashboard feature built into v7 offers users countless new ways to access key and relevant data all from a single screenshot.
This remarkably simple interface gives your sales force access to everything they need to manage their customers and sales. Users also have complete flexibility to customize the appearance and organization of the dashboard for their specific needs. These tools will help you and your team to maximize sales, bring in more repeat business, and improve long-term customer satisfaction.
Unprecedented Control Over Your Day -- and Data
The “Today’s Schedule” feature in SalesLogix Dashboard gives users a new level of control for managing daily activities. You can organize events and sort them by type, time of day, project and urgency. The dashboard feature even lets you distinguish between business and personal activities.
Similarly, the “My Activities” feature on the dashboard lets members of your organization plan their day on a more intimate level. Select from business and personal appointments, then click the mouse to perform a sort. This lets people view all daily activities on a single screenshot, for enhanced efficiency.
The “Pipeline Status” feature will blow your socks off. Use it to analyze the dollar value of all the tasks in your sales process. Customize the names of sales levels to meet your organization’s unique business needs. Many business owners say this is their all-time favorite feature of the dashboard, because it puts tasks into a monetary perspective, and
takes static data to a whole new level of interactivity.
“What we like best about the Pipeline Status feature is that we can view the total volume of business in each stage of our sales process in real-time,” says Colin Masterson of Toronto. “It has let us spotlight weak points where sales are being bottlenecked, fix them, and therefore close more deals and hit sales goals. We’re also now able to see instantly how many opportunities are available, the sales potential of each deal’s stage, the weighted amount of the sales value, and the average days deals have been at specific stages of the sales process. It’s great!”
Generate Graphics Too
With the Pipeline Status feature in SalesLogix v7, you can generate a screenshot whenever you want, graphically representing any step of your sales process for easy visual analysis. Click on any stage of your sales process, from qualified leads to potential clients needing analysis, demos in response to inquiries, negotiations you are currently involved in for contracts, and decisions that need to be made. Then choose whether you want to view your data in graphs, charts, or in spreadsheet form.
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