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Pipeline eNews - Winter, 2012

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Winter 2012

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SAGE CRM SOLUTIONS - Customer Relationship Management (CRM)
In This Issue

Happy New Year!

All of us at Sage CRM Solutions wish you—our valued customers—a very happy, healthy, and prosperous 2012. We look forward to serving you in the new year and delivering exciting new functionality for your CRM solution.

NEW! Sage SalesLogix Advanced Analytics1 Powers Better Business Decisions

Sage SalesLogix has a family of business intelligence solutions—including Dashboards, Reporting, List Management, and now, Advanced Analytics—that can help you maximize the value of your CRM.

Why Job Cost Within Your CRM System Makes "Cents"

Attend a recorded webcast hosted by Sage SalesLogix and TimeLinx® Software, LLC to learn more about how to use job costing for better tracking of costs and analysis of profitability.

Getting the Most Out of Sage SalesLogix Mobile2

Get robust CRM functionality on phones and tablets.** Learn to customize Sage SalesLogix Mobile at a one-day Master's Series class.

Seven Easy Steps to E-Newsletters, by Lindsey Weinig, Swiftpage

Get started with e-newsletters by using these strategic tips for a year of e-marketing success.

How to Improve Customer Interactions and Effectively Manage Customer Experiences

A recent survey from American Express found most customers are willing to pay more for excellent service.

Save the Date to Attend Sage Summit 2012

Make your plans now to attend Sage Summit in Nashville, Tennessee this August.

Top Ten Articles From the Sage SalesLogix Knowledgebase

Answers to your most common support questions.

Organic Valley Keeps Food Brands Growing With Sage SalesLogix

U.S. and Canadian farming cooperative leverages Sage SalesLogix to improve sales and distribution of organic food items.

What's the Buzz in the Sage SalesLogix Community?

Find out what everyone's talking about!

Sage SalesLogix Community Sage SalesLogix Training

Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


1 Sage SalesLogix Advanced Analytics requires an additional fee and Sage SalesLogix v7.5.4 or higher. Sage SalesLogix Advanced Analytics users must be licensed Sage SalesLogix users.

2 Sage SalesLogix Mobile is available at no extra charge to customers who are on Sage SalesLogix v7.5.3 or v7.5.4 and can be deployed on all platforms—LAN, web, and cloud. Supports iPhone® 3.x and higher, iPad®, Android ™v2.1 and higher, and BlackBerry® v6.0 and higher, and HTML5/CSS3-compliant browsers.

* Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

** Additional purchase required.

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Pipeline eNews
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NEW! Sage SalesLogix Advanced Analytics Powers Better Business Decisions

[ Edited ]

Winter 2012

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NEW! Sage SalesLogix Advanced Analytics Powers Better Business Decisions

Are you wondering what's ahead for CRM technology in 2012? One trend you can count on is the demand for more and more sophisticated business intelligence and analysis across the enterprise—including sales, marketing, and customer service. Analytics are no longer considered an extra that's nice to have—analytics present crucial data that is required to make the best informed business decisions.

According to Gartner, in 2011, "Analytical CRM, which includes predictive analytics and segmentation applications, grew close to 9% and represented nearly 25% of CRM spending."1. The same report advises organizations "to become better at exploiting and managing higher volumes of customer data, and at increasing their use of analytics to keep pace with the empowered consumer."

Sage SalesLogix has a family of business intelligence solutions—including Dashboards, Reporting, and List Management—that can help you maximize the value of your CRM. We're pleased to introduce Sage SalesLogix Advanced Analytics2 as the newest addition in that family. This insightful solution can help all users take fuller advantage of the data in Sage SalesLogix and use it to make better, more-informed, business decisions.

Sage SalesLogix Advanced Analytics is a business intelligence tool that aggregates CRM-related data3 into key metrics and allows users to analyze those metrics in different ways. It helps management, analysts and front-line employees to understand what is going on in the business and take corrective actions when needed.

Although Sage SalesLogix Advanced Analytics is an advanced business intelligence tool, it is also easy to learn and use. Right out of the box, it includes pre-built interactive dashboards and graphical charts that will empower you with key performance indicators for your company's sales, marketing, and customer service and support efforts. Because it is an in-memory analytics solution, data is pulled into the memory of the computer, so you can perform rapid, powerful analysis. Sage SalesLogix Advanced Analytics enables you to visualize CRM-related information from multiple data sources3 across your business, model 'what-if' scenarios, and conduct ad-hoc, multi-dimensional data analysis.

Advanced Analytics allows users to:

  • Analyze trends.
  • Monitor productivity.
  • Identify top performers.
  • Focus resources and individual time on the most productive activities.
  • Identify problems, discover the underlying causes, and take corrective actions.
  • Predict outcomes and change course in order to achieve corporate goals.
  • Visualize data so that patterns and trends can be easily seen.

Ten Business Benefits of Sage SalesLogix Advanced Analytics:

  1. Make informed business decisions and shape strategic priorities based on actionable analysis.
  2. Extend your competitive advantage by focusing attention and resources on the most profitable business activities.
  3. Assess and maximize sales performance with prebuilt dashboards covering: sales by geography, historical sales, sales trends, forecast, pipeline, win/loss, ranking, and productivity analysis.
  4. Help close deals faster using Pipeline Analysis so you know when and where to engage your most impactful resources.
  5. Direct profitable activity by knowing where to focus sales efforts based on historical performance of geography, industry, or lead source.
  6. Measure the effectiveness of marketing activities through campaign dashboards, including: campaign revenue, potential revenue, responses, and budget vs. actual expenses.
  7. Calculate return on marketing investment by tracking campaign cost vs. response and revenue generated.
  8. Improve customer service and support by acting on insights provided by dashboards covering: customer support agent performance, ticket categorization, and agent workload.
  9. Exceed customer expectations with the ability to allocate personnel and expertise based on ticket activity trends.
  10. Proactively identify and resolve future issues by finding out what products or service issues generate the most tickets.

To learn more about this powerful tool for business insight, please call your Sage business partner, or call 800-643-6400, or visit the Sage SalesLogix website .





Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


1 Gartner Report: "What's 'Hot' in CRM Applications in 2011" 17 March 2011. Ed Thompson, Michael Maoz, Kimberly Collings, Michael Dunne.

2 Sage SalesLogix Advanced Analytics requires an additional fee and Sage SalesLogix v7.5.4 or higher. Sage SalesLogix Advanced Analytics users must be licensed Sage SalesLogix users.

3 Data must be used for CRM-related analysis, in support of the Sales, Marketing or Customer Support/Service roles, and must be tied to Sage SalesLogix data.

* Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Why Job Cost Within Your CRM System Makes "Cents"

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Winter 2012

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Why Tracking Job Costs Within Your CRM System Makes "Cents"

By: Tom Morrill, Vice President Sales
TimeLinx® Software

Analyzing job costs has traditionally been performed in a company's ERP system—in most cases, well after the work has been completed. This is often because all the time records have not been submitted when needed by staff and must be re-keyed into the ERP. Understanding project profitability "after the horse has left the barn" is, well, after the horse has left the barn. That's too late to make any difference to project profitability.

Using a Job Cost module will let you track the costs of work being delivered. Costs can include labor from staff, contractors, and sub-contractors. In some cases, costs can include job expenses and can also include a computed value for overhead. The cost can be unburdened (no overhead included) or burdened (including overhead). And, when the revenue is also being computed, the combination of the revenue and expenses will produce both the profit and margin numbers.

In this pre-recorded webcast, see how moving job cost to your Sage SalesLogix CRM system with TimeLinx® Software allows profitability analysis to happen in real-time. On time. Every time. Every day. And with visibility for the staff that needs to see and use the information. Use a system that enables you to track and propel your sales and service teams to work together. Let the forecasting of the work and the delivery of the work happen in the same system—with real-time time analysis, revenue calculations, cost calculations, and much, much more.

Watch the pre-recorded webcast here .


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


* Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Getting the Most Out of Sage SalesLogix Mobile

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Winter 2012

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Getting the Most Out of Sage SalesLogix Mobile

What better way to increase your sales team's effectiveness than by giving them easy access to customer information wherever they are? Sage SalesLogix Mobile1 delivers robust CRM functionality on the most popular phones and tablets including iPhone®, iPad®, and Android™ devices.

Sage SalesLogix Mobile is available at no extra charge to customers who are on Sage SalesLogix v7.5.3 or v7.5.4 and can be deployed on all platforms—LAN, web, and cloud.** To make it even more valuable to your team, the Sage SalesLogix Mobile client is fully customizable using any text/HTML editor. The views are written in JavaScript® and feature a simplified design with the help of base classes and templates.

Your technical staff can learn how to customize Sage SalesLogix Mobile by attending a one-day Master's Series class for only $99. In this class, you will learn about:

  • The architecture behind a mobile-optimized website by creating your own website.
  • The data format JSON and how JSON can be used to efficiently communicate data between systems over http.
  • The process of installing Sage SalesLogix Mobile, the features it delivers out-of-the-box, and its physical directory structure and code.
  • A complete hands-on customization example, adding a new entity to the Mobile client including a list view, edit view, and detail view.
  • How to display, insert, edit, and query a new entity (table).

Visit Sage University for more information on the Sage SalesLogix Mobile Master's Series course or other courses to improve your business.




Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


1 Sage SalesLogix Mobile is available at no extra charge to customers who are on Sage SalesLogix v7.5.3 or v7.5.4 and can be deployed on all platforms—LAN, web, and cloud. Supports iPhone® 3.x and higher, iPad®, Android ™v2.1 and higher, and BlackBerry® v6.0 and higher, and HTML5/CSS3-compliant browsers.

* Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

** Supports iPhone® 3.x and higher, iPad®, Android ™v2.1 and higher, and BlackBerry® v6.0 and higher, and HTML5/CSS3-compliant browsers.

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Seven Easy Steps to E-Newsletters, by Lindsey Weinig, Swiftpage

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Winter 2012

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Seven Easy Steps to E-Newsletters

by Lindsey Weinig
Swiftpage™

Strengthen your customer retention and conversion rates through the use of E-newsletters. Get started today with these strategic tips for a year of e-marketing success.

1. Scheduling Shmeduling

First, consider your audience and their schedule. Based on the information you know about them, you can determine the dates to avoid, including national holidays, common vacation times and industry-related events. When your contacts are out of the office and their inbox gets full, the likelihood of their opening your email is greatly decreased. For example, if you are sending to government employees or financial professionals, you should avoid holidays they have off, (even if you do not), such as Martin Luther King Jr. Day.

Then reevaluate this schedule to consider when you might get their attention and therefore center promotions and other events around those motivating dates or seasons. You don't have to set anything in stone just yet, but get an idea of how many promotions or events you will want to have and space them out as needed. Some of these could include: Valentine's Day, Earth Day, Spring Cleaning, and Graduation, and will depend on your offering and industry.

Add dates and seasons that apply to your audience to your calendar, then make it a habit to review your calendar for your audience's potential conflicts and motivators when sending out your email campaigns.

2. Squeaky Clean

As you increase your subscribership, you need to keep your database free of errors, dormant contacts, or any non-permission-based email addresses. Any contacts you have not been in touch with in the last year should be omitted from future sends. If they can't remember you, they probably will not open your email and could even mismark your message as spam. To avoid this, it's important to stay consistent with your communications and maintain the trust and expectations of your audience. The cleaner your database, the better your open and click rates will become over time as a result of your increasingly trusting audience.

3. Dress to Impress

Create a design for your templates that you can be proud of. If you use Sage E-marketing for SalesLogix1, you might want to start with a prebuilt template—it's easy to use and you'll be able to get started quickly. If you have HTML experience, you might prefer to create or customize your own newsletter template. Or you can hire a graphic designer to help you with your e-newsletter. Once your newsletter template is finished, you will just edit it for repeated use in subsequent editions of your newsletter.

1Requires additional subscription.

4. But Why?

Considering your audience is a big deal. Why should they open your email? Give them a good reason! Use your subject line and a consistent "from" address to convince them that it's worthwhile to open. Then continue to impress with your header and headlines as well as the actual content. Make sure your content is accurate, timely, and relevant to your audience. Even if you get their attention on every aspect except actual content of your email, they are not likely to open your next send if you didn't deliver on the promises you made.

5. Define "Better"

As you read earlier, goals can be as simple as consistently sending out your newsletter, but you should include some metrics to benchmark as well. If you have data from a previous related email send, start there. Then aim for improvement, perhaps a 10% increase in list size, 5% open rate increase, and 3% click rate increase. If you don't have data to start from, simply create goals a little above average. The average newsletter open rate generally stays around 20% (but will depend greatly on your following and industry), so shoot for 25% and revisit your goals as the year progresses.

6. Learn What Doesn't Work

Everyone can say they are successful with their e-marketing campaign simply by sending it; however, what have you learned from that? Split your send into two groups (known as A/B testing) and use your open and click reports to determine what your audience responds to best. Test different subject lines, template design layouts, text vs. image link ratios, and more! Create nonbiased groups and test, test, test. Your contacts will thank you in the form of higher open rates and higher conversions.

7. You Might Want to Stretch First

While plans are important, you can't predict what will happen in the months to come; therefore, you must be willing and able to bend. You will need to be flexible to your target market and the curve balls you will surely be thrown along the way. Don't duck and cover when things get complicated, just stay tuned to your audience and your goals and do your best to keep on keeping on.

Your email might not always go out on the date you intended or have the data you had hoped to research, but if you give yourself some flexibility and make e-marketing a priority for your business, you will see improvement in the upcoming year.


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


* Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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How to Improve Customer Interactions and Effectively Manage Customer Experiences

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Winter 2012

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How to Improve Customer Interactions and Effectively Manage Customer Experiences

It's no secret that happy customers are good for business. But did you know that 70% of American consumers are willing to spend about 13% more at companies that provide excellent customer service?1 According to the American Express 2011 Global Customer Service Barometer, the study also revealed that poor customer service results in lost sales opportunities—including lower online sales.

What is going on with customer service efforts at your company? Though the Internet and social media offer more ways to get in front of customers faster and more frequently than ever before, they can also present a variety of complications. For starters, different media require different strategies and it can be tricky to coordinate varying customer interactions. Plus, digital media also produce a large amount of customer data that must be effectively managed in order to support consistently good customer experiences.

Aaron Shapiro of Destination CRM2 notes, "Digital technologies have made customer service much more complicated than it used to be—it's no longer about training employees in basic techniques and then keeping them motivated. Consumers today expect two distinct types customer service: full service and self-service." Shapiro refers to this customer service requirement as bilateral customer service.

Despite the good intentions of customer relationship management (CRM) efforts, some companies have missed the mark and focus too heavily on internal processes and goals. To effectively manage customer experiences, Forrester Research suggests that "customer experience leaders need to drive an outside-in focus" and build a "customer centric culture."3

In order to provide exceptional customer service at your company, it is important to regularly evaluate your CRM strategy so that your efforts focus on "moments that matter to customers."4 Here are four tips that Forrester Research recommends for companies looking to improve customer interactions:

  1. Define your customer experience strategy.
  2. Write a description of the customer experience you would like to offer.
  3. Evaluate the current customer experience.
  4. Make necessary changes to promote the desired experience.

There is no question that a quality customer service experience, or the absence of one, can make or break a company. The American Express study reported that happy customers will tell an average of nine people about good experiences, while displeased customers tell an average of 16.5 It is not enough to just be in front of the customer anymore—instead, it is imperative to keep customers engaged and happy with a customer-focused CRM strategy in order to achieve success.





Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


* Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

1 American Express, 2011 Global Customer Service: Market Comparison of Findings, May 3, 2011.

2 Aaron Shapiro, "Bilateral Customer Service," DestinationCRM.com, posted Septemer 30, 2011.

3 Paul Hagen, "Beyond CRM: Manage Customer Experiences," Forrester Research, April 29, 2011.

4 Hagen.

5 American Express, p. 17.

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Save the Date to Attend Sage Summit 2012

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Winter 2012

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Save the Date to Attend Sage Summit 2012

Make your plans now to attend Sage Summit in Nashville, Tennessee on August 14-17, 2012. As the premier conference for Sage customers, Sage Summit is the destination for learning better ways to leverage your Sage SalesLogix software and for discovering new technologies. Come hear what’s working for other people in your industry and gain insight on how to overcome the challenges your organization faces.

By attending, you'll gain the best knowledge in the industry through:

  • Technical and "how-to" sessions.
  • Sessions about business and industry trends.
  • Hands-on labs and workshops.
  • Peer-to-peer roundtable discussions.
  • Visionary keynotes from industry leaders.
  • Customer case studies.
  • Networking opportunities.
  • Direct collaboration with Sage staff.

If you attended Sage Summit last year or you're a Sage Business Care member, you qualify for advance registration as early as April 18, 2012, and an exclusive limited-time rate of $695. Your registration includes access to all Sage Summit Customer Days events (August 14–17, 2012), including:

  • Keynotes and general sessions.
  • Breakout sessions, hands-on labs, and roundtables.
  • 30-minute Support Center appointment (subject to availability).
  • Trade Show access.
  • Networking and meet-and-greet receptions.
  • Sage Summit party at the Grand Ole Opry.
  • Sage Summit 5K Fun Run/Walk.
  • All scheduled meal functions August 14–17.

If you didn't attend Sage Summit last year, don't worry—early-bird discounts are available and registration opens on April 19, 2012. You can even pay for your registration in four easy installments through our payment plan. Sign up by May 31, 2012 for this convenient option.1If you didn't attend Sage Summit last year, don't worry—early-bird discounts are available and registration opens on April 19, 2012. You can even pay for your registration in four easy installments through our payment plan. Sign up by May 31, 2012 for this convenient option.1

Get the latest news, review sessions and schedules, and register online at www.SageSummit.com


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


* Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

1 Installment Payment Plan Terms and Conditions
Your Sage Summit 2012 registration fee may be divided and paid in four installments. This payment option is only available for credit card payments made through online registration. The first installment and a nominal service fee of $5 are due immediately and will be charged to the credit card you specify during the registration process. Subsequent installment payments will be automatically processed to the same credit card on the third Wednesday of each month. You may need to make two payments in a single month, depending on when you register. (For example, if you register on May 1, you will be charged one payment May 1 and the next payment May 17.) If you log on later and add registration items, these purchases will be charged on your final installment. The deadline to request an installment payment plan is June 30, 2012.

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Top Ten Articles From the Sage SalesLogix Knowledgebase

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Winter 2012

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Top Ten Articles From the Sage SalesLogix Knowledgebase

Top ten articles are determined by the number of cases an analyst closed using the associated resolution and how many times the "Yes this article was helpful" button was clicked. To view any of these articles, search the Knowledgebase using the titles below.

  1. One or all of the Sage SalesLogix buttons are not appearing in the Outlook® toolbar
  2. "Database logon failed: Unable to initialize data dictionary" error when logging on to Sage SalesLog...
  3. "Database logon failed: unspecified error." error creating a data link
  4. Changes made on the Host database do not synchronize to Remote databases
  5. How to clear the Sage SalesLogix cache, design grids, and temp files
  6. How to publish a Crystal Reports® in Sage SalesLogix
  7. Crystal Viewer displays reports as plain text when run from the Sage SalesLogix Web Client
  8. How to set up a Sage SalesLogix test environment
  9. How to use Query Builder
  10. How to configure Windows Authentication for the Sage SalesLogix Web Client


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Organic Valley Keeps Food Brands Growing With Sage SalesLogix

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Winter 2012

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Organic Valley Keeps Food Brands Growing With Sage SalesLogix CRM

Organic Valley, America's largest cooperative of organic farmers and a leading national organic brand, uses Sage SalesLogix to automate sales and fulfillment operations representing 1,658 farmers in 35 states and three Canadian provinces. Sage SalesLogix helps Organic Valley reduce correspondence within its sales processes, organize account histories, and manage food sample shipments.

"We're dealing with perishable foods, so making sure orders reach their destinations on time is critical," said Tonya Payne, Organic Valley sales support manager. "Using Sage SalesLogix to manage orders saves us approximately $10,000 in data entry labor annually and dramatically reduces server traffic while ensuring everyone has the information they need at their fingertips."

Prior to using Sage SalesLogix, Organic Valley employees had to send PDF files of order picks to its fulfillment department without a reliable method for confirming they were received or shipped on time. Orders often had to be sent multiple times. The lack of a complete tracking process left room for operations and customer satisfaction improvements.

Organic Valley implemented Sage SalesLogix ticket management to organize all necessary documentation in one place and eliminate previous redundancies. Fulfillment employees work from an assigned tickets group within Sage SalesLogix and use the ShipRush add-on from Z-Firm to automatically enter tracking information for UPS® and FedEx® shipments. Sales employees track orders by each customer's needed-by date, and anyone can see order progress at any time.

The cooperative also uses ticket data to track order volume, the types of orders placed and to create justification and labor hour reports.

Organic Valley will next use Sage SalesLogix to implement a tracking system for its network of over 400 broker contacts which it estimates will save 300 labor hours of data entry per year.

"All of the business processes we have improved with Sage SalesLogix have used out-of-the-box features—no mods necessary," added David Whited-Ford, Organic Valley IT special projects manager. "The ease of use and feature depth of this system has allowed us to be quite creative."


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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What's the Buzz in the Sage SalesLogix Community?

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What's the Buzz in the Sage SalesLogix Community?

What are users talking about in the Sage SalesLogix Community? Check out these recent active posts:

  1. Recording emails sent and received on a mobile device to Sage SalesLogix
  2. Sage SalesLogix list Import
  3. Sage Saleslogix Desktop integration install issue
  4. How to change ownership of Opportunity Groups?
  5. Activity Reminder: 183.76875 Days

The Sage SalesLogix Community is your place to ask questions, share tips and advice, and interact with other Sage SalesLogix users. If you're reading this article, you're already here! Why not stay a while, listen in or join a conversation, or start a new one? We also invite you to follow Sage SalesLogix in social media:

Twitter Facebook




Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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