Advanced Workflows:

Known as "Process Orchestration" in SalesLogix, this capability can automate your proven sales processes or other important business processes to drive opportunities to a close and increase team productivity. Sage SalesLogix offers powerful process automation capabilities that reach beyond the traditional boundaries of sales and contact process automation—enabling you to create or modify processes for any Entity in the system such as an account, contact, opportunity, or ticket.

You can build powerful single-step processes, such as lead routing or service ticket capture and distribution, or create multi-step and multi-stage processes that can react to user interactions and suggest next steps. Sage SalesLogix v7.5 delivers sample processes for sales process automation and lead routing out of the box; however, you can customize any process to address unique industry or business needs.   Let us show you how we can use the SalesLogix Process Orchestration capability to enable actionable workflows.