CASTLE CRM
888-804-8079
         

Located at 44 Wall Street, New York, NY, 10005, Castle CRM provides Business Solutions for companies' sales, marketing and customer service organizations. Castle CRM is experienced in the financial services, insurance, research, retail, manufacturing, professional services, and publication sectors. Castle CRM offers consulting and system integration services aligning to core business objectives, using tools that generate significant near term return on investment. The company is a Sage SalesLogix Premier Business Partner.
 

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CRM GUIDE for Sage SalesLogix v7

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Sage CRM SalesLogix Quick Reference Sales Marketing User Guide- New! Sage SalesLogix v7.2 Marketing Datasheet - New!
  Sage SalesLogix v7.2 Support Datasheet - New! Sage SalesLogix v7.2 Customer Service Datasheet - New!
 Sage SalesLogix v7.2 Sales Datasheet - New! Sage SalesLogix Dashboards & Reporting Brief - New
Sage SalesLogix v7.2Upgrade Datasheet - New! Sage SalesLogix v7.2Sneek Peek April 2007- New!
  Sage SalesLogix Sales

Optimize Your Selling Resources
No matter how your company sells - field sales, telesales, partner channels, or via the web - or whether you work on a network, laptop, or wireless web device, Sage SalesLogix delivers anytime, anywhere. Plus, integrating Sage SalesLogix software with your back-office systems gives your sales team a holistic customer view so they can have more meaningful interactions with customers and prospects - and close new business.

Sage SalesLogix and Outlook - Together at Last!
If your business is like a lot of others, you'd love for your sales team to take advantage of everything that Sage SalesLogix has to offer. But, you don't want to mess up the things that already work for them. Like using Microsoft
® Outlook™ for e-mail, calendar, and contacts.

Manage Opportunities to Sell More
As always, Sage SalesLogix enables you to easily manage multiple accounts and opportunities. Automatically distribute leads to sales professionals around the world, then let integrated sales processes guide them through proven selling methods. Even better, create custom processes that automatically trigger literature fulfillment, follow-up calls, and daily tasks.

Close the Deal with Advanced Sales Tools
Give your salespeople everything they need to close the sale. Integrated, in-context web services provide reps account-specific information real-time.
Access a detailed account history, then instantly generate a quote, proposal, or order to move the sale to a close. Integrate with your back-office systems for direct access to pricing, product specifications, and availability.

Forecast, Report, React ... Intelligently
Assess what's in the pipeline, then analyze your sales efforts and use that knowledge to refine your strategy. The graphical forecasting module lets you slice and dice data by account manager, region, or probability of close, for example. Then use integrated Crystal Reports™ to view close ratio, revenue by lead source, or any criteria you choose.

Mobilize to Make Every Sale
With Sage SalesLogix, mobile sales professionals have on-the-spot access to the resources they need to close the sale. When they're online, the web client provides a real-time link to their Sage SalesLogix data. After working offline, the robust synchronization feature consolidates information quickly and easily. You can even access Sage SalesLogix anytime, anywhere using wireless web devices.

  Sage SalesLogix Marketing

Keep Them Coming Back for More
Sage SalesLogix Marketing provides sophisticated analytical tools and full-scale marketing campaign management - designed to identify the most profitable customers and shorten the sales cycle. Capturing rich, timely data from customer interactions across your organization allows you to develop meaningful "one-to-one" marketing programs.

Use Intelligent Tools to Mine Your Data
Analyze your prospect list with easy-to-use data mining tools. Use the MarketMiner™ Response Wizard to find the most responsive audience for your campaign, so you can increase your revenues.

Manage Campaigns End-to-End
Manage all the components of your campaign. Assign and schedule tasks for deliverables - then see every detail of your campaign at a glance.

Map Your Path to Selling More
Graphically configure and assign custom processes - such as "Trade Show Lead" - to unique groups of prospects, and the follow-up tasks you assign are scheduled automatically. Use Sage SalesLogix to automatically assign leads to your sales team for follow-up calls and push prospects through your pipeline even faster.

Instantly Track Responses to Campaigns
Launch a campaign and track prospects' responses as they're added to your customer database. Or if you're marketing to your existing customers, simply track the date and call-to-action that they're responding to.

Measure ROI and Report Campaign Metrics
Sage SalesLogix not only tracks response rates, but also lets you tie sales revenues to specific campaigns using flexible, built-in reporting. So you can see what's working - and change what's not.

Get a first look at just some of the benefits Sage SalesLogix has to offer in our Free Demo. Want to know more? Fill out our Request a Demo form, and we'll send you what you need.

  Sage SalesLogix Support

Build Lasting Relationships
With real-time access to all relevant customer information, Sage SalesLogix Support makes the most of your interactions with customers, providing you new selling opportunities.

Help Customers Help Themselves
Reduce costs by empowering customers to find the solutions they need online - at their convenience.

Streamline Support Center Activities
With advanced problem tracking and resolution tools in Sage SalesLogix, you can manage call and defect tracking, service contract renewals, and return material authorizations (RMAs). The rules-based escalation in Sage SalesLogix even provides notification via phone, e-mail, or pager when the situation demands.

Keep Critical Knowledge at Your Fingertips
The powerful SpeedSearch™ knowledge base "remembers" call tickets, defects, and standard problems and resolutions, and provides access to external files such as manuals, FAQs, and white papers. There's also a full-text search engine to help support professionals find what they need - now.

Share Information with Your Front-Office Team
The Support module is a fully-integrated component of the Sage SalesLogix customer relationship management suite. All modules share a single customer database, giving your entire organization a consistent customer "view" to deliver a consistent customer experience.

Customize to Meet Specific Business Needs
Whether you're a software company that meticulously tracks feature requests, or an appliance manufacturer concerned with efficiently managing RMAs, you can customize Sage SalesLogix to meet your company's unique requirements. Create or modify tabs, fields, tables, views, scripts, pick lists, reports, and security settings - it's up to you.


 


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