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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 Sage SalesLogix Sales                                                                    
 

 
 
Sage SalesLogix Sales provides powerful sales automation and management tools to maximize sales performance. Sage CRM SalesLogix Sales is the core module of the integrated Sage SalesLogix customer relationship management suite, which also includes Marketing, Customer Service and Support automation solutions.
 
 

A Single Source for Customer Information
Sage SalesLogix provides the tools and resources needed to effectively manage all aspects of the sales cycle and increase sales team performance. It’s a single repository for customer information captured across your entire organization that enables you to:
  • Access detailed account and contact information;
  • Track opportunities from lead through close;
  • Manage team calendars and activities;
  • Forecast revenue; and
  • Report on sales activities and effectiveness.

Increase Sales Productivity and Performance


Sage SalesLogix helps drive opportunities through the sales cycle by automating activities such as follow-up calls, letters and literature fulfillment, based on sales and marketing processes you define.

Sales professionals can send personalized communications to individual customers or groups of prospects using customized HTML e-mail templates. They can also track competitors and access the Sales Library for product specifications, FAQ or marketing materials.

 

 

SAGE SALESLOGIX SALES
KEY FEATURES

And, Advanced Outlook® Integration enables users to share contacts, send e-mail and manage calendars using Microsoft® Outlook from within Sage SalesLogix, and record the activity to the Sage SalesLogix account history.

Insight for Informed Business Decisions
Sage SalesLogix provides the insight for informed business decisions and the management tools to implement them.

  • Accurately analyze the revenue potential and probability of close in your sales pipeline.
  • Segment your sales opportunities by account manager, region or status.
  • Use integrated Crystal Reports® to gauge individual or team effectiveness and guide territory realignment or redistribution of your marketing spend.
  • Receive automatic alerts on pending sales opportunities based on business conditions you define with Sage SalesLogix KnowledgeSync.

Advanced Flexibility to Match the Way You Work
Tailor the design and functionality of Sage SalesLogix to mirror your unique customer acquisition, retention and development processes. Easily manage team and territory assignments, user profiles, workflow, security controls and administration roles, too. Then, as your company grows and your business requirements change, Sage SalesLogix provides the flexibility and scalability to grow and change with you.

Truly Integrated CRM
Sage SalesLogix provides a true 360-degree customer view, consolidating information from Sales, Marketing, Customer Service and Support, and via integration with popular accounting and business management applications including Sage MAS 90 ERP, Sage MAS 200 ERP and Sage MAS 500 ERP from Sage Software.

Sage SalesLogix can be accessed conveniently via multiple methods. Users can work online over a network or the Web, synchronize rapidly and work offline, or use wireless phones or PDAs for quick access to customer information in the field.



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