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CRM and back-office integration
Continued
CRM AND bACk-offiCe
iNTeGRATioN
Sage CRM SalesLogix is an integrated
customer relationship management (CRM)
suite that includes Sales, Marketing,
Customer Service, Support , and Mobile
solutions. Sage CRM SalesLogix offers
integration with multiple back-office
accounting and financial applications.
feATUReS
Integration between Sage CRM SalesLogix
and back-office accounting and financial
applications provides organizations with a
complete view of all customer interactions
for making more insightful business
decisions.
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Accounting Information
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Invoice History
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Open Invoices
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Open Orders
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Payments/Receipts
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Product Information
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Pricing
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Groups and Reports
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Orders and Quotes
Access to Critical back-office Customer Data
Integration between Sage CRM SalesLogix and your back-office accounting application provides your sales
professionals access to the most current product information and pricing when creating quotes or taking orders.
In addition, without having to leave Sage CRM SalesLogix, they can view all relevant customer data, such as credit
status, terms, and account balance so they can better service customers.
increased efficiencies in Accounting
Integration reduces the time and resources required of Accounting to support your sales team. Integrated front and
back-office systems reduce duplicate data and order entry. And, by driving current product pricing into Sage CRM
SalesLogix from your back-office system, the number of inquiries from Sales regarding product, orders, invoices,
and outstanding balances will be reduced.
Timely Customer Service
In the end, not only will your organization benefit from CRM and accounting integration, but so will your
customers. Sales representatives have access to complete customer information when handling inquiries and
placing orders. And because processes between your CRM and accounting systems are automated, orders move
to accounting more quickly and customers receive product sooner, which will positively impact your organizations
customer satisfaction.
Sage CRM SalesLogix integration with back-office applications enables you to view critical information
such as invoice history, open orders, aging A/R, and credit limits from within the familiar Sage CRM
SalesLogix interface.
CRM and back-office integration 8800 N. Gainey Center Drive, Suite 200 Scottsdale, Arizona 85258 800-643-6400 www.saleslogix.com
©2006 Sage Software, Inc. All rights reserved. The Sage Software logo and the Sage Software product and service names mentioned herein are
registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.
For more information, go to:
www.saleslogix.com
Or contact your certified
Sage CRM SalesLogix Business
Partner. To find a Business Partner
in your area, call 800-643-6400.
feATUReS
Accounting Information

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View credit limit, current balance, and aging A/R.
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Access account type, status, tax schedule, and comments.
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View last activity, sales YTD, and average days to pay.
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Create a list of customers with past due balances.
Historical Invoices and Orders

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View invoice number, date, type, and vendor.
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Reference PO numbers, amounts, tax, and freight information.
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View a list of unprocessed orders.
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View order date, number, type, and ship-to information.
Payments/Receipts
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View check date, invoice number, check number, transaction amount, and status.

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Use Mail Merge capabilities to send account past due reminders.
Product Information
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View product name, part number, family, group and type.

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Access pricing, substitute products, units, and costs.

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Enable greater control over product pricing.
Quotes and Orders
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Generate accurate, complete quotes and orders and associate with customer record.
Cross-Sell/Up-Sell
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Plan cross-sell marketing campaigns using past product purchasing history.

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Announce new products and releases to existing customers.



About Sage CRM SalesLogix


Sage CRM SalesLogix is the customer relationship management solution that enables small to midsized businesses to cultivate
profitable customer relationships by increasing sales and marketing performance and maximizing customer satisfaction and loyalty.


Designed to meet the distinct needs of small to midsized businesses, Sage CRM SalesLogix delivers integrated Sales, Marketing,
Customer Service, Support, and Mobile automation solutions that adapt to your unique customer acquisition, retention, and
development processes.


Sage CRM SalesLogix provides a complete CRM solution with low cost of ownership, rapid time to productivity, and high return on
investment. Flexible and easy to use, Sage CRM SalesLogix readily accommodates growth and changing business requirements.


Sage CRM SalesLogix, the SMB CRM leader with more than 7,300 customers worldwide, is part of the Sage Software family of
integrated business management solutions.

About Sage Software
Sage Software supports the needs, challenges, and dreams of more than 2.6 million small and midsized customers in North America
through easy-to-use, scalable, and customizable software and services. Our products support accounting, operations, customer
relationship management, human resources, time tracking, merchant services, and the specialized needs of the construction, distribution,
healthcare, manufacturing, nonprofit, and real estate industries. Sage Software is a subsidiary of The Sage Group plc, a leading
international supplier of accounting and business management software solutions and related product and services for small to midsized
businesses. Formed in 1981, Sage was floated on the London Stock Exchange in 1989 and the Group now has 5.0 million customers and
employes over 10,500 people worldwide.
For more information, please visit the Web site at www.sagesoftware.com/moreinfo or call 866-308-2378.
Sage CRM SalesLogix
CRM and Back-Office Integration
Sage CRM SalesLogix allows us to review orders from customers all over the world
on a daily basis. We can review activity on a daily, weekly or monthly basis and see
exactly which products have shipped and confirm that the shipments were on time.
Our sales people have all the information they need when talking to customers.
Kedar Murphy
Cabot Corporation
07-0171 10/06 5SLX011/1006