Sage SalesLogix Cloud Enhancements

By: | Category: CRM

Sage announced the addition of Sage SalesLogix KnowledgeSync alerts, the Sage SalesLogix Customer Portal and additional Web administration enhancements for Sage SalesLogix Cloud and on-premises users. The features are the latest in a series of ongoing enhancements that extend CRM flexibility and business value beyond traditional SaaS offerings.

Sage SalesLogix KnowledgeSync increases the usefulness of data by proactively monitoring Sage SalesLogix and notifying specific users when key sales opportunities are identified, customer support issues need addressing or important activities within a sales cycle are due. KnowledgeSync users can define dynamic business rules and criteria including dates and dollar amounts within the CRM system that trigger alerts and determine who they are sent to.

Businesses using Sage SalesLogix Cloud CRM can improve their customersí support experiences and reduce service costs by offering 24×7 self-service through the Sage SalesLogix Customer Portal. Customers can view, add, or edit tickets and submit comments and attachments via the Web and the Sage SalesLogix Customer Portal will automatically assign tickets to support representatives based on defined criteria.

Additional Sage SalesLogix Cloud Web administration enhancements improve flexibility for creating user, team, and group security profiles that govern who can access and edit data, and what actions they can perform within specific areas of the CRM system. Enhanced Standard Problems and Resolutions functionality and Lead Qualification capabilities further improve ease of administration and user productivity.

Learn more about SalesLogix CRM Cloud