• Gain deep insight into organizational and individual performance via interactive dashboards
• View performance metrics, diagnose key issues, and identify opportunities from a single location
• Analyze key performance metrics such as pipeline status, open opportunities, and win rate
• Identify top customers and opportunities
• Discover root causes for performance issues and take corrective action
• Perform ad-hoc analysis by simply changing filter or group criteria

  

Drill Down Analysis

• Drill down into detailed data for further analysis into trends
• Export data to Excel for further analysis
• Conduct historical and comparative trend analyses, such as period-to-date and year-to-year
• Manage your calendar, tasks, and activities directly within the dashboard
• Personalize dashboard content so each user gets exactly the information they need
• Drag-and-drop to view different dashboard performance metrics
• Create customized dashboard content

FULL-FEATURED MOBILE CRM
CRM on a Handheld Device

• Deploy on popular Pocket PC and/or Blackberry mobile platforms
• View and update contact, account, and opportunity information and related notes and history
• Schedule and track activities with a visual drag-and-drop calendar
• Perform lookups and create dynamic groups
• Sync with one click: wireless, dial-up, or network connection through PC

ENHANCED MARKETING
NEW Features:

• Segmentation and Groups
• Deliver targeted marketing messages or sales offers to select customer segments
• Segment customer and prospect lists using user-friendly filtering tools

Lead Management and Qualification

• Import leads from web forms, tradeshows, seminars, or purchased lists
• Track leads at every stage, from lead through closed sale
• Create qualification checklists using criteria you define
• Click to convert qualified leads to new sales opportunities
• Merge duplicate leads with existing contacts and accounts

E-Mail Marketing

• Execute e-mail campaigns using Mail Merge or integrated marketing service provider, EmPulse
• Automatically upload target lists directly into EmPulse
• Pre-populate EmPulse with your company templates and content
• Transfer EmPulse response data automatically into Sage CRM SalesLogix

INTEGRATED SERVICE & SUPPORT
NEW Features:

• Support features are now delivered through the Sage CRM SalesLogix client
• Specify and view which Assets are included in a service contract
• Track additional Defect details including problem type, version found, and source
• View Defects and Returns associated with a specific Account or Ticket
• Track all details throughout the lifecycle of a Return
  List and group Returns with 1-click export to Excel
  Track detailed Asset information such as serial #, quantity, and sales order #
• Associate Assets with Accounts, Tickets, Defects, Contracts, or Returns