Your relationships. Your information. Your CRM

Saleslogix

Saleslogix Overview

Why Choose Saleslogix?

• Ready to extend, integrate, and customize• Cloud, on-premises, or hybrid deployment options• User empowerment with

– Personalized dashboards and interfaces– Advanced list, group, and data management– Work in a connected or disconnected state– Productivity on most mobile devices

• Global language, currency, and time-zone capabilities

• Sales, support, and partner network on all major continents

• Strongest presence in U.S., UK, Germany, France, Australia, and South Africa

• Local expertise close to where you conduct business

Worldwide Support Network:

Complete CRM Solution – Out

of the Box:

• Ownership and control of your system and your data.

• Flexible license and payment options to suit your financial needs.

• Multiple deployment options – Cloud, on-premise, or hybrid – to fit your IT strategy.

• Reporting and analytics solutions that enable actionable insights from your information.

• Market-leading mobile CRM so your users stay productive on the go.

• Advanced customization capabilities to tailor the application to your unique business.

• A state-of-the-art technology platform ensures maximum ROI for your business.

• Exceptional usability which results in enhanced productivity for your users.

• Industry-leading integration capabilities for a 360°-view of your customers.

• A global partner, developer, and customer ecosystem to support your CRM success.

Why Saleslogix?

Info-Tech Vendor Landscape

“Saleslogix’s focus on the large enterprise, coupled with its robust sales and marketing features, allow it to rise above its competitors in this space.*”

* Vendor Landscape Plus: CRM Suites for Large Enterprises, Info-Tech Research Group, 2011

Forrester Wave

Highlights:• Proven and user friendly. • Usability!• Consistent experience across

multiple platforms (online, offline, and mobile)

• Multiple deployment options (on-premises, cloud, and hosted).

• Strong sales functionality and a strong architecture and platform.

• Very strong support for mobile CRM.

Customer & Industry Recognition• “Saleslogix lets us service our clients to the fullest extent. Our point of sale,

merchandising and e-commerce systems are integrated with Saleslogix so we can pinpoint and respond to customer needs. We see a lifelong relationship with Saleslogix because it provides our sales associates a tool they cannot get at any other retailer and our clients an experience they keep coming back for. Hands down we have the most advanced CRM system in retail today.” – CIO, Harry Rosen Inc.

• “All of the business processes we have improved with Saleslogix have used out-of-the-box features, no mods necessary. The ease of use and feature depth of this system has allowed us to be quite creative.” – IT Manager, Organic Valley Foods

• “Having 5 corporate offices and off-site personnel means we need information readily available so we can service clients and work sales opportunities from anywhere. We chose Saleslogix because it uses modern web and mobile technologies to provide real-time data and integrate with our existing systems. Saleslogix Mobile is device agnostic so we’re covered no matter how many different types of devices we want to use in the future.” – Vice President, Realty Capital Securities Inc.

Customer AgReliant Genetics Receives Gold CRM Excellence Award using Saleslogix

Presented by Gartner and 1-to-1 Media• Received CRM Excellence Award for Sales Force Effectiveness in

May 2013• Reached almost 100% utilization in less than 1 year • Criteria included: the quality of the overall sales strategy, the

execution of that strategy, and the final results of the strategy. • “The customized iPad tablet edition of the Saleslogix software has

been adopted by more than 95% of our sales team, which is 300-strong and growing. This mobile application is empowering our sales force to make more informed, tactical decisions in the field,” Steve Thompson, AgReliant Genetics Director of IT.

Industry Coverage

Financial services, insurance, manufacturing, high tech and professional services represent 65% of installed base customer

industries.

Saleslogix has been deployed successfully in over 70 different industries.

Your Relationships. Your information. Your CRM.

Your Relationships Your Information Your CRM

Your customer information is your

most important corporate asset.

Maximize its value and ensure it is accessible and

secure.

Your customer relationships are essential to your success. Acquire more and nurture

them to build loyalty and grow your

business.

Your business is unique. Your CRM

solution should support the way you

do business, now and in the future.

Your Relationships

Your customer relationships are essential to your success. Acquire more and nurture them to build loyalty and grow your business.

Rich Customer Profiles

Personalize your customer interactions - from purchase history to favorite cuisine, you have all the relevant information at your fingertips.

Sales Productivity with Personalized Dashboards

Never miss a task with your unique “Welcome Page,” configured just for you, display your activities, “to-do’s,” and calendar.

Sales Productivity Tools

Saleslogix gives you the right tools to help you effectively manage your sales pipeline and drive opportunities to a close.

• Drive hot leads from inception to win faster by automating your winning sales process.

• Stay up to speed on important account activity with automatic alerts and notifications, which you can configure directly in Saleslogix.

• Maximize team selling effectiveness – share calendars and centralize account and opportunity information.

• Create customer groups based on geography, order history, industry, size, or complexity - you decide how you want to organize your accounts.

Sales Management Tools

Manage sales teams more effectively with the ability to recognize and capitalize on the strengths and best practices of top performers.

Know where to focus attention

to close the most profitable

deals

Analyze the forecast

Know what’s in the

pipeline

MarketingManage, qualify,

and convert leads quickly.

Target a particular market segment with

a direct campaign and track

effectiveness.

Service and Support

Enable service and support teams to quickly resolve customer issues and deliver a quality customer experience that builds loyal, profitable customer relationships.

Your Information

Your customer information is your most important corporate asset. Maximize its value and ensure it is accessible and secure.

Intuitive User Interface

Find and retrieve your information quickly to be more productive and responsive to customer needs.

Filter and create lists

Group your customers

Easily export to Microsoft®

Word®, Email, or Microsoft® Excel®

Account Timeline

Visualize–at a glance–all

activities for that account

Saleslogix Reporting & Analytics*

Provide visibility and actionable insights to users at all levels.

• Basic reports

• List building, groups, and filters

• Rich dashboard experience

• Track Key Performance Indicators

• For all end users

Dashboards, Reporting, & List Management

• Analysis across multiple data sources

• Ad-hoc, multi-dimensional analysis

• Advanced visualizations

• Interactive Dashboards

• ‘What-if’ analysis

Analytics Solutions

*Some analytics solutions require an additional purchase.

Anytime, Anywhere Access1,2

Stay productive wherever you are with rich CRM functionality in the palm of your hand.

1Requires Sage SalesLogix v7.5.3 or higher.2Supports iPhone 3.x and higher, iPad, Android v2.1 and higher, and BlackBerry v6.0 and higher, and HTML5/CSS3 compliant browsers.

• Available at no additional charge for your Android™, iPhone®/iPad®, or Blackberry®.

• Configure to match user preferences and work styles.

• Work online or offline – with the same quality experience.

• Fast, task-oriented user interface.

Integrate for a Full Customer ViewCapture information and interactions from across your organization and from external sources to create a 360 view of your customer.

• Integrate with Back Office and Front Office

• ERP integration

• Web and Social Media integration

• SData™ - The proprietary integration technology

Sophisticated Security

Govern access at the application, device, role, and user level to ensure protection of your valuable data.

• Define unique user experience based on user role

• Manage secured actions and roles

• Changes are dynamic and immediate

Configure Functionality by Role

Your CRM

Your business is unique. Your CRM solution should support the way you do business, now and in the future.

Saleslogix Platform

Adaptive Client Platform

Saleslogix

Sdata Mashup Business Logic

Process Orchestration Collaboration

Eventing Engine Security Data Model

User/Context Aware

Network Aware

Device Aware

Characteristics

Rich UX

Task Orientation Connected

Disconnected

States

Web

LAN/Network

Access Method

Mobile Web

Adaptive Client ArchitectureEnable best practice process automation, enjoy flexibility and control, and ensure low total cost of ownership (TCO).

Modularization to simplify upgrades through Sdata™

Seamless data & task

oriented applications for any user

role

Server side business logic,

office integration, and other shared

services

Personalize, Configure, Customize

Unsurpassed customization capabilities, that allow you to tailor your CRM to match the way you do business.

Personalized dashboards

Role based user experience

Tailored reports and analytics

Dynamic configurations

Automate winning sales practices

Multiple Deployment OptionsSupport your IT preference with cloud, on-premises, and hybrid options.

• Competitively priced

• Reliable and trusted Amazon EC2 Service

• Scalable with extensive data storage capacity

• Single Tenant for privacy and security

• Secure, fast, and easy onboarding process

Cloud

On-premises

• Install your own preferred equipment

• Behind the firewall that protects your IT infrastructure

• Choice of database–Oracle or Microsoft On Premise

Flexible License and PaymentPurchase, finance, or subscribe – while maintaining full ownership and control of your data.

License Options designed to leverage the usage requirements

of your critical roles

License Options

Named

Concurrent

Viewer

Flex

Purchase Options designed to fit your budget

and financial strategy

Purchase Options

Buy

Finance

Subscribe

Swiftpage Ecosystem

A vast, global network of Business Partners*, ISVs, and a vibrant user community for local support and specialized expertise.

Professional Services

Evaluate your needs and design the right solution–

customized for your business and your unique processes

3rd Party Add-on Solutions

Expansive list of additional solutions

designed to enhance your productivity

*Business Partners are third-party vendors. SalesLogix, N.A. and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

Saleslogix Ecosystem

Business Intelligence

Marketing

Integration

Business Process Management

Vertical Solutions

Cloud

In Summary

Swiftpage is a leading publisher of CRM and marketing solutions:

Saleslogix is a complete out of the box CRM solution with:

• Providing a comprehensive suite of solutions to help you manage and succeed in your business

• Delivering an extraordinary customer experience

• Global support with localized expertise

• Robust ecosystem for unique add-on solutions

• Analyst and industry recognition for flexibility and usability

Thank You!

For more information or to start a 30 Day Free Trial, please visit:

www.blytheco.com