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Project Spotlight


View example engagements of how our skills and expertise have benifited our clients along with successful projects and examples of software solutions we have recently done.

Project Spotlight

Project Spotlight
SalesLogix Benefits - Dashboard & Reporting PDF Print E-mail
We found that our existing CRM system was no longer effectively meeting our needs. It was requiring a significant amount of time and IT resources to administer the application. With Sage SalesLogix we spend much less time and effort in system administration. It is much more reliable than our previous system and gives up more reporting capability.

-Systems Analyst
Deutshe Financial Services Corporation


Making effective, timely business decisions requires access to key performance indicators at all levels of your organization. Sage SalesLogix provides powerful business intelligence capabilities, including Sage SalesLogix Visual Analyzer, Dashboard, and Packaged and Custom Reports.

Sage SalesLogix Visual Analyzer – Interactive, Customized Dashboards

Sage SalesLogix Visual Analyzer is a comprehensive, interactive business analytics tool that transforms your Sage SalesLogix data into actionable information.


Dashboards

Sage SalesLogix Dashboards provide a single location for instantly accessing the sales reporting information critical to your success, such as top opportunities, closed deals, and other key indicators.


Packaged & Custom Reporting

SalesLogix also includes more than 70 pre-built reports covering key performance indicators across sales, marketing, service, and support, as well as extensive custom reporting capabilities.


Sage SalesLogix Dashboard & Reporting

Sage SalesLogix Dashboards and Reporting capabilities deliver real-time access to key performance indicators, including sales reporting, marketing campaign effectiveness and service delivery metrics. Sage SalesLogix is an integrated customer relationship management (CRM) suite that includes Sales, Marketing, Customer Service, Support, and Mobile automation solutions.


For Executive Management

Turn insight into action by quickly analyzing performance, diagnosing potential problems, and identifying opportunities. Sage SalesLogix Dashboards provide a single, interactive location from which to view and analyze performance metrics from across your entire organization. Sage SalesLogix also includes more than 70 pre-built reports covering key performance indicators across sales, marketing, service, and support, as well as extensive custom reporting capabilities.


Sage SalesLogix includes more than 70 pre-built report templates, providing business analytics across sales, marketing, service, and support. In addition, integrated Crystal Reports® provide extensive custom reporting capabilities, for powerful business analytics. Use Sage SalesLogix reporting capabilities to gauge individual or team effectiveness and guide territory realignment or determine redistribution of your marketing spend.

Pre-Built and Custom Reporting Capabilities
  • Access more than 70 pre-built business and sales reporting templates or create custom reports with Crystal Reports.
  • Leverage sales reporting to analyze pipeline efficiency, revenue by lead source, and more.
  • Evaluate sales team performance and guide strategic improvements.
  • Manage access to business reports to distribute information to appropriate parties only.
  • Create report profiles for the common layouts you use in your company.
  • Control sales reporting output and distribution through easily defined filters, including existing dynamic groups.
  • Create custom reports with Crystal Reports Designer.
  • Export report data to Excel and other popular formats for further analysis.