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Aligning CRM with Your Sales Process

by Employee on ‎04-05-2013 09:10 AM

Every business is unique and so a one-size-fits-all approach to software unfortunately doesn’t fly in the real world. Solutions must be flexible, adaptable, and scalable so they can fit in your existing environment and business processes, easily adapting to YOUR way of doing things… and CRM is no different.


With a CRM solution like SalesLogix, a ton of strategic planning, effort, and testing goes into our product development for new functionality to manage your sales, marketing, customer service, and support operations. But we can’t think of everything, so the flexibility to structure your CRM processes, personalize SalesLogix for your end users, and predefine reports help you make it your own.


Let’s look at one specific example: the sales process.  Even comparable organizations in the same industry can have radically different sales processes. With SalesLogix, you can define the steps in your sales process, key activities that need to take place, and even align the sales process with your funnel using close probabilities and forecasting. Flexibility can be incorporated into your sales process so that end users skip steps if the customer is ready to accelerate the deal.


Understanding all the options offered by a CRM solution will help you determine if it is the right fit. Once you have acquired a CRM solution, it’s still worth the effort to investigate all the customization and personalization capabilities at your disposal.


We recently made enhancements to the SalesLogix dashboards to help personalize them for you with two cool new widgets. The new Web Feed Widget allows you to embed RSS and ATOM feeds directly on your dashboard in SalesLogix so you stay on top of news that matters to you. The new Web Page Widget allows you to embed actual web pages into your SalesLogix dashboard. Both of these new widgets are available to SalesLogix v8.0 customers, so contact your authorized SalesLogix business partner or account specialist to get setup today.  


Take the SalesLogix Product Tour to learn more about SalesLogix functionality and how to align this leading CRM solution to your specific business processes.

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