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Frequently asked questions about Saleslogix on proposals

by on ‎05-24-2013 11:06 AM

I answer a lot of request of information (RFIs) proposals from prospects and I keep a few templates in our Saleslogix Sales Library to speed up completion. Each customer is unique and has specific requirements but I’ve gathered some common questions and answers on how Saleslogix meets those needs.  


  • How intuitive is the user interface?

Saleslogix requires minimal user training for most functionality. A user-friendly interface, customizable workspaces, and a consistent experience across all access methods make Saleslogix highly adaptable. The user interface is easy to use and navigate—whether using Windows, Web, or Mobile clients—so users quickly get up to speed and become more productive. Right-click menus, drag and drop capabilities, and more, help users quickly access the tools they need to organize their days and perform their jobs effectively. Plus, you can integrate Saleslogix with familiar applications such as Microsoft® Outlook®, Excel®, and Word®, furthering end-user adoption.


  • Explain pipeline management / opportunity tracking capabilities?

Opportunity management in Saleslogix enables teams to work together to close deals faster by providing a single place for updating deal information, tracking opportunity milestones, and recording all opportunity-related interactions. It can be customized to fit your internal sales methodologies and processes, making it easier for account executives to monitor their sales pipelines. Your organization can use opportunities to track stages of a sales cycle, gauge the likelihood of closing the sale, forecast revenue, and more. Users can also close the sale and convert products to assets after a sale. Saleslogix also provides the ability to track win/loss ratios and competitors’ strengths and weaknesses. As with any other forms in Saleslogix, these can be customized and tailor to your unique sales processes and metrics needed.


  • Can we associate attachments to tasks and other things?

You can associate an attachment to meetings, phone calls, to-do items, e-mails, notes and personal activities.


  • Can we write letters and perform mail merges? Does your tool provide document management?

Saleslogix provides full out-of-box mail merge capability with associated template library. The Saleslogix Library may contain any electronic file, document, or link to Web content.  These can be attached to individual e-mails or used in a mail merge. Versions of documents can be tracked as well.


  • How does the system support automated or self-service follow-up?

Customers can access sales and customer service information and assistance via pass word protected access to the Saleslogix Web Customer Portal. Using the online knowledgebase with keyword and advanced search methods, they can find answers to their own questions. Customers can also submit, set the urgency, track, and append additional information to their issues or request and communicate with the sales and support staff. Customers have the ability to close or reopen an issue or request themselves.


  • What are our options for deploying Saleslogix?

You can access Saleslogix Windows, Web, and Mobile clients anytime, anywhere—even when disconnected—without sacrificing features or functionality. It can be implemented in your environment (on-premise) or hosted by us with our Saleslogix Cloud option. With Windows, Web, and mobile client deployment options on popular devices such as iPhone, Android and BlackBerry smartphones and tablets, users have access to complete  Saleslogix information, whether connected or disconnected, without sacrificing functionality, usability, or robust customizations. 


  • Can we set user field/form level permission?

Yes. User level permissions can be set on any field in the system.


  • Do we have the ability to track and audit field entries?

Every Saleslogix field has an audit flag that can be turned on.  If turned on any changes to that field will be logged to the database.


  • Can the Web server be installed with SSL?

Yes. Detailed instructions for setting up an HTTP server with SSL can be found in the Saleslogix Implementation Guide.


by Master Commentator
on ‎06-04-2013 04:46 PM

Thanks for sharing Valeria.  This reminds me to also update my SalesLogix FAQ web site page.  Also I have found the RFP document that SalesLogix created several years ago a helpful source/outline.

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