Selection of SalesLogix as a CRM tool

Liz Andersen

Josh Patsey

Why SalesLogix?

• CRM Software• Advantages• Disadvantages• Weigh the options• Conclusion

CRM Software

• Track customer information• Automate sales processes• Increase the efficiency and

profitability of sales

SalesLogix Advantages

• Convenience• Related data• Customizations• Automated processes

Convenience

• Import old data• Relatively quick to implement• Easy to use interface

SalesLogix Advantages

• Convenience• Related data• Customizations• Automated processes

Related Data

• Contacts• Accounts• Opportunities• Easily accessed through graphical

interface

SalesLogix Advantages

• Convenience• Related data• Customizations• Automated processes

Customizations

• Development software• Optimal placement

SalesLogix Advantages

• Convenience• Related data• Customizations• Automated processes

Automated Processes

• Employees work more efficiently• Consistent results

Disadvantages

Disadvantages

• Initial Investment• Learning Curve• In house resources

PriceServer $1500.00 +

Server Software $3000.00

Mobile Station Software $995.00 ea.

Customizations $200/hr +

Grand Total >$10,000.00

5 users & 5 hours of customizations

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Disadvantages

• Initial Investment• Learning Curve• In house resources

Learning Curve

• Some employees don’t like change• Some companies can’t afford training

Disadvantages

• Initial Investment• Learning Curve• In house resources

More expenses?

• Need for server• Need for server administrator

CRM Wars

How does SalesLogix compare to other CRM software?

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1995

2004

2004

Conclusion

• SalesLogix is the best mid-market CRM software– 90% of features of the high end CRM

software– Easy data import– 76% off all CRM projects fail…– SalesLogix makes work easier