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  • What's New
    • Find out about the new features available and benefits you'll find in the latest releases of Sage SalesLogix, SageCRM, and SageCRM.com.

    Sage CRM Solutions   

    What's new in Sage SalesLogix v7.5

    Want to know more about the exciting new features and capabilities you'll find in Sage SalesLogix v7.5? Click on the tabs below to get the inside track, or download the Sage SalesLogix v7.5 What's New Data Sheet. If you are considering upgrading to Sage SalesLogix v7.5 from an earlier version be sure to review the Upgrade Comparison Chart.


    Powerful Lead Management Capabilities

    Streamline importing and processing of leads to ensure that your best leads get to your sales team right away.

    Taking lead management to the next level.

    Sage SalesLogix v7.5 streamlines the task of lead management to help you increase marketing efficiencies in powerful ways and ensure that each one of your leads get to the right person, right away - every time.

    • Lead Import Wizard: Streamline your marketing and lead management process with a new powerful Lead Import Wizard that makes it easier than ever to get the right lead to the right person. This step-by-step wizard uncomplicates lead importation and processing and distributes leads automatically to the individuals or teams you designate.
    • Lead De-duplication: A marketer’s dream. Leads can be automatically de-duplicated upon import against existing Leads and Contacts to identify potential duplicates. Sage SalesLogix will automatically resolve duplicates for you, eliminating the complex task of manual de-duplication, and ensuring that only clean data enters your CRM database.
    • Automatic Lead Routing: Put your best leads into the hands of your sales team fast! Sage SalesLogix powerful workflow and process automation capabilities enable you to customize your lead management rules to your unique business needs to ensure leads are delivered to the right person every time.
    • Assign Activities to Leads: Give your sales team a leg up on the competition and move leads through the pipeline faster by assigning a meeting, phone call, or to-do task before the lead is converted to a contact.
    • Create a Response: Lead management processes vary from one company to the next, so Sage SalesLogix v7.5 provides marketers with the flexibility to manage leads according to their unique processes. When importing and managing leads, you can flag a lead as a Response, to remind the sales reps that a contact has expressed interest in a product or service.
    • Perform Group Actions en Masse: Streamline your marketing and lead management efforts by performing actions en masse upon importing your leads, such as adding a note, associating with a campaign, creating a response, or scheduling an activity.