Is SalesLogix a CRM?

Sage Software has been in the business of making accounting software for over 20 years. They are one of the oldest names in this field with their first product being launched way back in 1981! If you want to know more about how they got started then read our guide here on what it takes to make a successful company.

Since then, they have grown exponentially into a global player offering products across many industries including manufacturing, construction, finance & banking, healthcare, education, retail etc. The software can be used by small businesses as well as large enterprises. And now they've branched out even further from just accounting software and offer tools like HRMS, Payroll Management System, Financial Planning/Forecasting, Customer Relationship Management (CRM), Supply Chain Management and Human Capital Management amongst others.

So if you're looking at buying any piece of software whether its an Accounting package or something else then there's no doubt that you'll find some very useful information right here. So let’s take a look at what exactly does Sage stand for today and why should I care?

Is Sage an ERP or CRM?

ERP stands for Enterprise Resource Planning which means that it helps organizations plan, organize, monitor and control every aspect of their business operations. It allows them to automate processes so that employees don't need to spend time doing manual tasks anymore. For example, instead of manually entering invoices into accounts receivable each month, the accountant could simply run reports and generate them automatically via the ERP program. This would save hours worth of work for the accountant while speeding up the process of generating monthly statements for all departments within the organization.

A customer relationship management (CRM) system differs greatly from an enterprise resource planning (ERP). An ERP will allow your team to track leads, contacts and opportunities through various stages of the sales cycle. A CRM however focuses solely on managing existing relationships rather than new ones. If you already have a database full of active clients who wish to do business with you, then having access to detailed contact data makes sense but adding another layer of tracking won't really help much unless you add value to those relationships.

The main difference between an ERP and a CRM lies in their purpose. While an ERP offers automation features to improve efficiency, a CRM aims to keep tabs on relationships. However, both systems require investment in terms of resources such as people power, technology and infrastructure. There isn't actually a lot of overlap between these two types of programs. You might say that an ERP is a bit like a CRM whereas a CRM is similar to an ERP.

What companies have good CRM?

As mentioned above, not everyone needs a CRM because while it may provide a wealth of benefits when running an efficient business, it doesn't necessarily mean that it's necessary in order for you to succeed. We recently wrote a guide on deciding whether or not you need a CRM system and we recommend checking it out if you haven’t done so already. In short though, it depends on your industry and the type of service you provide.

For instance, if you sell services online, then having a robust lead generation strategy is vital. Having said that, you may also need to focus on sales forecasting, marketing strategies and other related activities. These days, most major corporations use a combination of different CRMs depending on the size of their business. Some of the best-known examples include Oracle Business Cloud, Microsoft Dynamics 365, SAP SuccessFactors, NetSuite and Zoho among others.

However, it's important to note that although these top brands are widely considered to be leaders in their respective fields, it shouldn't come as a surprise that smaller players often outperform bigger competitors too. Take a look at our list below of the top 5 CRM providers around and see where you fit in.

Is Sage a CRM?

When Sage was originally founded back in 1982, they focused purely on providing accounting solutions to SMEs. Today, however, they operate worldwide and serve customers ranging from sole traders to multi-national companies. Their flagship product is called Sage One. Although it includes functionality suitable for medium sized companies, it lacks certain capabilities required by larger firms. As a result, the brand expanded quickly after launching the software to cater to mid-sized businesses.

In recent times, the company decided to rebrand itself to “Sage" which essentially translates to "wise". Since then, they've added extra functionality and improved upon the user interface to create a whole suite of intelligent applications aimed at tackling specific problems faced by organizations. Their latest release is called Sage50 which is designed specifically for midsize organizations and provides them with better visibility into key metrics and KPIs.

The application works seamlessly alongside traditional accounting software and allows users to integrate it with third party solutions to streamline workflow. Furthermore, Sage50 boasts additional functionalities like document scanning and cloud storage.

While Sage claims that their software is fully compatible with most popular accounting packages, it's still advisable to check with your accountant before investing in anything. Remember, there are always risks involved whenever you purchase software and you should never assume everything is fine without verifying the source code yourself.

Although Sage's reputation has taken quite a hit due to financial troubles during the last decade, it remains a strong contender against giants like Oracle Business Cloud, SAP SuccessFactors and NetSuite.

We hope you found this article helpful and please feel free to leave us feedback in the comments section below. Until next time, happy coding!

Is InfraCrm a CRM?

What are the benefits of using SalesLogix?

SalesLogix is a customer relationship management or CRM tool that helps businesses track sales activity and provide better service to its clients.

The use of SalesLogix can help your business save time by automating repetitive tasks such as emailing new leads, follow-ups, reminders and so forth. It also provides easy access to all relevant information regarding each client’s account via reports and dashboards.

In addition, SalesLogix offers features like lead scoring which categorizes prospects based on certain criteria. This allows marketers to target specific groups of people who may be interested in buying from them. The data collected through these tools makes sure that marketing campaigns are well targeted according to individual needs.

Another great feature of SalesLogix is the ability to integrate other systems into Sales Logix. If there is any functionality missing in this application then you might consider purchasing another solution instead. For example if you need to create invoices automatically without having to manually enter details everytime then you should look at QuickBooks Online.

If you have not already done so then get familiarized with the different modules available in SalesLogix before deciding whether to invest in it or not. You will find that most of them come preloaded with basic features but some require additional products to work properly. Here are just a few examples of modules that you need to install separately –

Email Marketing - If you plan to send regular emails to existing and potential clients then you must purchase Email Marketing module. In addition, you may also want to check out MailChimp for sending bulk e-mails.

Customer Service Management - Customer service is vital for almost all small businesses. Customers

Sage Software acquired SalesLogix in 2016. The two products are now marketed as Infor Cloud by Sage and Infocrm by Sage.

The term "customer relationship management" or CRM stands for Customer Relationship Management. It's also sometimes called customer management and it involves managing your company's relationships with its clients. A CRM application can be thought of like a business-to-business database. For example, you could use Microsoft Excel if you're running a small retail store but you would need something more robust if you were selling cars online.

In short, a CRM is designed specifically to help businesses manage their interactions with each other as well as their customers. So when we talk about using a CRM here, we're talking about how one company manages its interactions with another company.

If this sounds too technical for you right now, then don't worry - there's plenty of free information available on the internet to get you started! We recommend checking out our guide to choosing between SalesLogix and SalesForce.com. Or maybe even take some time to read up on what exactly a CRM actually is before moving forward. You'll learn all kinds of useful details along the way.

What does CRM data stand for?

When we say "relationships", we mean the connections between different people within an organization. These might include things such as employees, partners, suppliers, distributors, etc. If these people interact with each other through email, phone calls, chats, social media platforms, meetings, etc., they have established a connection. This is where the word "relationship" comes from.

A CRM is a type of software program which allows companies to build those strong ties with their customers better than ever before. That means being able to record every interaction between yourself and your customers so that you can analyze them later down the line.

For example, imagine a car dealership who sells new vehicles. They will want to know whether the buyers who come into the showroom feel satisfied with the experience and whether they buy again. When someone buys a car, he may not necessarily go back to the same dealer next year. But if he did, he'd probably tell his friends about his good experiences with that particular dealership.

This kind of feedback helps dealerships improve their service standards and overall reputation among potential future customers. By recording everything that happens during the buying process, you ensure that you never lose track of anything important. And you make sure that nothing gets lost in translation.

As mentioned earlier, a CRM is essentially a business-to-business database. There are many benefits associated with having access to accurate and reliable records of past transactions. It makes sense therefore that most large organizations rely heavily on a dedicated CRM solution to keep tabs on their daily operations.

Some examples of typical CRM activities include:

Building detailed reports based on historical data

Analyzing trends over long periods of time

Setting goals, budgets, timelines, and milestones

Creating automated processes

Managing projects

Keeping track of leads and contacts

What is the latest version of Infor CRM?

At present, the current release of Infor CRM is 6.5. It was first released in 2011 and has been updated regularly since then.

It features improved user interface design, enhanced security capabilities, cloud integration options, mobile app integrations, more powerful analytics tools, and numerous improvements under the hood.

You can find out much more about the product at www.inforcrm.com/products/features/.

Who uses Sage CRM?

Companies big and small use Infor CRM because of the extensive functionality it offers. Its flexibility and scalability allow users to tailor the platform to meet their specific needs.

Some common industries using Infor CRM include the following:

Automotive industry

Business services

Construction

Education

Financial services

Government & public sector

Healthcare

Insurance

Manufacturing

Retail

Telecommunications

Travel & hospitality

Wholesale trade

How do I choose between Infor CRM and SalesLogix?

There are several factors to consider when deciding which CRM to pick. Here are just a few...

Price

Both Infor CRM and SalesLogix are relatively inexpensive solutions. However, Infor CRM costs less per seat while offering significantly more features. On average, the cost of installing and maintaining Infor CRM ranges from $20-$50 depending on the size of the company.

On the flip side, SalesLogix is considerably cheaper than Infor CRM. While it doesn't offer quite as many features, it still provides a decent amount of value for money. According to TechRadar, SalesLogix starts around $1,000 per month while Infor CRM typically runs around $3,500 per month.

Features

One thing to think about when comparing both solutions is the number of customization options available. Both programs provide excellent levels of customizability but Infor CRM gives you far greater control over your settings.

SalesLogix only lets you customize certain aspects of the user interface whereas Infor CRM lets you change almost everything. For instance, if you prefer to work in a spreadsheet instead of an interface, you won't have any problems doing so with SalesLogix. However, Infor CRM includes spreadsheets as part of its default setup package.

Another major difference between the two systems relates to data storage methods. With Infor CRM, you can integrate multiple databases together in order to consolidate your data. Meanwhile, SalesLogix relies solely on SQLite file format.

Support

To wrap up, let’s discuss the level of support provided by each application. As previously stated, SalesLogix is owned by Sage Software. Therefore, you should expect to receive technical assistance directly from the developers themselves rather than going elsewhere.

While Infor CRM is developed by Infor itself, it is supported by third party vendors such as Unify Technologies and Zendesk. Depending on which vendor you decide to partner with, you may have to pay extra fees for additional support services.

Finally, although SalesLogix isn't widely adopted yet, it seems to be gaining traction quickly. Many larger corporations already use it. Moreover, there are several independent CRMs which specialize in helping smaller sized companies improve their efficiency. One such example is Pulsant CRM.

What is SugarCRM?

SugarCRM is another popular choice amongst SMEs looking for affordable alternatives to expensive enterprise applications. It consists of four separate modules:

Customer Center

Service Desk

Marketing Automation

Accounting

However, unlike Infor CRM, SugarCRM is primarily focused on providing end-users with easy-to-use interfaces. Consequently, it lacks many of the sophisticated functionalities found in other CRM packages. Nevertheless, it remains highly competitive thanks to its low price point.

SugarCRM is ideal for medium-sized enterprises who require basic contact tracking and customer engagement functions. Some notable features include:

Simple dashboard layout

Easy navigation

Built-in reporting templates

User-friendly dashboards

Customizable forms

Mobile apps

Priced according to monthly subscription model

SugarCRM is compatible with the majority of operating systems including Windows, Mac OS X, Android, iOS, and Linux. To see a full list of devices, check out this page.

We hope that this article helped clear up any confusion regarding the differences between Infor CRM and SalesLogix. Which software option best suits your needs depends entirely upon your personal preferences and requirements.

Whatever your decision ends up being, rest assured knowing that the vast majority of businesses across the globe rely upon a CRM tool to stay ahead of their competitors.

If you're looking at the various CRMs out there then it's easy to get confused. There are so many different types of these applications all with their own unique features. This can make choosing one very difficult indeed. So how do you know which CRM will be right for your business needs? What should you look for when buying a new CRM solution? And what exactly is 'best' in terms of functionality? We've put together some guides on each type of CRM below but before we jump into those, let's take a step back and define what they actually mean.

The first thing to understand about any kind of CRM technology or solution is its purpose - this dictates everything else that follows. If you don't have a clear idea of why you need a particular CRM then you'll struggle to find solutions that fit your requirements. For example, if you want something simple yet powerful like a contact database then an open source product might suit better than a more complex enterprise offering. The same goes for integration with other systems too. A good place to start would be to consider whether you already use certain third party products or services from multiple vendors or organizations. You could also ask yourself questions such as "How am I going to use my CRM?" It may help to think about where you currently spend most of your time while working through potential options.

Another important factor to bear in mind is cost. A CRM app isn't just a piece of software that sits somewhere on your computer waiting to be activated. Software usually comes with installation costs and ongoing maintenance fees. This means you need to keep careful track of budgets throughout the life cycle of your chosen CRM platform and ensure you budget appropriately. You should also plan ahead for upgrades, bug fixes and security patches because these tend to happen quite regularly. Finally, remember that you’ll probably encounter problems with the app over time and it may not always respond correctly. It's wise to invest some money in professional assistance to resolve issues as soon as possible rather than letting them fester and cause further damage to your company.

Let's now explore the top 3 CRM apps available today and compare them side by side based on key areas including price, ease-of-use, customer service, customization and industry recognition. We'll finish up with our final decision on the best CRM solution for you.

What is SalesLogix used for?

SalesLogix is a cloud-based CRM solution that helps businesses gain insight into their relationships with clients and prospects. It provides detailed information on who has interacted with your brand, when, and what was said during conversations. With SalesLogix, you can easily build custom dashboards and reports to show managers exactly what's happening within your organization. The interface is intuitive and straightforward, making navigation effortless. Customers appreciate being able to access SalesLogix using either mobile devices or desktop computers.

One distinguishing feature of SalesLogix compared to other CRMs is the ability to integrate with other tools and platforms via API. These integrations enable users to connect with external data sources without compromising the integrity of the data stored in SalesLogix itself. The following list contains examples of popular APIs supported by SalesLogix:

1. SalesForce Integration: By connecting SalesLogix to SalesForce, you can quickly import contacts from your existing SalesForce account. Then, you can view activity history associated with those accounts across both platforms.

2. Zendesk Integration: Using the built-in Zendesk connector, you can send emails directly from SalesLogix instead of having to rely on email providers like Gmail, Yahoo! Mail, etc..

3. Google Analytics Integration: Connecting SalesLogix to Google Analytics allows you to monitor traffic patterns and conversions.

4. Facebook Business Manager Integration: Integrating SalesLogix to FBBM allows you to see relevant metrics like engagement rates and revenue per user.

5. Hubspot Integration: By integrating SalesLogix with HubSpot, you can create automated workflows triggered by events recorded in SalesLogix.

6. Adobe Acrobat Connectivity: An SDK allows developers to embed interactive forms inside SalesLogix documents. Developers can add form fields, capture responses, and even allow users to submit PDF files.

7. Microsoft Dynamics 365 Integration: Access realtime sales opportunities and transactions made in Dynamics 365.

8. Microsoft Outlook Integration: Use Outlook to sync activities from SalesLogix.

9. NetSuite Integration: Manage leads and contacts in SalesLogix and automatically update NetSuite records for tracking purposes.

10. Oracle Fusion Applications Integration: Easily synchronize tasks between SalesLogix and Oracle Fusion Apps.

11. SAP Hybris Integration: Get insights into your marketing campaigns and sales processes via SalesLogix and SAP Hybris.

12. Twitter Integration: Post tweets related to specific deals and promotions in SalesLogix using Twitter.

13. Zapier Integration: Build automation programs that trigger actions in SalesLogix based on notifications generated elsewhere.

14. LinkedIn Integration: Share content and collaborate with colleagues in SalesLogix.

15. Amazon Web Services Integration: Set up alerts and reminders to stay connected with your customers regardless of location.

16. Dropbox Integration: Sync folders and file attachments between SalesLogix and Dropbox.

17. Box Integration: Send e-mail messages and share rich media assets in SalesLogix.

18. QuickBooks Online Integration: View and edit invoices, purchase orders, payments, and shipping details in SalesLogix and Quickbooks online simultaneously.

19. Slack Integration: Automate workflow management and communication with team members in SalesLogix.

20. SurveyMonkey Integration: Create surveys in SalesLogix and collect feedback from employees.

21. Trello Integration: Collaborate with teammates in SalesLogix and visualize project progress.

22. WordPress Plugins: Add widgets and modules to pages in SalesLogix and display dynamic information.

23. Wordpress Websites: Customize websites created in WordPress and integrate SalesLogix with them.

24. Visual Basic Integration: Develop customized visualizations in VB and integrate them with SalesLogix.

25. Xero Integration: Track expenses, receipts, and payables in SalesLogix and Xero simultaneously.

26. Zoho Creator Integration: Design webpages and landing pages in SalesLogix and preview them on Zoho Creator.

27. ZenDesk Integration: Monitor requests and complaints in SalesLogix and communicate with customers via ZenDesk.

28. Wufoo Integration: Collect survey results and analyze trends in SalesLogix and Wufoo.

29. Zoom Meeting Integration: Join meetings hosted in SalesLogix and participate in discussions remotely.

30. Google Calendar Integration: See activity logs in SalesLogix and schedule appointments in Google calendar.

What is Sage CRM software?

Sage CRM is a suite of integrated SaaS products designed specifically for small enterprises. It offers a range of features suitable for any size business. From managing customer relationship management to accounting, Sage CRM covers every aspect of running a successful operation. Features include:

Customer Relationship Management (CRM): Sage CRM helps you organize, automate, and streamline interactions with current and prospective customers. You can record customer details, set up appointment schedules, and generate quotes/offers.

Financial Management: All financial aspects of your business are covered under Sage CRM. You can maintain bank reconciliation, prepare tax returns, and handle payroll procedures.

Inventory Control & Stock Tracking: Keep tabs on stock levels, inventory availability, and order processing times.

Accounting: Run accurate bookkeeping and billing operations that align with regulatory guidelines.

Reporting: Generate reports tailored to meet individual demands. You can customize reports to reflect your exact preferences.

eCommerce: Sell goods online with Sage Commerce. Your website can accept credit card payments, process refunds, and provide secure checkout facilities.

Collaboration Tools: Work alongside coworkers in shared workspaces. Invite others to contribute ideas or review drafts.

Project Management: Plan, prioritize, assign, and coordinate projects for maximum efficiency.

Business Intelligence: Analyze performance indicators and uncover hidden trends. Find answers to tough questions in seconds.

Cloud Computing Solutions: Stay flexible and scale capacity according to demand.

What is a CRM application?

CRM stands for Customer Relationships Management. When talking about CRM software, however, people often refer to a single component called ‘the CRM'. To avoid confusion, these two terms should never be mixed up.

To answer the question “what is a CRM application?", the correct way to describe it is ‘a software package that combines several functions under one roof'. The main components of a CRM application are typically:

Customer Database: A database containing personal details pertaining to customers, suppliers, partners, and staff.

Relationship Management: Managing client relations, contracts, and agreements.

Prospect Management: Keeping track of incoming enquiries and potential future customers.

Marketing Campaign Management: Organizing, designing, and executing campaigns aimed at driving sales.