Resolv SalesLogix Add-Ons
Over the years, Resolv has created several best-practice add-ons (often referred to as SalesLogix bundles). Some of these add-ons simplify common tasks, while others extend the functionality of Sage SalesLogix.
While Resolv offers many SalesLogix add-ons, our premire add-ons include:
Super Search
SuperSearch is a search tool which gives the end user the ability to easily create a query while also allowing for detailed and more advanced searches.
KPI Dashboards
KPI Dashboards is all about empowering your business leaders and sales force with relavant, real time information in visual dashboards within SalesLogix. Whether it’s key performance indicators, operational goals, or tracking work group contributions, KPI Dashboards offers at-a-glance insights into your key data. Executives, managers, sales people and service techs can quickly flip through different perspectives of your enterprise data, allowing them to easily identify problems and diagnose causes. The graphs, charts and trend indicators that make up KPI Dashboards will quickly become the nerve center for health checks and decision making.
Expense-it
Expense-it is an expense tracking tool for SalesLogix that allows users to enter expenses and attach receipts to expenses. It allows management the ability to approve expenses, and it allows accounting to bill and pay expenses, as-well-as gather receipts for audit purposes. Expenses can be tracked against all major sections in SalesLogix.
History Search
Have you ever had to look for a certain email, meeting or phone call buried within thousands of history items for a contact? With history search, you can easily filter your history items for a contact, account, or opportunity based on key words.
Radius Group
Do you have the need to create groups based on a distance from a ZIP code? For example, do you ever need to see all manufacturers within 50 miles of the ZIP code 90216? If you do, you will love this bundle. It gives your users the ability to create groups based on the proximity of ZIP codes.
Qualification Tab
Do you have qualification questions that help you understand a prospects readiness to buy? Many companies also have discovery questions that they ask as the prospect moves closer to being a customer. These questions are vital to the sales process, and yet, the answers to the questions are often buried within the notes and history. The qualification tab allows your users to track the answers to your critical qualification and discovery questions in a single, simple to use tab, keeping the answers readily available.
Co-workers Tab
This tab is so simple, you have to wonder why it is not a default part of SalesLogix. It simply displays all of a contacts co-workers (or other contacts at the same account). No longer do your users have to jump to the account screen to see other contacts at the same account.
Soft Delete
The database server for SalesLogix can be either Microsoft SQL Server or Oracle. Both of which are unforgiving in relationship to deletions. Once a record is deleted, there is no
Dymo Label
Do you have a Dymo Label printer? Our Dymo Label Printer integration with SalesLogix allows you to simply print a contact label or an account label at the click of a button. It also allows quick printing of multiple labels from a contact or account group. Simply install your Dymo Printer, and click the button.
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