Rocky Mountain CRM a SalesLogix Business Partner
Rocky Mountain CRM
Click here for a quick overview of Sage Business Software Solutions offerings for CRM Software Products

SurveyLogix - A survey tool designed for SalesLogix CRM
Put the voice of your Customers and Prospects into your CRM system with SurveyLogix for SalesLogix


CardScan for SalesLogix CRM
Manage the business cards and leads you receive more efficiently with CardScan for SalesLogix


Paribus Data Deduplication
Improve your ROI on Marketing by consolidating your database records and removing duplicates with Paribus


KnowledgeSync Business Process Management for SalesLogix CRM
Keep a closer eye on your client database and automatically distribute reports and alerts with the Business Alerts application KnowledgeSync


SwiftPage Marketing Tool for SalesLogix CRM
Snapshot by Swiftpage is a sales force automation tool that uses the power of email to help you know who to send email to, know who to call based on their interaction with your email campaigns and know what to talk about once you have them on the phone.

SalesLogix Overview

SalesLogix Marketing Features

SalesLogix Marketing helps you instantly identify your most profitable prospects and launch targeted campaigns designed to shorten the sales cycle. Comprehensive, timely data regarding your customer interactions is captured enabling you to build strong and collaborative relationships with your customers. Critical intelligence on the effectiveness of each campaign is available instantly allowing you to respond proactively to changing market conditions. SalesLogix Marketing—the complete solution for managing, tracking, and measuring targeted marketing campaigns.

Below is a just a sampling of some of the key SalesLogix Marketing features. For an extended features tour of the SalesLogix Sales, Marketing and Customer Service systems, click here. Or talk with one of our certified SalesLogix Consultants in Denver Colorado at (303) 495-3503.

SalesLogix Campaign Management

  • SalesLogix allows you to Design, execute, and track all campaign activities in one location.
  • SalesLogix allows you to Re-use past successful campaign profiles to increase response rates.
  • SalesLogix allows you to Launch custom contact processes to automate workflow for sales reps.

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    Segmentation & Groups with SalesLogix CRM

  • SalesLogix CRM allows you to Deliver targeted marketing messages or sales offers to select customer segments
  • SalesLogix CRM allows you to Enable sales reps to quickly create groups for personalized sales campaigns
  • SalesLogix CRM allows you to Segment customer and prospect lists using user-friendly filtering tools
  • SalesLogix Lead Management

  • Import leads from web forms, tradeshows, seminars, or purchased lists into SalesLogix
  • Create leads from cold calls or referrals
  • SalesLogix Tracks leads at every stage, from lead through closed sale
  • SalesLogix Web Lead Capture

  • Capture prospect information via a company website and import lead data directly into SalesLogix
  • Launch marketing processes to schedule letters, calls or literature requests from within SalesLogix
  • Gather valuable demographic data for use in segmentation in SalesLogix
  • Lead Qualification with SalesLogix

  • SalesLogix allows you to Create qualification checklists using criteria you define
  • Click to convert qualified leads to new sales opportunities within SalesLogix
  • SalesLogix allows you to Merge duplicate leads with existing contacts and accounts
  • SalesLogix Workflow Automation

  • Streamline marketing and sales campaigns by automating standard tasks within SalesLogix
  • Automatically archive letters, e-mails, faxes or proposals within customer account records in SalesLogix
  • E-mail Marketing with SalesLogix CRM

  • Execute e-mail campaigns using Mail Merge or one of the integrated marketing service providers integrated with SalesLogix
  • Upload target lists directly into EmPulse or SwiftPage from SalesLogix
  • Transfer EmPulse/SwiftPage response data automatically into SalesLogix
  • View response data real-time to analyze the impact of campaigns in progress from within SalesLogix
  • SalesLogix allows you to Assess campaign metrics such as response ratio and associated sales revenue
  • Campaign Task Management with SalesLogix CRM

  • SalesLogix provides the ability to Coordinate and track the stages and tasks critical to executing effective campaigns
  • Schedule task owners, assign dates, due dates and budget for each task Budget in SalesLogix &

    Revenue Tracking with SalesLogix CRM

  • Gain critical visibility into campaign budgets and direct revenue impact using SalesLogix
  • View revenue real-time as opportunities linked to campaigns as they are updated with SalesLogix CRM
  • Track forecasted vs. actual budgets, including metrics such as cost per lead from within SalesLogix


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    SalesLogix CRM Campaign Reporting (ROI)

  • SalesLogix provides the ability to Analyze the effectiveness of marketing efforts (ROI) and increase efficiency
  • Examine campaign data responses, associated revenue and product detail
  • Evaluate potential vs. actual returns for each lead source, region or media type
  • SalesLogix CRM Marketing Resource Library

  • Maintain a central repository for marketing information, materials and tools
  • Attach and send files from the Library in e-mails to customers and prospects Windows & Web
  • Web Access through SalesLogix CRM

  • Capture or update campaign related information via the Internet with SalesLogix
  • Activate the ‘Do Not Solicit’ feature to exclude accounts from future campaigns included with SalesLogix

  • ADDITIONAL INFORMATION
    For more information, please contact our sales department at (303) 495-3503, or email at sales@RockyMountainCRM.com or visit our
    Rocky Mountain CRM Contact Us Page.

    © 2007, Rocky Mountain CRM, LLC ALL RIGHTS RESERVED


    Rocky Mountain CRM is headquartered in Denver Colorado, and services clients in Coloarado, Arizona, Sothern California and various other locations across the nation


    Vertical Solutions:
    SalesLogix for HighTech Companies,
    SalesLogix for Education Institutions,
    SalesLogix for the Financial Services Industry
    Other Links:
    SalesLogix Marketing Capabilities
    Add On Products
    60 Day SalesLogix Trial