Wednesday, July 11, 2012

Benefits of SalesLogix 7.5 For Web Environment


No doubt the tendency of companies is to focus its business processes to the Web environment, access to information at any time is useful and provides more efficient job performance.

The advantages offered by SalesLogix 7.5 for an end user are mainly in the capacity of the system provides for easy access and understand how to integrate business processes related to CRM (Customer Relationship Management). Among the benefits that can be found working in the web environment are the following: Ease of Use: The design that offers SalesLogix Web 7.5, it becomes easy to use tool for any user because it simplifies access to information is needed. We can build different dynamic lists to filter a specific subset of data, store it in a group so you can access it at any time. Additionally you can display the most important information of an account, contact, etc.., In a display compressed area without direct access to the details of each of the entities, which significantly minimizes the access time to data. Improved productivity: Let's start by naming some improvements that significantly impact the productivity of users, as a first step the user interface was completely redesigned, we know exactly where in the application are limiting unnecessary displacement, we can enlarge and reduce the navigation area and thus give more space to the area of ​​data visualization.

We can also customize your workspace by adding different tabs in the central panel and display them at the same time, we can right-click quick access to more choices and actions without having to enter the other toolbar menus. And generally provides access to management tools to streamline business processes and increase efficiency in achieving results. Ease of Management: Provides the tools necessary to improve the experience in customer service is concerned. We can attach files associated with meetings, phone calls, emails, notes and personal activities, as well electronic mail messages sent through SLX are in a historic stores this information as it was sent, with links, images, attachments, etc.., which are embedded in the mail. For better information management can eliminate manual processes and automate those that are key to any entity in SalesLogix (Accounts, Contacts, Tickets, etc..), Thereby saving time on those that are routine in some way in which to daily. SalesLogix Web 7.5 also gives us the ability to create timelines for managing information related to the Accounts and tickets in the system, using the tool have a graphical representation of a sequence of events associated with these entities in a given period of time, whether past present and even future.

Similarly we can create, customize and integrate a timeline in most areas of aplicación.Podemos easily create Mashups are tools that allow us to use content from other applications to create a comprehensive and innovative new content, and thus to integrate data easily with external resources such as ERP applications, Google Maps, Hoover, etc. Information Visualization: Perhaps most important for an end user at the time of purchase Software is the way it looks and how easy it is to navigate if you can go back and forth without many turns and displays the information as needed, in this sense the SalesLogix 7.5 Web environment provides all the tools to facilitate navigation within the system and the way information is displayed through a modern interface with features that save time .

Users who use a Web client can work online or offline, meaning that if at any time without access to Internet, you can continue working in SalesLogix off without losing data or something like that. The coexistence of Web clients and LAN clients is completely transparent to end users, both can access the data at any time regardless of the infrastructure in which they work. With the potential of the tool and the conditions presented by the market, where every day the information is centralized and all is headed to the Web, it is important to have a system in which we can efficiently manage our business processes and and generate added value for customers. (This article was written by Andrés Garrido, Development Engineer Solutions Sage CRM SalesLogix based in Mind Andina)

No comments:

Post a Comment