Sage SalesLogix delivers
powerful customer
service automation
capabilities that help
you effectively respond
to customer issues and
capitalize on new
selling opportunities.
Sage SalesLogix Customer
Service is a component
of the integrated Sage
SalesLogix CRM suite,
which in addition to
customer service
automation and ticket
management capabilities,
also includes Sales,
Marketing, Support, and
Mobile automation
solutions.
Track and Resolve
Customer Questions,
Issues, and Requests
Sage SalesLogix Customer
Service provides robust
customer service
automation capabilities,
delivering the issue
tracking and resolution
tools needed to quickly
resolve customer
questions, issues, and
requests and deliver a
high-quality customer
experience. Each service
ticket created contains
detailed information
including a unique
ticket ID number,
contact info, type,
status, urgency,
assignment, date
required, and service
contract details for
efficient ticket
management.
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From within the
ticket
management view,
employees can
search for
solutions or
schedule
activities such
as phone calls,
meetings, or
to-dos to follow
up on open
issues. Service
reps can also
easily
communicate with
customers by
sending e-mail
with attachments
such as white
papers, quotes,
or product info.
Tickets are
associated with
Accounts and
Contacts, so a
record of all
service
interactions,
past and
pending, is
maintained in
the Sage
SalesLogix
customer service
automation
application and
can be viewed by
employees from
across your
organization. |
Find Critical
Information and
Resources Quickly
SpeedSearch, the
powerful knowledge base
search engine in Sage
SalesLogix, helps
customer service
professionals quickly
locate resolutions to
customer issues,
ensuring highly
efficient and effective
ticket management.
Service reps can search
prior tickets,
attachments, procedures,
activities, and notes,
as well as reference
materials such as online
manuals, FAQ, and white
papers. In fact, an
advanced keyword search
can be run against any
information in Sage
SalesLogix or on a
shared network
directory.
With SpeedSearch,
service reps can scan
search results rapidly
and efficiently, due to
advanced filtering,
scoring, sorting, and
preview capabilities.
When the desired
resolution is
identified, service reps
can populate it into the
ticket, communicate it
to the customer, and
record it in the account
history with only a few
clicks. When the desired
resolution is
identified, employees
can easily input and
submit them to the
knowledge base for
future reference.
Manage for Maximum
Productivity
The reporting
capabilities in Sage
SalesLogix customer
service automation
software helps managers
capture and analyze
customer service metrics
to assess team
effectiveness. Managers
can view call
turn-around time,
first-call resolution
percentage, issue totals
by category, escalation
history, unresolved
issues, and a weekly
recap.
A feature within the
Sage SalesLogix ticket
management view
automatically tracks
time spent resolving
individual issues, based
on when users “punch-in”
and “punch-out” of
individual tickets. Sage
SalesLogix can also
monitor tickets
proactively based on
business criteria you
define, and send
automatic alerts when
service conditions occur
such as overdue tickets,
expiring service
contracts, or issue
escalations.
Help Customers
Help Themselves
Sage SalesLogix customer
service automation
software helps reduce
costs while empowering
customers to find the
answers they need—online
at their convenience.
With the Sage SalesLogix
Web Customer Portal,
customers can view, add
or edit tickets and
submit comments or
attachments via the
easy-to-use online
ticket management
capabilities. The Web
Customer Portal puts the
same resource and
intelligence used by
your professionals on
your Web site, along
with powerful search
technology that
simplifies the
self-service experience.
Integration for a
Complete Customer View
Sage SalesLogix
integrates with leading
back-office applications
so service reps can
access key customer
information such as
credit status, balance,
and terms, as well as
reference prior orders,
invoices, payments, and
shipping info. Service
professionals can also
utilize Sage SalesLogix
customer service
automation capabilities
to view current product
information, pricing,
and discounts in order
to capitalize on
potential cross-sell and
up-sell opportunities
when interacting with
customers.
Sage SalesLogix
customer service
automation software is
highly flexible and can
be tailored to work in
concert with your
existing business
processes. And because
Sage SalesLogix captures
information from all
points of customer
interaction, employees
from Sales and Marketing
to Service and Support
benefit from a holistic
view of every customer.