Ramp Up Sales Efficiencies With Sage Saleslogix Remote Client
Description:
You’re on site with an important customer. You’re ready to write the biggest order of your career. But you need to know for sure that there’s enough inventory in stock to ship right away. Calling the regional warehouse is too much of a hassle. What can you do?
Content:
You're on site with an important customer. You're ready to write the biggest order of your career. But you need to know for sure that there's enough inventory in stock to ship right away. Calling the regional warehouse is too much of a hassle. What can you do?
Fortunately, you have Sage SalesLogix with Remote Client. Log onto the database at headquarters using your laptop or handheld device. Find out what's in inventory in real time. Write the order and reserve the stock immediately before someone else can get it. And while you're at it, check out your customer's sales history and any outstanding invoices, discussing any issues that might be noted in the database.
The Answer for Better Field Sales
Today, most sales organizations are widely dispersed, with sales professionals and managers working from regional offices, out of their homes, or while on the road. To stay competitive, it's crucial that they be able to download centralized data from headquarters, including customer data and information that might be specific to their location and region.
That's why Sage SalesLogix with Remote Access is so popular. Critical customer information becomes available to everyone, including field personnel, via the Remote Client feature. You can create remote databases for branch locations and mobile users that containing subsets of your primary corporate customer database, keeping security tight and restricting access to only the data each person requires. Best of all, remote databases synchronize automatically with the corporate database, to guarantee that data is always current and accurate.
Simple Synchronization
Here's another scenario for using Sage SalesLogix with Remote Access. Let's say one of your account managers is working offline. They can connect to the Internet, VPN or a company network, and synchronize their data to the database. With a single click of the mouse, data moves back and forth between headquarters and the remote client. Now both systems are updated, and staff at the central office know exactly what is going on with the representative and their customer. Better yet, Remote Client creates a compressed Transaction Exchange File (TEF) with only the changes you've made, so no irrelevant data is transmitted.
Sage SalesLogix will detect a network or Internet connection from a laptop, and synchronize data automatically. Even if you have to transmit over a low bandwidth, like with a dial-up connection, the synchronization is still remarkably fast due.
If you don't have an Internet connection, no problem. Just work offline until a connection is possible. All your data will be automatically synchronized with Sage SalesLogix at headquarters the next time you're able to link up.
Seminars Around North America QISYS, North America's largest CRM and Internet marketing consulting firm, frequently holds informational seminars on Sage SalesLogix and the Remote Client Feature. Attend a seminar and find out how this dynamic system can save you time and money – improving both your top and bottom lines. Seminars are currently scheduled in New York, Miami, Dallas, Toronto and Scottsdale.
Author: Zach S. Hoffman
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