Customer Relationship Management

What could be more important to your company than effectively managing the relationship with your customers? Acquiring new customers can cost five times as much as retaining existing customers. Logix provides the tools to enable you to deliver the results today’s demanding customers expect. And, tight integration with Microsoft Office and Outlook provides tools your people are familiar with while keeping important contact history available to all users.

Opportunity/Quote/Sales Management Defining a sales opportunity is much like entering a sales order in Logix. That’s because we’ve designed our CRM with your sales and order entry people in mind.

Opportunities and Leads

• Track opportunities by Customer, Product, Sales Person, Sales Type, Sales Stage and more
• Summary Command Center for simple management of prospect information
• All information quickly converted to Quotes

Integrated Contact Management

• Quickly sort, filter and view Customer and Vendor information
• Emails, tasks, notes, and events automatically sent to Outlook
• Manage Activities, Opportunities, and Tasks
• Share contact events across the company

Quoting and Sales Orders

• Quickly convert Quote to Sales Orders
• Flexible Ship To, Bill To, and Care Of addressing
• Optional Approval Processing procedure
• Attach related files to Sales Order for simple referencing throughout order processing and customer history

Comprehensive Sales Reporting

• Commission management
• Integrated reporting and charting by Item, Customer, Salesperson
• Dynamic charting and analysis of sales and shipments