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Business Process Analysis and Design
We find many companies have very well designed manual processes to support their organization and designing them within a CRM tool like Sage SalesLogix is quite simple. Some organizations have very defined processes that involve disparate systems with multiple silos of data where Sage SalesLogix can bring everything together.

Would you like to reduce or eliminate manual processes, redundant data entry, disparate systems, and multiple silos of data?

Read about the Top Ten Benefits of CRM or call Simplesoft to discuss at 937-885-1204 x3204. Regardless of the state of your business processes we follow these steps to work with your organization to create efficiencies in Sage SalesLogix, SageCRM, or ACT! by Sage.

  • Document Current Business Process
  • Collect Additional Requirements from User Groups
  • Finalize Business Process
  • Prototype CRM Design
  • Review Prototype with User Group
  • Final Design Approval

 

 

"Sage SalesLogix has given Gosiger a competitive edge in our industry and strengthened the relationship and credibility we have with our machine builders. Because we can provide the machine builder a forecast that is based on facts and a proactive approach to our prospect and client base it build confidence in our organization. SalesLogix has simplified and streamlined the quoting process and eliminated thousands of unproductive hours from our business."

- Pete Haley,
Managing Partner

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