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• At a Glance
• SFA - Business Process Assessment
• SFA Implementations
• SFA Extensions
• Marketing Best Practices
• Partner Best Practices
• Pipeline Management Best Practices
• Revenue Recognition and Compliance
• Professional Services
• Support and Administration
• Expert Witness Engagements

Services

At a Glance

SalesLogistix moves your SFA / CRM system from an under-utilized tool to a system that increases revenue productivity.  Sales reps actually want to use the system because it helps them manage the complex sale and close business.  Reps waste less time, and marketing delivers higher quality leads.  Management can actually see the business in real time.

SalesLogistix provides clients lasting gains in revenue, management visibility, and user adoption.  The systems we've worked on are not only more comprehensive -- streamlining more business processes -- but they're easier to use. 

What's wrong with most SFA / CRM systems today?  Take a look at what industry analysts are saying here.

SalesLogistix works with clients across a range of industries to improve their marketing and sales effectiveness through:

• CRM business process consulting and best practices
• Opportunity management and pipeline visibility
• Enhancements that make users want to use the SFA / CRM system on a daily basis
• Lead cultivation
• Partner relationship management
• Marketing campaign and lead gen improvements
• Reporting, dashboards, score-cards, and analytics
• Extensions and integrations to link your SFA / CRM system with order processing, finance/accounting, ERP, support, eCommerce, and other customer-facing applications.   

SalesLogistix also provides fast, deep, cost effective implementations of our recommendations. We work with your team to improve your business process and SFA / CRM system without interrupting your ongoing business.

SalesLogistix professional service offerings include:

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