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Excellent CRM, Perfect tool for Marketing and Sales
Updated November 18, 2014

Excellent CRM, Perfect tool for Marketing and Sales

Christopher Composto | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Saleslogix

Overall Satisfaction with Saleslogix

  • Saleslogix is a full featured, comprehensive CRM program.
  • Aided in consolidating company wide contacts - across divisions, departments and users.
  • Helped to create a targeted campaign for marketing purposes.
  • Server version was clunky and graphically outdated...screens were cluttered with information and often cumbersome for users to understand.
  • At the financial firm where the product was implemented Saleslogix positively impacted employee efficiency and targeted marketing lists.
  • Marketing efforts could be quickly generated, events planned and customers invited more efficiently.
Price, support, ease of use, integration. Features were consistent with our goals. We wanted a system that could be used to unify disparate data across the company. The cost of implementation, servers, licensing, maintenance and consulting fees were competitive. We used a reseller that helped us evaluate several products, and helped guide us to choose Saleslogix.
A lot of time and effort was put into the launch of this product. Importing users, cleaning up duplicate contacts, user training, etc. The product works! It does what they say it does...therefore why switch?
Evaluate what is currently on the market. Evaluate "Cloud-based" solutions as well. Microsoft's CRM product was a close second to Saleslogix. Best to work with an implementation specialist or partner/reseller of the product. Our reseller provided all the technical expertise and worked alongside our IT department to ensure a successful launch.

Evaluating Saleslogix and Competitors

Yes - Excel spreadsheets, Outlook Contacts, Access Databases! At that time, each of several departments were keeping client lists in Excel, Outlook and Access. Customer lists were often outdated, duplicated and cumbersome to collect and integrate. Event invitations were impersonal and bland. We wanted to create one comprehensive database that all of our business units could access to provide unified, current information. Saleslogix provided this solution.
  • Price
  • Product Reputation
Price was really the most important factor. We evaluated 4 products and chose the most cost effective software to implement. Licensing and maintenance costs were important to consider as well. Annual costs should be carefully evaluated as a new ongoing budgetary line item. We also had some current customer reviews from companies across the US and UK who had used Saleslogix for a number of years.
I would always choose to have end users involved in the selection process. I would have liked to have a user representative from each business unit. We used a combination of managers and users to select, along with an implementation committee. This worked well for us, but we found that you can't please everyone all of the time...the people not involved in the selection process didn't "buy-in" to the usage as quickly as the users involved in the selection process.

Using Saleslogix

After the initial "learning curve" it is easy to use.
ProsCons
Like to use
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Feel confident using
None
  • Adding new clients
  • Customization of fields.