Saleslogix, the good, the bad, the ugly!
Updated December 22, 2013

Saleslogix, the good, the bad, the ugly!

Dave Mattingly | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • All

Overall Satisfaction

  • Saleslogix functionality can be managed to a very granular level for each individual using it. Within the users profile you can restrict access to modules, remove write permission, remove export privileges, etc.
  • Saleslogix has one of the best sync engines I have ever seen. If you allow your outside sales reps to have their own database, they can modify customer record while off line and when they do have internet access they can sync changes in both directions. This functionality works great when you have inside and outside sales staff covering the same territory.
  • Saleslogix can be customized using Visual Basic Code syntax. This is a positive aspect as well as a negative. Our existing Saleslogix is so customized that if we were to upgrade to 8.0 it would cost us over $20k to redo some of the customizations. Upgrades are frequently incompatible with customizations.
  • Support was very spotty when Sage owned the product. It was hard to find truly qualified technical support staff. Swiftpage recently purchased Saleslogix from Sage. I do not have any experience with technical support at Swiftpage but I have heard that it better than Sage.
  • Each release tends to have quite a few bugs. A better Quality Assurance staff and testing plan is needed before releasing to the public. Due to the change in ownership I am not sure whether this situation will/has changed.
  • Quoting module could be enhanced significantly. We elected to use Power2Quotes quote module from CustomerFX (a Plugin). Quoting module in Salelogix is very bland and minimal.
  • The quoting module from CustomerFX is also customizable. We paid the license fee to yet further customize the quoting module to meet our exact business needs. Having said all this, I am simply stating the obvious fact regarding technology. That being if a company continually customizes applications to adapt to their business that they will become increasingly dependent on that product as the ONLY way to do business.
  • Management will always look at what has been invested in the software (i.e. license costs, maintenance, customizations, third party extensions, etc.) and will be biased when evaluating new alternatives.
  • Saleslogix does a great job of tracking customer interaction (i.e. meetings, phone calls, emails, etc.) The ability to create groups based on territory and assign specific sales personnel to those groups has help us manage our sales funnel. We are able to designate A,B and C customers based on sales history.
  • The ability to have 'ticklers' for follow up calls has helped us grow our sales revenue and build customer relationships.
  • Customer service can now look at what our sales staff see for the customer profiles. This helps in establishing better customer service leading to a satisfied customer.
We have too much invested in customizations to walk away from it. Once again, the ability to customize Saleslogix is both a positive and negative attribute. Saleslogix is offering a cloud based solution so they recognize where the future is moving to. Unfortunately it is still an enormous amount of cost, training and functionality to move to that solution. At the time of this writing CustomerFX doesn't have a cloud solution for that quoting module our sales staff depend on. And if we move that direction we will have to pay again to get the cloud based modifications performed. We're on the hamster wheel of technology.
I believe that a cloud based CRM package from Salesforce or SugarCRM would be the better decision at this time. As we are all aware, technology changes. Saleslogix was the right solution in the 90's, but today I believe we would go in a different direction if we had to do it all over again.