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MBI Systems Corporation

 

Providing quality custom software solutions since 1988.

 


 

Sage SalesLogix CRM is an excellent tool for building and maintaining good customer relations for a small to medium business. It allows the user to keep important contact information on their clients and can even be used with Microsoft Outlook. Just a few examples of its capabilities include:

  • A note-making function so you can remember exactly what you need to discuss with a client.
  • Multiple methods for finding certain clients or users within the program.
  • User friendly controls.
  • Direct connection with Microsoft Outlook for easy emailing.

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Inaport provides full support for Sage SalesLogix version 6.x and 7.x.  It is the fastest, easiest, and most cost effective way to perform tasks such as:

  • Import contact or lead information from Excel, Access, text files or web site, using simple or sophisticated matching techniques to prevent duplicates.
  • Import accounting information about Accounts or Contacts; for example, order history, current sales, year to date summary information. Extensive data transformation capabilites with user preview ensure that the data is presented in the format required.
  • Export contact information to be verified by a tele-marketing operation, then updating the SalesLogix system with the results.
  • Synchronize CRM information with corporate ERP systems.

 

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