Here's how your sales team can use SalesLogix' automated processes. Processes can be run manually by users at any time or they can be automatically triggered based on any action or criteria. For example, all new tradeshow leads interested in a certain product can be assigned a process when they are imported into the system. Users can view the status of processes for individual contacts and accounts, or they can view all processes by status. When steps of processes are completed, a notification is logged in the history for a particular contact.
Administrators can distribute processes to individual users or sales teams.
The telemarketing department may use different processes than field sales, for example. When a process is modified on the host system, it is automatically synchronized with field users. A series of actions in a process can either be run all at once or in stages. That is, a step in a process can wait for the completion of a previous step in order to proceed. When the user answers the question from a predefined list of responses, the process will follow an appropriate track.