Sage SalesLogix has been selected by CALFOREX Foreign Exchange for a CRM deployment upgrade. CALFOREX’s business development, client management, trade details, operations and reporting systems will be now supported by integrating IP telephony and several banking systems. An announcement in this regard has been made by Sage North America.
The required custom integrations and companywide workflow will be now fully enabled with CALFOREX which is transitioning from Microsoft (News - Alert) Dynamics CRM. A Sage SalesLogix web client will be used by CALFOREX as its standard user interface. Customer accounts will be managed and cases sales will be supported by CALFOREX employees through Sage SalesLogix. A role-based workflow on customizable dashboards will be used for the same.
In a release, Sam Ranieri, corporate Vice President of CALFOREX Foreign Exchange said, "Sage SalesLogix is built on the flexible CRM infrastructure we required to merge our sales, support, call center and transaction activities into a single comprehensive workspace for employees."
According to Ranieri, a single view of all of the client data and currency trade details across the company will be now provided by centralizing records in Sage SalesLogix. This will help to better serve the customers. The organization will be also able to grow its current transaction volume of over $1 billion a year in trades.
A complete view of customer interactions across sales, marketing, customer service and support functions is provided to organizations by Sage SalesLogix. Customer inquiries or sales opportunities can be therefore collectively responded promptly and knowledgeably by the teams. Businesses are able to achieve stronger sales results with powerful process automation and a highly customizable platform. For more information on SalesLogix, visit www.sagesaleslogix.com.
The wholesale currency services and foreign exchange provider, CALFOREX trades over $1 Billion with over 1 million customers per year. Private clients, individuals, financial institutions and businesses are offered offers preferred rates on currency exchange, wire services, ACH, EFT and travelers checks by CALFOREX. The organization also offers them the most up-to-date market information and 'top dollar' service each year. For more information, visit www.calforex.com.
The Sage Group is a top supplier of business management software and services across the globe. Sage North America is a part of the Sage Group. For more information, visit www.sagenorthamerica.com.Carolyn John is a Contributor to TMCnet. To read more of her articles, please columnist page.
Edited by Chris DiMarco