Sales Logix Customer Service

Resolve customer questions, issues and requests quickly for a high-quality customer experience, capitalize on new selling opportunities and provide convenient self-service solutions to customers.


SalesLogix Customer Service delivers powerful issue tracking and resolution tools to maximize customer satisfaction and loyalty. SalesLogix Customer Service is part of the integrated SalesLogix customer relationship management suite, which also includes Sales, Marketing and Support automation solutions.

Track and Resolve Customer Questions, Issues and Requests

SalesLogix Customer Service provides the advanced issue tracking and resolution tools needed to quickly resolve customer questions, issues and requests and deliver a high-quality customer experience. Each service ticket created contains detailed information including a unique ticket ID number, contact info, type, status, urgency, assignment, date required and service contract details.

From within a ticket, employees can search for solutions or schedule activities such as phone calls, meetings or to-dos to follow up on open issues. Service reps can also easily communicate with customers by sending e-mail with attachments such as white papers, quotes or product info. Tickets are associated with Accounts and Contacts, so a record of all service interactions, past and pending, is maintained in SalesLogix and can be viewed by employees from across your organization.

Find Critical Information and Resources Quickly

SpeedSearch, the powerful knowledge base search engine in SalesLogix, helps service professionals quickly locates resolutions to customer issues. Service reps can search prior tickets, attachments, procedures, activities and notes, as well as reference materials such as online manuals, FAQ and white papers. In fact, an advanced keyword search can be run against any information in SalesLogix or on a shared network directory.

With SpeedSearch, service reps can scan search results rapidly and efficiently, due to advanced filtering, scoring, sorting and preview capabilities. When the desired resolution is identified, service reps can populate it into the ticket, communicate it to the customer and record it in the account history with only a few clicks. When

SalesLogix Customer Service Key Features:

  • Ticket Management
  • Service Contract Management            
  • SpeedSearch / Knowledge Base
  • Activities & Communications
  • Reporting
  • Web Customer Portal
  • Back-Office Integration
  • Integrated CRM Benefits
  • Configuration & Workflow
  • Windows, Web and Wireless