Swiftpage Adds Social CRM Features to Saleslogix
Updated · Jan 16, 2014
Swiftpage, a provider of integrated marketing and CRM solutions, has added a slew of social media capabilities to the latest version of its Saleslogix software, including a Social Timeline that offers a unified view of all customer social media activity across multiple sites. The features are available as a free add-on for version 8.1.
“Interacting through social media is now fundamental, but our users are giving us clear feedback that it’s becoming too difficult for them to monitor and engage their customers across multiple sites in a concerted way — especially as the number of social media sites continues to grow,” said Lorcan Malone, senior vice president and general manager of the Saleslogix business unit, in a statement.
Each time a customer posts or is tagged in a post on a social media site like LinkedIn or Twitter, the post appears as an icon on the Social Timeline using the respective site’s logo. Users can zoom into a particular period on the timeline to see more details on each post or grouping of posts. They can also click on each of the icons to see the complete post in a pop-up window, comment on the post or send a direct message to the contact via the same social site — all from within the Saleslogix interface.
User-generated responses are added automatically to the interaction history for the contact, similar to the way any email or other online interaction would be added. Users can choose to have social media interactions manually or automatically added to customer notes, leads, opportunities, to-do lists, support tickets or feature-request lists. Anyone with access to the customer’s profile sees a complete record of all interactions, updated as they take place.
Other new features include Social Profiles and Social Buzz interfaces, which enable users to better understand their customers’ social media preferences and topics of interest.
Social Profiles provide a snapshot of each contacts’ most-used social media sites and activities, including the contact’s LinkedIn profile, integrated into the contact’s main overview screen. As with all other types of contextual contact information in Saleslogix, users can add, remove or reposition Social Profiles at any time, enabling them to customize the interface to fit their needs and style of work.
Social Buzz allows users to quickly identify trending topics on social media channels and how their customers are participating. Users can create customized tabs within Social Buzz to track specific topics and identify conversation participants, posts and date/time of posts.
In addition to these social features, Saleslogix 8.1 enhancements include:
- Outlook synchronization that offers users access to their Saleslogix contacts, calendars and library documents from within Outlook, via a new Outlook Toolbar.
- An improved Sage ERP X3 integration that allows users to share information between Saleslogix and their existing Sage ERP system more easily using a multi-point synchronization engine that enables cross-application processes and real-time data feeds.
- A centralized management interface that makes it easier for administrators to configure, manage and troubleshoot synchronization between Saleslogix and other enterprise systems.
- Expanded browser support that allows full access to Saleslogix functionality through Chrome, Safari and the latest versions of Firefox.