News | April 28, 2014

Swiftpage Advances Strategy For 'Your CRM Inside' With Debut Of New Saleslogix Xbar For Microsoft Outlook

Unique Solution Embeds the Functionality and Benefits of Saleslogix Inside the Enterprise E-Mail Client Millions of Users Already Know and Work With Every Day

Swiftpage, a leading provider of integrated marketing and CRM solutions for individuals, growing businesses and mobile sales teams, recently unveiled a new add-in to its Saleslogix CRM solution that seamlessly embeds the functionality of Saleslogix into Microsoft Outlook 2010 or newer versions.

Titled the Saleslogix Xbar, the add-in enables users to access their most important Saleslogix information and functionality through an intuitive, context-aware window that is "docked" within the Outlook interface.

When a contact is accessed in Outlook through opening e-mail correspondence or calendar activities, the Xbar instantly displays key information, activities and opportunities for that contact stored in Saleslogix.

A wide range of information and activities can be accessed, including interaction history, follow-up action items, leads generated from e-marketing campaigns, opportunity management, and more. Users can freely work with and modify the Saleslogix information, taking actions and updating the information as necessary, all from within Outlook and without ever losing sight of their inbox.

Users can also quickly create entirely new contacts, accounts and opportunities through the Xbar. This can often be done quickly and conveniently by dragging and dropping existing information from e-mails into the Xbar interface.

Contact, calendar and interaction history changes made in Xbar automatically update within Saleslogix in real-time, ensuring other team members can immediately see and access the updated information.

Your CRM Inside
The Saleslogix Xbar is the next major milestone in an overarching product and business strategy Swiftpage has titled "Your CRM Inside." The strategy is designed to help customers maximize employee adoption and usage of CRM in their daily work.

As a major part of this strategy, Swiftpage has continued developing a unique data interchange standard coupled with an adaptive architecture for Saleslogix. Combined, these enable third-party applications and devices to more efficiently exchange information with the solution, making it easier to embed Saleslogix functionality into other platforms. As with the Xbar for Outlook, this allows users to gain all the benefits of Saleslogix, but accessed and managed within the applications and devices users already know and prefer.

"The trend we're seeing in the market right now is that although many companies have implemented competing CRM solutions, actual adoption and usage among employees often remains low. We've made it a top priority to help companies solve this challenge, and the 'Your CRM Inside' strategy is one key piece to making that happen," said Lorcan Malone, general manager and senior vice president for Saleslogix. "With 'Your CRM Inside,' our goal is to give users all the benefits of Saleslogix, but with minimal complexity, maximum flexibility, and a far lower learning curve."

Availability, Pricing and Webcast Demonstration
The Saleslogix Xbar for Outlook will be available to customers as a pre-release beta in May. General availability will be in June. It will be offered as a complimentary new feature add-in for all North American users of Saleslogix 8.0 and 8.1, including both cloud-based and on-premises deployments, and those who are active support subscribers. International versions are planned for release in the coming months.

Swiftpage will host an online webinar to officially unveil and fully demonstrate the Saleslogix Xbar on May 19, 2014. All are welcome to sign up for the webcast now at CRMThreads.com. Existing Saleslogix customers are encouraged to contact their respective Saleslogix Business Partner for more information on installing and using the Xbar within their current configuration, or inquire about upgrading to the version 8 platform.

About Saleslogix
Saleslogix is the CRM platform of choice for companies strategically focused on customer engagements seeking to build cost-effective, purpose-built solutions for the mobile world. Award-winning Saleslogix enables intelligent collaboration and best practice automation across sales, marketing, and service -- recommending and performing winning actions to help drive revenue and an exceptional customer experience. Experience unparalleled flexibility and control with Saleslogix - with Cloud, on-premises, hybrid, and mobile options to accommodate diverse IT and business objectives. For more information, visit www.saleslogix.com

About Swiftpage
Swiftpage is committed to empowering individuals, growing businesses and mobile sales teams to better manage their business interactions, more intelligently engage their customers, and convert more interactions into transactions. The company's growing network of partners, customers, end-users and employees collectively represent the Swiftpage Nation, united across the globe as one team, on one journey. For more information, visit www.swiftpage.com.

Source: Swiftpage