Sage Software Case Study: SEI Investments

Topics:
CRM
Tags:
Customer Relationship Management (CRM),
Software,
Sales Strategy,
Sales,
Sage Software,
Sage CRM SalesLogix,
Operational Accounting,
Investment,
Finance,
Enterprise Software,
...
Source:
Sage Software

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Overview: SEI needed a flexible CRM solution that would support its highly complex sales process. Sage CRM SalesLogix customized wizards standardized and automated critical functions in just 45 days. Now vital information is shared between front- and back-office systems. With Sage CRM SalesLogix in place, SEI's salespeople are now capable of handling nearly three times as many opportunities as they were before.

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