Sage North America has announced that Castle CRM has added a cloud computing version of Sage SalesLogix to its CRM offerings.

 

Castle CRM, a Sage CRM Solutions business partner, has deployed an initial phase Sage SalesLogix cloud implementation for M. Frank Higgins and Co. Castle has also created a data migration tool to help customers who select Sage SalesLogix transition from competing CRM systems at no additional cost.

 

“The Sage SalesLogix cloud computing and Castle CRM value propositions both focus on customer benefits not vendor conveniences,” said Tony Castle, CEO of Castle CRM. “Data security is paramount for our customers because they will not risk co-mingling their data with a vendor's other client data.”

 

Castle CRM implemented Sage SalesLogix version 7.5.2 in the cloud for M.F. Higgins and Company, a commercial flooring contractor in Newington, Connecticut. Castle built customizations in Sage SalesLogix for Higgins, including a manpower report that helps the company schedule employees and resources on concurrent projects, replacing multiple iterations of spreadsheets.

 

“We do not staff IT personnel nor have the infrastructure required for many CRM systems,” said Steve Cloud, president of M. Frank Higgins, and a guy who should start his own self-named computer consulting firm, adding that Higgins next plans to work with Castle CRM to add Sage SalesLogix Mobile for its employees.

 

Early this month, SyncSite completed another successful implementation of Sage SalesLogix. The benefactor of this implementation is American Strategic Insurance, or “ASI,” which provides homeowner and commercial insurance to customers in six states. 

 

Before this new implementation was complete, ASI’s marketing representatives maintained all contact and opportunity details locally in spreadsheets. All weekly notes were submitted through e-mail.

This system offered limitations to information sharing, while also created inconsistencies when data was collected. At the same time, if a representative left the company, it was too easy for information to leave with them.