Eventix Engagement

Eventix Engagement makes managing and billing professional services projects easier and more efficient within Sage CRM SalesLogix. Track project work and expenses and check up to the minute scheduling with just a few mouse clicks, all using your existing SalesLogix contact and account data.

Eventix Engagement is built into the SalesLogix platform to extend the value you already derive from your CRM system.

With Eventix Engagement, generate reports of your complete portfolio of projects within SalesLogix and use this historical data to grow records of your work and tailor best practices.

Putting SalesLogix and Eventix Engagement together means that users can store account, contact, opportunity, project, time and expense information in one system. Double or triple data entry to maintain project, billing and customer information becomes a thing of the past.

With Eventix Engagement, you can:

• Forecast professional services team utilisation
• Track outstanding issues with responsible parties
• Reduce non-billable administration time
• Generate accurate bills based on dynamic, easily accessible data

From the main view of Eventix Engagement, users can see the project manager's capabilities. They can manage project contact and billing information, project phases and tasks, teams, resources, fees and other issues which may arise. This enables the enrichment of your SalesLogix data into a more valuable and profitable resource.