Swiftpage Launches Saleslogix 8.1, Adding Exclusive New Social CRM Capabilities and Long List of User-Requested Improvements

New Social Timeline, Social Buzz and Social Profiles make it easier for users to monitor and interact with their customers across the expanding social media landscape

January 16, 2014

DENVER, COSwiftpage, a leading provider of integrated marketing and CRM solutions for individuals, small businesses and mobile sales teams, today announced that Saleslogix version 8.1 is available for purchase internationally in English from Swiftpage’s growing network of value-added reseller partners. French and German language versions are planned for availability in the coming weeks.

Version 8.1 adds extensive new features and enhancements in direct response to user requests and feedback. For a complete list of improvements, visit

Among the additions is an unprecedented suite of new social media capabilities, designed to help users more easily monitor their relationships and interact with their customers across the rapidly diversifying online social landscape. The new social media suite is offered as a free add-on for version 8.1 at

New Social Media Suite
“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 response, Swiftpage is introducing the industry-exclusive Saleslogix Social Timeline. With it, users now have a unified, visual and actionable timeline of all social media activity involving a customer contact across multiple sites, simultaneously.

Each time a customer posts or is tagged in a post on a social media site, 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 then 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 an e-mail or other online interaction would be added.

As with other interaction types, 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, dynamically updated as they take place, creating a rich history of knowledge about the customer that can be used to improve all subsequent interactions.

“The Saleslogix Social Timeline gives users a unified, visual and actionable history of their customers’ social media activity across today’s most widely-used social platforms, such as LinkedIn® and Twitter®. Users can quickly respond to posts and initiate a wide-range of other actions directly from within the timeline, and have all interactions automatically captured in the customer’s overall CRM activity timeline. It’s powerful, yet incredibly simple to master, and we’re proud to be the first company to offer it,” added Malone.

Working in concert with the Social Timeline are the new Social Profiles and Social Buzz interfaces, which enable users to better understand their customers’ social media preferences and topics of interest, and in-turn create improved interaction strategies and more relevant online content.

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, date/time of posts, and more.

Mobile Platform 3.0
Building upon the new social CRM capabilities, Saleslogix 8.1 also includes the latest generation of the Saleslogix Mobile platform. Released in November of last year, Saleslogix Mobile 3.0 features an extensive list of improvements, including a completely redesigned application (app) for smartphones and tablets that enables users to access their most important information and take their highest priority actions with a single tap. The HTML5 adaptive interface is designed to deliver the same high-quality experience across a broad range of devices, allowing users to work on their platform of choice.

To see the new mobile app in action now, visit the Saleslogix YouTube channel at

More User-Requested Improvements
Version 8.1 also includes an extensive list of enhancements requested by users for better performance, streamlined management, and greater overall efficiency, including the following:

  • New Outlook® Synchronization — Users now get seamless access to their Saleslogix contacts, calendars, and library documents from within Outlook, using the new Outlook Toolbar.
  • Improved Sage ERP X3 Integration — Users can share high-quality information between Saleslogix and their existing Sage ERP system more quickly and easily using the new multi-point synchronization engine that enables cross-application processes and real-time data feeds.
  • New Centralized Management Interface — Administrators now have more control over integrations via a single, comprehensive interface that simplifies configuring, managing and troubleshooting synchronization between Saleslogix and other enterprise systems.
  • Expanded Browser Support — The full functionality of Saleslogix can now be accessed through Chrome, Safari® and the latest versions of Firefox®, giving users greater freedom to work on the platform they prefer.

Additional Information

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.

About Swiftpage
Swiftpage is committed to empowering individuals, small business 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. Learn more at and join the conversation at

©2014 Swiftpage ACT! LLC. All rights reserved. Swiftpage, Act!, Saleslogix, and the Swiftpage product and service names mentioned herein are registered trademarks or trademarks of Swiftpage ACT! LLC, or its affiliated entities. All other trademarks are property of their respective owners.

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