BPA Platform

Report & Document Automation

Saleslogix Automated Customer Renewals

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Saleslogix Automated Customer Renewals

Are you looking for a Saleslogix automated customer renewals solution to improve customer retention levels and reduce renewal costs?

Codeless Platforms' Saleslogix Improving Customer Retention solution is a powerful platform for your Saleslogix or membership management package that facilitates organisations to automate the costly actions that are critical to the customer retention process.

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Saleslogix Improving Customer Retention Scenarios and Benefits

Common automated customer retention processes implemented by our customers using Saleslogix/Infor CRM include:

Popular customer retention processes automated by our customers incorporate the following:

  • The automated creation and distribution of personalised email communications that are unique to customer/subscriber data
  • Automated creation, printing and distribution of personalised direct mail via a mail fulfilment house
  • The automated creation and distribution of call centre call lists based on business rules
  • Automated business alerts when valuable customers approaches the end of their contract/subscription period
  • The automated creation and distribution of welcome packs or related product/services upsell communications
  • Automated creation and distribution of internal sales, financial and management reports

Common benefits achieved through customer renewal automation when using Saleslogix/Infor CRM include:

  • Reduced attrition and costs
  • Eradicate time consuming administration from the renewal process
  • Improved financial performance
  • Increased employee productivity
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Infor CRM / Saleslogix Integration

Learn more about Saleslogix / Infor CRM connector.

Saleslogix Automated Customer Renewals starts from


BPA Platform

Saleslogix Base Server

Starts from:


Configuration day(s) required subject to requirement.

Report & Document Automation

Report & Document Automation

The Report & Document Automation capability automates the creation and distribution of internal or external reports or documents.

Drag and drop scheduler

Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.

Automate reporting tools

Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.

Save and send

Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.

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