SOURCE: Sage North America

Sage North America

June 28, 2011 09:00 ET

CALFOREX Foreign Exchange and Currency Services Selects Sage SalesLogix CRM for Sales Opportunity and Call Center Management

Currency Exchange Integrating Sage SalesLogix With IP Telephony and Bank Transaction Systems

SCOTTSDALE, AZ--(Marketwire - Jun 28, 2011) - Sage North America today announced CALFOREX Foreign Exchange, a wholesale foreign exchange services provider, selected Sage SalesLogix for a CRM deployment upgrade integrating IP telephony and several banking systems to support its business development, client management, trade details, operations and reporting systems. CALFOREX is transitioning from Microsoft Dynamics® CRM to fully enable the required custom integrations and companywide workflow, and will use a Sage SalesLogix web client as its standard user interface. CALFOREX employees will specifically use Sage SalesLogix to manage customer accounts and support cases sales via role-based workflow on customizable dashboards.

"Sage SalesLogix is built on the flexible CRM infrastructure we required to merge our sales, support, call center and transaction activities into a single comprehensive workspace for employees," said Sam Ranieri, corporate vice president, CALFOREX Foreign Exchange. "Centralizing records in Sage SalesLogix will provide a single view of all of our client data and currency trade details across the company to better serve our customers and help CALFOREX grow its current transaction volume of over $1 Billion a year in trades."

Sage SalesLogix provides organizations with a complete view of customer interactions across sales, marketing, customer service and support functions so teams can collaborate and respond promptly and knowledgeably to customer inquiries or sales opportunities. Powerful process automation and a highly customizable platform help businesses achieve stronger sales results. For more information call 800-643-6400 or visit

About CALFOREX Foreign Exchange
CALFOREX is a wholesale currency services and foreign exchange provider trading over $1 Billion with over 1 million customers per year for its 12 retail and corporate locations across Canada. CALFOREX offers preferred rates on currency exchange, wire services, ACH, EFT, travelers checks, the most up-to-date market information and 'top dollar' service to private clients, individuals, financial institutions and businesses each year. Contact 800-769-2025 or visit

About Sage North America
Sage North America is part of The Sage Group plc, a leading global supplier of business management software and services. Sage North America employs 3,900 people and supports more than 3 million small and midsized business customers. The Sage Group plc, formed in 1981, was floated on the London Stock Exchange in 1989 and now employs 13,600 people and supports more than 6 million customers worldwide. For more information, please visit the Web site at Follow Sage North America on Facebook®,, and Twitter®,

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