SOURCE: Sage North America

Sage North America

September 20, 2011 09:00 ET

Realty Capital Securities, LLC Banks On Sage SalesLogix Mobile CRM Deployment

Direct Investments Wholesale Broker Dealer Receives Inaugural Sage SalesLogix Inno Award

SCOTTSDALE, AZ--(Marketwire - Sep 20, 2011) - Sage North America today announced Realty Capital Securities, LLC (RCS), a wholesale broker dealer of direct investments, has used a Sage SalesLogix CRM web implementation to grow its business and support clients -- the financial advisors who make up its selling groups. RCS has 100 employees, half whom travel extensively or work remotely, accessing Sage SalesLogix with a customized web client and with Android™, BlackBerry®, and iOS devices using the HTML5-based Sage SalesLogix Mobile. RCS recently received the Sage SalesLogix Inno Award for outstanding use and customization of a Sage SalesLogix system.

"Having five corporate offices and many off-site personnel means we need information readily available so we can service clients and work sales opportunities from anywhere," explained Joshua Kulick, assistant vice president, American Realty Capital, RCS' parent company. "We chose Sage SalesLogix because it uses modern web and mobile technologies to provide real-time data and integrate with our existing systems. This choice benefits us 24/7. Sage SalesLogix Mobile, for example, is device agnostic so we're covered no matter how many different types of devices we want to use in the future."

In addition to contact, account and activity management capabilities RCS' customized Sage SalesLogix CRM system includes:

  • Real-time dashboards for key metrics, including sales by product, meetings scheduled, sales literature orders, recently signed sales contracts and new producers.
  • WebEx webinar information accessible on mobile devices to see webinars clients have attended or are invited to, and integration to similarly view client attendance and invitation status in a Cvent events system.
  • Integration with a Transfer Agent system to view securities trades information.
  • Literature order placement by sales representatives from their mobile devices.

"Reality Capital Securities' unique Sage SalesLogix customizations embody the spirit of our inaugural Inno Award," said Jeff Gregorec, Sage SalesLogix vice president of sales and strategic alliances. "We built our web and mobile CRM infrastructure to adapt quickly to any organization's demanding requirements, and RCS has definitely tested and validated its value."

Sage SalesLogix -- available for on-premises, Cloud and mobile deployments -- provides businesses 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 and sales opportunities. Powerful process automation and a highly customizable platform help achieve stronger sales results. For more information call 800-643-6400 or visit

About Realty Capital Securities, LLC
Realty Capital Securities, LCC, member FINRA, SIPC and an affiliate of American Realty Capital, is an open architecture wholesale broker dealer focused exclusively on the distribution of direct investments. Realty Capital Securities' sales, operations and executive management teams have extensive experience in financial services and provide expertise in investment program distribution, marketing and educational initiatives. For more information please 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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