Sage SalesLogix v7.5

What’s New!

Benefits Overview

• Deploy a Comprehensive Web CRM—connected or disconnected• Streamline the complex task of processing leads with Extensive Lead

Management capabilities • Quickly and easily interact with data with Simplified Access to Targeted

Information• Improve productivity with Usability Enhancements • Experience Rich, Personalized Views of Information using mashups

and more• Streamline IT administration with Customization, Administration, and

Web 2.0 Technology enhancements

COMPREHENSIVE WEB CRM

Comprehensive Web CRMConnected or Disconnected

Access Sage SalesLogix via a Web browser—whether you’re connected or disconnected—without sacrificing usability, customizations, or a rich user experience.

Comprehensive Web CRMFull Customer Service Functionality

Create, manage, and activate Contracts, as well as monitor Contract usage.

Create, assign, manage, and change the status of Returns as well as monitor returned and shipped assets via the Web.

Associate Assets with Accounts, Tickets, Defects, Contracts, or Returns so employees have all the details they need to better service customers.

Comprehensive Web CRMSales Orders

Create and modify Sales Orders via the Web.

EXTENSIVE LEAD MANAGEMENT

Extensive Lead ManagementLead De-duplication Wizard

Use the Leads Import Wizard to easily perform lead de-duplication upon. Leads are automatically de-duped against current Leads and Contacts in the system.

Extensive Lead ManagementActivities for Leads & Group Actions

Make Leads the subject of a meeting, phone call, or a to-do task; record notes; and more to ensure action is taken—and perform these actions en mass, streamlining efficiencies.

Extensive Lead ManagementCreate a Response

Create a “Pre-Opportunity” upon import to indicate an expressed interest in your product or service. Create a Response when a lead is not ready to be converted to an Opportunity or one that isn’t associated with a campaign—ensuring a potential sale does not fall through the cracks.

Extensive Lead ManagementAutomatic Lead Routing

Leads

Act on hot leads fast! Use the out-of-the-box lead routing process or customize rules so Leads are automatically directed to individuals or teams based on criteria you define.

SIMPLIFIED ACCESS TO TARGETED INFORMATION

Simplified Access to Targeted InformationDynamic List Building

Select multiple records at once and perform an action using the right mouse button.

New Task Pane provides Filters, Common Tasks, Process Tasks, and Group Tasks for quick access to important information and actions.

Groups are organized in tabs for quick access with drag & drop and right mouse button abilities.

Scrolling instead of paging through lists of data.

Use filters to identify useful data and quickly create ad-hoc groups.

Simplified Targeted InformationSummary View

View key information in a compressed viewing area. Drill down for more information if you need to.

Hover over data points for more information.

USABILITY ENHANCEMENTS

Usability Enhancements Deliver Improved ProductivityImproved Layout and Design

New Header

New Title Bar

Left Nav Bar enhancements including the ability to expand/collapse.

Usability Enhancements Deliver Improved ProductivityMulti-tab Expansion

Create the perfect workspace by adding as many middle panes as you want.

Usability Enhancements Deliver Improved ProductivityExpanded Right-mouse Button Ability

Right-click in Tab areas and Lists to quickly get more options and actions.

Usability Enhancements Deliver Improved ProductivityAttachment Improvements

Associate attachments to meetings, phone calls, to-do items, e-mails, notes, and personal activities. E-mail messages sent through Send SLX/Record to History are preserved exactly as they were sent (with HTML links, images, etc.) intact.

Attach an activity to a lead or a contact

Usability Enhancements Deliver Improved ProductivityEnhanced Drag & Drop Tabs

When customizing your workspace, a visual indicator indicates which tab you’re moving and where—improving user adoption and reducing errors.

Usability Enhancements Deliver Improved ProductivityRedesign of Lookup

Newly designed Lookup Popups have enhanced power and flexibility so that whichever Lookup you’re using—it will be similar in appearance, behavior, and functionality.

New tree structure expedites searching for users.

Usability Enhancements Deliver Improved ProductivityExpanded Synchronization Capabilities

• In addition to server-side synchronization, desktop synchronization is compatible with the Sage SalesLogix Web Client, including the capability to synchronize activities, to-dos, calendar items, contacts, etc. The desktop synchronization option is on the new, modern Web-based architecture, de-coupled from the Windows Client, so it synchronizes when it needs to—independent of the client. [open question to Dave. Slide not final.

RICH, PERSONALIZED VIEW OF INFORMATION

Rich Personalized Views of InformationMashups

It’s easy to create mashups from external sources such as Google Maps, Hoovers, LinkedIn, ERP applications, etc. and mix it with internal Sage SalesLogix data, providing a rich user experience to simplify data for viewing or analysis.

Use the Mashup Editor to create, modify, publish, and display mashups

Rich Personalized Views of InformationTimeline Visualizations

Experience a holistic view of an Account or Ticket all in one place. Out-of-the-box, timeline visualization appear in Accounts and Tickets areas, providing a graphical representation of events over a period of time—past, present, and future. Or, you can create, customize, and embed a timeline in most areas of the application.

Rich Personalized Views of InformationWelcome Page

Get a quick, at-a-glance view of the features and information you use the most—increasing your productivity.

Sparkline charts provide a unique way to view campaign response data

Customize your workspace by adding or deleting the components.

CUSTOMIZATION, ADMINISTRATION & WEB

2.0 TECHNOLOGIES

Customization, Administration, and Web 2.0 Technology Web Services

• Now Expose any Entity or a business rule to a RESTful-based Web service—allowing you to integrate and enhance Sage SalesLogix data with information from outside the application.

• RESTful services in Sahara– Process orchestration– Lookups– Summary View– Legacy Groups

• SData– Full CRUD support for all SLX entities – HTTP Digest (extended from SData

Framework) – SLX authentication• Benefits

– Simple Extensibility, human readable– Direction for all integration & integration

contractsConsumer

Provider

Customization, Administration, and Web 2.0 Technology Form Controls

• Two new form controls enable you to embed images and sparkline charts, so you can customize the application to address your specific needs and provide users with a unique view of key data.

Customization, Administration, and Web 2.0 Technology Application Architect Enhancements

• Streamline deployment and administration of Sage SalesLogix, including:– The ability to launch model entity wizards from the

Application Toolbar – The ability to recognize which entities have been

customized from the project explorer tree view– A dockable data sources view – New portal creation wizard– Application Architect remembers settings for each

project– Enhanced build output window– Quick Form design improvements

• New Data Sources toolbar allows drag/dropping properties onto forms

• Adding Image control– New and improved Code Snippet Action

• New code-generated form interface parameter provides IntelliSense for properties, current entity, and current workitem

• User VB.NET or C#• No need to merge on upgrades!

Customization, Administration, and Web 2.0 Technology Application Architect Enhancements

• New template mapping tool– Much easier to change page

templates– Workspaces don’t need to have

same name

Customization, Administration, and Web 2.0 Technology Application Architect Enhancements

• Deployment Explorer– Central deployment management

• Manage multiple deployment targets and portals in one place• Save multiple configurations (Test, Production, Local)

– Create deployment snapshots• Save a snapshot of one or more portals• Deploy from saved snapshot• Don’t have to worry about changes made to project from one deployment to another when

using snapshots

• Bundle Management– Create bundle from project differences

• Includes ability to select project backups

• Image Management– Global image resource manager being made available from Project Explorer– Ability to bundle images on their own– Future “Global string resource manager” will follow same pattern

• Code Snippets– CTRL-F: Search and Replace!

Customization, Administration, and Web 2.0 Technology Process Orchestration

• Create or modify processes for any Entity in the system such as an account, contact, opportunity, or ticket

• Build powerful single-step processes, such as lead routing or service ticket capture and distribution, or create multi-step and multi-stage processes that can react to user interactions and suggest next steps

• Use sample processes for sales process automation and lead routing out of the box; or customize any process to address unique industry or business needs

Summary

• Deploy a Comprehensive Web CRM—connected or disconnected

• Streamline the complex task of processing leads with Extensive Lead Management capabilities

• Quickly and easily interact with data with Simplified Access to Targeted Information

• Improve productivity with Usability Enhancements • Experience Rich, Personalized Views of Information using

mashups and more• Streamline IT administration with Customization,

Administration, and Web 2.0 Technology enhancements

Contact Dick Wooden at Success with CRM Consulting Inc. www.SuccessWithCRM.com Office: 269-445-3001 for taking the next step.