PowerPoint Presentation

Sage SalesLogix v7.5Whats New!1Benefits OverviewDeploy a Comprehensive Web CRMconnected or disconnectedStreamline the complex task of processing leads with Extensive Lead Management capabilities Quickly and easily interact with data with Simplified Access to Targeted InformationImprove productivity with Usability Enhancements Experience Rich, Personalized Views of Information using mashups and moreStreamline IT administration with Customization, Administration, and Web 2.0 Technology enhancements

2COMPREHENSIVE WEB CRMComprehensive Web CRMConnected or Disconnected

Access Sage SalesLogix via a Web browserwhether youre connected or disconnectedwithout 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 MANAGEMENTExtensive 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 takenand 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 isnt associated with a campaignensuring a potential sale does not fall through the cracks.Extensive Lead ManagementAutomatic Lead Routing

LeadsAct 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 INFORMATIONSimplified 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 ENHANCEMENTSUsability Enhancements Deliver Improved ProductivityImproved Layout and Design

New HeaderNew Title BarLeft 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 contactUsability Enhancements Deliver Improved ProductivityEnhanced Drag & Drop Tabs

When customizing your workspace, a visual indicator indicates which tab youre moving and whereimproving 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 youre usingit will be similar in appearance, behavior, and functionality.

New tree structure expedites searching for users.Usability Enhancements Deliver Improved ProductivityExpanded Synchronization CapabilitiesIn 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 toindependent of the client. [open question to Dave. Slide not final.

RICH, PERSONALIZED VIEW OF INFORMATIONRich Personalized Views of InformationMashups

Its 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 mashupsRich 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 timepast, present, and future. Or, you can create, customize, and embed a timeline in most areas of the application.

Rich Personalized Views of InformationWelcome PageGet a quick, at-a-glance view of the features and information you use the mostincreasing your productivity. Sparkline charts provide a unique way to view campaign response dataCustomize your workspace by adding or deleting the components.CUSTOMIZATION, ADMINISTRATION & WEB 2.0 TECHNOLOGIESCustomization, Administration, and Web 2.0 Technology Web ServicesNow Expose any Entity or a business rule to a RESTful-based Web serviceallowing you to integrate and enhance Sage SalesLogix data with information from outside the application.RESTful services in SaharaProcess orchestrationLookupsSummary ViewLegacy GroupsSDataFull CRUD support for all SLX entities HTTP Digest (extended from SData Framework) SLX authenticationBenefitsSimple Extensibility, human readableDirection for all integration & integration contracts

ConsumerProvider

Customization, Administration, and Web 2.0 Technology Form ControlsTwo 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 EnhancementsStreamline 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 viewA dockable data sources view New portal creation wizardApplication Architect remembers settings for each projectEnhanced build output windowQuick Form design improvementsNew Data Sources toolbar allows drag/dropping properties onto formsAdding Image controlNew and improved Code Snippet ActionNew code-generated form interface parameter provides IntelliSense for properties, current entity, and current workitemUser VB.NET or C#No need to merge on upgrades!

Customization, Administration, and Web 2.0 Technology Application Architect EnhancementsNew template mapping toolMuch easier to change page templatesWorkspaces dont need to have same name

Customization, Administration, and Web 2.0 Technology Application Architect EnhancementsDeployment ExplorerCentral deployment managementManage multiple deployment targets and portals in one placeSave multiple configurations (Test, Production, Local)Create deployment snapshotsSave a snapshot of one or more portalsDeploy from saved snapshotDont have to worry about changes made to project from one deployment to another when using snapshotsBundle ManagementCreate bundle from project differencesIncludes ability to select project backupsImage ManagementGlobal image resource manager being made available from Project ExplorerAbility to bundle images on their ownFuture Global string resource manager will follow same patternCode SnippetsCTRL-F: Search and Replace!

Customization, Administration, and Web 2.0 Technology Process OrchestrationCreate 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 stepsUse 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 CRMconnected or disconnectedStreamline the complex task of processing leads with Extensive Lead Management capabilities Quickly and easily interact with data with Simplified Access to Targeted InformationImprove productivity with Usability Enhancements Experience Rich, Personalized Views of Information using mashups and moreStreamline 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.