Transcript Swiftpage Saleslogix v7.5.1 - What`s New Presentation - Empath-e

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 CRM
Connected 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 CRM
Full Customer Service Functionality
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.
Create, manage, and
activate Contracts, as
well as monitor
Contract usage.
Comprehensive Web CRM
Sales Orders
Create and modify
Sales Orders via the
Web.
EXTENSIVE LEAD
MANAGEMENT
Extensive Lead Management
Lead De-duplication Wizard
Use the Leads Import
Wizard to easily
perform lead deduplication upon.
Leads are
automatically deduped against current
Leads and Contacts in
the system.
Extensive Lead Management
Activities 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 Management
Create a Response
Responses no longer have
to be associated to a
Campaign. You can now
create a Response or “preopportunity” upon import to
indicate an expressed
interest in your product or
service.
Use Responses to track
leads that are not ready to
be converted to an
Opportunity or for leads that
aren’t associated with a
campaign—ensuring a
potential sale does not fall
through the cracks.
Extensive Lead Management
Automatic Lead Routing
Act on hot leads fast! Use the out-of-the-box
lead routing SDK sample 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 Information
Dynamic List Building
Select multiple
records at once
and perform an
action using the
right mouse
button.
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.
New Task Pane
provides
Filters,
Common
Tasks, Process
Tasks, and
Group Tasks for
quick access to
important
information and
actions.
Simplified Targeted Information
Summary 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 Productivity
Improved Layout and Design
New header includes drop-down
arrow controls for easier access to
menus; improved icons; and a
Reminders button has been added to
the tool bar with a visual indicator of
the number of reminders you have.
New Title bar
shows the type
of data being
displayed in the
main view so
you know
exactly what
data you're
looking at.
Expand or
collapse the left
nav bar.
When tailoring
your workspace,
a visual indicator
shows which tab
you're moving
and where—
improving user
adoption and
reducing errors.
Usability Enhancements Deliver Improved Productivity
Multi-tab Expansion
Create the
perfect
workspace by
adding as
many middle
panes as you
want.
Usability Enhancements Deliver Improved Productivity
Expanded Right-mouse Button Ability
Right-click in Tab
areas and Lists to
quickly get more
options and
actions.
Usability Enhancements Deliver Improved Productivity
Attachment Improvements
Attach an activity
to a lead or a
contact
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.
Usability Enhancements Deliver Improved Productivity
Redesign 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 Productivity
Expanded Synchronization Capabilities
In addition to server-side
synchronization, desktop
synchronization is compatible
with the Sage SalesLogix Web
Client, including the capability
to synchronize activities, todos, 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.
Calendars and
Activities Sync
Configuration
Utility
Calendars and Activities
Sync Client to Server
Engine
Calendars and Activities Sync Web
Portal
Sage
SalesLogix
Entity Model
Outlook
Sage
SalesLogix
Database
RICH, PERSONALIZED VIEWS
OF INFORMATION
Rich Personalized Views of Information
Mashups
Use the Mashup
Editor to create,
modify, publish,
and display
mashups
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.
Rich Personalized Views of Information
Timeline Visualizations
Experience a holistic view
of an Account or Ticket all
in one place. Out-of-thebox, the Timeline
Visualization feature
appears 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 Information
Welcome Page
Tailor your workspace by
adding or deleting the
components.
Get a quick, at-a-glance
view of the features and
information you use the
most—increasing your
productivity.
View your closing
Opportunities so you know
where to concentrate your
efforts.
Sparkline charts provide a
unique way to view
campaign response data
for quick analysis of
campaign effectiveness.
CUSTOMIZATION,
ADMINISTRATION & WEB
2.0 TECHNOLOGIES
Customization, Administration, and Web 2.0 Technology
Process Orchestration
You can 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. Sage SalesLogix v7.5
delivers sample SDK processes for sales process automation and lead routing
out of the box; however you can customize any process to address unique
industry or business needs.
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
contracts
Consumer
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.
Easily add your own logos
and images in a QuickForm.
Customization, Administration, and Web 2.0 Technology
Application Architect Enhancements
Streamline deployment and
administration 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
•Dockable data sources view
•Access to form control
settings from new code
snippet action
•New Portal Creation Wizard
•Workspace environment
settings remembered for
each project
•Enhanced build output
window
New Portal Wizard helps
create a simple UI portal
application.
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