Transcript Customization, Administration, and Web 2.0 Technology

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, 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 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
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 Management
Automatic Lead Routing
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.
Leads
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
New Title Bar
Left Nav Bar
enhancements
including the
ability to
expand/collapse.
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
Enhanced 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 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, 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 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, 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 Information
Welcome Page
Customize 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.
Sparkline charts provide a
unique way to view
campaign response data
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
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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.
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 multistep 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.