Transcript Sage CRM SalesLogix v7 Overview

Sage CRM SalesLogix v7.0 Overview
Kannan Srinivasan – Pre Sales Manager - India
SalesLogix v7.0 Overview & What's NEW in SalesLogix v7.0
Agenda
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Rich Content Dashboards
Productivity Enhancements
Integrated Service & Support
Full featured Mobile CRM
.NET Customizations
Administrative Utilities
Report UI Changes
User Enhancements
Interactive Dashboards
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Gain deep insight into
organizational and individual
performance via interactive
dashboards
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View performance metrics,
diagnose key issues, and
identify opportunities from a
single location
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Identify top customers and
opportunities
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Discover root causes for
performance issues and take
corrective action
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Personalize dashboard content
so each user gets exactly the
information they need
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Drag-and-drop to view different
dashboard performance metrics
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Create customized dashboard
content
Interactive Dashboards – Sample Metrics
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Pipeline Analysis
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Top Opportunities
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Closed Sales to Date
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Win/Loss Analysis
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Key Performance Indicators
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Product Sales Performance
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Product Sales Opportunities
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Calendar and Activity Views
Interactive Dashboards – Drill Down Analysis
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Drill down into detailed data for further
analysis into trends
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Export data to Excel for further analysis
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Conduct historical and comparative trend
analyses, such as period-to-date and yearto-year
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Perform ad-hoc analysis by simply changing
filter or group criteria
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Drag-and-drop to view different dashboard
performance metrics
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Create customized dashboard content
Productivity Enhancements - New Look with XP Themes
Productivity Enhancements - New Outlook Style SalesLogix Calendar
Productivity Enhancements – New Activity Alarm Screen
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Updates to UI and functionality to improve Outlook integration
Activity confirmations and calendar automatically update – no refresh needed
View unconfirmed Activities on calendar and click to confirm
Calendar is not customizable, Activity views customizable
Manage all Activity Reminders and Alarms through a single interface
What is Customer Service & Support?
Complete Sales
Order, create Assets,
create Service
Contract
Customer
calls with an
issue
Ticket
Make the
Sale!
Assets
Order
Customer
Communication
Opportunity
Returns
Products
Contract
Customer
Returns
Asset for
repair
Asset
Bill to
customer or
contract
Ship Asset
back to
customer
Log
Product
Defect
(if applies)
Invoice
Parts / Labor
Asset
Repair asset,
tracking parts
and labor
Defect
Integrated Service and Support
• Support features are now delivered
through the Sage CRM SalesLogix client:
• Asset Management
• Service Contract Management
• Returns
• Standard Problem Resolution
• Defect Management
• Ticket Management
• Speedsearch / Knowledgebase
Full featured Mobile CRM
• Deploy on popular Pocket PC and/or
Blackberry mobile platforms
• View and update contact, account, and
opportunity information and related
notes and history
• Schedule and track activities with a
visual drag-and-drop calendar
• Perform lookups and create dynamic
groups
• Sync with one click: wireless, dial-up,
or network connection through PC
Full-featured Mobile CRM – Dashboard & Calendar Views
Full-featured Mobile CRM – Customization
• Customize the mobile client
using visual design tools
• Increase efficiency with oneclick dialing and handwriting
recognition
• Access tables, extensions, pick
lists, and other customized fields
in Sage CRM SalesLogix
• Distribute data and application
updates automatically to mobile
devices
.NET Customizations
• Develop in Visual Studio.NET
and add as native plugins in
SalesLogix Architect
• .NET extensions can be on main
view, dialogs, or tabs – just like
Active Forms
• Provides transition from current
to future architecture
• Option allows development and
training on .NET with SalesLogix
customization
.NET Customizations – Inside SalesLogix Client View
Administrative Utilities
• Maintain a SalesLogix database with Integrity Checker
• Monitor and troubleshoot the SLX Provider with SLX Profiler
• Understand other SLX utilities
New SalesLogix Database Integrity Checker
• Integrity Checker is basic database maintenance that can be performed
by a non-DBA
• Basically the utility works like this:
-- Runs tests that identify database issues
-- Identifies, summarizes, and counts the number of records to
be fixed
-- Allows the Admin to review the tests and SQL commands to
fix issues
-- Fixes the records
-- Saves results to file
-- Script out your customized tests with VBScript
What do the Integrity Checker Options mean?
• Display count of records requiring repair - list the number of records that
qualify for each selected test
• Display summary for records requiring repair - list the record summary for
tests that contain records that need repair
• Display results for all selected - display results for the selected tests
• Display results only for the records requiring repair - display any record in
the selected tests that needs to be repaired
• Display the SQL Statements - displays the SQL query associated with each
test under the test title in the Results window
• Save Results to file - save the information that is listed in the Results window
to a text file
SalesLogix Profiler
• Provides a database independent profiling application (similar to Microsoft's
SQL Profiler) to trace SQL and performance counters throughout the
execution path of the provider.
• Troubleshooting tool to see data flow through SLX
• Similar to Microsoft's SQL Profiler
• Users can choose to profile any of applications on their computer running
the SLX Provider (Windows Client, Web Client, etc. -- even custom
applications!).
• Minimal overhead when running, no overhead when disabled
• Ability to add database optimization “hints”
• Fully supported
New Report UI Changes
• SalesLogix v7.0 now supports
Crystal Reports XI
• Report UI dramatically
changed and fully customizable
with access to Crystal APIs
• New report descriptions and
report filters
• Reports view now a part of
SalesLogix Mainview
• Web Reporting supports
several reporting users at a
time and a higher-performing
upgrade will be available to
support more concurrent users
• No concurrent or named user
licensing is required for Web
Reporting
User Enhancements
Utilize enhanced SpeedSearch to quickly search across all Activities, History, and Notes
Questions?