What’s New in Sage SalesLogix 7.5.4

1. What’s New in Sage SalesLogix 7.5.4

2. Release Highlights • Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience. • To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback. • Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable: • Higher User Productivity • Mobile Workforce Enablement • Streamlined ERP Integration • Simplified Install and Upgrade Experience • Coming Soon! – Sage SalesLogix Advanced Analytics

3. Workforce Productivity

4. Notes/History ImprovementsNotes/History Tab • The Notes/History Tab displays on the Account, Contact, Opportunity and Lead Detail views. • Displays interactions such as meetings, phone calls, to-dos, mail and e-mail logged to history. • It also displays notes associated with each interaction.

5. Notes/History ImprovementsHow do I apply filters?

6. Notes/History ImprovementsHow do I E-mail/Send to MS Word • Multi-select Entity to send to E-mail or MS Word

7. Check for Duplicates/MergeCheck For Duplicates • a powerful tool that saves you time and ensures clean data and accurate reports • The Check for Duplicates wizard compares records in Sage SalesLogix to determine if your data contains duplicates. Tired of spending lots of time cleaning your data ? Your reports are never right ?

8. Check for Duplicates/MergeStep 1 – Select a Source • Select the entity type for which you want to check for duplicates. • Select the group of records within the selected entity type.

9. Check for Duplicates/MergeStep 2 – Choose Search Options • Select the filters you want the wizard to use when matching data. • The data in both records must be an exact match to be considered a duplicate. • Advanced Match Options is used to set additional match options fields

10. Check for Duplicates/MergeStep 3 – Process Request • View the status of Check for Duplicate Process • Unique Duplicate Job Number • Number of processed records / total records / total duplicates found

11. Check for Duplicates/MergeStep 4 – View Results Search Record - The name within the entity that was found to be a potential duplicate. Resolve Status - The status of the record which indicates if it is a possible duplicate, if the data has been merged, or if it has been determined that it is not a duplicate. Score - The probability rating that this record is a duplicate. A higher score indicates a higher probability that the record is a duplicate. • Check for Duplicates History Detail view contains the group of potential duplicates within a job. • Duplicate records are sorted by Score

12. Check for Duplicates/MergeView Duplicate Job History • Users can access the results to merge or remove duplicate data at any time • Duplicates History List view displays all duplicate jobs in the system • Process Duplicates List view displays all potential duplicates in the system.

13. Check for Duplicates/MergeHow do I resolve duplicates? • Open the Check for Duplicates History Detail view for the job in which you want to resolve duplicates. • On the Job Results tab, click the Resolve link for a potential duplicate. You can use the information on this tab to help determine if the record is a duplicate or if it needs to be resolved. • Complete the Resolve Duplicate Record dialog box. • On the Unresolved Duplicates tab, select the potential duplicate and click the Merge link Best Match - The entity that is the closest match to this record. Matches Found - The number of potential matches for this entity.

14. Check for Duplicates/MergeMerge Data • At the top of the grid, select which record should be the primary record. • Source - The record that is being converted or resolved. • Target - The Sage SalesLogix record found when searching for duplicate records. • Select the properties for the merged record  • Show Alllink shows all fields (including matching fields)

15. Notes Field ImprovementsResizing of Note Fields • You asked for it – biggernotes field in • The Activity dialog (Viewing and scheduling Activities) • New Note dialog

16. Configurable What’s New Configure “What’s New” to Keep Users Up-to-Date Eliminate Information Overload Show Users the Information They Need Right Now Ten Tabs Out-of-the-Box Remove Unwanted Tabs Add New Tabs with Custom Information • What’s New Configuration Now Unlocked • Simple XML Configuration Reduces Customization Costs • <item targets="remote" window="main" enabled="true"> • <virtualPath>~/SmartParts/WhatsNew/RemoteMainWhatsNew.ascx</virtualPath> • <partId>RemoteMainWhatsNew</partId> • <title>Accounts</title> • <description>Accounts</description> • </item>

17. Workforce ProductivitySales Orders & Opportunity Product • Streamlined user experience • Introduces SData-based Editable Grids New New

18. Editable Data Grid • Spreadsheet Style Records • Accepts SData Feed as Data Source • Use Internal or External Data Sources • Easy Data Editing • Column Control Types Match Data Type • Checkbox, Link, Numeric, Lookup, etc • Columns Individually Securable for Edit/Link • Refined Workflow • Inline editing eliminates pop-ups & user clicks • Editable grid eliminates additional forms for insert & updates (reduces development costs)

19. Simplified Install & Upgrade

20. Simplified Install & UpgradeFull Install • Customers upgrading from 7.5.x or new customers only have to install the service pack – 7.5 base install not required • Customers upgrading prior to 7.5 will need to go to 7.5 first and then apply 7.5.4 • Pre-requisites for the install have been moved to the beginning of the installation wizard to streamline the installation process • Added installation logging to better support troubleshooting

21. Simplified Install & UpgradeSimplified Offline Client Install • Default support for SQL Express 2008 R2 as the offline database • Client download available from within web client (New Nav Bar Link) • Offline client install streamlined by putting the pre-reqs up front and reduces errors • Ability to do silent install – allows install without user interaction – better support for automated IT deployments • Installs and configures Desktop integration – SendSLX, Outlook Integration, Desktop Manager, Mail Merge, Export to Excel • Reduce end user setup by using enabling Active Directory authentication – users no longer required to enter user id and password

22. Simplified Install & UpgradeRoll up 7.5.3 Accelerators • Standard Problem / Standard Resolution • Resources • Lead Qualifications • Roles - Secured Actions

23. Simplified Install & UpgradeUpgrade Discovery Tool • Reduce Upgrade Costs • Eliminate Need to Build Comparison Environment • Assess Upgrade Impact without Creating Bundles • Compare Intersection of Your Changes to Our Changes • Ramp Up New Projects Faster • Discover Versions, Bundles, & HF’s Installed • View Detailed Customization Information • Get File Level Detail Command Line Utility Compares Files Hashes All Files Hashed Since v7.5.0 Works Directly with Models Available as a Public Download

24. Streamlined ERP Integration

25. What is SData? Web Services Based API for Sage SalesLogix • Uses industry standards • -There is nothing scary for your IT dept here • Access your data anywhere • -If you can send a URL, you can use SData http://localhost:3333/sdata/slx/dynamic/-/accounts?format=html HTML, XML, REST, ATOM/RSS • SData does the heavy lifting • -You can build integration solutions with up to 80% less code • Fast, secure, full featured • -If you can do it in SalesLogix, you can do it with SData Read, write, sync, import, export Program in any language Use Client Libraries to save time

26. Examples Built using Sdata™

27. SData Active Directory Support • Leverage the Work You’re Already Doing • Minimize User Administration Costs • Maintain Users in Active Directory • Sync Active Directory Users to Sage SalesLogix • Increase Security & Control Access • Enforce Windows Authentication • Block Non-Active Directory Users from Login • Reduce Implementation Costs • Enforce Window Authentication New • Extend Your Applications • SData Applications Can Use Window Authentication • Promote Single Sign-On Strategy New

28. Sage IntegrationIntegration Features • Real-time access to ERP data • Cross-application requests leverage ERP business logic to access complex data such as pricing • Seamless User Experience keeps CRM user in their CRM environment Real-Time data feeds Detailed views for specific transaction Two-way Sync CRM ERP (Accounts, Contacts, Sales Order, Etc.) One-way Sync (Products, UOM, Etc.) Request Data via ERP Business Logic Sage Proprietary & Confidential – Content Subject to Change

29. Sage IntegrationViewing ERP Data • Three complex real-time data views • Based off account • Sales Orders • Sales Order lines • Invoices • Deliveries • Invoices • Invoice lines • Payments • Payments/Receipts • Payment details

30. Sage IntegrationNew SData API’s • Access Attachments • View & update documents, text files, and graphics associated with Accounts, Opportunities, Tickets, etc • Modify User Options • Access User configuration options for client startup, activity reminders, currency, etc • Manage Groups • List, sort, and filter Groups • Execute a group with a custom filter • Return System Options • Provides readonly access to company name, database version, etc • Access the SalesLogix Library • View & update library directories & documents • Access revision dates, available status, etc • Get Current User • Use the service to identify the current user • Work with Picklists • List all picklists & picklist items • Supports filtering, sorting, & paging • Global CRM Contract • Build maintainable integrations

31. Mobile Workforce Enablement

32. Mobile Workforce EnablementCalendar & Complete Activity • View today’s activities or pick any future/past date for a list of activities • Schedule new meetings, personal activities, phone calls and to-dos • Complete any Activity and schedule a follow-up

33. Mobile Workforce EnablementAdditional features • View Opportunity’s related products • Call Contact mobile number from Quick actions menu

34. Mobile Workforce EnablementWhat’s New • Combined Notes and History views to a single Notes/History view • List icons describe the type of Activity or Note (e.g. ) • Users can filter the Notes/History view by typing one of the following hash tag values into the Search box, for example: • #note – View just notes • #phonecall– View only phone call history items

35. Mobile Workforce EnablementCustomization Guides • Creating an Application Module • List View • Detail View • Edit View • Customizing Views To access the guides: https://github.com/SageScottsdalePlatform/argos-sdk/wiki

36. Sage SalesLogix Advanced Analytics – Coming Soon!

37. Coming Soon! • Sage SalesLogix Advanced Analytics • Interactive Analytics solution • Integrated with Sage SalesLogix • 10 pre-built dashboards • Sales • Marketing • Customer Service • Highly customizable • Easy to learn and use • Stay tuned for more details!!

38. Upgrade Today! • Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience. • To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback. • Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable: • Higher User Productivity • Mobile Workforce Enablement • Streamlined ERP Integration • Simplified Install and Upgrade Experience • Coming Soon! – Sage SalesLogix Advanced Analytics