1 / 24

CRM Update Duncan Wood

CRM Update Duncan Wood. Monday 19 th October. Agenda. Sage CRM Update SalesLogix Update. Sage CRM Update. Roadmap Information. Subject to change without notice Confidential. Sage CRM v7 – What’s Coming. Landing Page Active Directory Import Facility Sage Branded Themes SData Provider

harper
Download Presentation

CRM Update Duncan Wood

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CRM UpdateDuncan Wood Monday 19th October

  2. Agenda • Sage CRM Update • SalesLogix Update

  3. Sage CRM Update

  4. Roadmap Information • Subject to change without notice • Confidential

  5. Sage CRM v7 – What’s Coming • Landing Page • Active Directory Import Facility • Sage Branded Themes • SData Provider • Simple, easy to configure feeds from Sage CRM • GCRM Integration Contract • Supporting integration to Sage ERP systems • Mixed Licensing • Flexible licensing options for your region • Additional Platform support • Windows 7 and Windows 2008 R2

  6. v7 Update

  7. v7 Status • Currently in final stages of Development • In early stages of QA • Estimating RTM (English) Feb/March 2010

  8. SalesLogix Update

  9. 7.5.2 Release Objectives Activities & Calendaring Activities & Calendaring Performance Performance Web Client Web Client Mobile (v.5.6) Mobile (v.5.6) Navigation Navigation Sales Orders Sales Orders Calendar Integration Calendar Integration Activities Main View Activities Main View Bandwidth Bandwidth Hi-Res Support Hi-Res Support Sales Library Hierarchy Sales Library Hierarchy Calendar Calendar Large Datasets Large Datasets Windows 2008 Support Windows 2008 Support Filters Filters Create/Edit Activities Create/Edit Activities Legacy Defect Fixes Legacy Defect Fixes Customisation Customisation Recurring Activities Recurring Activities Unicode Readiness Unicode Readiness Application Architect Application Architect Reminders Reminders Communities Communities VA/EL Readiness VA/EL Readiness Process Orchestration Process Orchestration IdeaLogix IdeaLogix Defect Fixes Defect Fixes More Like for Like win/web More Like for Like win/web SData Services SData Services CodeLogix CodeLogix Defect Fixes Defect Fixes Documentation Documentation LAN/Web LAN/Web Common Task Samples Common Task Samples 10%+ LAN Fixes 10%+ LAN Fixes WEB/LAN Bridge WEB/LAN Bridge API Reference API Reference Intellisync Health Monitor Intellisync Health Monitor Shared Components Shared Components Coding Best Practices Coding Best Practices Differencing Tool Differencing Tool FAD FAD Searchable Help Prototype Searchable Help Prototype 100+ International Fixes 100+ International Fixes Subject to Change

  10. 7.5.2 Release Objectives Activities & Calendaring Performance Web Client Mobile (v.5.6) Navigation Sales Orders Calendar Integration Activities Main View Bandwidth Hi-Res Support Sales Library Hierarchy Calendar Large Datasets Windows 2008 Support Filters Create/Edit Activities Legacy Defect Fixes Customisation Recurring Activities Unicode Readiness Application Architect Reminders Communities VA/EL Readiness Process Orchestration IdeaLogix Defect Fixes Defect Fixes More Like for Like win/web SData Services CodeLogix Defect Fixes Defect Fixes Documentation LAN/Web Common Task Samples 10%+ LAN Fixes 10%+ LAN Fixes WEB/LAN Bridge API Reference Intellisync Health Monitor Shared Components Shared Components Coding Best Practices Differencing Tool FAD FAD Searchable Help Prototype 100+ International Fixes 100+ International Fixes Subject to Change Without Notice – Confidential for Sage and accredited Sage BPs only

  11. 7.5.2 Release Objectives Activities & Calendaring Performance Web Client Mobile (v.5.6) Navigation Sales Orders Calendar Integration Activities Main View Bandwidth Hi-Res Support Sales Library Hierarchy Calendar Large Datasets Windows 2008 Support Filters Create/Edit Activities Legacy Defect Fixes Customisation Customisation Recurring Activities Unicode Readiness Application Architect Application Architect Reminders Communities VA/EL Readiness Process Orchestration Process Orchestration IdeaLogix Defect Fixes More Like for Like win/web SData Services SData Services CodeLogix Defect Fixes (~400) Documentation LAN/Web Common Task Samples 10%+ LAN Fixes WEB/LAN Bridge API Reference Intellisync Health Monitor Shared Components Coding Best Practices Differencing Tool FAD Searchable Help Prototype 100+ International Fixes Subject to Change

  12. 7.5.2 Release Objectives Activities & Calendaring Performance Web Client Mobile (v.5.6) Navigation Sales Orders Calendar Integration Activities Main View Bandwidth Hi-Res Support Sales Library Hierarchy Calendar Large Datasets Windows 2008 Support Filters Create/Edit Activities Legacy Defect Fixes Customisation Recurring Activities Unicode Readiness Application Architect Reminders Communities VA/EL Readiness Process Orchestration IdeaLogix Defect Fixes More Like for Like win/web SData Services CodeLogix Defect Fixes (~400) Documentation Documentation LAN/Web Common Task Samples 10%+ LAN Fixes WEB/LAN Bridge API Reference API Reference Intellisync Health Monitor Shared Components Coding Best Practices Differencing Tool Differencing Tool FAD Searchable Help Prototype 100+ International Fixes Subject to Change

  13. 7.5.2 Release Objectives Activities & Calendaring Performance Web Client Mobile (v.5.6) Navigation Sales Orders Calendar Integration Activities Main View Bandwidth Hi-Res Support Sales Library Hierarchy Calendar Large Datasets Windows 2008 Support Filters Create/Edit Activities Legacy Defect Fixes Customisation Recurring Activities Unicode Readiness Application Architect Reminders Communities VA/EL Readiness Process Orchestration IdeaLogix Defect Fixes More Like for Like win/web SData Services CodeLogix Defect Fixes (~400) Documentation LAN/Web LAN/Web Common Task Samples 10%+ LAN Fixes WEB/LAN Bridge API Reference Intellisync Health Monitor Intellisync Health Monitor Shared Components Coding Best Practices Differencing Tool FAD Searchable Help Prototype 100+ International Fixes Subject to Change Without Notice – Confidential for Sage and accredited Sage BPs only

  14. 7.5.2 Release Objectives Activities & Calendaring Performance Web Client Mobile (v.5.6) Navigation Sales Orders Calendar Integration Activities Main View Bandwidth Hi-Res Support Sales Library Hierarchy Calendar Large Datasets Windows 2008 Support Filters Create/Edit Activities Legacy Defect Fixes Customisation Recurring Activities Unicode Readiness Application Architect Reminders Communities Communities VA/EL Readiness Process Orchestration IdeaLogix IdeaLogix Defect Fixes More Like for Like win/web SData Services CodeLogix CodeLogix Defect Fixes (~400) Documentation LAN/Web Common Task Samples Common Task Samples 10%+ LAN Fixes WEB/LAN Bridge WEB/LAN Bridge API Reference Intellisync Health Monitor Shared Components Coding Best Practices Coding Best Practices Differencing Tool FAD Searchable Help Prototype Searchable Help Prototype 100+ International Fixes

  15. 7.5.2 Release Objectives Activities & Calendaring Performance Web Client Mobile (v.5.6) Mobile (v.5.6) Navigation Sales Orders Calendar Integration Calendar Integration Activities Main View Bandwidth Hi-Res Support Hi-Res Support Sales Library Hierarchy Calendar Large Datasets Windows 2008 Support Windows 2008 Support Filters Create/Edit Activities Legacy Defect Fixes Legacy Defect Fixes Customisation Recurring Activities Unicode Readiness Application Architect Reminders Communities VA/EL Readiness Process Orchestration IdeaLogix Defect Fixes More Like for Like win/web SData Services CodeLogix Defect Fixes (~400) After Documentation LAN/Web Common Task Samples 10%+ LAN Fixes WEB/LAN Bridge API Reference Intellisync Health Monitor Shared Components Coding Best Practices Differencing Tool FAD Searchable Help Prototype 100+ International Fixes Before Subject to Change Without Notice – Confidential for Sage and accredited Sage BPs only

  16. 7.5.2 Release Objectives Activities & Calendaring Performance Web Client Web Client Mobile (v.5.6) Navigation Sales Orders Sales Orders Calendar Integration Activities Main View Bandwidth Hi-Res Support Sales Library Hierarchy Sales Library Hierarchy Calendar Large Datasets Windows 2008 Support Filters Filters Create/Edit Activities Legacy Defect Fixes Customisation Recurring Activities Unicode Readiness Unicode Readiness Application Architect Reminders Communities VA/EL Readiness VA/EL Readiness Process Orchestration IdeaLogix Defect Fixes More Like for Like win/web More Like for Like win/web SData Services CodeLogix Defect Fixes (~400) Documentation LAN/Web Common Task Samples 10%+ LAN Fixes WEB/LAN Bridge API Reference Intellisync Health Monitor Shared Components Coding Best Practices Differencing Tool FAD Searchable Help Prototype 100+ International Fixes Subject to Change Without Notice – Confidential for Sage and accredited Sage BPs only

  17. Unicode Readiness in SalesLogix • End-to-end transaction support • Simultaneously view multiple, multi-byte languages • Customer chooses what fields they want to support Unicode characters • Unicode only does not require multiple sync servers • Web-only solution

  18. Unicode-Readiness - Components * Unicode capable, but requires validation

  19. 7.5.2 Release Objectives Activities & Calendaring Performance Performance Web Client Mobile (v.5.6) Navigation Navigation Sales Orders Calendar Integration Activities Main View Bandwidth Bandwidth Hi-Res Support Sales Library Hierarchy Calendar Large Datasets Large Datasets Windows 2008 Support Filters Create/Edit Activities Legacy Defect Fixes Customisation Recurring Activities Unicode Readiness Application Architect Reminders Communities VA/EL Readiness Process Orchestration IdeaLogix Defect Fixes More Like for Like win/web SData Services CodeLogix Defect Fixes (~400) Documentation LAN/Web Common Task Samples 10%+ LAN Fixes WEB/LAN Bridge API Reference Intellisync Health Monitor Shared Components Coding Best Practices Differencing Tool FAD Searchable Help Prototype 100+ International Fixes Subject to Change

  20. 7.5.2 Release Objectives Activities & Calendaring Activities & Calendaring Performance Web Client Mobile (v.5.6) Navigation Sales Orders Calendar Integration Activities Main View Activities Main View Bandwidth Hi-Res Support Sales Library Hierarchy Calendar Calendar Large Datasets Windows 2008 Support Filters Create/Edit Activities Create/Edit Activities Legacy Defect Fixes Customisation Recurring Activities Recurring Activities Unicode Readiness Application Architect Reminders Reminders Communities VA/EL Readiness Process Orchestration IdeaLogix Defect Fixes More Like for Like win/web SData Services CodeLogix Defect Fixes (~400) Documentation LAN/Web Common Task Samples 10%+ LAN Fixes WEB/LAN Bridge API Reference Intellisync Health Monitor Shared Components Coding Best Practices Differencing Tool FAD Searchable Help Prototype 100+ International Fixes Subject to Change Without Notice – Confidential for Sage and accredited Sage BPs only

  21. 752 Beta Programme • Started: Mid August Release Date in UK? • Approx Nov/Dec

  22. 7.5.3 • Candidate Features • Web Admin • End User Form Configuration

  23. 8.0 Mail Merge (Firefox) Leads on Mobile Web Admin Components Integration Contract Simplified Upgrades Entity Decoupling (Multiple Contacts per Activity) End-user Form Configuration Advanced Calendaring Advanced Analytics Additional Like For Like (win/web) Sage Branding Tanami (v8?) Subject to Change

  24. Thank you

More Related