SalesLogix v7.5 Sneak-Peek

1. SalesLogix v7.5 Sneak-Peek

2. Objective of Presentation • The content of this presentation has been designed to provide the reader with a high-level understanding of the key features being introduced in Sage SalesLogix v7.5 • In addition to this content, Sage is hosting eight ‘Deep Dive’ Webcast sessions that provide additional and more detailed information, as well as practical examples of how to use the new features being introduced. These sessions are recorded and posted to Partners Online.

3. Presentation Contents Usability/User-Interface Improvements List Management Mash-ups Personal Workspaces Comprehensive Web CRM Lead Management Web Services Process Orchestration Application Architect Improvements

4. Usability/User-Interface

5. User Experience Situation Market requires a product that is easy to use and makes users more efficient at their jobs Problem Interaction methods in Web client need to catch up to the Network client. Current User Interface does not guide the user; needs to be more intuitive. The look and feel can be improved to better match current industry standards.

6. User Experience Solutions General look-and-feel improvements Enhanced Drag-and-Drop tabs Multi-Tab Expansion to the Middle Pane List Management Improvements Groups in Tabs UI Redesign Multi-Select & RMB Task Pane Interaction Summary View

7. User Experience: User Interface Clean-up • User Interface Clean-up • Header • Toolbar • Title Bar • Groups Relocation • Lookup Relocation • Navigation • Task Pane • Footer

8. User Experience: Header and Toolbar Old New

9. User Experience: Title Bar, Groups, Lookup Old New

10. User Experience: Navigation Bar Hide/Show navigation bar using this control Old New

11. User Experience: Task Pane User can collapse and expand each task areas Task panes provide context-sensitive actions that can be applied to list or detail views

12. User Experience: Footer Date and Idle or Logoff message appears here

13. User Experience: Drag and Drop User can drag and drop tabs in detail view. Shadow tab displayed during operation. Arrow indicator shows where tab will be after drop.

14. User Experience: Middle Pane/Multi-tab Expansion Drag and Drop to middle pane displays blue line where new middle pane will be placed. Shadow image with name of tab and green check-box indicates drag-an-drop in progress.

15. List Management

16. List Management Improvements Situation: SalesLogix users will sometimes take longer to find information that they need Users need an easier way to build groups. SalesLogix Group Builder is a powerful tool for advanced, technical users, but does not address the requirements for non-technical users User need to select records and add them to an ad-hoc group Problems No easy way to build a temporary list to work from No easy way to manipulate the lists The process to create group is not easy enough for non-technical users

17. List Management Improvements Solutions Groups in Tabs UI Redesign Multi-Select & Right Mouse Button menu Task Pane Interaction Summary View

18. List Management Improvements • Groups in Tabs • Tabs • Right mouse button • UI Redesign • Multi-Select & RMB • Task Pane Interaction • Summary View

19. List Management Improvements Number of results indicates where user is at in the list Users can now browse through the entire group using a scroll bar – just like it works in Windows-type applications. Users can jump to different points in the list by clicking on the bar, or moving the drag control. • Groups in Tabs • UI Redesign • Scroll instead of paging • Number of results displayed at top • Multi-Select & RMB • Task Pane Interaction • Summary View

20. List Management Improvements Right-mouse button menus give quick access to important functionality like ‘save selected items as group’ Users can shift-click or control-click the records they are interested in, and then take action through the right mouse button menu. Groups in Tabs UI Redesign Multi-Select & RMB Task Pane Interaction Summary View

21. List Management Improvements Users can drag columns to different locations in the grid Columns can be sorted through menu selection or by clicking on header Users can hide or show columns in the grid simply by clicking on the checkbox next to the column name

22. List Management Improvements • Groups in Tabs • UI Redesign • Multi-Select & RMB • Task Pane Interaction • Filters • Common Tasks • Group List • Summary View

23. List Management Improvements • Groups in Tabs • UI Redesign • Multi-Select & RMB • Task Pane Interaction • Filters • Common Tasks • Group List • Summary View

24. List Management Improvements • Groups in Tabs • UI Redesign • Multi-Select & RMB • Task Pane Interaction • Filters • Common Tasks • Group List • Summary View

25. List Management Improvements • Groups in Tabs • UI Redesign • Multi-Select & RMB • Task Pane Interaction • Filters • Common Tasks • Group List • Summary View

26. List Management Improvements Groups in Tabs UI Redesign Multi-Select & RMB Task Pane Interaction Summary View

27. Mash-ups

28. Mashups – Situation An increasing number and variety of Application Programming Interface (API’s) continue to become available every day. These API’s provide users with access to every type of data and services, and represent a new landscape of resources from which they can cultivate the timely and meaningful information necessary to maintain a competitive edge.

29. Mashups – Problem Information overload Difficult to find, filter, and compile data Multiple sources, inside and outside the company Building interfaces using current means takes time and resources that may be unavailable Sales teams, Business Analysts spend time and effort to produce limited results

30. Mashups – Approach Objective: collaborative compilations of internal and external data, rich user interfaces Embed information within the SalesLogix Web client Create as quick forms User selects input control(s) at runtime View relevant data quickly

31. = +

32. Timeline Visualization Interactions with a customer and related activities span numerous opportunities, tickets, etc. “Health of a relationship” often measured by activity density Years of relationship activity takes up “real estate”

33. Timeline Visualization Interactions and activities are recorded in various locations within SalesLogix Displayed in list view or calendar view List view: user must read Calendar view: screen breaks along calendar divisions

34. Timeline Visualization View tickets and activities View opportunities and the activities associated to them Use the slider control to view data over time and to find where the data is

35. Personal Workspaces

36. Personal Workplaces Personal Workplaces – Situation • Situation • Static Welcome Page – no personalization • All customization at design time • No chart control • Problem • Cannot personalize workplace • Changes require IT intervention • No visualization of data

37. Personal Workplaces – Approach ‘Smart Parts’ used to create workplace components Portal-like drag and drop features Add/remove, move/rearrange components Rename workplaces and components Workplace templates; ability to change template Spark line control can be used to graphically display high-level trends Component library for each tab Include RSS feeds and other external data Ability to create multiple tabs through customization

38. Personal Workspaces Rearrange the content to the desired location through drag-and drop

39. Personal Workspaces Add new content, edit options and more with the tab drop-down menu. Change the layout of the personal workspace to one of several layouts Add new content to the page.

40. Personal Workspaces: New Content Keep track of critical opportunities as they close Keep recent contacts fresh in your memory Monitor campaign responses to measure campaign effectiveness

41. Comprehensive Web CRM

42. Comprehensive Web CRM – Situation, Problem SalesLogix is a full-featured CRM solution across multiple clients Prior to version 7.5, Web client still missing some core CRM functionality. Needs to be brought to the same level as SalesLogix network client

43. Comprehensive Web CRM – Sales Orders

44. Comprehensive Web CRM – Defects

45. Comprehensive Web CRM – Contracts

46. Comprehensive Web CRM – Returns

47. Comprehensive Web CRM – Assets

48. Lead Management

49. Activities for Leads Lead De-duplication Lead Management • Situation • Single note field to capture interactions • Cannot create activities or notes for leads • Situation • Leads come from many sources • De-duped when converted • Target lists contain Leads and Contacts • Problem • Must convert lead to capture interactions • Some information not captured • Users converting leads too soon • Problem • Leads database has duplicates • Target list has duplicates • Wasting resources and impacting image • Approach • Activities and Notes can now be associated to leads • When converted, information carries over to contact • Users can wait until appropriate time to convert • Approach • De-dupe leads on import, conversion and manual entry • Advanced de-duplication features • Option to auto-merge leads on import

50. Lead Routing Import Actions Lead Management • Situation • Leads imported or manually entered • Users manually assign lead owners individually or en masse • Situation • Assign owner, delete en masse • Can’t create notes, activities or other actions on import • Problem • Manual efforts waste resources • Leads go cold because of time lost or errors made during routing • Difficult to route if complex rules apply • Problem • Manual efforts waste company resources • Leads are processed inefficiently • Approach • Leveraging Process Orchestration to accomplish lead routing • Sample process included – modified by customer or partner to fit their processes • Approach • Option to create notes, activities, responses and campaign targets on import • Enter generic information; then, applied to each lead