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SalesLogix v7.0 Overview & What's NEW in SalesLogix v7.0

Gain deep insight into organizational and individual performance with interactive dashboards. Increase productivity with new features and Outlook integration. Improve customer service and support with integrated features. Access full-featured CRM on mobile devices. Customize and enhance with .NET customizations and administrative utilities.

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SalesLogix v7.0 Overview & What's NEW in SalesLogix v7.0

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  1. Sage CRM SalesLogix v7.0 Overview Kannan Srinivasan – Pre Sales Manager - India

  2. SalesLogix v7.0 Overview & What's NEW in SalesLogix v7.0 Agenda • Rich Content Dashboards • Productivity Enhancements • Integrated Service & Support • Full featured Mobile CRM • .NET Customizations • Administrative Utilities • Report UI Changes • User Enhancements

  3. Gain deep insight into organizational and individual performance via interactive dashboards View performance metrics, diagnose key issues, and identify opportunities from a single location Identify top customers and opportunities Discover root causes for performance issues and take corrective action Personalize dashboard content so each user gets exactly the information they need Drag-and-drop to view different dashboard performance metrics Create customized dashboard content Interactive Dashboards

  4. Pipeline Analysis Top Opportunities Closed Sales to Date Win/Loss Analysis Key Performance Indicators Product Sales Performance Product Sales Opportunities Calendar and Activity Views Interactive Dashboards – Sample Metrics

  5. Drill down into detailed data for further analysis into trends Export data to Excel for further analysis Conduct historical and comparative trend analyses, such as period-to-date and year-to-year Perform ad-hoc analysis by simply changing filter or group criteria Drag-and-drop to view different dashboard performance metrics Create customized dashboard content Interactive Dashboards – Drill Down Analysis

  6. Productivity Enhancements - New Look with XP Themes

  7. Productivity Enhancements - New Outlook Style SalesLogix Calendar

  8. Productivity Enhancements – New Activity Alarm Screen • 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

  9. Complete Sales Order, create Assets, create Service Contract Customer calls with an issue Make the Sale! Ticket Customer Communication Assets Order Customer Returns Asset for repair Opportunity Returns Products Contract Asset Bill to customer or contract Log Product Defect (if applies) Invoice Parts / Labor Asset Repair asset, tracking parts and labor Defect Ship Asset back to customer What is Customer Service & Support?

  10. 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

  11. 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

  12. Full-featured Mobile CRM – Dashboard & Calendar Views

  13. Full-featured Mobile CRM – Customization • Customize the mobile client using visual design tools • Increase efficiency with one- click 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

  14. .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

  15. .NET Customizations – Inside SalesLogix Client View

  16. Administrative Utilities • Maintain a SalesLogix database with Integrity Checker • Monitor and troubleshoot the SLX Provider with SLX Profiler • Understand other SLX utilities

  17. 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

  18. 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

  19. 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

  20. 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

  21. User Enhancements Utilize enhanced SpeedSearch to quickly search across all Activities, History, and Notes

  22. Questions?

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