Sage SalesLogix v7.5 What’s New!

Benefits Overview Deploy a Comprehensive Web CRM—connected or disconnected Streamline the complex task of processing leads with Extensive Lead Management capabilities Quickly and easily interact with data with Simplified Access to Targeted Information Improve productivity with Usability Enhancements Experience Rich, Personalized Views of Information using mashups and more Streamline IT administration with Customization, Administration, and Web 2.0 Technology enhancements

COMPREHENSIVE WEB CRM

Comprehensive Web CRM Connected or Disconnected Access Sage SalesLogix via a Web browser— whether you’re connected or disconnected—without sacrificing usability, customizations, or a rich user experience.

Comprehensive Web CRM Full Customer Service Functionality Create, manage, and activate Contracts, as well as monitor Contract usage. Create, assign, manage, and change the status of Returns as well as monitor returned and shipped assets via the Web. Associate Assets with Accounts, Tickets, Defects, Contracts, or Returns so employees have all the details they need to better service customers.

Comprehensive Web CRM Sales Orders Create and modify Sales Orders via the Web.

EXTENSIVE LEAD MANAGEMENT

Extensive Lead Management Lead De-duplication Wizard Use the Leads Import Wizard to easily perform lead de- duplication upon. Leads are automatically de- duped against current Leads and Contacts in the system.

Extensive Lead Management Activities for Leads & Group Actions Make Leads the subject of a meeting, phone call, or a to-do task; record notes; and more to ensure action is taken—and perform these actions en mass, streamlining efficiencies.

Extensive Lead Management Create a Response Responses no longer have to be associated to a Campaign. You can now create a Response or “pre- opportunity” upon import to indicate an expressed interest in your product or service. Use Responses to track leads that are not ready to be converted to an Opportunity or for leads that aren’t associated with a campaign—ensuring a potential sale does not fall through the cracks.

Extensive Lead Management Automatic Lead Routing Act on hot leads fast! Use the out-of-the-box lead routing SDK sample process or customize rules so Leads are automatically directed to individuals or teams based on criteria you define.

SIMPLIFIED ACCESS TO TARGETED INFORMATION

Simplified Access to Targeted Information Dynamic List Building Select multiple records at once and perform an action using the right mouse button. New Task Pane provides Filters, Common Tasks, Process Tasks, and Group Tasks for quick access to important information and actions. Groups are organized in tabs for quick access with drag & drop and right mouse button abilities. Scrolling instead of paging through lists of data. Use filters to identify useful data and quickly create ad-hoc groups.

Simplified Targeted Information Summary View View key information in a compressed viewing area. Drill down for more information if you need to. Hover over data points for more information.

USABILITY ENHANCEMENTS

Usability Enhancements Deliver Improved Productivity Improved Layout and Design New header includes drop-down arrow controls for easier access to menus; improved icons; and a Reminders button has been added to the tool bar with a visual indicator of the number of reminders you have. New Title bar shows the type of data being displayed in the main view so you know exactly what data you're looking at. Expand or collapse the left nav bar. When tailoring your workspace, a visual indicator shows which tab you're moving and where— improving user adoption and reducing errors.

Usability Enhancements Deliver Improved Productivity Multi-tab Expansion Create the perfect workspace by adding as many middle panes as you want.

Usability Enhancements Deliver Improved Productivity Expanded Right-mouse Button Ability Right-click in Tab areas and Lists to quickly get more options and actions.

Usability Enhancements Deliver Improved Productivity Attachment Improvements Associate attachments to meetings, phone calls, to-do items, s, notes, and personal activities. messages sent through Send SLX/Record to History are preserved exactly as they were sent (with HTML links, images, etc.) intact. Attach an activity to a lead or a contact

Usability Enhancements Deliver Improved Productivity Redesign of Lookup Newly designed Lookup Popups have enhanced power and flexibility so that whichever Lookup you’re using—it will be similar in appearance, behavior, and functionality. New tree structure expedites searching for users.

Usability Enhancements Deliver Improved Productivity Expanded Synchronization Capabilities Calendars and Activities Sync Configuration Utility Calendars and Activities Sync Client to Server Engine Calendars and Activities Sync Web Portal Outlook Sage SalesLogix Database Sage SalesLogix Entity Model In addition to server-side synchronization, desktop synchronization is compatible with the Sage SalesLogix Web Client, including the capability to synchronize activities, to- dos, calendar items, contacts, etc. The desktop synchronization option is on the new, modern Web-based architecture, de-coupled from the Windows Client, so it synchronizes when it needs to—independent of the client.

RICH, PERSONALIZED VIEWS OF INFORMATION

Rich Personalized Views of Information Mashups It’s easy to create mashups from external sources such as Google Maps, Hoovers, LinkedIn, ERP applications, etc. and mix it with internal Sage SalesLogix data, providing a rich user experience to simplify data for viewing or analysis. Use the Mashup Editor to create, modify, publish, and display mashups

Rich Personalized Views of Information Timeline Visualizations Experience a holistic view of an Account or Ticket all in one place. Out-of-the- box, the Timeline Visualization feature appears in Accounts and Tickets areas, providing a graphical representation of events over a period of time—past, present, and future. Or, you can create, customize, and embed a timeline in most areas of the application.

Rich Personalized Views of Information Welcome Page Get a quick, at-a-glance view of the features and information you use the most—increasing your productivity. Sparkline charts provide a unique way to view campaign response data for quick analysis of campaign effectiveness. Tailor your workspace by adding or deleting the components. View your closing Opportunities so you know where to concentrate your efforts.

CUSTOMIZATION, ADMINISTRATION & WEB 2.0 TECHNOLOGIES

Customization, Administration, and Web 2.0 Technology Process Orchestration You can build powerful single-step processes, such as lead routing or service ticket capture and distribution, or create multi-step and multi-stage processes that can react to user interactions and suggest next steps. Sage SalesLogix v7.5 delivers sample SDK processes for sales process automation and lead routing out of the box; however you can customize any process to address unique industry or business needs.

Customization, Administration, and Web 2.0 Technology Web Services Now expose any Entity or a business rule to a RESTful-based Web service— allowing you to integrate and enhance Sage SalesLogix data with information from outside the application. RESTful services in Sahara –Process orchestration –Lookups –Summary View –Legacy Groups SData –Full CRUD support for all SLX entities –HTTP Digest (extended from SData Framework) – SLX authentication Benefits –Simple Extensibility, human readable –Direction for all integration & integration contracts Consumer Provider

Customization, Administration, and Web 2.0 Technology Form Controls Two new form controls enable you to embed images and sparkline charts, so you can customize the application to address your specific needs and provide users with a unique view of key data. Easily add your own logos and images in a QuickForm.

Customization, Administration, and Web 2.0 Technology Application Architect Enhancements Streamline deployment and administration including: The ability to launch model entity wizards from the Application Toolbar The ability to recognize which entities have been customized from the project explorer tree view Dockable data sources view Access to form control settings from new code snippet action New Portal Creation Wizard Workspace environment settings remembered for each project Enhanced build output window New Portal Wizard helps create a simple UI portal application.

Summary Deploy a Comprehensive Web CRM—connected or disconnected Streamline the complex task of processing leads with Extensive Lead Management capabilities Quickly and easily interact with data with Simplified Access to Targeted Information Improve productivity with Usability Enhancements Experience Rich, Personalized Views of Information using mashups and more Streamline IT administration with Customization, Administration, and Web 2.0 Technology enhancements