Sage CRM Roadmap – Beyond 6.0 Jeff Richards Education and Development Program Manager Sage Technologies Dublin Email:Jeff.richards@sage.com Web: http://dpp.sagecrm.com Blog: http://sagecrmtraining.blogspot.com

Please note that while the slides refer to Sage CRM, CRM, or the CRM system throughout, all functionality covered is also relevant to Sage CRM, Sage Accpac CRM, and Softline ACCPAC CRM.

Outline Come and see what the future has in store for Sage CRM. This talk covers everything about Sage CRM including information AFTER 6.0. There will be some coverage on enhancement request protocol.

Product Roadmap – Beyond V6 CRM v6.0 – December 06 CRM v6.0 Service Pack 1 – February 07 This release is for the SageCRM.com / accpaccrm.com upgrade 6.0 issues

Sage CRM v6.0 – Features Find Enhancements Groups Territory Management Existing Find Improvements, Keyword Search, Advanced Queries Groups Territory Management Simplified Field Level Security CTI Enhancements Better Training / Coaching Resources Outlook Integration Enhancements

Sage CRM v6.0 – More Features Disabling Users and Re-assigning Records Mass Update and Moving Records .NET Interfaces (enhanced SDK) Miscellaneous Usability Enhancements   Web Services Improvements For Sage Migrator Better Cross Browser Compatibility

Localization Testing Expansion of Center in Dublin Asian Testing Center up and running HiSoft in Beijing

Core Product Roadmap – New Plan Version 6 focuses on core product improvements and lays groundwork for v7 Version 7 focuses on “extensibility” for BPs and developer community Version 7 split into 2-3 smaller releases 6.1 – April 07 6.2 – September 07 6.3/7.0 – Early 08 (TBD) Version 8 continues with “extensibility” to “externalise” the application for BPs NB add candidate features to bottom

Product Roadmap – v6.1 – v6.3 CRM v6.1 – April 07 .NET API released for Development Partners Outlook Auto-logon and Meetings Related Entities 64bit Install and Support + additional prioritised feature requests from OpCos CRM v6.2 – September 07 Field Removal WSYWIG Screen Customisation CRM v6.3 – TBD Bundler Key Attributes makeover Outbound Call Handling Improvements

What is the .NET API The .NET API is a long term strategic solution for Sage CRM extension and module development .NET API exposes deeper and richer functionality than COM API Designed for functionality. (COM designed for simplicity)

SDK Contents and Availability CRM .NET Component Base .NET assembly provides iInterface between Core Application and Sage CRM Application Extensions (custom assemblies) Visual Studio 2005 Project Wizards Creation of stub code for rapid project initiation Source Code samples Documentation Only distributed to Development Partners Only DPP staff who have attended the official .NET training program will be able to place support requests. The class will either be available in Conference or online via the DPP program (Instructor Led training classes). Partners can Distribute .NET dlls to customers without revealing source code Protection of Intellectual Property Customers installing Sage CRM Application Extensions required to have installed .NET 2.0 Framework

Calling .NET Application Extensions From Tabs/Menus Action: customdotnetdll Custom DOT NET DLL Name Method Name From List Block Hyperlinks Hyperlink to Customdotnetdll Custom ID Field From Application Extension Buttons string sUrl = UrlDotNet(ThisDotNetDll, "RunViewOpportunity"); AddUrlButton("Cancel", "Cancel.gif", sUrl); From Workflow Rules Redirection from other DLLs

Product Roadmap – V6-V7 FY 06 FY 07 FY 08 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Sage CRM 6.0 Beta 5.8h 6.0 6.0 SP1 6.1 6.2 6.3/7.0 SageCRM.com 6.1 6.2 6.3/7.0 France .com 6.0 Germany .com (TBC) Localisation 6.0 France, Spain, Germany 6.1 France, Spain, Germany (TBC)

SageCRM.com: Current FY07 Product Roadmap SageCRM.com Product Roadmap 6.0 Live! FY07 Q1 Q2 OCT DEC JAN NOV Q3 FEB MAR APR MAY Q4 JUN AUG SEP JUL SageCRM.com Regional Roadmap SageCRM.com Value Definition Initiatives 5.8 France Live! Germany Live! 6.0 Region “other” Live! “Lite” Product QA Pre-Production Environment Live 6.1 Live! 6.2 Live! Production Environment Upgrade Major Release Major QA Milestones Confidential – Sept 2006 Major Milestones

Other Planned Features Mobile Improvements using Corum technology PDA and Blackberry Integration Support for Easy Integration with Back Office Systems in local OpCo territories Restructuring of Modular Features to Allow Ease of Customization where currently built from dll Potentially Forecasting and Quotes and Orders Further Development of Web Services and .NET API .com priority

Q&A