1. Sage CRM Roadmap – Beyond 6.0
Jeff Richards
Education and Development Program Manager
Sage Technologies
Dublin
Web:
Blog:

2. 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.

3. 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.

4. 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

5. 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

6. 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

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

8. 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

9. 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

10. 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)

11. 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

12. 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

13. 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)

14. 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

15. 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

16. Q&A