What’s New in Sage SalesLogix 7.5.4

Release Highlights

• Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience.

• To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback.

• Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:

• Higher User Productivity• Mobile Workforce Enablement• Streamlined ERP Integration• Simplified Install and Upgrade Experience• Coming Soon! – Sage SalesLogix Advanced Analytics

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Workforce Productivity

Notes/History Improvements

Notes/History Tab• The Notes/History Tab displays on the Account, Contact, Opportunity

and Lead Detail views.• Displays interactions such as meetings, phone calls, to-dos, mail and e-

mail logged to history. • It also displays notes associated with each interaction.

Notes/History Improvements How do I apply filters?

• Multi-select Entity to send to E-mail or MS Word

Notes/History Improvements

How do I E-mail/Send to MS Word

Check for Duplicates/Merge

Check For Duplicates• a powerful tool that saves you time and ensures clean data and accurate reports• The Check for Duplicates wizard compares records in Sage SalesLogix to

determine if your data contains duplicates.

Tired of spending lots

of time cleaning your

data ?

Your reports are

never right ?

Check for Duplicates/Merge

Step 1 – Select a Source

• Select the entity type for which you want to check for duplicates.• Select the group of records within the selected entity type.

Check for Duplicates/Merge

Step 2 – Choose Search Options

• Select the filters you want the wizard to use when matching data.• The data in both records must be an exact match to be considered a duplicate.• Advanced Match Options is used to set additional match options fields

Check for Duplicates/Merge

Step 3 – Process Request

• View the status of Check for Duplicate Process• Unique Duplicate Job Number• Number of processed records / total records / total duplicates found

Check for Duplicates/Merge

Step 4 – View Results

• Check for Duplicates History Detail view contains the group of potential duplicates within a job.• Duplicate records are sorted by Score

Search Record - The name within the entity that was found to be a potential duplicate. 

Resolve Status - The status of the record which indicates if it is a possible duplicate, if the data has been merged, or if it has been determined that it is not a duplicate.

Score - The probability rating that this record is a duplicate. A higher score indicates a higher probability that the record is a duplicate.

Check for Duplicates/Merge

View Duplicate Job History

• Users can access the results to merge or remove duplicate data at any time • Duplicates History List view displays all duplicate jobs in the system• Process Duplicates List view displays all potential duplicates in the system.

Check for Duplicates/Merge

How do I resolve duplicates?

• Open the Check for Duplicates History Detail view for the job in which you want to resolve duplicates.

• On the Job Results tab, click the Resolve link for a potential duplicate. You can use the information on this tab to help determine if the record is a duplicate or if it needs to be resolved.

• Complete the Resolve Duplicate Record dialog box.

• On the Unresolved Duplicates tab, select the potential duplicate and click the Merge link

Best Match - The entity that is the closest match to this record.

Matches Found - The number of potential matches for this entity.

Check for Duplicates/Merge

Merge Data

• At the top of the grid, select which record should be the primary record.• Source - The record that is being converted or resolved.• Target - The Sage SalesLogix record found when searching for duplicate records.

• Select the properties for the merged record • Show All link shows all fields (including matching fields)

Notes Field Improvements

Resizing of Note Fields• You asked for it – bigger notes field in

− The Activity dialog (Viewing and scheduling Activities)

− New Note dialog

Configurable What’s New

Slide 16

What’s New Configuration Now UnlockedSimple XML Configuration Reduces Customization Costs

<item targets="remote" window="main" enabled="true">     <virtualPath>~/SmartParts/WhatsNew/RemoteMainWhatsNew.ascx</virtualPath>     <partId>RemoteMainWhatsNew</partId>     <title>Accounts</title>     <description>Accounts</description></item>

Configure “What’s New” to Keep Users Up-to-DateEliminate Information Overload

Show Users the Information They Need Right Now

Ten Tabs Out-of-the-BoxRemove Unwanted Tabs

Add New Tabs with Custom Information

Workforce Productivity

Sales Orders & Opportunity Product

New

• Streamlined user experience• Introduces SData-based Editable Grids

New

Editable Data Grid

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Spreadsheet Style Records• Accepts SData Feed as Data Source• Use Internal or External Data Sources

Easy Data Editing• Column Control Types Match Data Type • Checkbox, Link, Numeric, Lookup, etc• Columns Individually Securable for Edit/Link

Refined Workflow• Inline editing eliminates pop-ups & user clicks• Editable grid eliminates additional forms for insert & 

updates (reduces development costs)

Simplified Install & Upgrade

Simplified Install & Upgrade

Full Install• Customers upgrading from 7.5.x or new

customers only have to install the service pack – 7.5 base install not required

• Customers upgrading prior to 7.5 will need to go to 7.5 first and then apply 7.5.4

• Pre-requisites for the install have been moved to the beginning of the installation wizard to streamline the installation process

• Added installation logging to better support troubleshooting

Simplified Install & Upgrade

Simplified Offline Client Install• Default support for SQL Express 2008

R2 as the offline database• Client download available from within

web client (New Nav Bar Link)• Offline client install streamlined by

putting the pre-reqs up front and reduces errors

• Ability to do silent install – allows install without user interaction – better support for automated IT deployments

• Installs and configures Desktop integration – SendSLX, Outlook Integration, Desktop Manager, Mail Merge, Export to Excel

• Reduce end user setup by using enabling Active Directory authentication – users no longer required to enter user id and password

Simplified Install & Upgrade

Roll up 7.5.3 Accelerators• Standard Problem / Standard Resolution• Resources• Lead Qualifications• Roles - Secured Actions

Simplified Install & Upgrade

Upgrade Discovery Tool

Reduce Upgrade Costs• Eliminate Need to Build Comparison Environment• Assess Upgrade Impact without Creating Bundles• Compare Intersection of Your Changes to Our Changes

Ramp Up New Projects Faster• Discover Versions, Bundles, & HF’s Installed• View Detailed Customization Information• Get File Level Detail

Command Line Utility Compares Files HashesAll Files Hashed Since v7.5.0Works Directly with Models

Available as a Public Download

Streamlined ERP Integration

What is SData?

Uses industry standards-There is nothing scary for your IT dept here

Access your data anywhere-If you can send a URL, you can use SData

SData does the heavy lifting-You can build integration solutions with up to 80% less code

Fast, secure, full featured-If you can do it in SalesLogix, you can do it with SData

Web Services Based API for Sage SalesLogix

http://localhost:3333/sdata/slx/dynamic/-/accounts?format=html

Read, write, sync, import, export

HTML, XML, REST, ATOM/RSS

Program in any languageUse Client Libraries to save time

Examples Built using Sdata™

SData Active Directory Support

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Leverage the Work You’re Already Doing• Minimize User Administration Costs• Maintain Users in Active Directory• Sync Active Directory Users to Sage SalesLogix

Increase Security & Control Access• Enforce Windows Authentication• Block Non-Active Directory Users from Login

Extend Your Applications• SData Applications Can Use Window Authentication• Promote Single Sign-On Strategy

Reduce Implementation Costs• Enforce Window 

Authentication

New

New

• Real-time access to ERP data• Cross-application requests

leverage ERP business logic to access complex data such as pricing

• Seamless User Experience keeps CRM user in their CRM environment

CRM ERP

Two-way Sync

One-way Sync

(Accounts, Contacts, Sales Order, Etc.)

(Products, UOM, Etc.)

Request Data via ERP Business Logic

Real-Time data feeds

Detailed views for specific transaction

Sage Integration

Integration Features

Sage Proprietary & Confidential – Content Subject to Change

Sage Integration

Viewing ERP Data• Three complex real-

time data views• Based off account• Sales Orders

− Sales Order lines− Invoices− Deliveries

• Invoices− Invoice lines− Payments

• Payments/Receipts− Payment details

Sage Integration

New SData API’sAccess Attachments

• View & update documents, text files, and graphics associated with Accounts, Opportunities, Tickets, etc

Manage Groups• List, sort, and filter Groups• Execute a group with a custom filter

Access the SalesLogix Library• View & update library directories & 

documents• Access revision dates, available status, etc

Work with Picklists• List all picklists & picklist items• Supports filtering, sorting, & paging

Modify User Options• Access User configuration options for client 

startup, activity reminders, currency, etc

Return System Options• Provides readonly access to company name, 

database version, etc

Get Current User• Use the service to identify the current user

Global CRM Contract• Build maintainable integrations

Mobile Workforce Enablement

Mobile Workforce Enablement

Calendar & Complete Activity

• View today’s activities or pick any future/past date for a list of activities

• Schedule new meetings, personal activities, phone calls and to-dos

• Complete any Activity and schedule a follow-up

Mobile Workforce Enablement

Additional features• View Opportunity’s

related products

• Call Contact mobile number from Quick actions menu

Mobile Workforce Enablement

What’s New• Combined Notes and History

views to a single Notes/History view

• List icons describe the type of Activity or Note (e.g. )

• Users can filter the Notes/History view by typing one of the following hash tag values into the Search box, for example:− #note – View just notes− #phonecall – View only phone call

history items

Mobile Workforce Enablement

Customization Guides

• Creating an Application Module 

• List View • Detail View • Edit View• Customizing Views 

To access the guides:https://github.com/SageScottsdalePlatform/argos-sdk/wiki

Sage SalesLogix Advanced Analytics –

Coming Soon!

Coming Soon!

• Sage SalesLogix Advanced Analytics

− Interactive Analytics solution− Integrated with Sage SalesLogix− 10 pre-built dashboards

o Saleso Marketingo Customer Service

− Highly customizable− Easy to learn and use

• Stay tuned for more details!!

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Upgrade Today!

• Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience.

• To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback.

• Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:

• Higher User Productivity• Mobile Workforce Enablement• Streamlined ERP Integration• Simplified Install and Upgrade Experience• Coming Soon! – Sage SalesLogix Advanced Analytics

Slide 38

Your Contacts:

Michael ReischerCEO +49 (30) 754 94 43-0m.reischer@m-Computers.de