What’s New in v8.0

In short, this means CRM without compromise, which is what Sage SalesLogix is all about. Sage SalesLogix v8.0 delivers on this promise by introducing new features and enhancements across the product suite designed to enrich the user experience, reduce costs, boost productivity, and safeguard valuable data.

Sage SalesLogix v8.0 underwent extensive pre-release testing and iteration to ensure the release met the highest quality and performance goals in the product’s history.

Your relationships. Your information. Your CRM.

User Experience and Productivity User experience and productivity take center stage with an enhanced user interface that makes finding your data easier and faster, featuring:

• Updated look and feel – LAN and Web clients both enhanced with a modernized visual presentation and an appealing color palette.

• Scrollable grids in tabs – Makes it easier to navigate within all areas of the product and locate customer information.

• List management – Enhanced list management capabilities—stay in the detail view while doing a lookup; filters have been added to tabs with lists, so you only see the data you need.

• SpeedSearch – Expanded search results to include information from additional areas, including Accounts, Contacts, Leads, Opportunities, Products, and Contracts.

• Bulk data handling – Select and update multiple data elements at a time, such as changing multiple Activities, Leads, and Opportunities with right click menu option.

• Search – New User option to set default “look up” type – “contains” vs. “starts with”.

Updated Look and Feel - Modernized Visual Presentation

Works the way you work

Greater productivity

in the field

• Calendar alerts – Never miss an important activity or appointment with new “pop-up” alerts, which can be configured based on User preference.

• Calendar view – Collaborate with your team easier with the ability to see multiple Users’ calendars side by side to quickly identify their availability.

• Schedule resources – Know immediately which rooms, resources, and personnel are free or committed at any given time.

• Meeting invitations – See attendee free/busy status when scheduling a meeting and know who has accepted, declined, or is still pending.

• Meeting confirmations – New dialog box for meeting requests—allowing you to confirm, accept, delete, or update meetings.

• Update and complete Activities – Complete, edit, or delete individual or multiple Activities in a flash with the added right mouse button functionality.

Your relationships. Your information. Your CRM.

Calendar and Activities Prioritize your day, schedule meetings, and book resources using new and improved resource planning tools:

• Smart layouts – Rotate your phone or tablet and switch to a landscape view —great for larger screens and tablets.

• Enhanced date selector – Select dates and times with ease with a new drop-down list and the ability to increment and decrement by month, day, year, and time.

• Activity indicators in month view – See your busy/free days at a glance—select a day to see a detailed list of items committed for that day.

• Mobile user efficiencies – Improved search functions help to locate information faster—usability enhancements include auto-populate and a clear button.

Mobile Enhancements “Productivity on the go” takes on new meaning with the latest mobile enhancements, including improved data handling and calendar management:

Stay on track with enhanced resource planning tools

Rich CRM functionality on most popular mobile devices

Collaborate more effectively

• Dynamic customizations – Make changes to forms and scripts and see the modifications fast.

• Web Form Designer – Enable your Administrator with this powerful new feature that puts more control in their hands:

- Configure, add, or hide fields – without the need to write complicated code – with a few simple mouse clicks.

- Changes are immediate and executed upon save.

• Application Architect – Improved to empower developers to perform deep customizations in a faster and more intuitive manner with:

- New toolbar button and action designers.

- Script discovery – Easily discover scripts previously requiring multiple steps and knowledge of how to navigate the dialogs.

• QuickaccesstoallscriptableformactionsdirectlyfromtheQuick Form.

• Fullscriptingeditorwithdevelopertoolssuchas Intellisense & Search and Replace.

• Visual cues provide a way to inspect which controls have

scripted actions.

• Move and duplicate contact – Move or copy only the information that is relevant, making updates fast and clean by providing more flexibility and control.

• Global capabilities – Embedded language packs that enable anyonetochangethelanguagebetweenEnglish,French,Russian, German, and Italian with a simple drop-down menu.

• FullUnicode support for the LAN Client.

Configuration and Customization New customization “power tools” designed to put more control in your Administrator’s and IT Pro’s hands:

Your relationships. Your information. Your CRM.

Configure Sage SalesLogix to reflect your business needs

Configure forms quickly

Safeguard your Data Safeguard your valuable CRM data with enhanced role-based and end-point security capabilities for the Web Client:

• Security Manager – Efficient click-and-select interface for assigning security levels, such as “read only,” “read/write,” or “none”.

• Mobile/remote devices – Enhanced control over the data exchanged between the server and mobile/remote devices.

• SpeedSearch – Search results limited based on role and level of access granted.

Increased control and

security

Safeguard your valuable CRM data with enhanced security features for the Web Client

Try Sage SalesLogix v8 Free for 30 Days

http://sagesaleslogix.com/trynow

or Call

866-898-2378

8800 N. Gainey Center Dr., Suite 200 | Scottsdale, AZ 85258 | 866-898-2378 | http://NA.sage.com/sage-saleslogix

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About Sage SalesLogix

Your relationships. Your information. Your CRM. In short, this means CRM without compromise. Your processes for identifying prospects, acquiring customers, building loyalty, and delivering an exceptional customer experience are what make your business unique and successful. Sage SalesLogix offers unparalleled flexibility in how you deploy, use, and pay for a powerful CRM solution that helps you accelerate your strategic advantage.

About Sage

Sage is a leading global supplier of business management software and services for small and midsized businesses. The Sage Group plc, formed in 1981, was floated ontheLondonStockExchangein1989andnowemploysmorethan12,600peopleandsupportsmorethan6millioncustomersworldwide.Formoreinformationabout Sage in North America, please visit the company website at: NA.Sage.com.FollowSageNorthAmericaonFacebook,Facebook.com/SageNorthAmerica, and Twitter, Twitter.com/sagenamerica.

Your relationships. Your information. Your CRM.

Sage SalesLogix Cloud Improved performance and overall experience when you deploy in the Sage SalesLogix Cloud:

• Significantincrease in performance with new server configurations which boast additional CPU and memory capacity.

• Improvedmeasuresforbusiness continuity with back-ups occurring every 15 minutes.

• Implementwithconfidencewiththenewandimproved ‘Go Live’ process which includes discovery, performance testing, and a customer check list.

Improved overall Cloud

experience