The new Sage SalesLogix Mobile by m-computers

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Sneak Peek Presentation March 2011

description

The new Sage SalesLogix Mobile Client

Transcript of The new Sage SalesLogix Mobile by m-computers

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Sneak Peek Presentation

March 2011

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Agenda

• Introduction – The new Sage SalesLogix Mobile• Benefits Overview• Solution Comparison Chart

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The new Sage SalesLogix Mobile delivers rich CRM functionality across multiple mobile platforms via a customizable, browser-based application that is easy to deploy and manage and is available at no extra charge to Sage SalesLogix customers.*

*Requires Sage SalesLogix v7.5.3

Introduction

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Enhance effectiveness in the field with rich CRM FUNCTIONALITY

• Create, view and edit key customer information including Accounts, Contacts, Leads, Opportunities and Tickets.

• View and schedule Activities, record important Notes, and access detailed History records.

• Manage meeting schedules, personal activities, phone calls, and to-dos.

• Log email and phone interactions to customer history.

• Configure to match user preferences and work styles, work online or offline, and receive updates automatically.

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Benefit from unparalleled FLEXIBILITY

• Leverage the flexibility of a browser-based application, optimized for use on today's smartphones and tablets.

• Access your Sage SalesLogix CRM data on a wide range of popular devices such as the iPhone® 3.x and higher, iPad®, Android™ v2.1 and higher, and BlackBerry Torch™ 6.0 and higher.

• Customize the application easily to accommodate your unique business processes and data requirements in the field.

• Enjoy a rich CRM experience on HTML5/CSS3-compliant browsers such as Safari®, Chrome®, Opera® and Firefox®.

• Connect to your Sage SalesLogix CRM system wirelessly or cache and store information locally for offline use.

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Experience World-Class USABILITY• Sage SalesLogix Mobile is easy to learn and use

and puts all of the information and tools you need to be more effective at your fingertips.

• Perform key actions quickly and easily with a task-oriented user interface. Perform searches, multi-select items in a list, view Related Items, access a Quick Actions menu, and more.

• Experience a clean and simple user interface optimized for today's smartphones, familiar Sage SalesLogix icons, and an inviting color palette.

• Interact with native device applications and functions easily - including mapping, dialing, and email - in one click.

• Configure and personalize the application and settings simply to match your unique requirements and preferences.

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Deploy and manage easily for LOW TCO

• Receive the new Sage SalesLogix Mobile at no additional charge with Sage SalesLogix v7.5.3 and higher.

• Enable quickly and easily across mobile platforms (iPhone 3.x and higher, iPad, Android v2.1 and higher, and BlackBerry v6.0 and higher, and browsers (Safari, Chrome, Opera, Firefox).

• Deploy, manage, and customize centrally in the familiar Sage SalesLogix administration environment . Push updates automatically over-the-air to user devices.

• Rely on multi-layered security via device passwords, application passwords, and SSL encryption.

• Leverage RESTful web services, Sdata™ and an open source platform for the optimum browser-based Mobile CRM ownership experience.

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Sdata – Request/ResponseReceive Send

Data Source

Internet

HTML5 Mobile Client SalesLogix Web Client

http://slxbrowser.sagesaleslogixcloud.

com/sdata/slx/dynamic/-/accounts

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Mobile Comparison ChartSage SalesLogix Mobile v5.6 New Sage SalesLogix Mobile

Administration Mobile Administrator Sage SalesLogix Web Admin

Licenses Additional License Purchase required Included with Sage SalesLogix License

Compatibility Blackberry 4.2-6.0WM 6.x

Blackberry 6.0+ (Torch, 9780)Android – v2.x+iPhone – v3.x+

iPadWebOS (PalmPre, PalmPixi)

Sync / Disconnected Connected/Disconnected Partial (last online session)Offline/Sync - Planned

CRM entities Accounts, Contacts, Opportunities, Products, Tickets, Calendar, Activities,

Dashboards

Accounts, Contacts, Leads, Opportunities, Tickets, Activities,

History, Notes, coming soon: Complete Activity

Additional Hardware Requires BES/BIS Server No additional hardware required

Protocol Proprietary SData

Deployment Multiple servers installationDevelopment environment

Apply Mobile bundleEnable SData portal

Client upgrade Requires manual installation Seamless

Note: Sage will continue to support and develop the existing mobile solution, Sage SalesLogix Mobile v5.6, the native device application.

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Questions?

Contact m-Computers!www.crm-ag.com