Sneak Peek Presentation

March 2011

customerfx.com

Agenda

• Introduction – The new Sage SalesLogix Mobile• Benefits Overview• Installation & Troubleshooting• Solution Comparison Chart• Competitive Differentiation• Sales & Marketing Tools

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

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.

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.

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.

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.

Installation Prerequisites and Instructions

Installation - Prerequisites

• Make sure you have a functioning Sage SalesLogix 7.5.3 web environment

• Install HF 01 & Close App Architect• Install HF 02 & Close App Architect• Install HF 03 & Close App Architect• Sage SalesLogix Mobile and the SData portal must be

on the same server• Rebuild the Web Platform in App Architect

Installation – SlxMobile web site

• Application Architect− In the Project Explorer - Install Sage SalesLogix Mobile bundle− In the Application Architect, open the Deployment Explorer

o Open the Core Portals deployment.o Under Deployment Targets, right-click IIS and select Add

Portal(s).o Select SLXMobile, and then click OK.o Deploy all of the Core Portals or Individually deploy both the SData

and SLXMobile portals.

• Run SData Mobile Client by browsing to https://<servername>/SlxMobile

Installation - Troubleshooting

• If you get server error, and/or you cannot log into the main web client because it “cannot establish a connection with SLXServer”, stop and restart the Sage SalesLogix services or reboot the server

• If you try to run the main web client (SLXClient) and get a JsonProperty error, you need to remove Sage.Common.Syndication.Json.dll from the Bin folder in the SlxClient and sdata portals

Sdata – Request/ResponseReceive Send

Data Source

SData Feed

CRM ERP In-house External

Internet

HTML5 Mobile Client SalesLogix Web Client

http://slxbrowser.sagesaleslogixcloud.c

om/sdata/slx/dynamic/-/accounts

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.

Competitive DifferentiationSalesForce – Mobile

LiteSugarCRM Mobile MS Dynamics –

Mobile ExpressNew Sage SalesLogix

Mobile

Device Support No AndroidNo WebOS

Only iPhone Browser-based (HTML4)

Browser Based – client runs JS locally

iPhone, iPad, Blackberry (6+), Android, WebOS

Usability Native device experience

Native device experience

Wap site - no local storage, no feel of

native app

Native device experience on a

browser based client

Availability Lite All Editions - included

Mobile Service Unlimited Edition –

includedProfessional and

Enterprise – additional charge

Community Edition - Not available

Sugar Enterprise - Included

Sugar Professional – additional charge

Available only for MS Dynamics On-

Premise and Service Provider Editions.

Not available for MS Dynamics CRM

Online

Available at no additional charge to all Sage SalesLogix users (Cloud + On Premise, v7.5.3+)

Server Installation No additional installation required

Install the wireless component on the

web server

Installation required Apply Mobile bundleEnable SData

Client Installation Manually install Manually install No installation required

No installation required