from saleslogix 8.0 to infor crm 8.1 and beyond- what's new
TRANSCRIPT
What’s New in Saleslogix 8.0 to Infor CRM 8.1 2015
• Sage Software upgraded SalesLogix version 7.x to 8.0 core release in Fall 2012 with major architecture technology upgrade for web (Cloud) use.
• Swiftpage purchased Saleslogix in 2013 and provided 8.1 core release in Fall 2013
• Infor CRM purchased Saleslogix from Swiftpage in Fall of 2014 and renamed it to Infor CRM
• Early 2015 saw the release 05 with rebranding for Infor CRM, updated user interface for Web client, Mobile 3.2 and ERP integrations.
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Infor CRM is a globally available product with:• over 10,000 customers and 600,000 users
• across all major industry verticals and
• in market more than 15 years
• targeting SMBs, mid-market, and divisions of enterprises• across multiple industries, Financial Services, Insurance, Manufacturing, High
Tech and Professional Services represent 65% of Installed Base
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“Exemplary for affordability, architecture and channel; its large enterprise focus coupled with robust sales and marketing features allow it to rise above competitors in its space.”
Recognized by Analysts
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Customer successes and accolades
2012 Gartner and 1to1
Media CRM Excellence Award
Harry Rosen
2013 2013 Gartner and 1to1 Media CRM Excellence
AwardsAgReliant Genetic
2013 Best Overall Value
by Info-Tech & placement in
champion quadrant
Flexible License and Payment
Purchase, finance, or subscribe – while maintaining full ownership and control of your data.
License Options designed to leverage the usage requirements of your critical roles
License Options
Named
Concurrent
Viewer
Flex
Purchase Options designed to fit your budget
and financial strategy
Purchase Options
Buy
Finance
Subscribe
Flexible License and Payment Options
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Ease-of-Customization
• Open architecture for advanced customizations
• Codeless customizations in v8
• Fully customizable dashboards
Business Integration
• Sage ERP integration
• MS Outlook integration
• Social media integration
• Web self-service
• Easy integration with third party applications
Ease-of-Use
• Easy to use
• Intuitive user interface
• Easy to navigate
• Easy to learn and adopt
• Easy to personalize
Fast, Flexible Deployment
• Available on-premise or in the Cloud
• Fully web-based for rapid roll-out and ongoing administration
• Easy to use for rapid user adoption
• Rapid ROI
• Low TCO
Ease-of-Anywhere Access
• Fully web-based for anytime, anywhere access
• Web access from any HTML5 mobile device
• 24hr access to up-to-date communications, calendar and contacts regardless of device or location
Your Rapid Route to CRM SuccessYour Rapid Route to CRM Success
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Infor CRM Top 5 Reasons for Purchase
Freedom of Choice/Easy
Unsurpassed Usability
Enabling Today’s Mobile Workforce
Great Integration
Grow, Change, Differentiate w/o Compromise
Business Intelligence
Marketing
Integration
Business Process Management
Vertical Solutions
Cloud
Infor CRM Ecosystem Related Integrated Solutions
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Saleslogix 8.1 Core Release
New widgets for more access to you data Upgraded reporting & analytics engines Schedule reports, manage running reports, archive, add
as attachments
Sync Outlook contacts, tasks, activities, & email Infor CRM address book, attach SLX library items Outlook Sidebar* & Google Integration* Sync with Sage X3 ERP and Infor ERP’s (Syteline)
Enhanced Reporting & Analytics
More Access to Customer Data
Modern Look & Feel, lots of new capabilities Purpose built – Data tells you its storyNext Generation Mobile
Experience Support for Chrome & Safari, Latest Firefox versions Desktop 64-bit support, Server side Export-to-Excel 8.1 built on 8.0 Platform
Greater System Compatibility
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Multiple attendees per activity Workflow engine to manage long running processes Social Buzz*, Social Context* & Social Profile*
Improvements to CRM1
* In beta following 8.1 release 12
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Multiple Attendees for Scheduled Activities
• Add multiple contacts or leads for Activities
• Attendees saved with History
• Manage leads, contacts, and users as contacts in one list
• SpeedSearch-based Attendee lookup
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Managing Long Running Processes
• Administrator console for long running processes or Jobs
• Manage and schedule jobs• Manage running jobs, view
progress, cancel jobs• Improvements to SData job
API such as support for cron style scheduling
• Jobs managed by Job Manager Service
• Highly scalable
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New Crystal Reports Experience, Updated Engine
• Updated engine – Crystal 2011 v13
• Run reports on-demand or based on a schedule
• View report history• Export to PDF, Excel, plus
others• Views reports as a PDF• Admin can view, schedule and
cancel reports• Saved reports as attachments• Reports SData Endpoint• Job Manager runs reports –
Crystal Server no longer required
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Saleslogix Advanced Analytics 2.0*• Updated BI Engine • Simplified Installation:
– Guided installation wizard– Fewer steps
• New visualizations available• Compatible with modern
browsers and operating systems
• New “Day in the Life” dashboard and reports will be delivered with Saleslogix 8.1
* Advanced Analytics is optional Add-on
Manage your integrations
• Provides greater ease, flexibility, visibility, and management of integrations within Saleslogix
• Centralized location to manage all integrations
• Simple, understandable interface to set-up and manage integrations
• Out-of-the-box Integrations will be pre-populated with the appropriate settings
• Enable Troubleshooting and Increase Visibility into Sync Activity
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Outlook Desktop Integration
• Manage Contacts, Tasks, and Activities in either Saleslogix or Outlook
• User configurable experience for:– What, When, & Direction
• Schedule Activities with other Saleslogix Users
• 64-Bit support• Replaces Intellisync• Sync Native to Saleslogix
Anytime, Anywhere Access
Stay productive wherever you are with rich CRM functionality in the palm of your hand.
• Available at no additional charge for your Android™, iPhone®/iPad®, or Blackberry®.
• Configure to match user preferences and work styles.
• Fast, task-oriented user interface.
• Mobile-Only licenses available for only $25/user/month* (or 15 GBP or 18 EUR /user/month)
Mobile Client Updates for 2013
Mobile Client 2.1 – Feb, 2013
My ActivitiesGlobal SearchUI Enhancements for mobile productivity
Add Opportunity Products
Multi-currency
Mobile Client 2.2 – Jun, 2013
Attachment support for User, Entity, & Library
Camera SupportCard ViewsMy Activities
Mobile Client 3.0 – Oct, 2013
KPIs with Drill Through Charts
Card views w/ team dialog
List menus w/ filters & KPIs
Support for Multiple Attendees (3.0.2)
Swiftpage Proprietary & Confidential – Content Subject to Change22
Mobile 3.0 – Working w/ Opportunities
Left for Global Menu
Right for
Context Menu
Quick Actions
KPI & Charts
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Xbar: Adaptive Client for Outlook
• Provides real-time access to Saleslogix data while embedded in Outlook experience
• Based off of Adaptive Client Framework
• Outlook Native Client
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Account details view with sections to drill down into
activities, opportunities, contacts & tickets, along with editing to
update Infor CRM
Infor CRM Xbar in Outlook
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Gmail Integration
• Cloud-based Office integration to SalesLogix
• Simple to maintain, OAuth-based, Cloud-friendly
• Users work where they work; in Saleslogix or Gmail
• Manage calendars, contacts, and tasks
• Save relevant email conversations in Saleslogix
Sage Proprietary & Confidential – Content Subject to Change
Be Social – LinkedIn & Twitter Integrations
Engage with your data and see social activity unfold over time
Track social activity in LinkedIn or Twitter by search terms or #tags
Take action on what you find
Easily see what your contacts and accounts are doing socially
No more cold calls
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• Bubbles up KPIs and trends
• Reports can include visualization, KPIs, KPI trends, and detailed or summarized data
• Reports have the option to access data in real, or near real time
Better Ad-hoc Reporting: Introducing Interactive Reports
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Saleslogix CRM Vision 2013/2014
For businesses
that position CRM at the
heart of their strategy
Seamless, big data
access for
everyone
Enable work using finely
tuned, purpose built apps on their chosen device
Capture work in an unstructured, social
way
Swiftpage Proprietary & Confidential – Content Subject to Change
Social + BI + Adaptive = Proactive = 100% Adoption
Adaptive Client Framework for Purpose-Built, Mobile Apps
Trusted, CRM Platform
Robust, Mash-up ready
Customer Data
Restful Access to Everything
Client-side Framework Offline Native, Hybrid,
or HTML5
Open Source Client, Framework
& Tools
Location Services
Analytics Services
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3-Year Roadmap Highlights2013 2014 2015
Delivery
Monthly UpdatesERP/DB/OS/AA Compatibility
Quarterly AcceleratorsFall Major Release
Monthly UpdatesERP/DB/OS/AA Compatibility
Quarterly AcceleratorsFall Major Release
Monthly UpdatesERP/DB/OS/AA Compatibility
Quarterly AcceleratorsFall Major Release
CRMMobile Tablet Support
CollaborationNext Gen Office Integration
Voice IntegrationSocial + BI = Proactive CRM
Story for Metro (Win RT)Closed Loop Digital Marketing
Full Suite of Vertical AppsSocial + BI + Closed Loop = Proactive
CRM v2
Platform
Configurable WorkflowReplace Deprecated ComponentsAuto-update min-Custom Clouds
Browser IndependenceNext Phase of Form Designer
Data Mining as a ServiceSmall Customer Multi-tenancyLAN as Hybrid Adaptive Client
Shared Services
100% Automated Cloud UpgradesFull Multi-tenantSLX as a Service
Enablers
More Cloud EditionsVertical Solution Bundling
Global Cloud
Cloud Self-service & ProvisioningEcosystem MarketplaceAutomation as a Service
Partner PortalFull Heuristics & Usage Gathering
Swiftpage Proprietary & Confidential – Content Subject to Change
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Saleslogix Xbar 1.0 in Outlook - July 2014
Solidified the following stories:- Remind me who you are and
why I care- Insight into the greater
dialog- Do work from Outlook- Find your CRM data from
Outlook
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Crystal Report Improvements
- Today, web clients support limited functionality for static parameters (string, numeric and date)
- Dynamic parameters are based on data pulled dynamically from the database when running a report
- Includes increase support for complex static parameter options
- Normalized UI widget
Contact Information
Dick Wooden, President Success with CRM Consulting, Inc.
www.SuccessWithCRM.com Office: 269-445-3001 [email protected]
Infor CRM Success Home: www.SuccessWithCRM.com/Infor-CRM-Success