SalesLogix Roadmap 2008 11 01

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The latest SalesLogix Roadmap from Sage.

The latest SalesLogix Roadmap from Sage.

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  • 1. Sage SalesLogix Vision & Product Roadmap November, 2008 http:// customerfx.com
  • 2. Agenda
  • 3. Sage CRM Solutions 2010 Vision
    • Interoperability and Migration
        • Shared data
        • Seamless
    • Anywhere Workforce Experience
      • Applications and services
      • Across multiple devices
    On-Demand | On-Premise On-Demand On-Demand | On-Premise Rich User Experience
    • Connected Front and Back Office
      • Common integration contract
      • CRM powered back office
  • 4. Sage SalesLogix Strategic Vision My Customers My Business Customer and Business Insight Systems without Borders Please review SalesLogix Vision Whitepaper Afford and Manage Works the Way I Do Anywhere Workforce External Systems and Services Internal Systems
  • 5. Customer & Business Insight Direct & Immediate Learning, Bubble Up Context, Actionable Insight So how can businesses gain more insight from CRM and what can you expect from CRM in the future?
  • 6.
    • Farmers
      • Strong reporting needs
      • Canned content
      • KPIs are important
    • Explorers
      • Analytics and data mining tools
      • Direct access to data
      • Patterns are important
    • Tourists
      • Sandboxes & Guided discovery
      • Flexible content
      • Knowledge is important
    Explorer Tourist Farmer
      • No correlation of business role to end user type
      • BI tools target ‘Explorers’, reporting targets farmers
      • Desire to target ‘Tourists, enable ‘Farmers’, and support ‘Explorers’
    One Size BI does not Fit All Users – Meet the Tourist Support the needs of the Tourist
  • 7. Cross-App Data Publishing (Sharing), Subscription, & Distribution KPIs, Gauges Historical Reporting, Canned Reporting, Ad-hoc Aggregation, Discovery Categories, Affinities, Patterns Predictive, Forecasting CRM Content Workflow Views Awareness Moves Through a BI Technology Continuum Scoreboards Publishing, subscription, & distribution Additional Mash-up support & Visualizations Leverage BI engine to identify Affinities Embed BI into UI & Workflow
  • 8. Insight and Action are Done Together
    • Discovery is Part of the User’s Daily Work Practice
    • Taking immediate action must occur at the time of the insight
    Multiple Selection Multi-selection Actions Multi-selection Actions
  • 9. You Need to Manage the Customer’s Experience Inside and Outside of Your Sphere of Influence
    • Direct, Immediate Learning
    • Manage each and every customer experience
    • Build and foster customer communities
    SLX Responses Community
  • 10. Putting the Picture Together Involves Two 360’ Views CRM ERP
        • Sales
          • Account Information
          • Pricing and Payment Details
          • Sales History, Stock Details
          • Order Processing Information
          • Invoicing and Payment Information
        • Marketing
          • “ Propensity to buy”
          • Customer Segmentation
          • Adjust Cost of campaign
        • Service & Support
          • Call Log Reconciliation
          • License Renewal
  • 11. Work the Way I Do Be the Center of Work, Viral User Adoption, Add Value to Each Experience So, what can you expect from a “center of work”?
  • 12. Task Oriented Workspaces Split-view format provides end-user with additional detail about selected activity
  • 13. Process Orchestration
    • Coordinate and Measure Team Driven Goals
    • Trigger processes off of any entity
    • Goal (Stage/Step) and Single Step processes
    • OOTB Actions and Sales or Contact Processes
  • 14. Anywhere Workforce Awareness, Mobility, Alignment Its about rich, connected or disconnected, “centers of work” tailored for each device.
  • 15. Connected and Disconnected Client Connected Disconnected
    • Monitored deployment and Configuration
    • Secure Data and Transactions
    • Ease of Remote Deployment
    • One Click Remote Install
    • Low footprint
    • Intelligent caching
    Windows Remote Office Local Office Internet Web Mobile
  • 16. SalesLogix Mobile 5.5 (Cabot) – RTM: March 09
    • Improved User Management
      • Cradle-to-grave management of remote users running SLXM (Setup, deploy, monitor, resolve, upgrade)
    • Improved User Experience
      • Pause-and-Resume - the experience of synchronizing large datasets over a thin wire
      • Location Awareness –Enabling mapping of contacts and accounts, proximity services
      • Form Wizard (Developer) – simplifying the admin experience around common development tasks
      • Mobile SData Support - Improve and extend information access to external data sources
      • AutoSync Support for Windows Mobile
  • 17. Afford and Manage Manage simply, Stay Current, & Reach Globally It is about getting the most out of what you have today and getting to where you need to go tomorrow
  • 18. Reach Globally
      • Regional data sharing and picklist segmentation
      • Regionally based pricing
      • Glossary Tags for project-wide search and replace of common names such as Account to Company
      • Unicode sync, end-to-end Unicode transaction support
  • 19. Systems Without Borders Cornerstone Apps, Integration Transparency, End-to-End Solutions So, what is cloud computing anyway?
  • 20. Mash-ups – Timeline Example Embedded Visualization Data feeds from any Source
  • 21. SalesLogix Multi-Year Release Strategy Gobi Mojave
    • Summer 2007
    • Platform
    • Customization
    • Web/Mobility
    • Usability
    • Summer 2008
    • Visualization
    • Restful Services
    • Usability
    • Feature Leadership
    SLX 7.5.1 Mobile 5.5 VA 3.0 Sahara
  • 22. Sahara SP1 Features
    • Activities Enhancements
    • Task Oriented Activity Workspaces
    • Application Architect
    • Lookup Wizard
    • Mashups: debugging and sparkline enhancements
    • Run click deploy for round trip testing of forms
    • Controls (Bevel Style Scheme, Lookup Wizard, Panel, Multi-tab, Sparkline)
    • Bundle Password Support
    • Filter editor
    • Disconnected Web Client
    • Account subscriptions
    • Mail merge
    • Security
    • Field level security for the Web
    • Filters
    • Dynamically update count next to filter label as criteria are selected
    • Custom filters using calculated fields
    • User Interface Improvements
    • Consistent use of new grid control
    • Create additional workspace tabs
    • Ask to persist data on browser event
    • Multi-entity delete and reassign owner for leads
    • Office Integration/Compatibility
    • Lotus Notes
    • Firefox browser compatibility
    • Platform
    • Eliminate SendSLX dependency
    • Reporting/Analytics
    • Enable multiple Web reporting servers for remote offices
    • Feedback
    • Embedded Survey
    *** Subject to Change *** S S S S S S
  • 23. Sage SalesLogix v7.5.1 - Activity Workspace Introduction of Activity dialog enables users to retain context of his or her work while leveraging familiar interface Call activity dialog from any entity
  • 24. Sage SalesLogix 7.5.1 – Ranges and Customizable Filters
    • End users create the filters that they need
    • Create filter ranges, such as yearly revenue for an account:
      • $0 - $500,000
      • $500,001 - $1,000,000
      • $1,000,001 - $10,000,000
      • > 10,000,000
    • Custom filters allow non-technical users to create advanced lists without writing queries
    Create custom ranges to make exactly the list that is needed for the moment
  • 25. SalesLogix Multi-Year Release Strategy Gobi
    • Summer 2007
    • Platform
    • Customization
    • Web/Mobility
    • Usability
    • Summer 2008
    • Visualization
    • Restful Services
    • Usability
    • Feature Leadership
    Sahara Tanami
  • 26. SalesLogix v8.0 (Tanami) – Feature Walkthrough
    • RTM in Summer, 2009
    • Beta in May, 2009
    Tanami Desert
  • 27. Tanami (v8) - Release Stories End-to-End Business Solutions Partner Adoption Foster Global Reach No Touch Anywhere Client Customer Upgrades
  • 28. SalesLogix Multi-Year Release Strategy Gobi
    • Summer 2007
    • Platform
    • Customization
    • Web/Mobility
    • Usability
    • Summer 2008
    • Visualization
    • Restful Services
    • Usability
    • Feature Leadership
    • Summer 2009
    • Multi-regional/Unicode
    • Integration Contract
    • Simplified Customizations
    • Focus on Customer Adoption
    Sahara Tanami
  • 29. SalesLogix Multi-Year Release Strategy Gobi
    • Summer 2007
    • Platform
    • Customization
    • Web/Mobility
    • Usability
    • Summer 2008
    • Visualization
    • Restful Services
    • Usability
    • Feature Leadership
    • Summer 2010
    • Social CRM
    • Write once
    • Summer 2009
    • Multi-regional/Unicode
    • Integration Contract
    • Simplified Customizations
    • Focus on Customer Adoption
    Sahara Tanami Mojave