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.
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 Receivethe 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 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 Open the Core Portals deployment. Under Deployment Targets, right-click IIS and select Add Portal(s). Select SLXMobile, and then click OK. 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/Response SData Feed Receive Send Data Source CRM ERP In-house External Internet HTML5 Mobile Client http://slxbrowser.sagesaleslogixcloud.com/sdata/slx/dynamic/-/accounts SalesLogix Web Client
Mobile Comparison Chart Note: Sage will continue to support and develop the existing mobile solution, Sage SalesLogix Mobile v5.6, the native device application.