The New Sage SalesLogix Mobile Sneak Peek Presentation
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The New Sage SalesLogix Mobile Sneak Peek Presentation

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The New SalesLogix Mobile works on iPhone, iPad, Android and Blackberry.

The New SalesLogix Mobile works on iPhone, iPad, Android and Blackberry.

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  • 1. Sneak Peek Presentation
    March 2011
    customerfx.com
  • 2. Agenda
    Introduction – The new Sage SalesLogix Mobile
    Benefits Overview
    Installation & Troubleshooting
    Solution Comparison Chart
    Competitive Differentiation
    Sales & Marketing Tools
  • 3. 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
  • 4. 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.
  • 5. Benefit from unparalleled FLEXIBILITY
    • Leverage the flexibility of a browser-based application, optimized for use on today's smartphones and tablets.
    • 6. 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.
    • 7. Customize the application easily to accommodate your unique business processes and data requirements in the field.
    • 8. Enjoy a rich CRM experience on HTML5/CSS3-compliant browsers such as Safari®, Chrome®, Opera® and Firefox®.
    • 9. 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.
    • 10. 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.
    • 11. Experience a clean and simple user interface optimized for today's smartphones, familiar Sage SalesLogix icons, and an inviting color palette.
    • 12. Interact with native device applications and functions easily - including mapping, dialing, and email - in one click.
    • 13. 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.
  • 14. Installation
    Prerequisites and Instructions
  • 15. 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
  • 16. 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
  • 17. 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
  • 18. 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
  • 19. Mobile Comparison Chart
    Note: Sage will continue to support and develop the existing mobile solution, Sage SalesLogix Mobile v5.6, the native device application.
  • 20. Competitive Differentiation