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Webinar Series: Saleslogix 8.1
December 17 2013

12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
Welcome!
Your Hosts For Today:
Jim Nixon
Saleslogix Practice Manager - Infinity Info Systems
Yacov Wrocherinsky
President ...
Agenda
Saleslogix 8.0 Features, Enhancements
Saleslogix 8.1 Launch, Features, Enhancements
Saleslogix Roadmap

Saleslogix ...
Saleslogix v8.0
Features and Enhancements
Presented by Jim Nixon, Saleslogix Practice Manager - Infinity Info Systems

12/...
Key Saleslogix 8.0 Enhancements
Rich Windows Clint

• Ribbonized Toolbar
• Support for Unicode
• Lead Mail Merge Templates...
Key Saleslogix 8.0 Enhancements
Multiple Deployment Options
• Cloud
• On Premise
• Hybrid

Scrollable grids in tabs in the...
Saleslogix v8.1
Launch Plan, Features, Enhancements
Presented by Emily Youkers, Senior Sales Engineer, Field Sales - Swift...
Saleslogix v8.1 Launch Plan with Key Dates

Release Candidate Available – December 12, 2013
North American Release to Mark...
Saleslogix Data Embedded in Outlook

Outlook Toolbar

Insert Library

Plugin Options

•
•

•
•

•
•
•

New Sync
New Option...
Social

&

Twitter
Integration

LinkedIn
Integration

Social
Timeline

Social
Update

Social
Profile

Social Buzz

Integra...
Multiple Attendees per Activity
• Add multiple contacts or
leads for Activities
• Attendees saved with History
• Manage le...
Modern Mobile Experience
Left for
Global
Menu

Quick
Actions

Right
for
Context
Menu

KPI &
Charts

Swiftpage Proprietary ...
Improved Reporting, Server-side Export to Excel &
Widgets
Reporting Subsystem
SData

Job Server
CrystalReportsJob
ExportEx...
v8.1 Desktop Integration
Feature

IE 9

IE 10

Firefox

32 Bit
Outlook

Drag and Drop Email

32-Bit

64 Bit

32 Bit

New

...
Browser Compatibility
•
•
•
•
•

Qualifying against all popular browsers
Supports latest versions of each browser.
Safari ...
Coming in 2014

Swiftpage Proprietary & Confidential – Content Subject to Change
Lorcan Malone
– Senior VP and GM, Saleslogix
•

Former GM at Sage CRM, joined
Swiftpage following the acquisition

•

Prio...
Microsoft Outlook Sidebar
• Replaces Intellisync
calendar, activity, &
contact sync
• Provides real-time
access to Saleslo...
2014 Road Map
8.1.1, Black Diamond,
Mobile 3.1

SLX 8.1, Social

Gmail, Outlook Sidebar

8.2

New Exchange, Engage
Integra...
Saleslogix Demo
Presented by Emily Youkers, Senior Sales Engineer, Field Sales - Swiftpage

Swiftpage Proprietary & Confid...
Saleslogix December License Promotion
Take advantage of a special offer from
Infinity & Swiftpage:
 Buy 20 licenses - get...
All-in On Mobile
Swiftpage Goes “All-in on Mobile”,
Launching New Saleslogix Mobile
3.0 and Mobile-Only Subscription
Optio...
Next Steps
Contact us for a personalized demo
Learn more about how Infinity can help you plan
and implement your upgrade
C...
Q&A

Use the chat or question window in GoToWebinar
to submit questions
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FO...
Thank You!
facebook.com/infinityinfosystems
linkedin.com/company/infinity-info-systems
twitter.com/infinityinfo
I3communit...
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Announcing Saleslogix 8.1

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  • Mention that we will talk about the new components, what’s different between the new and old, what’s new in CR 2011, upgrade concerns, performance differences, same experience for LAN, viewing different for Web, no server
  • Jim to intro Lorcan
  • Transcript of "Announcing Saleslogix 8.1"

    1. 1. Webinar Series: Saleslogix 8.1 December 17 2013 12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
    2. 2. Welcome! Your Hosts For Today: Jim Nixon Saleslogix Practice Manager - Infinity Info Systems Yacov Wrocherinsky President and CEO - Infinity Info Systems Emily Youkers, Senior Sales Engineer, Field Sales - Swiftpage Lorcan Malone Senior VP and GM - Saleslogix 12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
    3. 3. Agenda Saleslogix 8.0 Features, Enhancements Saleslogix 8.1 Launch, Features, Enhancements Saleslogix Roadmap Saleslogix demo Next Steps Q&A 12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
    4. 4. Saleslogix v8.0 Features and Enhancements Presented by Jim Nixon, Saleslogix Practice Manager - Infinity Info Systems 12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
    5. 5. Key Saleslogix 8.0 Enhancements Rich Windows Clint • Ribbonized Toolbar • Support for Unicode • Lead Mail Merge Templates Web From Designer • Configure, add, or hide fields –– with a few simple mouse clicks - without the need to write complicated code • Changes are immediate and executed upon save Job Server • Provides an easy way to execute long running processes • Provides an easy way to configure recurring/scheduled processes • Solves the problem of web timeouts during long running jobs 12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
    6. 6. Key Saleslogix 8.0 Enhancements Multiple Deployment Options • Cloud • On Premise • Hybrid Scrollable grids in tabs in the Web Calendar and Activity updates for the web • Pop-up Alerts • Improved view history, add note, complete activity • See multiple team member calendar items Improved Web Group Builder 12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
    7. 7. Saleslogix v8.1 Launch Plan, Features, Enhancements Presented by Emily Youkers, Senior Sales Engineer, Field Sales - Swiftpage Swiftpage Proprietary & Confidential – Content Subject to Change
    8. 8. Saleslogix v8.1 Launch Plan with Key Dates Release Candidate Available – December 12, 2013 North American Release to Market – December 18, 2013 North American Launch – January 9, 2014 Version 8.1 is the next evolution of the 8.0 platform. It contains all of the 8.0 fixes and new functionality. Swiftpage Proprietary & Confidential – Content Subject to Change
    9. 9. Saleslogix Data Embedded in Outlook Outlook Toolbar Insert Library Plugin Options • • • • • • • New Sync New Options File selector Insert sales library documents Swiftpage Proprietary & Confidential – Content Subject to Change Sync Options SendSLX options One place for all options
    10. 10. Social & Twitter Integration LinkedIn Integration Social Timeline Social Update Social Profile Social Buzz Integrations • Track social activity in LinkedIn or Twitter by search terms or #tags • Take action on what you find • See what your contacts and accounts are doing socially • No more cold calls! • See social activity unfold over time Swiftpage Proprietary & Confidential – Content Subject to Change
    11. 11. Multiple Attendees per Activity • 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 • Introduces Users and Contacts as Employees Swiftpage Proprietary & Confidential – Content Subject to Change
    12. 12. Modern Mobile Experience Left for Global Menu Quick Actions Right for Context Menu KPI & Charts Swiftpage Proprietary & Confidential – Content Subject to Change
    13. 13. Improved Reporting, Server-side Export to Excel & Widgets Reporting Subsystem SData Job Server CrystalReportsJob ExportExcelJob Archive • Lots of new improvements including native reporting services, upgraded Crystal Reports 2011, widgets, report archival, and report scheduling Swiftpage Proprietary & Confidential – Content Subject to Change
    14. 14. v8.1 Desktop Integration Feature IE 9 IE 10 Firefox 32 Bit Outlook Drag and Drop Email 32-Bit 64 Bit 32 Bit New Y Safari 64 Bit Y Chrome New 64-Bit SendSLX / Record to History New Y New Y New New 64-Bit New New New New New New New Insert Library Doc 32-Bit New New New New New New New vCard 64-Bit New New New New Export to Excel 32-Bit Y New Y New Y New New 64-Bit Word Y Address Book Excel 32-Bit New New New New New New New 32-Bit Y Mail Merge Y 64-Bit Support for Microsoft Office 2007, 2010, 2013 Swiftpage Proprietary & Confidential – Content Subject to Change
    15. 15. Browser Compatibility • • • • • Qualifying against all popular browsers Supports latest versions of each browser. Safari support enables running on Mac 32-bit IE required for drag-and-drop from Outlook and Mail merge Desktop integration touch points moving server-side Release Windows 8 Saleslogix 8 X New Windows Server 2012 IE 10 X X Saleslogix 8.1 Windows 8.1 X* X X* IE 11 Latest Chrome Latest Safari Latest Firefox 10*, 17 New* New New New * Outlook Drag and Drop, Mail Merge Supported Swiftpage Proprietary & Confidential – Content Subject to Change
    16. 16. Coming in 2014 Swiftpage Proprietary & Confidential – Content Subject to Change
    17. 17. Lorcan Malone – Senior VP and GM, Saleslogix • Former GM at Sage CRM, joined Swiftpage following the acquisition • Prior to Sage, delivered major IT solutions for Fortune 100 organizations • Extensive experience in implementing large scale IT transformation projects CRM veteran, applying 20 years of experience to drive Saleslogix to the next stage of growth and leadership 17 Swiftpage Proprietary & Confidential – Content Subject to Change
    18. 18. Microsoft Outlook Sidebar • Replaces Intellisync calendar, activity, & contact sync • Provides real-time access to Saleslogix data while embedded in Outlook experience • Based off of Adaptive Client Framework Swiftpage Proprietary & Confidential – Content Subject to Change
    19. 19. 2014 Road Map 8.1.1, Black Diamond, Mobile 3.1 SLX 8.1, Social Gmail, Outlook Sidebar 8.2 New Exchange, Engage Integration Saleslogix 8.2 Advanced Analytics 2.0 Engage Integration Advanced Analytics 3.0 Mobile 3.0 Mobile 3.1 Gmail Integration New Exchange Integration Social Buzz, Profile & Timeline H2 2014 Saleslogix 8.1.1 H1 2014 Q4 2013 Saleslogix 8.1 Black Diamond Swiftpage Proprietary & Confidential – Content Subject to Change Mobile 3.2 Badging, Predictive, Scoring Mobile as a Platform
    20. 20. Saleslogix Demo Presented by Emily Youkers, Senior Sales Engineer, Field Sales - Swiftpage Swiftpage Proprietary & Confidential – Content Subject to Change
    21. 21. Saleslogix December License Promotion Take advantage of a special offer from Infinity & Swiftpage:  Buy 20 licenses - get an Apple iPad  Buy 100 licenses - get a Lenovo IdeaPad Just like 2013, this deal ends soon! Be sure to act before 12/31/2013. Reach out to your Infinity account manager or contact us here to learn more today!
    22. 22. All-in On Mobile Swiftpage Goes “All-in on Mobile”, Launching New Saleslogix Mobile 3.0 and Mobile-Only Subscription Option Priced at $25 Per-User, Per-Month For one low price, option gives users a complete mobile CRM solution, with full customization and benefits of desktop version, and totally redesigned interface purpose-built for smartphones and tablets. Are you taking full advantage of everything Saleslogix Mobile has to offer? As a Saleslogix customer you already have access to Saleslogix Mobile, and with 3.0, you can now add Mobile-Only users for $25 per user per month (Cloud) or $395 per user + M&S (On-Premises). Contact Infinity today to learn more! 12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
    23. 23. Next Steps Contact us for a personalized demo Learn more about how Infinity can help you plan and implement your upgrade Consider leveraging mobile users Connect with your Infinity Account Manager, email us at sales@infinityinfo.com, or drop me a note! jnixon@infinityinfo.com 12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
    24. 24. Q&A Use the chat or question window in GoToWebinar to submit questions 12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
    25. 25. Thank You! facebook.com/infinityinfosystems linkedin.com/company/infinity-info-systems twitter.com/infinityinfo I3community.com WWW.INFINITYINFO.COM sales@infinityinfo.com 535 Eighth Avenue 17th Floor New York, NY 10018 Tel. 212.563.4400 12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
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