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SalesLogix Portals: Take Advantage of the Latest SalesLogix Technology
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SalesLogix Portals: Take Advantage of the Latest SalesLogix Technology

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The SalesLogix Windows and Web Client are just a few ways you can access SalesLogix data. Whether you are a user who wants to view or update SalesLogix information from other applications (Outlook, ...

The SalesLogix Windows and Web Client are just a few ways you can access SalesLogix data. Whether you are a user who wants to view or update SalesLogix information from other applications (Outlook, SharePoint or your corporate website), a manufacturer who wants distributors to view and/or enter customer or opportunity data or a financial firm who wants clients to view investment data, we have the tips and tricks you need to take advantage of what the latest SalesLogix versions have to offer.

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    SalesLogix Portals: Take Advantage of the Latest SalesLogix Technology SalesLogix Portals: Take Advantage of the Latest SalesLogix Technology Presentation Transcript

    • SalesLogix PortalsHow companies like yours are taking advantage of the latest SalesLogix Technology December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Presenters: Senior Marketing Associate Senior Software Engineer Director, Solutions Architect December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Agenda• Web Portals in General – What are they? Why use one? – Best approach for designing a web portal• Sage SalesLogix Portals• Infinity built Portals• Technology behind a web portal• Importance of Collaboration / Integration• SharePoint Integration Demo• Recommendations December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Why use a Web Portal?• Extend your internal/external use base• Have one system for all services across the organization – Different UI and experiences – Present data in meaningful ways December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Proper Analysis will lead to the Best Solution• Understanding the actual needs• Internal vs. external users – Infrastructure decisions – Look & Feel decisions• Record and monitor usage December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Out-of-box Portals for SalesLogix• These portals come with SalesLogix Web 7.5.3 and higher – Lead Capture • Quick creation of Accounts/Contacts – Customer Portal • Allows SalesLogix Contacts to login and have access to their Tickets – Mobile • Provides CRM functionality on mobile devices• Future Portals (next version of SalesLogix – 8.0) – Job Scheduler • Long running processes • Alerts and workflow automation December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • SalesLogix Lead Capture• Facilitates the creation of Accounts/Contacts• Does not require Login• Accounts / Contacts created can have type, status and account managers assigned automatically based on captured data• Meant to be exposed on the web – company website• Easy to Manage December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • SalesLogix Customer Portal• Provide customers 24x7 access• Create and track tickets, contact information, type, status, urgency, assignment, and date needed. – Configure to your needs• Automatically assign tickets to the right resource• Search Knowledgebase (SpeedSearch) December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Ticket Portal December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Ticket Details December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Search the Knowledgebase (SpeedSearch) December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Infinity Built Portals for SalesLogix – Contact Web Update • Portal for external users (clients/customers) to maintain and update their contact information or information for an upcoming event. • Changes are reviewed by actual SLX user before promoting – Quick Editor • Allows specific users to find, see and update data via mass updates. – Meeting Capture powered by Outlook • Allows a user who is mostly in Outlook to record meeting notes for actual Outlook Meeting attendees December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Contact Web update December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Meeting Capture December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Requirements• Install and Configure SalesLogix 7.5.3 web components• Configure firewall to allow for communication from portal to SLX – Integration Portal (sdata)• Configure portal forms• Build and deploy portal December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Technologies used• ASP.net • Javascript• Outlook Add in • jQuery• Web services (REST) - sdata • nHibernate• Silverlight • Java• .NET Win Forms and WPF • J2ME• SharePoint • MS Office• SQL • Telerik/DevExpress December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Target Architecture December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Importance of Collaboration/Portals• “In the long history of humankind (and animal kind, too) those who learned to collaborate and improvise most effectively have prevailed.” – Charles Darwin• “Coming together is a beginning, keeping together is progress, working together is success” – Henry Ford December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • The Value of Collaborating• Increased productivity• Better management of documents & versions• Communicate more effectively• Consolidate multiple data sources• Provide better search capabilities• Reduce email transactions• Increase Business Intelligence December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • SharePoint Integration• Can be inserted in CRM screen via IFrames• UI can be called via Web Services• Can Create Web Parts• Examples: Partner Portal, BI Dashboard, Composite UI, Web Self Service December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Infinity Info SystemsDEMO December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • Recommended Approach• Use sdata• Consider the User Base / Audience• Consider form factors• Make wise technology choices December 13, 2011 | Copyright © 2011 Infinity Info Systems
    • HAPPY HOLIDAYS! Join us in 2012 for a new yearof SalesLogix breakthrough webinars! December 13, 2011 | Copyright © 2011 Infinity Info Systems