The new Sage SalesLogix Mobile by m-computers
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Transcript

  • 1. Sneak Peek Presentation March 2011
  • 2. Agenda
    • Introduction – The new Sage SalesLogix Mobile
    • Benefits Overview
    • Solution Comparison Chart
  • 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.
      • 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.
  • 6. 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.
  • 7. Deploy and manage easily for LOW TCO
    • Receive the 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.
  • 8. Sdata – Request/Response http://slxbrowser.sagesaleslogixcloud.com/sdata/slx/dynamic/-/accounts Receive Send Data Source Internet HTML5 Mobile Client SalesLogix Web Client
  • 9. Mobile Comparison Chart Note: Sage will continue to support and develop the existing mobile solution, Sage SalesLogix Mobile v5.6, the native device application. Sage SalesLogix Mobile v5.6 New Sage SalesLogix Mobile Administration Mobile Administrator Sage SalesLogix Web Admin Licenses Additional License Purchase required Included with Sage SalesLogix License Compatibility Blackberry 4.2-6.0 WM 6.x Blackberry 6.0+ (Torch, 9780) Android – v2.x+ iPhone – v3.x+ iPad WebOS (PalmPre, PalmPixi) Sync / Disconnected Connected/Disconnected Partial (last online session) Offline/Sync - Planned CRM entities Accounts, Contacts, Opportunities, Products, Tickets, Calendar, Activities, Dashboards Accounts, Contacts, Leads , Opportunities, Tickets, Activities, History, Notes, coming soon: Complete Activity Additional Hardware Requires BES/BIS Server No additional hardware required Protocol Proprietary SData Deployment Multiple servers installation Development environment Apply Mobile bundle Enable SData portal Client upgrade Requires manual installation Seamless
  • 10. Questions? Contact m-Computers! www.crm-ag.com