Continue reading »]]> Using cloud based services, your company can have access to tools that help manage customer data, improve relationships, and become more agile. Forrester analyst William Band says, “This desire for increased flexibility and agility has been a key driver of the rapid adoption of CRM software-as-a-service (SaaS) solutions.”

These are the main benefits of using a cloud based CRM application, such as Sage SalesLogix Cloud:

Quick deployment.

Businesses no longer have to purchase, install, and maintain expensive systems and servers. Instead, the company simply rents resources from the service provider and can download and deploy tools to many devices via the Internet.

Rapid time to value.

CSC’s Cloud Index found that 80% of businesses experienced improvements in IT performance within 6 months of moving to the cloud.

IT flexibility.

Using the cloud, IT can easily support business needs—without having to worry about technology platforms, staffing issues, or costs. Plus, cloud CRM applications enable IT departments to support the organization’s Big Data and mobility concerns.

Data security.

Though traditionally a concern for many businesses, a recent survey from Microsoft’s Trustworthy Computing shows that the cloud can actually strengthen SMB data security. According to the survey, SMBs using the cloud were nearly six times more likely to have decreased the total amount spent on security.

Easy buying and ownership experience.

ZDNet points out that, with the cloud, CRM technology is now affordable to SMBs. Organizations can pick and choose what they need, and pay for what they use. This approach makes it easy to scale as the company grows.

There are many cloud based CRM services available to your business.

From analytics and sales force automation to social media, customer service, and marketing, it is important to first understand your company’s needs before selecting the solutions that are right for you.  Visit our website to learn more about Sage SalesLogix Cloud.

from Sage SalesLogix Community

For further informations please contact us. Contact

Continue reading »]]> When you log on to the Web Client using the admin account (or a standard user with a web admin role), the following administrative features are available to you, which are collectively known as the “Web Administrator:”

Who Uses the Web Administrator?

Many of the features within this toolset are comparable to the administrative settings within the Tools > Manage menu in the Windows Client—such as setting up pick lists, literature items, resources, qualifications, products, competitors, lead sources, standard problems, and standard resolutions. For this reason, you may choose to designate “power” end users to assist with these same settings in the Web Administrator.
For other tasks that are more comparable to the Windows Administrator toolset—such as managing users, teams, or departments—you might also use the Web Administrator when you might not have access to the administrator workstation, you are offsite, or you are managing Sage SalesLogix in the Cloud.

What Sage SalesLogix Administrative Tasks Can I Do in Web that I Can’t Do in Windows?

Review this breakdown of the tools in the Web Administrator:

from Sage SalesLogix Community

Continue reading »]]> In case you missed Sage Summit, here’s a quick recap of the SalesLogix Cloud session:

Sage SalesLogix Cloud can provide financial and business benefits without compromising the investment you have already made in Sage SalesLogix. Wed discussed how Sage SalesLogix Cloud enables you to focus your time and efforts on realizing the value that comes from using Sage SalesLogix and less on managing the day-to-day technical details of your
implementation.

We covered key areas such as:

• Migrating from On-Premise to the Cloud - Once you have upgraded to the latest version of SalesLogix Web, migrating to the Cloud is simply a matter of copying your database and library/attachment files and making a few configuration updates.
• Upgrades - Customers who are non customized will be automatically upgraded to new releases.  Customized customers will work with their business partners to perform the upgrade.
• Back-office Integrations - Customers can leverage sData to integrate with on-premise systems.  In addition, virtual private cloud is an option that could be utilized if web services integration is not possible.

by Sage SalesLogix Community

Continue reading »]]>

Save the Date! November 4-8, 2012
Registration and Hotel Reservations Open in August

Announcing the fourth annual Sage SalesLogix Boot Camp! The technical conference for Sage SalesLogix developers and product experts from around the globe returns to Scottsdale in November.

Continue reading »]]> Everybody loves to have an edge-be it work or personal.

Sage is providing your “in” at Sage Summit. Sage is offering an exclusive sneak peek of Sage SalesLogix v 8.0 at Sage Summit!  If you don’t already have plans for August 14 – 17, it would be great to have you with us in Nashville so you can gain familiarity with the newest features and enhancements that are coming soon.

Dan Wilzoch, senior vice president and general manager for Sage CRM Solutions, will join Dave Wallace, senior director of product management, and they will showcase Sage SalesLogix v8.0 during the first session – “The Road Ahead – Sage SalesLogix Vision and Roadmap.”  By attending this session, you will get to:

• See a live demo of Sage SalesLogix v8.0.
• Hear the future strategy and roadmap for Sage SalesLogix.
• Interact with Sage SalesLogix management for live Q&A.

Sage SalesLogix v8.0 is going to be a popular topic at this year’s Sage Summit and will certainly be discussed during other sessions as well as networking events.  If you haven’t already registered for Sage Summit, or would like to learn more, please visit http://www.sagesummit.com/.

If you have registered for Sage Summit 2012, keep the night of Thursday, August 16 open! Come mingle with peers, Sage staff, and Sage Business Partners at the Sage SalesLogix and Sage CRM Customer Appreciation Event at Fuse Sports Bar on Gaylord Opryland property. The festivities will begin at 5:30 and ending at 7:30. Did I mention there will be food, drinks, and music?

from SalesLogix Community, LCrutcher

Continue reading »]]> Sage SalesLogix v7.2.x will be retired at the end of July, so now is a great time to encourage for you to upgrade and take advantage of everything the current version of Sage SalesLogix has to offer.

With Sage SalesLogix v7.5.4, you can realize the power of great new features, extensive usability enhancements, and market-leading innovations in mobility and integration. In addition, Sage introduced Sage SalesLogix Advanced Analytics*, an interactive analytics solution designed for you to make more informed business decisions. Sage also has a subscription-based offering – Sage SalesLogix Cloud, as well as a state-of-the-art web platform that retains and expands on the qualities many customers have grown to love in the Windows^® platform.

Due to significant developments since its release, Sage SalesLogix v7.2.x will be retired July 31, 2012.

What does retirement mean to you? If you are using Sage SalesLogix v7.2.x, beginning in August 1, 2012, maintenance will cease for all 7.2.x versions of Sage SalesLogix and technical support will be available on a limited basis only. All Hot Fixes and Service Packs have ceased for Sage SalesLogix v7.2.x and Feature Requests will no longer be accepted.

Customers with active support plans for Sage SalesLogix v7.2.x will continue to receive support until their contract expires. For additional information regarding post obsolescence support, please see the knowledgebase article, “Sage SalesLogix Product Obsolescence Process.”

If you have any questions, please contact us..

Continue reading »]]> Among the areas targeted for improvements in version 8.0 of the Sage SalesLogix Web Client are Alerts, Calendar, and Activities – areas that many teams find to be key for successfully meeting deadlines and getting work done. Modifications include:

New Alerts Feature Replaces Reminders

• Receive notifications both when there is an alarm for an upcoming activity and when a new unconfirmed activity notification arrives.
• Customize your alerts through Alerts options.

Updated Calendar

• Specify the days that comprise your work week  and your first day of the week.
• See activities, events, and history to determine availability for up to four users on each calendar view.

Improved Activities

• Quickly access contact and account or lead information (such as a phone number) from the Activity Detail view or Alerts view.
• Use the Availability tab to view free/busy information. For phone calls and meetings you can also invite other members, schedule resources, or specify a location and automatically add the location.
• Receive information in confirmations to help you determine whether to accept or decline an invitation.
• View those activities for which you are the leader or a member.
• Enjoy new tabs, improved filtering, and Common Tasks in the Activity List view.

New and Updated Activity and Calendar User Options

• Share options between the Sage SalesLogix Client and Sage SalesLogix Web Client.
• Set user option defaults per activity type.
• Set user options to determine what activity information to show on the calendar.
• Set an option to remember the users whose calendars you selected to view.

Look for more information about these and other features in Sage SalesLogix v8.0 as the release dates get closer. Or get a first-hand look by applying as a Beta participant.

Going to the Sage Summit Conference in Nashville, Tennessee? For more information about Activities, Calendar, and the rest of the new and updated features available in Sage SalesLogix v8.0, attend the sessions presented by Sage SalesLogix Directors Dave Wallace and John Perona. 

(by Sage SalesLogix Community)

Continue reading »]]> News from Sage SalesLogix Community

It might be hard to believe,  but we had to have the image ready for Sage Summit today. Nearly two months in advance! What does that mean to a Sage SalesLogix Partner or Customer? It means version 8 is good enough to be put on an image and used for Summit. Exciting!

What is the image used for?

I have two sessions that the image is used for. One is a mobile session covering version 2.0 and 3.0 of mobile, and the other is covering the web admin tools, dynamic customizations area, and new deployment methods (or really lack of deployment!).

These two sessions are both customer sessions on Wednesday and Thursday but partners can attend.

Are these hands-on sessions?

Yes! I prefer hands-on sessions because we get a chance to talk about the new stuff and then try it out! These sessions are in a lab room with computers running a vmware image of version 8.

What else do you get?

But wait there is more! Just like years past, everything we do in these two sessions will be in a printed book (one book for both sessions), downloads of the code or newest customizations since the stuff on the image will be nearly two months old, and we will share anything we know about release dates of new training, new training topics, and anything else you care to talk about.

See you there!

(from Jason Huber)

Continue reading »]]> Included with each Sage SalesLogix purchase, customers can take advantage of SpeedSearch, which enables users to search for information stored in your Sage SalesLogix database as well as external documents on your network. Users can automatically insert SpeedSearch results into an active ticket or defect. If your company uses Web Customer Portal, your customers can also search for information that is publicly available.

To extend and customize SpeedSearch, you can add  the Advanced SpeedSearch license, which allows your company to  perform these additional tasks:

• Add or edit a file system index
• Add or edit a database index
• Delete an index
• Restore the standard indexes
• Secure an index

Why would you want to add a custom database index? For most Sage SalesLogix implementations, the default indexes are sufficient for users to search for and find information in the Sage SalesLogix database. However, you may want to add a database index if you need to search for information in a system table that was not included in the default—or from a custom table that you’ve added to extend the Sage SalesLogix product. Before you add a database index, determine what tables and fields contain the data that you want to make accessible through SpeedSearch. How you configure the index determines some of the options and information available to SpeedSearch users, as shown in this example.

Note: If you create a new index for a table that has never been indexed, the Open Results button in the Windows and Web Clients will not be available until you do some modifications in the Architect (Windows Client) and Application Architect (Web Client). See the “Adding or Editing a Database Index” in the Administrator Help.

from Sage SalesLogix Community

Continue reading »]]> Douglas A. McIntyre of 247 Wall Street (247wallst.com) has some interesting observations from Comscore’s U.S. Digital in Focus: 2012 report. Comscore’s whitepaper has alerted us about how tablets, smartphones and connected devices are changing our digital media consumption habits and this has given rise to the term ‘Digital Omnivores’.

“These multi device consumers roam the streets, their homes, retail establishments, trains and airplanes with smartphones and tablet PCs. They are the enemies of old-world TV, print media and radio. And their numbers are growing exponentially. The old consumer of media was happy to remain at home with a TV and cable box. According to studies from Nielsen and other research groups, these people spent as much as six hours in front of their TVs. Some listened to drive-time radio and had a subscription to Time magazine. They were passive consumers of media. Information and entertainment flowed to them inbound.”

Here at Sage CRM, as part of our long term mobile strategy to ensure we provide the best possible experience to all users regardless of device, we have recently launched our new mobile website. The mobile site is fully optimised to facilitate both our existing mobile customers and new mobile visitors coming to www.sagecrm.com via mobile devices.

This first phase of the mobile site consists of:
Brief overviews of the features and benefits of the Sage CRM Product, supported by comprehensive ‘ease of use’  videos streamed full screen, an existing customer login facility and an expression of interest contact form. If you haven’t had a chance yet, it’s worth checking out – just browse to m.sagecrm.com on your smartphone.

With this explosion and exponential growth of the smartphone and tablet usage worldwide, it is more important than ever to understand the current trends that are shaping the mobile landscape and how these trends are defining the future of the industry.

Comscore’s webinar includes key insights from the 2012 Mobile Future in Focus Report examining the prevailing trends driving growth in the industry and what these mean for the 2012 and beyond.

•     How are mobile connectivity and connected device adoption shaping cross-platform digital media consumption?

•     What are the most popular activities consumers are performing on their phone and what mobile media categories are seeing the fastest growth in terms of audience.

Mobile Search

Our mobile content strategy over the next few months involves publishing content optimised for and targeted at mobile search. Our content will look to inform and educate those browsing our site on mobile devices. We plan to implement and deliver location based content depending on your region while also serving the site in four different languages ( English, French, Spanish and German). Almost 50 percent of all local searches were conducted from a mobile device in the last 12 months, and while mobile search tends to pick up in the evenings and on weekends this presents a huge opportunity to educate prospects about Sage CRM and CRM in general.

Sage want to know what you think of the Sage CRM mobile site (m.sagecrm.com) and if you’re prepared to divulge, we’d love to hear if you would consider yourself a ‘digital omnivore’.

from Sage CRM Community