SalesLogix Roadmap 2008 11 01

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Information about SalesLogix Roadmap 2008 11 01
Technology

Published on December 9, 2008

Author: SalesLogix

Source: slideshare.net

Description

The latest SalesLogix Roadmap from Sage.

Sage SalesLogix Vision & Product Roadmap November, 2008 http:// customerfx.com

Agenda

Sage CRM Solutions 2010 Vision Interoperability and Migration Shared data Seamless Anywhere Workforce Experience Applications and services Across multiple devices On-Demand | On-Premise On-Demand On-Demand | On-Premise Rich User Experience Connected Front and Back Office Common integration contract CRM powered back office

Interoperability and Migration

Shared data

Seamless

Anywhere Workforce Experience

Applications and services

Across multiple devices

Connected Front and Back Office

Common integration contract

CRM powered back office

Sage SalesLogix Strategic Vision My Customers My Business Customer and Business Insight Systems without Borders Please review SalesLogix Vision Whitepaper Afford and Manage Works the Way I Do Anywhere Workforce External Systems and Services Internal Systems

Customer & Business Insight Direct & Immediate Learning, Bubble Up Context, Actionable Insight So how can businesses gain more insight from CRM and what can you expect from CRM in the future?

Farmers Strong reporting needs Canned content KPIs are important Explorers Analytics and data mining tools Direct access to data Patterns are important Tourists Sandboxes & Guided discovery Flexible content Knowledge is important Explorer Tourist Farmer No correlation of business role to end user type BI tools target ‘Explorers’, reporting targets farmers Desire to target ‘Tourists, enable ‘Farmers’, and support ‘Explorers’ One Size BI does not Fit All Users – Meet the Tourist Support the needs of the Tourist

Farmers

Strong reporting needs

Canned content

KPIs are important

Explorers

Analytics and data mining tools

Direct access to data

Patterns are important

Tourists

Sandboxes & Guided discovery

Flexible content

Knowledge is important

No correlation of business role to end user type

BI tools target ‘Explorers’, reporting targets farmers

Desire to target ‘Tourists, enable ‘Farmers’, and support ‘Explorers’

Cross-App Data Publishing (Sharing), Subscription, & Distribution KPIs, Gauges Historical Reporting, Canned Reporting, Ad-hoc Aggregation, Discovery Categories, Affinities, Patterns Predictive, Forecasting CRM Content Workflow Views Awareness Moves Through a BI Technology Continuum Scoreboards Publishing, subscription, & distribution Additional Mash-up support & Visualizations Leverage BI engine to identify Affinities Embed BI into UI & Workflow

Insight and Action are Done Together Discovery is Part of the User’s Daily Work Practice Taking immediate action must occur at the time of the insight Multiple Selection Multi-selection Actions Multi-selection Actions

Discovery is Part of the User’s Daily Work Practice

Taking immediate action must occur at the time of the insight

You Need to Manage the Customer’s Experience Inside and Outside of Your Sphere of Influence Direct, Immediate Learning Manage each and every customer experience Build and foster customer communities SLX Responses Community

Direct, Immediate Learning

Manage each and every customer experience

Build and foster customer communities

Putting the Picture Together Involves Two 360’ Views CRM ERP Sales Account Information Pricing and Payment Details Sales History, Stock Details Order Processing Information Invoicing and Payment Information Marketing “ Propensity to buy” Customer Segmentation Adjust Cost of campaign Service & Support Call Log Reconciliation License Renewal

Sales

Account Information

Pricing and Payment Details

Sales History, Stock Details

Order Processing Information

Invoicing and Payment Information

Marketing

“ Propensity to buy”

Customer Segmentation

Adjust Cost of campaign

Service & Support

Call Log Reconciliation

License Renewal

Work the Way I Do Be the Center of Work, Viral User Adoption, Add Value to Each Experience So, what can you expect from a “center of work”?

Task Oriented Workspaces Split-view format provides end-user with additional detail about selected activity

Process Orchestration Coordinate and Measure Team Driven Goals Trigger processes off of any entity Goal (Stage/Step) and Single Step processes OOTB Actions and Sales or Contact Processes

Coordinate and Measure Team Driven Goals

Trigger processes off of any entity

Goal (Stage/Step) and Single Step processes

OOTB Actions and Sales or Contact Processes

Anywhere Workforce Awareness, Mobility, Alignment Its about rich, connected or disconnected, “centers of work” tailored for each device.

Connected and Disconnected Client Connected Disconnected Monitored deployment and Configuration Secure Data and Transactions Ease of Remote Deployment One Click Remote Install Low footprint Intelligent caching Windows Remote Office Local Office Internet Web Mobile

Monitored deployment and Configuration

Secure Data and Transactions

Ease of Remote Deployment

One Click Remote Install

Low footprint

Intelligent caching

SalesLogix Mobile 5.5 (Cabot) – RTM: March 09 Improved User Management Cradle-to-grave management of remote users running SLXM (Setup, deploy, monitor, resolve, upgrade) Improved User Experience Pause-and-Resume - the experience of synchronizing large datasets over a thin wire Location Awareness –Enabling mapping of contacts and accounts, proximity services Form Wizard (Developer) – simplifying the admin experience around common development tasks Mobile SData Support - Improve and extend information access to external data sources AutoSync Support for Windows Mobile

Improved User Management

Cradle-to-grave management of remote users running SLXM (Setup, deploy, monitor, resolve, upgrade)

Improved User Experience

Pause-and-Resume - the experience of synchronizing large datasets over a thin wire

Location Awareness –Enabling mapping of contacts and accounts, proximity services

Form Wizard (Developer) – simplifying the admin experience around common development tasks

Mobile SData Support - Improve and extend information access to external data sources

AutoSync Support for Windows Mobile

Afford and Manage Manage simply, Stay Current, & Reach Globally It is about getting the most out of what you have today and getting to where you need to go tomorrow

Reach Globally Regional data sharing and picklist segmentation Regionally based pricing Glossary Tags for project-wide search and replace of common names such as Account to Company Unicode sync, end-to-end Unicode transaction support

Regional data sharing and picklist segmentation

Regionally based pricing

Glossary Tags for project-wide search and replace of common names such as Account to Company

Unicode sync, end-to-end Unicode transaction support

Systems Without Borders Cornerstone Apps, Integration Transparency, End-to-End Solutions So, what is cloud computing anyway?

Mash-ups – Timeline Example Embedded Visualization Data feeds from any Source

SalesLogix Multi-Year Release Strategy Gobi Mojave Summer 2007 Platform Customization Web/Mobility Usability Summer 2008 Visualization Restful Services Usability Feature Leadership SLX 7.5.1 Mobile 5.5 VA 3.0 Sahara

Summer 2007

Platform

Customization

Web/Mobility

Usability

Summer 2008

Visualization

Restful Services

Usability

Feature Leadership

Sahara SP1 Features Activities Enhancements Task Oriented Activity Workspaces Application Architect Lookup Wizard Mashups: debugging and sparkline enhancements Run click deploy for round trip testing of forms Controls (Bevel Style Scheme, Lookup Wizard, Panel, Multi-tab, Sparkline) Bundle Password Support Filter editor Disconnected Web Client Account subscriptions Mail merge Security Field level security for the Web Filters Dynamically update count next to filter label as criteria are selected Custom filters using calculated fields User Interface Improvements Consistent use of new grid control Create additional workspace tabs Ask to persist data on browser event Multi-entity delete and reassign owner for leads Office Integration/Compatibility Lotus Notes Firefox browser compatibility Platform Eliminate SendSLX dependency Reporting/Analytics Enable multiple Web reporting servers for remote offices Feedback Embedded Survey *** Subject to Change *** S S S S S S

Activities Enhancements

Task Oriented Activity Workspaces

Application Architect

Lookup Wizard

Mashups: debugging and sparkline enhancements

Run click deploy for round trip testing of forms

Controls (Bevel Style Scheme, Lookup Wizard, Panel, Multi-tab, Sparkline)

Bundle Password Support

Filter editor

Disconnected Web Client

Account subscriptions

Mail merge

Security

Field level security for the Web

Filters

Dynamically update count next to filter label as criteria are selected

Custom filters using calculated fields

User Interface Improvements

Consistent use of new grid control

Create additional workspace tabs

Ask to persist data on browser event

Multi-entity delete and reassign owner for leads

Office Integration/Compatibility

Lotus Notes

Firefox browser compatibility

Platform

Eliminate SendSLX dependency

Reporting/Analytics

Enable multiple Web reporting servers for remote offices

Feedback

Embedded Survey

Sage SalesLogix v7.5.1 - Activity Workspace Introduction of Activity dialog enables users to retain context of his or her work while leveraging familiar interface Call activity dialog from any entity

Sage SalesLogix 7.5.1 – Ranges and Customizable Filters End users create the filters that they need Create filter ranges, such as yearly revenue for an account: $0 - $500,000 $500,001 - $1,000,000 $1,000,001 - $10,000,000 > 10,000,000 Custom filters allow non-technical users to create advanced lists without writing queries Create custom ranges to make exactly the list that is needed for the moment

End users create the filters that they need

Create filter ranges, such as yearly revenue for an account:

$0 - $500,000

$500,001 - $1,000,000

$1,000,001 - $10,000,000

> 10,000,000

Custom filters allow non-technical users to create advanced lists without writing queries

SalesLogix Multi-Year Release Strategy Gobi Summer 2007 Platform Customization Web/Mobility Usability Summer 2008 Visualization Restful Services Usability Feature Leadership Sahara Tanami

Summer 2007

Platform

Customization

Web/Mobility

Usability

Summer 2008

Visualization

Restful Services

Usability

Feature Leadership

SalesLogix v8.0 (Tanami) – Feature Walkthrough RTM in Summer, 2009 Beta in May, 2009 Tanami Desert

RTM in Summer, 2009

Beta in May, 2009

Tanami (v8) - Release Stories End-to-End Business Solutions Partner Adoption Foster Global Reach No Touch Anywhere Client Customer Upgrades

SalesLogix Multi-Year Release Strategy Gobi Summer 2007 Platform Customization Web/Mobility Usability Summer 2008 Visualization Restful Services Usability Feature Leadership Summer 2009 Multi-regional/Unicode Integration Contract Simplified Customizations Focus on Customer Adoption Sahara Tanami

Summer 2007

Platform

Customization

Web/Mobility

Usability

Summer 2008

Visualization

Restful Services

Usability

Feature Leadership

Summer 2009

Multi-regional/Unicode

Integration Contract

Simplified Customizations

Focus on Customer Adoption

SalesLogix Multi-Year Release Strategy Gobi Summer 2007 Platform Customization Web/Mobility Usability Summer 2008 Visualization Restful Services Usability Feature Leadership Summer 2010 Social CRM Write once Summer 2009 Multi-regional/Unicode Integration Contract Simplified Customizations Focus on Customer Adoption Sahara Tanami Mojave

Summer 2007

Platform

Customization

Web/Mobility

Usability

Summer 2008

Visualization

Restful Services

Usability

Feature Leadership

Summer 2010

Social CRM

Write once

Summer 2009

Multi-regional/Unicode

Integration Contract

Simplified Customizations

Focus on Customer Adoption

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