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SalesLogix v7.5 Sneak-Peek PowerPoint PPT Presentation


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SalesLogix v7.5 Sneak-Peek. Objective of Presentation. The content of this presentation has been designed to provide the reader with a high-level understanding of the key features being introduced in Sage SalesLogix v7.5

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Saleslogix v7 5 sneak peek l.jpg

SalesLogix v7.5 Sneak-Peek


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Objective of Presentation

  • The content of this presentation has been designed to provide the reader with a high-level understanding of the key features being introduced in Sage SalesLogix v7.5

  • In addition to this content, Sage is hosting eight ‘Deep Dive’ Webcast sessions that provide additional and more detailed information, as well as practical examples of how to use the new features being introduced. These sessions are recorded and posted to Partners Online.


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Presentation Contents

Usability/User-Interface Improvements

List Management

Mash-ups

Personal Workspaces

Comprehensive Web CRM

Lead Management

Web Services

Process Orchestration

Application Architect Improvements


Usability user interface l.jpg

Usability/User-Interface


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User Experience

Situation

Market requires a product that is easy to use and makes users more efficient at their jobs

Problem

Interaction methods in Web client need to catch up to the Network client.

Current User Interface does not guide the user; needs to be more intuitive.

The look and feel can be improved to better match current industry standards.


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User Experience

Solutions

General look-and-feel improvements

Enhanced Drag-and-Drop tabs

Multi-Tab Expansion to the Middle Pane

List Management Improvements

Groups in Tabs

UI Redesign

Multi-Select & RMB

Task Pane Interaction

Summary View


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User Experience: User Interface Clean-up

  • User Interface Clean-up

    • Header

    • Toolbar

    • Title Bar

    • Groups Relocation

    • Lookup Relocation

    • Navigation

    • Task Pane

    • Footer


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User Experience: Header and Toolbar

Old

New


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User Experience: Title Bar, Groups, Lookup

Old

New


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User Experience: Navigation Bar

Hide/Show navigation bar using this control

Old

New


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User Experience: Task Pane

User can collapse and expand each task areas

Task panes provide context-sensitive actions that can be applied to list or detail views


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User Experience: Footer

Date and Idle or Logoff message appears here


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User Experience: Drag and Drop

User can drag and drop tabs in detail view. Shadow tab displayed during operation. Arrow indicator shows where tab will be after drop.


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User Experience: Middle Pane/Multi-tab Expansion

Drag and Drop to middle pane displays blue line where new middle pane will be placed.

Shadow image with name of tab and green check-box indicates drag-an-drop in progress.


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List Management


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List Management Improvements

Situation:

SalesLogix users will sometimes take longer to find information that they need

Users need an easier way to build groups. SalesLogix Group Builder is a powerful tool for advanced, technical users, but does not address the requirements for non-technical users

User need to select records and add them to an ad-hoc group

Problems

No easy way to build a temporary list to work from

No easy way to manipulate the lists

The process to create group is not easy enough for non-technical users


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List Management Improvements

Solutions

Groups in Tabs

UI Redesign

Multi-Select & Right Mouse Button menu

Task Pane Interaction

Summary View


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List Management Improvements

  • Groups in Tabs

    • Tabs

    • Right mouse button

  • UI Redesign

  • Multi-Select & RMB

  • Task Pane Interaction

  • Summary View


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List Management Improvements

Number of results indicates where user is at in the list

Users can now browse through the entire group using a scroll bar – just like it works in Windows-type applications. Users can jump to different points in the list by clicking on the bar, or moving the drag control.

  • Groups in Tabs

  • UI Redesign

    • Scroll instead of paging

    • Number of results displayed at top

  • Multi-Select & RMB

  • Task Pane Interaction

  • Summary View


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List Management Improvements

Right-mouse button menus give quick access to important functionality like ‘save selected items as group’

Users can shift-click or control-click the records they are interested in, and then take action through the right mouse button menu.

Groups in Tabs

UI Redesign

Multi-Select & RMB

Task Pane Interaction

Summary View


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List Management Improvements

Users can drag columns to different locations in the grid

Columns can be sorted through menu selection or by clicking on header

Users can hide or show columns in the grid simply by clicking on the checkbox next to the column name


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List Management Improvements

  • Groups in Tabs

  • UI Redesign

  • Multi-Select & RMB

  • Task Pane Interaction

    • Filters

    • Common Tasks

    • Group List

  • Summary View


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List Management Improvements

  • Groups in Tabs

  • UI Redesign

  • Multi-Select & RMB

  • Task Pane Interaction

    • Filters

    • Common Tasks

    • Group List

  • Summary View


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List Management Improvements

  • Groups in Tabs

  • UI Redesign

  • Multi-Select & RMB

  • Task Pane Interaction

    • Filters

    • Common Tasks

    • Group List

  • Summary View


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List Management Improvements

  • Groups in Tabs

  • UI Redesign

  • Multi-Select & RMB

  • Task Pane Interaction

    • Filters

    • Common Tasks

    • Group List

  • Summary View


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List Management Improvements

Groups in Tabs

UI Redesign

Multi-Select & RMB

Task Pane Interaction

Summary View


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Mash-ups


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Mashups – Situation

An increasing number and variety of Application Programming Interface (API’s) continue to become available every day. These API’s provide users with access to every type of data and services, and represent a new landscape of resources from which they can cultivate the timely and meaningful information necessary to maintain a competitive edge.


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Mashups – Problem

Information overload

Difficult to find, filter, and compile data

Multiple sources, inside and outside the company

Building interfaces using current means takes time and resources that may be unavailable

Sales teams, Business Analysts spend time and effort to produce limited results


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Mashups – Approach

Objective: collaborative compilations of internal and external data, rich user interfaces

Embed information within the SalesLogix Web client

Create as quick forms

User selects input control(s) at runtime

View relevant data quickly


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=

+


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Timeline Visualization

Interactions with a customer and related activities span numerous opportunities, tickets, etc.

“Health of a relationship” often measured by activity density

Years of relationship activity takes up “real estate”


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Timeline Visualization

Interactions and activities are recorded in various locations within SalesLogix

Displayed in list view or calendar view

List view: user must read

Calendar view: screen breaks along calendar divisions


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Timeline Visualization

View tickets and activities

View opportunities and the activities associated to them

Use the slider control to view data over time and to find where the data is


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Personal Workspaces


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Personal Workplaces

Personal Workplaces – Situation

  • Situation

  • Static Welcome Page – no personalization

  • All customization at design time

  • No chart control

  • Problem

  • Cannot personalize workplace

  • Changes require IT intervention

  • No visualization of data


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Personal Workplaces – Approach

‘Smart Parts’ used to create workplace components

Portal-like drag and drop features

Add/remove, move/rearrange components

Rename workplaces and components

Workplace templates; ability to change template

Spark line control can be used to graphically display high-level trends

Component library for each tab

Include RSS feeds and other external data

Ability to create multiple tabs through customization


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Personal Workspaces

Rearrange the content to the desired location through drag-and drop


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Personal Workspaces

Add new content, edit options and more with the tab drop-down menu.

Change the layout of the personal workspace to one of several layouts

Add new content to the page.


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Personal Workspaces: New Content

Keep track of critical opportunities as they close

Keep recent contacts fresh in your memory

Monitor campaign responses to measure campaign effectiveness


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Comprehensive Web CRM


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Comprehensive Web CRM – Situation, Problem

SalesLogix is a full-featured CRM solution across multiple clients

Prior to version 7.5, Web client still missing some core CRM functionality. Needs to be brought to the same level as SalesLogix network client


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Comprehensive Web CRM – Sales Orders


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Comprehensive Web CRM – Defects


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Comprehensive Web CRM – Contracts


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Comprehensive Web CRM – Returns


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Comprehensive Web CRM – Assets


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Lead Management


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Activities for Leads

Lead De-duplication

Lead Management

  • Situation

  • Single note field to capture interactions

  • Cannot create activities or notes for leads

  • Situation

  • Leads come from many sources

  • De-duped when converted

  • Target lists contain Leads and Contacts

  • Problem

  • Must convert lead to capture interactions

  • Some information not captured

  • Users converting leads too soon

  • Problem

  • Leads database has duplicates

  • Target list has duplicates

  • Wasting resources and impacting image

  • Approach

  • Activities and Notes can now be associated to leads

  • When converted, information carries over to contact

  • Users can wait until appropriate time to convert

  • Approach

  • De-dupe leads on import, conversion and manual entry

  • Advanced de-duplication features

  • Option to auto-merge leads on import


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Lead Routing

Import Actions

Lead Management

  • Situation

  • Leads imported or manually entered

  • Users manually assign lead owners individually or en masse

  • Situation

  • Assign owner, delete en masse

  • Can’t create notes, activities or other actions on import

  • Problem

  • Manual efforts waste resources

  • Leads go cold because of time lost or errors made during routing

  • Difficult to route if complex rules apply

  • Problem

  • Manual efforts waste company resources

  • Leads are processed inefficiently

  • Approach

  • Leveraging Process Orchestration to accomplish lead routing

  • Sample process included – modified by customer or partner to fit their processes

  • Approach

  • Option to create notes, activities, responses and campaign targets on import

  • Enter generic information; then, applied to each lead


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Responses

Lead Management

  • Situation

  • Must be tied to campaigns

  • Capture limited information

  • Use contact status to track potential opportunity.

  • Problem

  • Can’t capture non-campaign responses

  • Hard to track real interests of lead until opportunity created

  • Approach

  • Relaxing requirement to associate responses to campaigns

  • Enhancing responses to include additional information

  • Creating Response tabs and groups


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Convert Lead

Insert

Contact/Account

Lead and Contact De-duplication

SLX

Insert Lead

  • Spelling

  • Grammatical variations

  • Phonetics

  • Thesaurus

Lead Import

Duplicate Score (0-100)

Lead Import

Conversion & Manual Entry

Potential Dupe

50-89

Duplicate

90-100

Not Duplicate

0-49

Manual Create

Manual Merge

Manual-merge

Auto-merge

Import

* Ranges are configurable

LeadManagement: De-duplication


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Activities for Leads

Activities can now be associated to either a contact or a lead.

Activities can have their own attachments.


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Lead Import Wizard: Step 1

Assign lead owner as Everyone, an individual person, or a team.

Create a new group for the imported leads, or add to an existing ad-hoc group.


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Lead Import Wizard: Step 2

The preview window displays how the file is parsed to extract the leads for import.


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Lead Import Wizard: Step 3

System automatically maps fields it can, then allows user to choose template or manually map fields.

Manage templates through the Save Template dialog.


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Lead Import Wizard: Step 4

Searching for duplicates is optional.

Search for duplicate leads, contacts or both

Choose the fields that must match in order for a record to be flagged as a duplicate

Run a test to determine the effectiveness of your search criteria.

Optionally choose to auto-merge duplicates


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Lead Import Wizard: Step 4

Ranges are defined that determine if a lead is most likely a duplicate, possibly a duplicate, or most likely not a duplicate.

The Find Duplicates Test dialog appears when the ‘Run the Test’ button is selected.

Different search methods can be enabled or disabled to search for duplicates.


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Lead Import Wizard: Step 5

Define the import actions that you would like performed against each imported lead.

You can define values for any of the fields that can be applied to all leads, for each of the import actions


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Lead Import Wizard: Step 6

Review your selections before kicking off the lead import process. Make any necessary changes.


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Lead Import Wizard: Step 7

Monitor progress of the lead import. Leaving this page does not stop process from running.


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Lead Import History: List View

View the history of all of your lead imports. List view gives at-a-glance statistics for each import.


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Lead Import History: Detail View

Resolve duplicates (one-by- one) that were found during import, and not auto-merged.


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Lead Conversion

Specify duplicate search methods to use. The match filters tab is similar to the match filters form for lead import.

User selects record to merge, and then merges record


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Manual Merge

Choosing these radio buttons tells the system to use the data from that record by default.

User can manually select which fields have the correct data that will be used during the merge


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Insert Contact/Account & Lead Dupe Checking

Search for duplicate leads, contacts and/or accounts

Match with any or all of filters in order for record to match

Open the record that looks like a duplicate and edit that record instead of creating a new record.


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Potential

Opportunity

Potential

Contact

=

=

Campaigns

Responses

Leads

Contacts

Accounts

Lead Management: Responses and Interests

Lead

  • Responses can be independent of campaigns

  • Associated directly to contacts, leads and accounts

  • Can be center of work

  • Capture customer interests and other new information


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Lead-centered process:

  • Perform additional assessment

  • Create opportunity

  • Process using lead lists

  • Simple qualification steps

  • Gather minimal information

  • Merge with duplicate contacts

  • Create contact with ‘Prospect’ status

  • Add contact to account

  • Purchase lists

  • Create responses

  • Manual entry

  • De-dupe against leads only

Response-centered process:

  • Create opportunity

  • Process using response lists

  • Advanced qualification

  • Gather extensive information

  • Confirm no duplicate contacts exist

  • Create new contact

  • Add contact to account

  • Purchase lists

  • Create responses

  • Manual entry

  • De-dupe against leads and contacts

Activity-centered process:

  • Confirm no duplicate contacts exist

  • Create new contact

  • Add contact to account

  • Create opportunity

  • Purchase lists

  • Campaign responses

  • Manual entry

  • De-dupe against leads and contacts

  • Process using activity lists

  • Advanced qualification

  • Gather extensive information

Lead Management: Lead Processing

Acquisition

Qualification

Conversion

Opportunity


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Responses

Keep track of the interest that the lead or contact has, and the interest level.

Associate products that the lead or contact is interested in


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Web Services


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Web Services

  • Internal consumption by our web client

    • Improved performance and scalability

  • External data access

    • Integration with other applications, front office/back office

  • Product extensions

    • Customer/partner customizations and verticals


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RESTful Web Services

Web Services

  • Simple interface (HTTP) for domain specific data

    • Standard verbs: GET, POST, PUT, DELETE

    • HTTP Status Codes for success/failure: 200 OK, 404 Not Found

  • Leverages existing Web Architecture

    • Programmable web like browse-able web

  • Addressable resources (URLs)

    http://<HostName>/sdata/slx/accounts

    • URL parameters for queries (scope):

      http://<HostName>/sdata/slx/accounts?country=uk

    • Representation is not necessarily XML (flexibility)

      http://<HostName>/sdata/slx/accounts(ABC00000001)?alt=json


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Web Services: Example URLs Compared to SOAP

REST

SOAP

GET /Accounts

POST /GetEntityList

GET /Accounts(ID001)/Contacts

POST /GetEntityList

GET /Accounts?orderby=Name&

where=Type eq ‘Partner’

POST /GetEntityList

DELETE /Accounts(ID001)

POST /DeleteEntity


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Web Services: SData protocol

  • SData is a simple standard for reading and writing data between Sage applications

  • Built on leading industry standards

    • HTTP, XML, ATOM/RSS, REST

    • Designed to be used in widely varying situations

    • Not tied to any particular platform

  • Will be used to establish contracts for integration

    • Common RESTful interfaces can be applied to different application “trunks”

      • http://<Server>/SData/Slx/Opportunities(<ID>)/Products

      • http://<Server>/SData/SCrm/Opportunities(<ID>)/Products

      • http://<Server>/SData/Act/Opportunities(<ID>)/Products


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Web Services: REST Framework

  • Provides both consumer and producer support for REST and SData web services

  • Consumer:

    • Process incoming request

    • Route to appropriate adapter

    • Provide results back to consumer

  • Producer:

    • Provide simple, common interface for processing web service requests

    • Provide formatting support (Atom, RSS, JSON) for web service results


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Web Services: Application of REST in Sahara

Consumer

Provider

  • RESTful services in Sahara

    • Process orchestration

    • Lookups

    • Summary View

    • Legacy Groups

  • SData

    • Full CRUD support for all SLX entities

    • HTTP Digest (extended from SData Framework) – SLX authentication


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Process Orchestration


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Process Orchestration

New Process Orchestration runtime host

Entity Eventing Service

“Special” type of process introduced

Web Service integration


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“Goal-driven” process

Combination of state machine and sequential workflows.

A series of stages that can contain multiple steps.

Stages can also be grouped for scoping

Steps can be optional or required.

Completion of all required steps within a stage completes the stage.

Steps can be completed outside of the currently “active” stage.

Process Orchestration


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Process Orchestration

Simple Sequential Process

  • Based on sequential workflow

  • Some event (like creation of an entity) will kick off one or more actions.

  • Example:

    • On creation of a Lead entity, execute the “Lead Ownership” policy

    • Policy details:

      IF Lead.State == “AZ”

      THEN Lead.Owner = “Bob”

      ELSE Lead.Owner = “Bill”


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Process Orch: Types of activities (steps) supported

  • Schedule Activity: ToDos, Phone Calls, Meetings, etc.

  • Assign Ownership (SecCodeID)

  • Set User (UserID)

  • Launch child process

  • Others TBD…


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Process Orchestration: Entity Eventing Service

  • New data change events implemented at OleDB Provider level

  • Managed code entity eventing service integrates with data change events

  • Process Orchestration host consumes entity eventing service

    • Can be configured to kick off workflows based on data changes

  • Service could be consumed by other applications…


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Gobi 7.2 Web Client Architecture

SalesLogix Presentation Tier

Administrative UI Configuration

Application UI

  • Page Layout Templates

  • Custom views/navigation

  • Rich DHTML/Ajax Client

Web Browser ( IE, Firefox, Etc.)

Corporate Firewall

SalesLogix Web Application Tier

Application Architect

Application Portal

Deployment

  • Generated Aspx Pages and Smart Parts

  • Business Rule Handler

  • Data Persistence and Session Management

  • One-click Portal Deploy

  • Supports Server Farms

Customization

SalesLogix OleDB Provider

  • Entity Definition

  • Business Rule Creation

  • Form Designer

  • App Portal Builder

ASP.NET / AJAX

IIS

Remote Clients /

Remote Offices

SalesLogix Data Tier

SalesLogix Server

Transactional Data

  • License Manager

  • Logging Server

Slx Sync Server

DB Server (MS SQLServer, Oracle)


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Process Orchestration: Architecture

SalesLogix Presentation Tier

Corporate Firewall

Orchestration Host

SalesLogix Web Application Tier

Application Architect /

Visual Studio

Process Orchestration Web Service

Process Orchestration Service

Process Orchestration Application Enhancements

Process Design

Entity Eventing Service

Process Deploy

Remote Clients /

Remote Offices

SalesLogix Data Tier

SalesLogix Server

Transactional Data

  • License Manager

  • Logging Server

Persistence & Tracking

Slx Sync Server

DB Server (MS SQLServer, Oracle)


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Process Orchestration: Architecture

SalesLogix Presentation Tier

  • “Gobi” Application Architect Integration

    • The Process Manager Host will be deployed just like an application portal.

    • In future release - Process definitions, Actions and Policies are implemented as Project and Bundle items, which allows processes to participate in the Project Explorer and with Bundling.

Corporate Firewall

Orchestration Host

SalesLogix Web Application Tier

Application Architect /

Visual Studio

Process Orchestration Web Service

Process Orchestration Service

Process Orchestration Application Enhancements

Process Design

Entity Eventing Service

Process Deploy

Remote Clients /

Remote Offices

SalesLogix Data Tier

SalesLogix Server

Transactional Data

  • License Manager

  • Logging Server

Persistence & Tracking

Slx Sync Server

DB Server (MS SQLServer, Oracle)


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Process Orchestration: Architecture

  • RESTful Web Service Interfaces

  • Process Query Service – View into process

    • What is the current stage of a process?

    • When did stage transitions occur?

    • What steps executed and when?

    • Did a specific process complete?

    • What exceptions were thrown?

  • Process Manager Service – Control processes

    • Get list of processes

    • Start/Stop a process

    • Raise an event

    • Pass in user interaction

    • Administrative override of processes

      • For example – Move a process to the next stage

SalesLogix Presentation Tier

Corporate Firewall

Orchestration Host

SalesLogix Web Application Tier

Application Architect

Entity Model

Process Orchestration Web Service

Portal Model

Process Orchestration Service

Process Orchestration Application Enhancements

BundleModel

Entity Eventing Service

Process Model

Remote Clients /

Remote Offices

SalesLogix Data Tier

SalesLogix Server

Transactional Data

  • License Manager

  • Logging Server

Persistence & Tracking

Slx Sync Server

DB Server (MS SQLServer, Oracle)


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Process Orchestration: Architecture

SalesLogix Presentation Tier

  • Persistence Service

    • Service of workflow runtime that is responsible for persisting long-running processes to storage, as well as pulling processes out of storage into memory.

  • Tracking Service

    • Subscribe to events in the workflow runtime and persist information about the events to storage.

Corporate Firewall

Orchestration Host

SalesLogix Web Application Tier

Application Architect /

Visual Studio

Process Orchestration Web Service

Process Orchestration Service

Process Orchestration Application Enhancements

Process Design

Entity Eventing Service

Process Deploy

Remote Clients /

Remote Offices

SalesLogix Data Tier

SalesLogix Server

Transactional Data

  • License Manager

  • Logging Server

Persistence & Tracking

Slx Sync Server

DB Server (MS SQLServer, Oracle)


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Application Architect Improvements


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Application Architect: Workspace Management

  • Workspace Manager

    • App Architect remembers last project for logged in DB

    • Workspace list shows associated DB name

    • Only one VFS workspace shown at a time (for current DB)

  • Project Backups

    • Save a project to ZIP file, including support files

    • Restore from project backup

    • Shipping Slx release project backups with product


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Application Architect: Wizard Improvements

  • Access wizards from main toolbar

    • New wizard pages added to establish context

  • New Entity Wizard improvements

    • Fewer clicks for new properties

    • Assign large/small icon to entity

    • Set display value


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Application Architect: Quick Forms

  • Quick Form design improvements

    • New Data Sources toolbar allows drag/dropping properties onto forms

    • Adding Image control

  • New and improved Code Snippet Action

    • New code-generated form interface parameter provides IntelliSense for properties, current entity, and current workitem

    • User VB.NET or C#

    • No need to merge on upgrades!


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Application Architect: Portal Management

  • New template mapping tool

    • Much easier to change page templates

    • Workspaces don’t need to have same name


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Application Architect: Deployment Explorer

  • New deployment type…

  • Central deployment management

    • Manage multiple deployment targets and portals in one place

    • Save multiple configurations (Test, Production, Local)

  • Create deployment snapshots

    • Save a snapshot of one or more portals

    • Deploy from saved snapshot

    • Don’t have to worry about changes made to project from one deployment to another when using snapshots


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Application Architect: Deployment Explorer

  • Deploy to remote users (Disconnected Web Client)!

    • Select a list of remote users to deploy web client to

    • New Personal Server based on Cassini hosts multiple web sites on remote computer

      • No IIS required

    • Personal Server part of remote client install along with Sync Client

    • Portals deployed through existing Sync architecture and automatically registered with Personal Server on local machine


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Application Architect: Other Improvements

  • Bundle Management

    • Create bundle from project differences

      • Includes ability to select project backups

  • Image Management

    • Global image resource manager being made available from Project Explorer

    • Ability to bundle images on their own

    • Future “Global string resource manager” will follow same pattern

  • Code Snippets

    • CTRL-F: Search and Replace!


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Network/Windows Client New Features


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Enhancements in v7.5 Network/Windows Client

  • Activities for Leads

  • Activity Attachments

  • Activity main view more open to customization

    • Ability to enable/disable (i.e. hide/show) tabs

    • Ability to change values in timeframe filter

  • Sparklines (available as additional control)

  • Process Orchestration

  • Timeline Visualization (through customization)

  • Intellisync

  • Visual Analyzer (Compatible release will follow v7.5)

  • Exchangelink (Compatible release will follow v7.5)


  • Login