saleslogix roadmap 2008 11 01
DESCRIPTION
The latest SalesLogix Roadmap from Sage.TRANSCRIPT
Sage SalesLogix Vision & Product Roadmap
November, 2008
http://customerfx.com
22
Agenda
33
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
44
Sage SalesLogix Strategic Vision
My Customer
s
Afford and Manage
Works the Way I Do
Anywhere Workforce
External Systems and
Services
Internal Systems
My Business
Customer and Business Insight
Systems without Borders
Please review SalesLogix Vision Whitepaper
55
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?
66
Explorer
Tourist
Farmer
• 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’
One Size BI does not Fit All Users – Meet the Tourist
Support the needs of the Tourist
Support the needs of the Tourist
77
Cross-App DataCross-App Data
Publishing (Sharing), Subscription, & DistributionPublishing (Sharing), Subscription, & Distribution
KPIs, Gauges
Historical Reporting,
Canned
Reporting, Ad-hoc
Aggregation, Discovery
Categories, Affinities, Patterns
Predictive, Forecasting
CRM Content CRM Content
WorkflowWorkflow
ViewsViews
Awareness Moves Through a BI Technology Continuum
ScoreboardsScoreboards
Publishing, subscription, &
distribution
Publishing, subscription, &
distribution
Additional Mash-up support & Visualizations
Additional Mash-up support & Visualizations
Leverage BI engine to identify Affinities
Leverage BI engine to identify Affinities
Embed BI into UI & Workflow
Embed BI into UI & Workflow
7
88
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 SelectionMultiple Selection
Multi-selection Actions
Multi-selection Actions Multi-selection
ActionsMulti-selection
Actions
99
You Need to Manage the Customer’s ExperienceInside and Outside of Your Sphere of Influence
• Direct, Immediate Learning• Manage each and every customer experience• Build and foster customer communities
Community SLXSLX
Responses
1010
Putting the Picture Together Involves Two 360’ Views
CRMERP
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
1111
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”?
1212
Task Oriented Workspaces
Split-view format provides end-user with additional detail about
selected activity
1313 13
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
1414
Anywhere Workforce
Awareness, Mobility, Alignment
Its about rich, connected or disconnected, “centers of work” tailored for each device.
1515
Co
nn
ecte
dC
on
nec
ted
Dis
con
nec
ted
Dis
con
nec
ted
Connected and Disconnected Client
• Monitored deployment and Configuration
• Secure Data and Transactions
• Ease of Remote Deployment
• One Click Remote Install
• Low footprint • Intelligent
caching WindowsRemote
Office
Local Office Internet
Web Mobile
1616
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
1717
Afford and ManageManage 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
1818
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
1919
Systems Without Borders
Cornerstone Apps, Integration Transparency, End-to-End Solutions
So, what is cloud computing anyway?
2020
Mash-ups – Timeline Example
Embedded VisualizationEmbedded
VisualizationData feeds from
any SourceData feeds from
any Source
2121
SalesLogix Multi-Year Release Strategy
GobiGobi SaharaSahara MojaveMojave
• Summer 2007
•Platform
• Customization
• Web/Mobility
• Usability
• Summer 2007
•Platform
• Customization
• Web/Mobility
• Usability
• Summer 2008
• Visualization
• Restful Services
• Usability
• Feature Leadership
• Summer 2008
• Visualization
• Restful Services
• Usability
• Feature Leadership
SLX 7.5.1Mobile 5.5VA 3.0
SLX 7.5.1Mobile 5.5VA 3.0
2222
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 ***
SS
SS
SS
SS
SS
SS
2323
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
2424
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
2525
SalesLogix Multi-Year Release Strategy
GobiGobi SaharaSahara
• Summer 2007
•Platform
• Customization
• Web/Mobility
• Usability
• Summer 2007
•Platform
• Customization
• Web/Mobility
• Usability
• Summer 2008
• Visualization
• Restful Services
• Usability
• Feature Leadership
• Summer 2008
• Visualization
• Restful Services
• Usability
• Feature Leadership
TanamiTanami
2626
SalesLogix v8.0 (Tanami) – Feature Walkthrough
Tanami Desert
• RTM in Summer, 2009
• Beta in May, 2009
2727
Tanami (v8) - Release Stories
End-to-EndBusinessSolutions
Partner Adoption
Foster Global Reach
No TouchAnywhere
Client
CustomerUpgrades
2828
SalesLogix Multi-Year Release Strategy
GobiGobi SaharaSahara TanamiTanami
• Summer 2007
•Platform
• Customization
• Web/Mobility
• Usability
• Summer 2007
•Platform
• Customization
• Web/Mobility
• Usability
• Summer 2008
• Visualization
• Restful Services
• Usability
• Feature Leadership
• Summer 2008
• Visualization
• Restful Services
• Usability
• Feature Leadership
• Summer 2009
• Multi-regional/Unicode
• Integration Contract
• Simplified Customizations
• Focus on Customer Adoption
• Summer 2009
• Multi-regional/Unicode
• Integration Contract
• Simplified Customizations
• Focus on Customer Adoption
2929
SalesLogix Multi-Year Release Strategy
GobiGobi SaharaSahara TanamiTanami MojaveMojave
• Summer 2007
•Platform
• Customization
• Web/Mobility
• Usability
• Summer 2007
•Platform
• Customization
• Web/Mobility
• Usability
• Summer 2008
• Visualization
• Restful Services
• Usability
• Feature Leadership
• Summer 2008
• Visualization
• Restful Services
• Usability
• Feature Leadership
• Summer 2010
• Social CRM
• Write once
• Summer 2010
• Social CRM
• Write once
• Summer 2009
• Multi-regional/Unicode
• Integration Contract
• Simplified Customizations
• Focus on Customer Adoption
• Summer 2009
• Multi-regional/Unicode
• Integration Contract
• Simplified Customizations
• Focus on Customer Adoption