SalesLogix CRM Software New Features Version 7

• Real-Time Interactive Dashboards
• Gain deep insight into organisational and individual performance via interactive dashboards
• View performance metrics, diagnose key issues, and identify opportunities from a single location
• Analyse key performance metrics such as pipeline status, open opportunities, and win rate
• Identify top customers and opportunities
• Discover root causes for performance issues and take corrective action
• Perform ad-hoc analysis by simply changing filter or group criteria
• Drill-down Analysis
• Drill down into detailed data for further analysis into trends
• Export data to Excel for further analysis
• Conduct historical and comparative trend analyses, such as period-to-date and year-to-year
• Manage your calendar, tasks, and activities directly within the dashboard
• Personalise dashboard content so each user gets exactly the information they need
• Drag-and-drop to view different dashboard performance metrics
• Create customised dashboard content

• Full-Featured CRM on a Handheld Device
• View and update contact, account, and opportunity information and related notes and history
• Schedule and track activities with a visual drag-and-drop calendar
• Access sales opportunity information including products and pricing
• View related customer tickets and service history and access resolutions
• Perform lookups and create dynamic groups
• Robust Mobile Platform
• Deploy on popular Pocket PC and/or Blackberry mobile platforms
• Increase efficiency with one-click dialing and handwriting recognition
• Customise the mobile client using visual design tools
• Access tables, extensions, pick lists, and other customised fields in Sage CRM SalesLogix
• Multiple Synchronisation Options
• Sync with one click: wireless, dial-up, or network connection through PC
• Sync to a Sage CRM SalesLogix Host Database or Remote Client
• Distribute data and application updates automatically to mobile devices

NEW Features:

• Segmentation and Groups
• Deliver targeted marketing messages or sales offers to select customer segments
• Segment customer and prospect lists using user-friendly filtering tools
• Lead Management and Qualification
• Import leads from web forms, tradeshows, seminars, or purchased lists
• Track leads at every stage, from lead through closed sale
• Create qualification checklists using criteria you define
• Click to convert qualified leads to new sales opportunities
• Merge duplicate leads with existing contacts and accounts

Also includes the following existing marketing capabilities:

• Campaign Management
• Campaign Task Management
• Segmentation and Groups
• Budget and Revenue Tracking
• Web Lead Capture
• Campaign Reporting (ROI)
• Workflow Automation
• Marketing Resource Library
• Campaign Response Tracking
• Windows and Web Access& Support

NEW Features:

• Support features are now delivered through the Sage CRM SalesLogix client
• Specify and view which Assets are included in a service contract
• Track additional Defect details including problem type, version found, and source
• View Defects and Returns associated with a specific Account or Ticket
• Track all details throughout the lifecycle of a Return
• List and group Returns with 1-click export to Excel
• Track detailed Asset information such as serial #, quantity, and sales order number
• Associate Assets with Accounts, Tickets, Defects, Contracts, or Returns

Also includes the following existing service and support capabilities:

• Account and Contact Management
• Ticket Management
• Service Contract Management
• SpeedSearch/Knowledge Base
• Defect Management
• Returns
• Standard Problems and Resolutions

User Enhancements

• Benefit from Windows XP theme support for consistent look-and-feel across all applications
• Access commonly used functions on the Navigation Bar, now grouped by role
• Utilise enhanced SpeedSearch to quickly search across all Activities, History, and Notes
• View and confirm unconfirmed activities from within the Calendar view, updated to match the familiar Outlook calendar style
• Copy a URL-like link of any Sage CRM SalesLogix record to the clipboard and simply paste into an e-mail, enabling another user to quickly access the same record with one click
• Move complete Contact records when a contact has moved to a new account or subsidiary or was incorrectly created under the wrong account
• Manage all Activity Reminders and Alarms through a single interface, including ignore, reschedule, complete, delay/snooze, and cancel capabilities
• Produce reports with the improved Crystal Reports XI R2
• Automatically convert previous Sage CRM SalesLogix reports
• Control report output through easily defined filters, including existing dynamic groups

Administrator Enhancements

• Reduce deployment time upgrading from Sage CRM SalesLogix v6.2 with no need to cut remote databases
• Utilise the enhanced Import Wizard with easier field mapping, custom scripting, duplicate checking, and import preview and testing
• Automate deployments with an MSI compliant install and Install SDK
• Install remote databases quickly with a single-click executable
• Synchronise remote changes with a secure Internet-based sync option (HTTPS)
• Perform database maintenance with the customisable Integrity Checker, including finding, reporting, and fixing database issues

Developer Enhancements

• Enable non-Sage CRM SalesLogix tables and views, maintaining security and synchronisation
• Add custom fields to core database tables
• Customise the Activity, Report Manager, and Attachment interfaces
• Control Main View middle and tabs pane properties such as size, tab order, and tabs displayed
• Troubleshoot and optimise application performance with the SQL Profiler
• Extend or override current Account level security with a security programming interface
• Apply development changes to production quickly and easily with integrated Bundler and Architect projects

• Customise and extend Sage CRM SalesLogix using .NET capabilities and tools
• Develop in Visual Studio.NET and add as native plugins in Sage CRM SalesLogix Architect
• .NET Forms can be used on Main Views, dialogs, or tabs