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Pipeline eNews
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Pipeline eNews - Spring, 2011

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Spring 2011

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SAGE CRM SOLUTIONS - Customer Relationship Management (CRM)
In This Issue

The NEW Sage SalesLogix Mobile is Here!

You never have to be without the information needed to close a deal because the new Sage SalesLogix Mobile has arrived!

How do I deploy Sage SalesLogix Mobile?

Step-by-step instructions to deploy the new Sage SalesLogix Mobile.

Read All About It: Sage SalesLogix Mobile In the News

People are talking about the new Sage SalesLogix Mobile!

Embed Project Management Within Your CRM System Using TimeLinx

Learn what TimeLinx and Sage SalesLogix can help you accomplish.

Sage SalesLogix Master's Series Courses - Training Made Easy

Extend your knowledge with intensive one-day courses in the
Sage SalesLogix Master's Series.

Reserve Your Seat in These Must-See Sessions at Sage Summit 2011

It's time to make your plans to attend Sage Summit, the premier educational event for Sage SalesLogix customers.

Listen to Me!

Strategies for developing the ideal mix of information and persuasion in your sales presentations.

Social Media for Business is No Longer Optional

Make this the year you strengthen your social media strategy.

What's the Buzz in the Sage SalesLogix Community?

Find out what everyone's talking about!

Top 10 Articles from the Sage SalesLogix Knowledgebase

Looking for a resolution?

Participate in a New Aberdeen Study on Sales Forecasting

See how your sales organization stacks up against peers and best in class companies when it comes to sales forecasting and sales analytics.

Sage SalesLogix Customer Spotlight: Harry Rosen Inc.

Harry Rosen finds a efficient solution for managing customer relationships and storing customer information with Sage SalesLogix.

Sage SalesLogix Community Sage SalesLogix Training Customer Referral Program

Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Pipeline eNews
Posts: 68
Registered: ‎01-10-2011

The New Sage SalesLogix Mobile is Here!

[ Edited ]

Spring 2011

Home
SAGE CRM SOLUTIONS - Customer Relationship Management (CRM)
Sage SalesLogix Community Sage SalesLogix Training Customer Referral Program
SAGECRM & SAGECRM.COM

The NEW Sage SalesLogix Mobile is Here!

Whether your phone rings when you're out to lunch or you are walking into a meeting with your largest customer account, if a sale is at stake, you need access to your CRM. You never have to be without the information needed to close a deal because the new Sage SalesLogix Mobile has arrived!

The new Sage SalesLogix Mobile delivers rich CRM functionality to your sales reps and other customer facing professionals so they can work effectively on the most popular smart handheld devices, including iPhone®, iPad®, Android™, and BlackBerry®.1 Best of all, if your company currently uses Sage SalesLogix v7.5.3, there's no additional charge2 for Sage SalesLogix Mobile! Easy to deploy, it can quickly empower your sales team with up to date information about customers and accounts when they are away from the office. You must have Sage SalesLogix v7.5.3 or higher in order to use the new Sage SalesLogix Mobile.

Mobility Makes Sales Reps More Effective
A recent report by Peter Ostrow at Aberdeen Group demonstrates important differences in the success metrics of companies that embrace mobility technology in the sales department versus those that do not. When comparing companies, those with best in class mobility programs have:

  • More sales reps who achieve their annual quota
  • Customer retention rates that trend up, instead of down
  • More sales leads that convert into sales

Read detailed statistics in the Aberdeen Group report Sales Mobility: Quotas Untethered

What does it take to become a best-in-class company in terms of mobility? According to the Aberdeen Group report, most best-in-class organizations enable sales reps to synchronize their calendars, contacts, events, and tasks when they are away from the office. Over three-quarters provide reps with the ability to view and modify key CRM sales information remotely. Because Sage SalesLogix Mobile delivers fully functional CRM to handheld devices, your sales team would be able to do all of these things.

Ready to get started with Sage SalesLogix Mobile? Contact your Sage Business Partner*, or visit www.sagesaleslogix.com/mobile.





1Supports iPhone 3.x® and higher, iPad®, Android v2.1™ and higher, and BlackBerry v6.0® and higher, and HTML5/CSS3-compliant browsers.


2Requires Sage SalesLogix v7.5.3 or higher.


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Pipeline eNews
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How do I deploy Sage SalesLogix Mobile?

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Spring 2011

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How do I deploy Sage SalesLogix Mobile?

The new Sage SalesLogix Mobile is available at no extra charge1 to Sage SalesLogix customers. You must have Sage SalesLogix v7.5.3 in order to use the New Sage SalesLogix Mobile. To deploy the new Sage SalesLogix Mobile – follow the instructions below. Choose the upgrade instructions based on whether you are using Sage SalesLogix on-premise on a LAN, on-premise via the web, or Sage SalesLogix Cloud.

I use Sage SalesLogix On-Premise through the LAN Client:

  • Make sure you have a functioning Sage SalesLogix 7.5.3 environment.
  • Web Server with a valid Secured Sockets Layer (SSL) security certificate installed is mandatory.
  • Deploy SData™ portal using Application Architect.
    • To confirm that SData™ is set up correctly, type the following URL into your browser: http:///sdata/$system/adapters
    • Next, follow the On-Premise – Web users instructions.
    • To access the Sage SalesLogix Mobile Client, type the following URL into your device browser: https:///SlxMobile.

      I use Sage SalesLogix On-Premise through the Web Client:

      • Make sure you have a functioning Sage SalesLogix 7.5.3 environment.
      • Install HF 01 & Close App Architect.
      • Install HF 02 & Close App Architect.
      • Install HF 03 & Close App Architect.
      • Sage SalesLogix Mobile and the SData™ portal must be on the same server.
      • Rebuild the Web Platform in App Architect.
      • Application Architect
        • In the Project Explorer - Install SalesLogix Mobile bundle
        • In the Application Architect, open the Deployment Explorer
          • Open the Core Portals deployment.
          • Under Deployment Targets, right-click IIS and select Add Portal(s).
          • Select SLXMobile, and then click OK.
          • Deploy all of the Core Portals or Individually deploy both the SData™ and SLXMobile portals.
      • To access the Sage SalesLogix Mobile Client, type the following URL into your device browser https:///SlxMobile.

        I use Sage SalesLogix Cloud:

        Sage SalesLogix Cloud customers on older versions can choose when to upgrade to the new Sage SalesLogix Mobile. Sage began scheduling the upgrades for non-customized customers in April 2011. If you have customized your Sage SalesLogix Cloud system, please work with your Sage Business Partner** to plan and execute your upgrade to Sage SalesLogix Mobile. Be sure to request a Temporary Staging Environment to use during your upgrade. Going forward, the new Sage SalesLogix Mobile will be part of the standard Sage SalesLogix Cloud subscription.

        Customizing Sage SalesLogix Mobile

        The new Sage SalesLogix Mobile Client is fully customizable using any text/HTML editor. The views are written in JavaScript and feature a simplified design with the help of base classes and templates.

        Here is an example: Adding a phone field using included formatter

        Modular customization helps avoid any upgrade merge issues. With modular customization, you can Add, Delete and Edit elements on out-of-the-box views from a separate file, register new views, and plug in new and modified content via the Application Module file.

        Here is an example: Add SSN field to Contact Detail view after AccountName:

        For more information about deploying the new Sage SalesLogix Mobile, or customizing it, please contact your Business Partner.*:





        1Requires Sage SalesLogix v7.5.3 or higher


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Read All About It: Sage SalesLogix Mobile In the News

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Spring 2011

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Read All About It: Sage SalesLogix Mobile In the News

People are talking about the new Sage SalesLogix Mobile! Read this feature article on CRM Magazine's destinationcrm.com site. Additional coverage for the new Sage SalesLogix Mobile has included:

Mobile Enterprise Magazine

Accounting Today

TheStreet.com


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Embed Project Management Within Your CRM System Using TimeLinx

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Spring 2011

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Embed Project Management Within Your CRM System Using TimeLinx
Mark E. Engelberg, TimeLinx President

Does this sound like you? You have projects to manage, but limited means to do so. You track project time and resources using multiple spreadsheets, paper timecards, and some software applications. Lately, you've become worried that this uncoordinated system may be causing you to lose billable hours. And you're probably right.

Here are signs that your company may need a more comprehensive system for managing customers, time and billing, and project management together, in one unified system:

  • You're managing some parts of the project on paper and others on the computer.
  • Team members spend too much time rekeying information, and they are making errors.
  • At the project level, there is no easy way to track your profitability.
  • Payroll and commission are calculated manually and take a long time.
  • You cannot ensure that customers are billed for the correct labor, because it's hard to determine what work was performed by particular employees and how long it took.
  • Communication and data sharing between departments is poor, and you suspect is it causing your team to miss sales opportunities.

If this looks all too familiar, there's hope. TimeLinx embeds extensive project management functions directly into Sage SalesLogix, turning your CRM system into a full-fledged project management system. Capture time and expenses through a single system and proactively access, analyze and manage project tasks, resources and associated costs and revenues. By making the connection between your customer records, time and billing, and project management, you can improve interdepartmental collaboration and gain real insight into project profitability.

Together, TimeLinx and Sage SalesLogix Can Help You:

  • Eliminate errors from duplicate data entry, and lower administrative overhead by combining all service delivery data with the customer information in your CRM system.
  • Reduce the time to collect project data and manage timesheets.
  • Proactively prevent over‐budget, over‐schedule, and non‐performing projects.
  • Reduce staff time spent providing updates on project status to management and customers.
  • Increase resource utilization (reduce "bench time").
  • Improve margins by intelligently auto‐calculating premium rate charges.
  • Improve efficiency, accuracy and profitability of new projects by using historical data.

Learn more at TimeLinx and attend the Sage webcast, "Why Embed Project Management Within CRM?"


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Sage SalesLogix Master's Series Courses - Training Made Easy

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Spring 2011

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Sage SalesLogix Master's Series Courses – Training Made Easy

Extend your knowledge with intensive one-day courses in the Sage SalesLogix Master's Series. These courses let you zero in on specific Sage SalesLogix technical topics like the New Sage SalesLogix Mobile, SData™, Client-side Coding Techniques, Querying with the Sage SalesLogix HQL Data Source, and Services in Sage SalesLogix Web. Sage SalesLogix Master's Series courses are only $99 each and use a Virtual Classroom format featuring cloud-based training labs from Skytap®. You'll receive curriculum with step-by-step instructions and access to our knowledgeable Sage SalesLogix trainers. In addition, you'll enjoy insightful interviews with subject matter experts who provide a unique perspective.

New Sage SalesLogix Mobile Master's Series Course

Formerly called Mobile Developing, this course explores the most popular layout engines—-WebKit, Trident, and Gecko. Throw in some HTML5, CSS3, and JavaScript Frameworks, and you're ready to create a simple mobile application of your own! We'll wrap up the course by configuring the mobile environment for New Sage SalesLogix Mobile and creating a custom "ClientProject" entity related to Accounts and Tickets with mobile views. You'll end up with a fully-functioning customization for Sage SalesLogix Mobile.

View the Master's Series schedule and register now!


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Reserve Your Seat in these Must-see Sessions at Sage Summit 2011

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Spring 2011

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Reserve Your Seat in These Must-See Sessions at Sage Summit 2011

It's time to make your plans to attend Sage Summit, the premier educational event for Sage SalesLogix customers. Summit is designed for the needs of both Sage customers and Sage Business Partners this year so that you can benefit from interaction with each other.

When: Tuesday, July 12 - Friday, July 15 (Customer Days)
Where: Gaylord National Convention Center in National Harbor, Maryland
Register: www.sagesummit.com

Sage Summit is a year's worth of training packed into four intensive days, including plenty of networking opportunities with industry colleagues, Sage SalesLogix customers, and Sage product experts. You'll learn tips, techniques, and proven tactics you can implement right away to add value and enhance your company's relationships with customers. Whatever your skill level or role, you'll find a full complement of learning activities centered on the topics that help you work better, faster, and smarter.

Register today to ensure your spot in these informative sessions:

  • Implementing Search Engine Optimization to Drive Leads to Your Business
  • Sage SalesLogix Mobile: The Anywhere Workforce
  • The Seven Deadly Mistakes Everyone Makes in LinkedIn and How to Avoid Them
  • Powerful Email Marketing with Sage SalesLogix E-marketing
  • Marketing 202 and the New Normal: Marketing Your Organization in Today's Economy
  • Proactive CRM with Sage SalesLogix Advanced Analytics
  • And many more!

Sage Business Care customers save!

If you have an active Sage Business Care Gold or Silver support plan, you're entitled to special discounts when you register for Sage Summit:

  • Sage Business Care Gold Plan customers receive a $200 discount on registration fees.
  • Sage Business Care Silver Plan customers receive a $100 discount on registration fees.

Register now!


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Listen to Me!

[ Edited ]

Spring 2011

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Listen to Me!

Selling is really about the art of listening. Finding out what a prospective customer needs . . . where she is in the buying cycle . . . what he already knows or still needs to learn in order to make an informed decision. It's a challenge to find the right level of communication to keep prospects engaged without smothering them. These articles from around the web shed light on how to connect with your customers and prospects.

How to get down to business with well-informed customers
With the web, customers now have access to more information than ever about your products, your company, and your competitors. This article discusses how to adjust techniques to close the sale faster when customers already know the basics about your products and services.

Are you drowning your prospects?
Salespeople sometimes dedicate too much time to informing and not enough to persuading. This article offers some strategies for developing the ideal mix of information and persuasion in your sales presentations.

The Value of Face-to-Face Marketing in a Virtual Age
First email, then instant messaging, and now social media—it's tempting to hope that your communication strategies on Facebook and Twitter will lead you to new business prospects. But a new survey by Meeting Professionals International shows that the need for face-to-face interaction has never been more important.

Reviving Prospects Who Disappear
Most of us have experienced a great first sales meeting where your prospect shows great interest, only to have them become unresponsive to your follow-up phone calls and emails a few days later. This article offers advice for reconnecting with these prospects without appearing too desperate or becoming overly annoying.


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Pipeline eNews
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Social Media for Business is No Longer Optional

[ Edited ]

Spring 2011

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Social Media for Business is No Longer Optional
By Kim Dixon, Sage Peachtree Product Team

It's become clear that social media is here to stay. If you are like many businesses, you've been too busy running your business to figure out what you need to do. The days of creating a magazine or mail ad and waiting for the sales to pour in are over. This is the year for you to either create or strengthen your social media strategy. It's no longer an option.

It can be overwhelming at first to figure out what networks you need to be on. It's no secret Facebook and Twitter are the most popular, but you should do a little research to find out what the best fit is for your business.

What market and what customers are you trying to reach? Facebook is getting a lot of attention these days. You are probably one of the 400M+ who have an account. But if you are a B2B company, LinkedIn and Twitter may prove to be more useful than Facebook. And what is this Foursquare that is getting so much publicity? Could blogging via Wordpress be the way for you?

Social media is a way to engage with prospects and customers. You should have a strategy that will allow you to get the most out of your time and effort. In the following newsletter editions, I will be highlighting these different networks. Let's start right now with . . .

Facebook for Your Business

With over 500 million users (I'm one of them), Facebook could be the third largest country in the world. Originally created for college students, today approximately 60 percent of users are 35 years or older. This means there's a great chance your business' audience is on Facebook and you can reach them.

A lot of small businesses think that Facebook isn't going to help them, it's not for their type of business, they don't have the time, or some other reason that keeps them from getting started. Truth is if you don't want to build relationships with your customers or generate new sales leads, then Facebook's not for you. My guess is you want those things. Managing a Facebook Fan Page takes time and commitment. Once you have a goal – driving traffic to your website, building your email list, building brand awareness, enhancing customer service, etc. – you can develop your plan.

If you haven't created a Facebook page, there are 3 things you have to do first:

  1. Register your page here.
  2. Invite friends and customers to "Like" the page. (This will allow them to get your updates.)
  3. Secure a unique page username here (you must be logged in to access this link). You have to have 25 "Likes" before you can secure a page username. If you are relatively new to Facebook for your business, you need to first focus on getting "fans" or "Likes" to build your audience. Once you have a following and understand what they like, you can add more bells and whistles like customized landing pages, events, and other special tabs.

Here are ways to increase your fan base.

  1. Add your Facebook URL and "Find us on Facebook" badge to all of your correspondence – email signature, website (add Facebook badge and "Like" button with Facebook Social Plugins, business cards, letterhead, products, etc.
  2. Send out emails to customers telling them about your page and offering an incentive to "Like". For example, before March 31 and get 10% off your next purchase."
  3. "Tag" companies or customers you work with. This will show up on your page and theirs! Example, "Just had a great meeting with Jane Doe to discuss plans for her new kitchen. It's going to be beautiful! Check back for before and after pictures! Thanks John Smith for the referral!" To tag Jane Doe and John Smith, simply put "@" without the quotes before their name (e.g., @Jane Doe).
  4. "Tag" photos or invite your customers to post photos while using your product or service.
  5. Post links, articles, or videos that your customers will find useful or interesting – especially those that inspire them to comment or share on their page.

The bottom-line is that it's a time commitment, but it will reap rewards. And remember, if you set it up, get the fans, and then don't update your page or don't respond to comments, it can actually hurt your reputation. Decide you are going to do it and stay with it. Slow and steady wins the race.


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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Pipeline eNews
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What’s the Buzz in the Sage SalesLogix Community?

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Spring 2011

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What's the Buzz in the Sage SalesLogix Community?

Top Five Active Posts from the Sage SalesLogix Community:

  1. Campaign Error - Importing Targets from a Group
  2. SQL "Date" Code - What am I Missing?
  3. Unable to use Tools
  4. Problem adding Contact on Sage SalesLogix 7.5.1.1742 from Windows® 764-bit workstations
  5. Desktop Manager - 401 Unauthorized

The Sage SalesLogix Community is your place to ask questions, share tips and advice, and interact with other Sage SalesLogix users. We also invite you to follow Sage SalesLogix on social media:

Twitter Facebook


Do you have a topic idea for upcoming issues of Pipeline? We invite you to share them here in the Sage SalesLogix Community. You must be a registered member to reply or post. To reply, click on the reply link at the top of this post.


*Business Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the services provided by third-party vendors.

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