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Pipeline eNews - Summer, 2011 #Sage #SalesLogix

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Summer 2011

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

Sage SalesLogix 7.5.4 has Arrived!

This release contains new features, usability enhancements, and market-leading innovation for mobility and ERP integration.

Thank You for Making Sage Summit 2011 a Success!

Here’s a quick recap of the event.

Sage SalesLogix Master's Series Courses – Training Made Easy

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

Read the New Getting Started with Sage SalesLogix Web Client Guide for Sage SalesLogix v7.5.4

This helpful guide demonstrates how to accomplish many of your daily tasks.

Blogging for Your Business

A blog can help you build your brand, improve search engine results, and increase leads.

Now available—Project Management Express Edition for Sage SalesLogix powered by TimeLinx

Introducing an affordable project management, time, expense, and scheduling solution.

Top 10 Articles from the Sage SalesLogix Knowledgebase

Looking for a resolution?

Sage SalesLogix Customers and Business Partners Get Creative to Win the Innovation Awards

This year's champion is Strategic Sales Systems, Inc. for customizing Sage SalesLogix Mobile to create a turbo-charged field sales tool for Realty Capital Securities, LLC.

What's the Buzz in the Sage SalesLogix Community?

Find out what everyone's talking about!

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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Sage SalesLogix v7.5.4 Has Arrived! #SalesLogix

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Summer 2011

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Sage SalesLogix v7.5.4 Has Arrived!

This significant release delivers exciting new features, extensive usability enhancements, and market-leading innovations for mobility and ERP integration—all with a focus on quality, cost of ownership, and the user experience.

Watch a recorded webcast: "What's New in Sage SalesLogix v7.5.4"

New features and enhancements will enable you to:

  • Work More Productively using a consolidated Notes/History tab, powerful duplicate checking, improved workflow for Sales Orders, data grids you can edit, and more!
  • Empower Mobile Employees by providing full-featured Calendar and Activity capabilities on the road, as well as an integrated Notes/History view, an Opportunity Products view, and new Quick Actions—all available on popular mobile devices1. Ready to go mobile? Call your Partner or do a free trial!
  • Streamline ERP Integration with SData™-based integration technology for real-time access to ERP data and effective data management for a seamless CRM user experience.
  • Easily Install and Upgrade Sage SalesLogix with a full install, including Accelerators, desktop integration components, Active Directory enhancements, SQL Server Express 2008 R2®2 support, and more!
  • Coming Soon - Analyze data and key performance indicators from across your organization easily with Sage SalesLogix Advanced Analytics3.

Learn by watching the recorded webcast

This upgrade is provided at no additional charge as part of the benefits you enjoy with a current Sage Business Care agreement. Sage SalesLogix v7.5.4 has undergone rigorous testing and an extensive beta cycle to ensure the highest quality release.

Sage SalesLogix Cloud customers have or will receive an email with details about the upgrade process. Due to the file size of the v7.5.4 full-install, the files will not be posted on SupportOnline for on-premise customers. Please contact your Sage Business Partner* for access to the upgrade, or call 866-674-5588 if you would like complimentary DVD media.





1Requires Sage SalesLogix v7.5.3 or higher. Supports iPhone® 3.x and higher, iPad®, Android™ v2.1 and higher, BlackBerry® v6.0 and higher, and HTML5/CSS3-compliant browsers.

2Microsoft SQL Server, Windows Vista and the Windows logo are either registered trademarks or trademarks of the Microsoft Corporation group of companies in the United States and/or in other countries.

3Additional purchase required.

   


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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Thank You for Making Sage Summit 2011 a Success! #SageSummit #SalesLogix

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Summer 2011

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Thank You for Making Sage Summit 2011 a Success!

Thank you to all Sage SalesLogix customers for making Sage Summit 2011 a huge success! Attendance for the event was high with an estimated 106 Sage SalesLogix customers participating in the three day event.

There was a total of eighteen Sage SalesLogix focused breakout sessions. Sessions with the highest attendance included: Proactive CRM with Sage SalesLogix Advanced Analytics, Sage SalesLogix Mobile - The Anywhere Workforce, and Sage SalesLogix Feature Prioritization and Feedback.

We also enjoyed spending time with you at the CRM Customer Appreciation event at the Public House. Over 130 customers attended this special event and some customers left with valuable prizes: we gave away two Apple® iPad® mobile digital devices as well as a grand prize of a $2000 American Express gift card for a company with a $500 American Express gift card for the individual representing that company.

Having fun at the CRM Customer Appreciation event!

If you were unable to attend this years' event, not to worry! Customer Materials from the event are now available. Click here to access your Virtual Tote Bag that includes product datasheets, product and program brochures, and whitepapers.

Plan on attending Sage Summit 2012 in Nashville, Tennessee, August 12-17, 2012!


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 #SalesLogix

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Summer 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.

Updated Master's Series Courses:

  • SData™ (Updated July 2011)

This course teaches you how to use the SData™ with Sage SalesLogix by having you build a real-world customization from scratch. You will leave with a standalone C#.NET application that tracks project management data, using a custom entity. This course uses the SData™ C# Client Libraries.
View Schedules

  • New Sage SalesLogix Mobile (Updated July 2011)

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 project management customization for Sage SalesLogix Mobile1.
View Schedules

Contact a Sage University training coordinator today with any questions or for assistance with registration.


1Requires Sage SalesLogix v7.5.3 or higher. Supports iPhone® 3.x and higher, iPad®, Android™ v2.1 and higher, BlackBerry® v6.0 and higher, and HTML5/CSS3-compliant browsers.


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 the New Getting Started with Sage SalesLogix Web Client Guide for #Sage #SalesLogix v7.5.4

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Summer 2011

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Read the New Getting Started with Sage SalesLogix Web Client Guide for Sage SalesLogix v7.5.4

Sage SalesLogix Web Client users will be pleased to learn that the Getting Started with Sage SalesLogix Web Client guide for Sage SalesLogix v7.5.4 is now available. This small but helpful guide uses scenarios to demonstrate how to accomplish many of your daily tasks in the Sage SalesLogix Web Client.

First delivered with a prior version of Sage SalesLogix, this document was retired because the PDF format was not considered the most effective way to deliver documentation for web users. The content was moved into the Web Client help file booklet called "Getting Started". Customers and partners quickly made it clear that the PDF was a valued tool and asked for this useful document to be added back to the list of product deliverables.

Distilled into topics such as Managing Accounts and Contacts, Managing Your Sales Activities, Communicating with Contacts and Accounts, and Setting User Options, the guide provides a good basic grounding for anyone interested in understanding the featured Sage SalesLogix Web Client functionality. It focuses on providing basic instruction for new users, or any user wanting to learn about features they have not used before.

Electronic versions of the document are available on SupportOnline. If you prefer or need printed versions, they can be purchased for a nominal fee from the Sage SalesLogix Documentation Marketplace. And remember, the content remains available in the online Help for those who prefer to use a help file.

Note: If your company has customized the Sage SalesLogix Web Client, remember that the number, order, and appearance of dialog boxes and screens may be different than described.


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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Blogging for Your Business

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Summer 2011

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Blogging for Your Business

By Kim Dixon, Sage Peachtree Product Team

By now you've set up your Facebook® and Twitter® accounts (or at least you're making your social media plan). So, let me introduce you to a new tool that can help you build your brand, improve search engine results, and increase leads. Blogs!

Simply put, a blog is a web-based journal (web log) that allows the author to regularly update the content. But why are they important to you? Doesn't it seem like the Internet is overrun with blogs?

Truth is blogs are still one of the most powerful tools available to small businesses. They allow you to educate your audience, build trust, broaden your network . . . have I convinced you? No? Studies show that consumers prefer to work with businesses that have a strong social media presence. Still not? Consider these facts from The Social Media Examiner:

Now what? Just like all social media outlets, you need to create a strategy. Know what you want to achieve. Read other blogs in your industry. In general, avoid trying to directly sell through your blog. To improve your search results, be sure your blog is on your main company website.

  • People read blogs. More than half of Internet users read a blog at least monthly and find them very influential, according to research from Technorati and eMarketer. This is expected to rise to over 60% by 2014.
  • Blogs are #1 priority for marketers. Marketers indicated increasing blogging activity was their number-one priority, according to the 2010 Social Media Marketing Industry Report.
  • Corporate blogging on the rise. More than 43% of U.S. companies will market via a blog by 2012, up from 34% in 2010, according to eMarketer. Media companies, marketers, and small business owners are a sampling of businesses driving this growth.
  • Blogs enhance search engine rankings. A significant 58% of marketers use their blog to improve search engine visibility, according to eMarketer.
  • Small businesses seeing big benefits. Business websites that have blogs receive 55% more traffic than those that don't, found a HubSpot study.
  • Blogs generate quality leads. The primary benefit of a blog for most self-employed business owners is generating new leads for their businesses, according to Technorati.
  • Consumers trust blogs. A significant 47% of consumers will refer a brand they read about through a blog, versus only 28% for a Facebook brand and 22% for Twitter, according to Technorati and Razorfish.

As with all social media, you need to be consistent. General guidelines suggest 2-3 blog posts per week. If that's too much, establish what you can do and do it consistently. If you've decided that blogging is right for your business or if I've piqued your interest, there is no shortage of blogging experts. Check these: Denise Wakeman, HubSpot Blog, Debbie Weil, Jay Baer – Convince and Convert


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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Now available—Project Management Express Edition for #Sage #SalesLogix powered by TimeLinx®

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Summer 2011

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Now available—Project Management Express Edition for Sage SalesLogix powered by TimeLinx™

Introducing an affordable project management, time, expense, and scheduling solution that resides within Sage SalesLogix and integrates bi-directionally with various ERP systems.

With Project Management Express Edition for Sage SalesLogix powered by TimeLinx, customers can:

  • Eliminate disconnected systems, multiple databases, manual processes, and data-entry errors
  • Manage complex projects thru an intuitive interface, leveraging user-defined templates
  • Schedule and complete project activities directly from the Sage SalesLogix calendar
  • Auto-calculate revenues, cost, and margins for all types of project and service work
  • Schedule, post time, and enter expenses through a timesheet, tickets, web interfaces, and mobile or remote clients
  • Enable global access via on-premise LAN, web, and the new Sage SalesLogix Mobile1


1Requires Sage SalesLogix v7.5.3 or higher. Supports iPhone® 3.x and higher, iPad®, Android™ v2.1 and higher, BlackBerry® v6.0 and higher, and HTML5/CSS3-compliant browsers.


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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Top 10 Articles from the #Sage #SalesLogix Knowledgebase

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Summer 2011

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Top 10 Articles from the Sage SalesLogix Knowledgebase

Top ten articles are determined by the number of cases an analyst closed using the associated resolution and how many times the 'Yes this article was helpful' button was clicked. To view any of these articles search the Knowledgebase using the titles below.

  1. How to configure the SData or Process Host Portals
  2. How to create a group
  3. How to delete and recreate the datalink and database connections
  4. How to use Query Builder
  5. Sage SalesLogix and Office 2010 Compatibility
  6. How to uninstall and reinstall Intellisync
  7. "Database login failed: Failed to connect to SLXServer. Check if server is running and is compatible...
  8. How to release and unrelease a plugin to users
  9. How to create Sage SalesLogix remote databases
  10. Hardware & Software requirements for Database and Sage SalesLogix servers
   


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 Customers and Business Partners Get Creative to Win the Innovation Awards

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Summer 2011

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Sage SalesLogix Customers and Business Partners Get Creative to Win the Innovation Awards

The results are in and there is no question about it—Sage SalesLogix customers and partners* are some really intelligent problem solvers! They're using Sage SalesLogix in creative ways to address their business challenges.

The competition to win in the Sage SalesLogix Innovation Awards was tough this year. There were many worth contenders for the top prize of two Sage Summit passes, along with airfare and a 3-night hotel stay—plus an Apple® iPad® 2!

The Champion: Realty Capital Securities, LLC with Strategic Sales Systems, Inc.
This year's tournament champion was Realty Capital Securities, LLC. Working with their Sage Business Partner*, Strategic Sales Systems, Inc., they customized the Sage SalesLogix Mobile application to create a turbo-charged field sales tool that allows their representatives to have better access to data—anywhere, anytime.

The Challenge: Realty Capital Securities, LLC (RCS), an affiliate of American Realty Capital, is an open architecture wholesale broker dealer focused exclusively on the distribution of direct investments. RCS is a data driven sales company with a culture of transparency. They purchased Sage SalesLogix because of its ability to provide real-time data and integration with their existing systems. RCS employs approximately 200 professionals. Of those, 65 employees travel extensively and 30 telecommute. The remaining employees work in five corporate offices. The challenge is to deliver all of the information needed for mobile professionals to be effective in the field.

The Solution: Mobility is key to RCS, so they decided to go with a web-only implementation of Sage SalesLogix 7.5, followed by the launch of Sage SalesLogix Mobile. Using the Sage SalesLogix HTML 5 application, Strategic Sales Systems worked with RCS to develop a highly customized version of Sage SalesLogix Mobile for their sales professionals to use on mobile devices, including their current BlackBerry® handheld devices. By using the HTML 5 application, the solution is device agnostic, so if RCS decides to switch to Android™, iPhone®, or iPad® devices later, they will be able to use the same customizations. Strategic Sales Systems developed the following customizations:

  • Real-Time Dashboard delivers full, company-wide transparency of key metrics, including Sales by Product, Meetings Scheduled, Sales Literature Orders, Recently Signed Sales Contracts, and New Producers.
  • Groups can be created by anyone and shared with the field in an instant.
  • WebEx Webinars Information can be accessed on mobile devices, so field sales can see which webinars a client has attended or is invited to in the future.
  • Cvent Events Information viewed through a custom-built Cvent API integration reveals past events clients attended and future events they are invited to.
  • Literature Orders can be placed by a member of the sales team from his or her mobile phone.
  • Contact/Account Details reveal relevant sales and account management data, including a complete overview. They also improved contact and account searches.
  • Activity List allows the mobile sales team to view and prepare for upcoming appointments, which are largely scheduled by an inside sales team.
  • Integration to Transfer Agent enables sales professionals to view securities trades information for their customers.

The Results: RCS has enjoyed tremendous success over the last two years in the face of a notoriously difficult business climate. They believe their ability to access, analyze, and leverage data enables their field sales team to be more flexible, responsive, and intelligent.

Runner Up: Delta Dental of Oklahoma (DDOK)
Christina Short, Manager of Assurance Services for Delta Dental of Oklahoma (DDOK), automated underwriting renewals using Sage SalesLogix—with the help of Sage Business Partner CRMatic. DDOK likes to automate as many processes as possible for efficiency and to support their goals to be paperless. They use Sage SalesLogix to store account files, manage contacts, communicate across departments, create proposals, schedule tasks, and track data and history.

The Challenge: DDOK wanted a way to better manage how accounts were reviewed for contract renewal and potential renewal rate adjustments. The existing process involved combining data from several spreadsheets and manually updating Sage SalesLogix. It took several staff members eight to ten days each month to do it and had to be intensively audited for potential data errors.

The Solution: The Renewal Tool allows a group of accounts to be created with a common anniversary date, then imports the data for each account, and allows the team at DDOK to review the data, make adjustments, and lock the data upon approval. Now, they can update rates with one click for each approved account rather than by manual entry on several hundred accounts each month. With the Renewal Tool, Sage SalesLogix increased the overall accuracy of information and documentation both within and leaving the company, so fewer audit corrections are required.

The Results: Automating this account renewal process has decreased the time spent by Underwriting by 50% and save auditors 60% of the time they spent reviewing the files. The department's efficiency and accuracy has improved substantially. Customers are serviced more quickly with information that is cleaner, consistent, and accurate.


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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What's the Buzz in the #Sage #SalesLogix Community?

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Summer 2011

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What's the Buzz in the Sage SalesLogix Community?

What are users talking about in the Sage SalesLogix Community? Check out this month's top five active posts:

  1. Sage SalesLogx LAN v7.5.1 and Windows® 7 / Office 2010
  2. Generate letter as PDF?
  3. SpeedSearch Error
  4. Installing blank DB for SLX 7.5.4, problem
  5. Web Admin 2011 R1

The Sage SalesLogix Community is your place to ask questions, share tips and advice, and interact with other Sage SalesLogix users. If you're reading this article, you're already here! Why not stay a while, listen in or join a conversation, or start a new one. We also invite you to follow Sage SalesLogix in 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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