Sage SalesLogix Vision & Roadmap. Presenters: David Wallace, Duncan Wood, & Gene Arnold

Transcription

1 Sage SalesLogix Vision & Roadmap Presenters: David Wallace, Duncan Wood, & Gene Arnold

2 Key Trends in CRM Rapid deployment IT flexibility Buying and ownership Social media aware Personalized Intent driven Role based workflow Turnkey Configurable Rich user experience Device independence Task oriented Predictive Ad-hoc Real-time

3 Sage SalesLogix Vision Key CRM Trends Strategic Trends to Watch Proactive CRM Adaptive Client - Mobile Easy to Adopt & Own Great Integration Evolving the Cloud Experience Collaboration, Social Marketplace trends continue to drive Sage s Strategic Focus, as originally outlined in our CRM 2010 Strategy

4 Proactive CRM Awareness of events inside and outside the organization Analytics triggered behaviors based on best practice responses and corporate strategy Suggested and policy driven actions based on customer for service, sales, and marketing Bubble up visualizations to increase awareness of potential customer events Maximize the opportunity for an organization to deliver proactive responses in order to deliver the desired customer experience

5 Proactive CRM Personalized Contextual Alerts for high priority tasks and events Aggregation Publish and share Bubble Up Analytics drive user productivity and adoption

6 Initially a Dream, Now a Reality Market trends Smartphones standardization Browsers everywhere Webkit/HTML5 adoption Ease of use/access encourages Mobile CRM adoption Real time updates reduce latency Increasing support of employee vs. corporate provided devices 100% 50% 0% Smartphones as percentage of handset corporate mobility Pervasive adoption and expanded capability enable highly usable CRM access on the go Western Europe North America Japan Asia/Pacific Eastern Europe Latin Amer. MEA

7 Easy to Adopt and Own Customer Point of View More Ownership Over Solution Adoption & Usability Lowest TCO for Customer Configuration Over Customization Simplified Upgrades More End-Users Access to Configure System Flexible Deployment options Buying & Ownership Marketplace & Trials Round Out CRM Features Flexible Deployment Options Higher productivity, Happy Users, More Control Options for Staging, Disaster Recovery, Training Add-ons as Connected Services or Accelerators Sage Proprietary & Confidential Content Subject to Change

8 Great Integration Cross-Application, Real-time Data Access & Transactions Distributed, multi-point Data Synchronization OOTB Adapters to Sage ERP Open Platform for Custom Adapters Leverage SData Built on RESTful Web Services standard Shared Vendor Relationships OOTB Integrations w/erp Sage to Sage / 3 rd Party Sage Initiatives Single Vendor Next Generation Integration Ready Here Today

9 Adaptive Integration Framework CRM Forecast Accounts Provider SData SData Consumer Contract SData. SData Provider 3 rd Consumer Accounts Prices Invoices Party SData innovation for data/process integration. On-premise or Cloud, Sage and non-sage Applications

10 Adaptive ERP Integration Real-time data availability Dynamic data (e.g. prices), managed by ERP business logic Cross application workflow Relevant user experience Data consistency/control Detailed views of specific transactions Real-time feeds Two-way sync CRM (Accounts, contacts, sales order, etc.) One-way sync (Products, UOM, Etc.) ERP

11 Sage SalesLogix Cloud Subscription based, private Cloud hosted on Amazon EC2 Ready to go optimized images, managed by Sage and BP Advanced monitoring & proactive notifications Trials, Customer On-boarding Experience Several differentiated capabilities not found on SaaS solutions Auto-upgrades for OOtB and lightly customized deployments and getting better Cloud has been good for us, reminds us to keep things simple

12 What s next for SalesLogix Cloud Cloud 2.0 Early adoption Integrated business solutions Workflow-enabled business transformation Integration in the Cloud With our large market footprint, Sage SalesLogix is uniquely positioned to play a leadership role in the future waves of Cloud adoption

13 What s next for CRM and Social Media? Mobile, social CRM and digital marketing are "hot" CRM is perceived as more important today and less optional. Applications for sales, marketing and customer service essential The marketing function is seeing the biggest boost in interest and spending post-recession Marketing is under pressure to support improved digital marketing and to address the need for social media monitoring

14 Collaborative Social Media Find/Import information Assign actions and track Awareness, take action, available today as accelerators

15 Social CRM view from the UK Duncan Wood

16 Duncan Wood

17 @SageUKCRM

18 Social, Important?

19 The Whitehouse, Wed 6 th July

20 Statistics (March 2011) Twitter 175 million users 230% up 95 million tweets per day 250% up LinkedIn 100 million users 100% up Facebook 640 million users 40% increase in usage 200 million using mobile 200% up

21 UK Base

22 My story

23 Social stories legends and lessons

24 Customer as hero

25 Community as Business Plan (from Christopher s blog) Only 14 employees Their business is 100% online - no stores, no physical presence, no call centers. The community answers questions typically within 60 seconds and provides 24 hour a day response

26 When it goes wrong Eurostar

27 Have a conversation

28 Duncan

29 Sage SalesLogix Vision & Roadmap ROADMAP

30 Statement of Direction for Focus on mid-market requirements enabling high user adoption & productivity 2. Deliver Rock Solid Product Experience through Rounding Out CRM Portfolio & Assuring Quality Everywhere 3. More OOtB configurability to facilitate upgrades, lower TCO to Enable Partners to Deliver Highly Valued Services 4. More enhancements to Adaptive Client Platform to enable Continued improvements to LAN, Web, & Mobile Clients Cross-client enhancements through common services 5. Invigorate 3 rd Party & Sage SalesLogix Ecosystem

31 (Morpheus) Winter 2011 Accelerators Improved SData New Mobile Client Improved Cloud Roles & Secured Actions Release Highlights Built on More configurability through Secured Actions Introduce iphone & Adroid Client More Cloud Options Sage Proprietary & Confidential Content Subject to Change

32 7.5.4 (Augusta) Released June, 2011 Great Analytics Great Mobile Rock Solid Product Easy to Buy & Own Release Highlights More Productivity More Things to Sell Introduces SData-based Integration Attention to Quality Great Integration P-CRM03 - What s New in Sage SalesLogix 2011 Sage Proprietary & Confidential Content Subject to Change

33 Rock Solid Product Focus on retiring legacy LAN and Web from defect backlog About 30% Legacy LAN Client fixes About 20% Legacy Common Components Retire all known high priority (P1, P2) defects Retire all known new feature defects Increased unit and automation testing coverage Automate all new functionality Sage Proprietary & Confidential Content Subject to Change

34 7.5.4 LAN improvements Sage SalesLogix Mobile Client improvements Sage SalesLogix Classic Mobile 6.0 update Sage SalesLogix Advanced Analytics LAN users benefited from 50% the legacy defects addressed, 30% of the defects retired were LAN client defects Full system install & full offline client install Oracle 11g support SData Sync based on ERP schema contract Improved data and system access API SData API

35 More Productivity Combined Notes History Scrollable Grid Preview & Export Streamlined user experience for Sales Order Products & Opportunity Products Introduces SDatabased Editable Grids Sage Proprietary & Confidential Content Subject to Change

36 Cloud Updates Multiple Language Support Four additional languages (FR, DE, IT, RU) (Mobile) Upgrades On-boarding Trial Nurturing Cloud Customer On-boarding New and Existing/Migrating Customers Sage UK Roll-out Sage Proprietary & Confidential Content Subject to Change

37 Advanced CRM Analytics for Everyone Sales by Geography Sales Pipeline Productivity Analysis Campaign Analysis P-CRM12 Proactive CRM With Sage SalesLogix Advanced Analytics

38 Sage SalesLogix Vision & Roadmap SAWGRASS (8.0)

39 8.0 (Sawgrass) Winter Update December, 2011 Add A Field Richer Onboarding Great Analytics Round Out CRM Great Mobile Release Highlights Add Activities & Calendar Round Out CRM Features Improved LAN/Web UX End-user Form Designer for Web and Mobile Updated Reporting & Analytics Engines Improved Cloud Autoupgrades & On-boarding Sage Proprietary & Confidential Content Subject to Change

40 LAN Client UI Update Sage Proprietary & Confidential Content Subject to Change

41 Web Client UI Update Sage Proprietary & Confidential Content Subject to Change

42 Add a Field Form manager Manage Quick Forms from one Location Use of filters to manage the list Common tasks Sage Proprietary & Confidential Content Subject to Change

43 Add a Field Form Designer Design Quick Form Layout Drag and Drop Controls to Designer Surface Easily Change Control Properties See changes without recompile Go see Config session - dddd Sage Proprietary & Confidential Content Subject to Change

44 Improving Activities Contextual Menu Task Pane widgets for Calendar and Timeless Activities

45 Improved Calendar

46 Platform & Developer Experience Enhancements Improved AA Try/Test experience Updated Upgrade Discover Tool Improved Controls Improved Grids UI Validation New SData Endpoints Mash-ups, Field Level Security, Role Management, User Management, and Metadata Unicode Support for Exchange Link Improved ERP Link and DynaLink

47 Notable features for Web Client Improved Move contact and Customizability Google Docs Attachment Support Client Scrollable Grids Everywhere Needed (LFL) Bulk Literature Requests (LFL) Copy Opportunity

48 8.1 (Trinity) Summer 2012 Update Expand Ecosystem Advanced CRM Features Process Designer More Focus on Autoupgrades Embedded in Outlook Sage Proprietary & Confidential Content Subject to Change

49 Questions?