What s New in Saleslogix 8.0 to Infor CRM

Transcription

1 What s New in Saleslogix 8.0 to Infor CRM Sage Software upgraded SalesLogix version 7.x to 8.0 core release in Fall 2012 with major architecture technology upgrade for web (Cloud) use. Swiftpage purchased Saleslogix in 2013 and provided 8.1 core release in Fall 2013 Infor CRM purchased Saleslogix from Swiftpage in Fall of 2014 and renamed it to Infor CRM Early 2015 saw the release 05 with rebranding for Infor CRM, updated user interface for Web client, Mobile 3.2 and ERP integrations. 1

2 Infor CRM is a globally available product with: over 10,000 customers and 600,000 users across allmajor industry verticals and in market more than 15 years targeting SMBs, mid-market, and divisions of enterprises across multiple industries, Financial Services, Insurance, Manufacturing, High Tech and Professional Services represent 65% of Installed Base 2

3 Recognized by Analysts Exemplary for affordability, architecture and channel; its large enterprise focus coupled with robust sales and marketing features allow it to rise above competitors in its space. 3

4 Customer successes and accolades 2012 Gartner and 1to1 Media CRM Excellence Award Harry Rosen Gartner and 1to1 Media CRM Excellence Awards AgReliant Genetic 2013 Best Overall Value by Info-Tech & placement in champion quadrant

5 Flexible License and Payment Flexible License and Payment Options Purchase, finance, or subscribe while maintaining full ownership and control of your data. License Options License Options designed to leverage the usage requirements of your critical roles Named Concurrent Viewer Purchase Options Purchase Options designed to fit your budget and financial strategy Buy Finance Subscribe Flex 5

6 Your Rapid Route to CRM Success Ease-of-Use Ease-of-Anywhere Access Ease-of- Customization Business Integration Fast, Flexible Deployment Easy to use Intuitive user interface Easy to navigate Easy to learn and adopt Easy to personalize Fully web-based for anytime, anywhere access Web access from any HTML5 mobile device 24hr access to up-to-date communications, calendar and contacts regardless of device or location Open architecture for advanced customizations Codeless customizations in v8 Fully customizable dashboards Sage ERP integration MS Outlook integration Social media integration Web self-service Easy integration with third party applications Available on-premise or in the Cloud Fully web-based for rapid roll-out and ongoing administration Easy to use for rapid user adoption Rapid ROI Low TCO 6

7 Saleslogix Version Comparison to v8.0 7

8 Infor CRM Top 5 Reasons for Purchase Freedom of Choice/Easy Great Integration Unsurpassed Usability Grow, Change, Differentiate w/o Compromise Enabling Today s Mobile Workforce 8

9 Infor CRM in Industries Financial Services Manufacturing Healthcare Leisure Insurance & Legal 9

10 Business Intelligence Infor CRM Ecosystem Related Integrated Solutions Marketing Cloud Integration Business Process Management Vertical Solutions 10

11 11

12 Saleslogix 8.1 Core Release Improvements to CRM Enhanced Reporting & Analytics More Access to Customer Data Next Generation Mobile Experience Greater System Compatibility Multiple attendees per activity Workflow engine to manage long running processes Social Buzz*, Social Context* & Social Profile* New widgets for more access to you data Upgraded reporting & analytics engines Schedule reports, manage running reports, archive, add as attachments Sync Outlook contacts, tasks, activities, & Infor CRM address book, attach SLX library items Outlook Sidebar* & Google Integration* Sync with Sage X3 ERP and Infor ERP s (Syteline) Modern Look & Feel, lots of new capabilities Purpose built Data tells you its story Support for Chrome & Safari, Latest Firefox versions Desktop 64-bit support, Server side Export-to-Excel 8.1 built on 8.0 Platform * In beta following 8.1 release 12

13 Multiple Attendees for Scheduled Activities Add multiple contacts or leads for Activities Attendees saved with History Manage leads, contacts, and users as contacts in one list SpeedSearch-based Attendee lookup 13

14 Managing Long Running Processes Administrator console for long running processes or Jobs Manage and schedule jobs Manage running jobs, view progress, cancel jobs Improvements to SData job API such as support for cron style scheduling Jobs managed by Job Manager Service Highly scalable 14

15 New Crystal Reports Experience, Updated Engine Updated engine Crystal 2011 v13 Run reports on-demand or based on a schedule View report history Export to PDF, Excel, plus others Views reports as a PDF Admin can view, schedule and cancel reports Saved reports as attachments Reports SData Endpoint Job Manager runs reports Crystal Server no longer required 15

16 Saleslogix Advanced Analytics 2.0* Updated BI Engine Simplified Installation: Guided installation wizard Fewer steps New visualizations available Compatible with modern browsers and operating systems New Day in the Life dashboard and reports will be delivered with Saleslogix 8.1 * Advanced Analytics is optional Add-on 16

17 Manage your integrations Provides greater ease, flexibility, visibility, and management of integrations within Saleslogix Centralized location to manage all integrations Simple, understandable interface to setup and manage integrations Out-of-the-box Integrations will be prepopulated with the appropriate settings Enable Troubleshooting and Increase Visibility into Sync Activity 17

18 Outstanding Outlook Integration 18

19 Outlook Desktop Integration Manage Contacts, Tasks, and Activities in either Saleslogix or Outlook User configurable experience for: What, When, & Direction Schedule Activities with other Saleslogix Users 64-Bit support Replaces Intellisync Sync Native to Saleslogix 19

20 Anytime, Anywhere Access Stay productive wherever you are with rich CRM functionality in the palm of your hand. Available at no additional charge for your Android, iphone /ipad, or Blackberry. Configure to match user preferences and work styles. Fast, task-oriented user interface. Mobile-Only licenses available for only $25/user/month* (or 15 GBP or 18 EUR /user/month)

21 Welcome Dashboards 21

22 Mobile Client Updates for 2013 Mobile Client 2.1 Feb, 2013 My Activities Global Search UI Enhancements for mobile productivity Add Opportunity Products Multi-currency Mobile Client 2.2 Jun, 2013 Attachment support for User, Entity, & Library Camera Support Card Views My Activities Mobile Client 3.0 Oct, 2013 KPIs with Drill Through Charts Card views w/ team dialog List menus w/ filters & KPIs Support for Multiple Attendees (3.0.2) Swiftpage Proprietary & Confidential Content Subject to Change 22

23 Mobile 3.0 Working w/ Opportunities Left for Global Menu Right for Context Menu Quick Actions KPI & Charts 23

24 Increased Browser Compatibility Firefox Non ESR Chrome Safari IE 10/11 24

25 Xbar: Adaptive Client for Outlook Provides real-time access to Saleslogix data while embedded in Outlook experience Based off of Adaptive Client Framework Outlook Native Client 25

26 Xbar: showing CRM contact info Update CRM directly from Outlook 26

27 Infor CRM Xbar in Outlook Account details view with sections to drill down into activities, opportunities, contacts & tickets, along with editing to update Infor CRM 27

28 Xbar: easy searchability 28

29 Cloud-based Office integration to SalesLogix Simple to maintain, OAuth-based, Cloudfriendly Users work where they work; in Saleslogix or Gmail Manage calendars, contacts, and tasks Save relevant conversations in Saleslogix Gmail Integration Sage Proprietary & Confidential Content Subject to Change 29

30 Be Social LinkedIn & Twitter Integrations Track social activity in LinkedIn or Twitter by search terms or #tags Take action on what you find Easily see what your contacts and accounts are doing socially No more cold calls Engage with your data and see social activity unfold over time 30

31 Social Buzz from Twitter Channel 31

32 Better Ad-hoc Reporting: Introducing Interactive Reports Bubbles up KPIs and trends Reports can include visualization, KPIs, KPI trends, and detailed or summarized data Reports have the option to access data in real, or near real time 32

33 Spotfire Advanced Analytics 33

34 34

35 Activity Analysis 35

36 Saleslogix CRM Vision 2013/2014 For businesses that position CRM at the heart of their strategy Seamless, big data access for everyone Enable work using finely tuned, purpose built apps on their chosen device Capture work in an unstructured, social way Social + BI + Adaptive = Proactive = 100% Adoption Swiftpage Proprietary & Confidential Content Subject to Change 36

37 Be the best platform for purpose built, mobile apps that gets 100% team adoption 37

38 Adaptive Client Framework for Purpose-Built, Mobile Apps Trusted, CRM Platform Robust, Mash-up ready Customer Data Restful Access to Everything Client-side Framework Offline Native, Hybrid, or HTML5 Open Source Client, Framework & Tools Location Services Analytics Services Collaboration Ready Marketplace On-premises or Cloud 38

39 3-Year Roadmap Highlights Delivery Monthly Updates ERP/DB/OS/AA Compatibility Quarterly Accelerators Fall Major Release Monthly Updates ERP/DB/OS/AA Compatibility Quarterly Accelerators Fall Major Release Monthly Updates ERP/DB/OS/AA Compatibility Quarterly Accelerators Fall Major Release CRM Mobile Tablet Support Collaboration Next Gen Office Integration Voice Integration Social + BI = Proactive CRM Story for Metro (Win RT) Closed Loop Digital Marketing Full Suite of Vertical Apps Social + BI + Closed Loop = Proactive CRM v2 Platform Configurable Workflow Replace Deprecated Components Auto-update min-custom Clouds Browser Independence Next Phase of Form Designer Data Mining as a Service Small Customer Multi-tenancy LAN as Hybrid Adaptive Client Shared Services 100% Automated Cloud Upgrades Full Multi-tenant SLX as a Service Enablers More Cloud Editions Vertical Solution Bundling Global Cloud Cloud Self-service & Provisioning Ecosystem Marketplace Automation as a Service Partner Portal Full Heuristics & Usage Gathering Swiftpage Proprietary & Confidential Content Subject to Change 39

40 Saleslogix Xbar 1.0 in Outlook -July 2014 Solidified the following stories: - Remind me who you are and why I care - Insight into the greater dialog - Do work from Outlook - Find your CRM data from Outlook 40

41 Xbar for Outlook Updated 41

42 42

43 Xbar 1.1 New Features 43

44 Xbar 1.1 New Features 44

45 v8.1 Update 03 45

46 Crystal Report Improvements - Today, web clients support limited functionality for static parameters (string, numeric and date) - Dynamic parameters are based on data pulled dynamically from the database when running a report - Includes increase support for complex static parameter options - Normalized UI widget 46

47 47

48 Mobile 3.1 Overview 48

49 Mobile 3.1 Update Added capability to configure group favorites 49

50 Mobile 3.1 Update Card layout will adjust to show fields based on the group picked and in use. 50

51 Counts show if there is data to drill into 51

52 Mobile view of Opportunities 52

53 Mobile view of monthly calendar with count of activities 53

54 Mobile Activity listing Action icons to alert, act upon or see more details 54

55 Infor s Strategy 55

56 56

57 57

58 Infor CRM recognized at CRM leader 58

59 Leverage access to tons of ERP integrations 59

60 60

61 Infor ION Middleware for Integration 61

62 62

63 Support plans: Silver = Xtreme, Gold = Premium 63

64 January 2015 Release 64

65 65

66 66

67 67

68 68

69 Infor CRM 8.2 Early Summer 69

70 70

71 71

72 72

73 Focus on Incredible Experiences 73

74 74

75 75

76 76

77 77

78 78

79 79

80 80

81 Contact Information Dick Wooden, President Success with CRM Consulting, Inc. Office: Infor CRM Success Home: 81