What s New in Saleslogix 8.0 to Infor CRM 8.1 2015 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
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
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
Customer successes and accolades 2012 Gartner and 1to1 Media CRM Excellence Award Harry Rosen 2013 2013 Gartner and 1to1 Media CRM Excellence Awards AgReliant Genetic 2013 Best Overall Value by Info-Tech & placement in champion quadrant
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
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
Saleslogix Version Comparison to v8.0 7
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
Infor CRM in Industries Financial Services Manufacturing Healthcare Leisure Insurance & Legal 9
Business Intelligence Infor CRM Ecosystem Related Integrated Solutions Marketing Cloud Integration Business Process Management Vertical Solutions 10
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Saleslogix 8.1 Core Release 1 2 3 4 5 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, & email 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
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
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
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
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
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
Outstanding Outlook Integration 18
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
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)
Welcome Dashboards 21
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
Mobile 3.0 Working w/ Opportunities Left for Global Menu Right for Context Menu Quick Actions KPI & Charts 23
Increased Browser Compatibility Firefox Non ESR Chrome Safari IE 10/11 24
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
Xbar: showing CRM contact info Update CRM directly from Outlook 26
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
Xbar: easy searchability 28
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 email conversations in Saleslogix Gmail Integration Sage Proprietary & Confidential Content Subject to Change 29
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
Social Buzz from Twitter Channel 31
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
Spotfire Advanced Analytics 33
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Activity Analysis 35
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
Be the best platform for purpose built, mobile apps that gets 100% team adoption 37
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
3-Year Roadmap Highlights 2013 2014 2015 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
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
Xbar for Outlook Updated 41
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Xbar 1.1 New Features 43
Xbar 1.1 New Features 44
v8.1 Update 03 45
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
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Mobile 3.1 Overview 48
Mobile 3.1 Update Added capability to configure group favorites 49
Mobile 3.1 Update Card layout will adjust to show fields based on the group picked and in use. 50
Counts show if there is data to drill into 51
Mobile view of Opportunities 52
Mobile view of monthly calendar with count of activities 53
Mobile Activity listing Action icons to alert, act upon or see more details 54
Infor s Strategy 55
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Infor CRM recognized at CRM leader 58
Leverage access to tons of ERP integrations 59
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Infor ION Middleware for Integration 61
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Support plans: Silver = Xtreme, Gold = Premium 63
January 2015 Release 64
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Infor CRM 8.2 Early Summer 69
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Focus on Incredible Experiences 73
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Contact Information Dick Wooden, President Success with CRM Consulting, Inc. www.successwithcrm.com Office: 269-445-3001 Dick@SuccessWithCRM.com Infor CRM Success Home: www.successwithcrm.com/infor-crm-success 81