The SalesLogix Product Blog

KnowledgeSync for SalesLogix Dashboard Alerts Demo

2012-02-07T15:43:00Z

Wednesday, February 15, 2012, at 2pm CST.

The final demo in a series of 3 KnowledgeSync demos, Dashboard Alerts have 3 distinct uses:

Business Area Dashboard: A Business Area Snapshot is a display of information that pertains to a specific business area or pain, such as overdue Opportunities, Sales Pipeline status, Unassigned Leads, or Support Calls Open More Than 3 Days.

User-Specific Dashboard: A User-Specific Assignment is a display of similar information that pertains to a specific user such as My Overdue Opportunities, My Activities for Today, My New Leads, etc. User-Specific Assignments only show those records that are assigned to the user initiating the Dashboard display.

User Alert Dashboard: A User Alert Listing is a display of all alerts, for all business conditions, that apply to a specific user. As an example, during the course of the day a user may be notified about an overdue Opportunity, an invoice that requires payment, and a form that needs to be completed. These disparate items are placed together on the User Alert Listing.

Join us to learn more about KnowledgeSync for SalesLogix Dashboard Alerts.

Register now!

-Brianna Tinjum

Recording of KnowledgeSync for SalesLogix Email Responder Demo

2012-01-27T15:27:00Z

Take a look!

If you missed out on your chance to see the demo of the email responder feature of KnowledgeSync for SalesLogix you still have the chance to watch the recording on the Customer FX YouTube channel.

Like what you see? Questions? Contact your Business Partner today!

-Brianna

Demo of Using The KnowledgeSync for SalesLogix Email Responder Feature

2012-01-05T21:06:00Z

Wednesday, January 18th, 2012 at 2pm CST.

If you want to automate the creation of tickets and other records in SalesLogix then the KnowledgeSync Email Responder is exactly what you need. Making use of this feature will not only save you time but it will also ensure that your customer communications don't fall through the cracks, resulting in improved responsiveness whether it's a support issue or a new sales lead. In this demo we will review how an incoming email is automatically converted to a support ticket based upon keywords, and we will also look at the following workflow:

A confirmation email automatically sent to the customer acknowledging the support request, as well as an email to the support staff alerting them of the new ticket.
Handling support requests from a contact that does not yet exist in your SalesLogix database and how to re-assign the ticket to a SalesLogix Account.
Forwarding an email from any user's inbox to create a new support ticket automatically.
Creating a scheduled Activity from an email.
Creating a new Lead from an incoming email or your website's lead capture form.

Join us to learn more about KnowledgeSync E-mail Responder functionality.

-Brianna

Get the Newest Version of SalesLogix Mobile - v1.2

2011-12-23T15:17:00Z

Upgrade available soon!

When SalesLogix Mobile launched in early 2011 it brought a whole new mobile experience to SalesLogix users who were used to using SalesLogix Mobile Classic. Sage is dedicated to continuing to make improvements and to enhancements to SalesLogix Mobile, and in this release you will find:

Improved Usability:

Single-press pick-lists and lookup.
A new "Clear" button on text fields.

Speeding Up Data Entry and Lookups:

Custom keyboards for URLs, email, and phone data entry.
Faster search function that combines hash tags with search text.

Enhancing Time Management Functions:

A new "at a glance" week view.
A month view that shows activity count and selected day details.

Localizing for Global Needs:

Multi-lingual support through a single portal.
Support for French, German, Italian, and Russian.

To take advantage of the SalesLogix Mobile v1.2 you must be running SalesLogix 7.5.4 Windows, Web, or Cloud client. Remember, SalesLogix Mobile is free to all customers current with Sage Business Care.

-Brianna

SalesLogix Mobile Classic v6.0 to be Released

2011-12-22T19:02:00Z

Learn about the improvements.

SalesLogix Mobile Classic v6.0 is being released and with it comes improvements to the application, Mobile Classic Architect, and user experience.

General Enhancements:

Full support for BlackBerry OS 6.0
64-bit Windows Server 2008 is fully supported
Improved platform stability for the SalesLogix Mobile Classic Architect and BlackBerry client

Mobile Classic Architect Improvements:

Install anywhere - SalesLogix Mobile Classic architect can now reside wherever it is most convenient for the user
Improved version control
Integrated Differencing Tool used for merging new plugins with customized plugins. The configuration supports Araxis Merge as well as other third party merge tools that can be invoked from a command line.

Enriched Mobile Classic Client:

Improved performance for wheel focus on older devices
Improved Calendar and Activity synchronization
Improved performance for auto-sizing forms with hidden fields, accomplished with a new grid property that allows for setting field visibility

-Brianna

Demo of KnowledgeSync Email Alerts for SalesLogix

2011-12-01T18:49:00Z

December 14, 2011 at 2pm CST.

KnowledgeSync is a business activity monitoring software that integrates with your SalesLogix system to help you stay notified about important business activities. KnowledgeSync email alerts is the first demo in a series of three and will cover:

Adding subscribers.
Activating alerts.
Real time demonstration of alert emails.
Review of included, pre-built SalesLogix alerts.
Information about the free KnowledgeSync Professional Edition.\

Register now!

-Brianna

If You Missed the SalesLogix e-Marketing Survey Demo...

2011-11-17T18:54:00Z

Check out the recording.

If, for some reason, you were unable to attend yesterday's demo of the SalesLogix e-Marketing Surveys you have the opportunity to view the recording of the demo.

Watch now!

-Brianna

SalesLogix Cloud Hot Fixes Applied Over the Weekend

2011-10-25T20:57:00Z

And more to come.

The following information was sent to Sage SalesLogix Business Partners:

"This weekend we rolled out important hot fixes to Cloud customers who are currently running 7.5.4. There are about 15 more that will be rolled out this week. There were two HF’s – one that addressed a performance issue with the Notes/History tab and the other was the “October” fix that addressed “E-mails that were sent during October and recorded to History via SendSLX and Record to History functions were recording dates a month in the past”

There were two important actions for customers to take:
- Customers were directed to update the Desktop Integration software for all users
- Customers that may have been affected by the “October” fix were addressed to contact support regarding the tool that is available to fix the history records."

-Brianna

Miss the SalesLogix e-Marketing Drip Marketing Demo?

2011-10-19T21:01:00Z

Watch the recording.

If you were not able to attend today's demo of the SalesLogix e-Marketing Drip Marketing feature you can now watch it on the Customer FX YouTube Channel.

-Brianna Tinjum

SalesLogix e-Marketing: Deep Dive Demo of Drip Marketing

2011-10-10T14:44:00Z

October 19, 2011 at 2pm CDT.

Sage SalesLogix e-Marketing Drip Marketing gives you the ability to create a sequence of messages that are automatically delivered to your SalesLogix contacts at the right time. Drip Marketing uses intelligent technology to send messages to contacts based on their interactions with previous messages and based on data in your SalesLogix database environment. Register for a deep dive look into this feature of e-Marketing.

-Brianna

Power2Projects for SalesLogix Web/Cloud Demo

2011-09-28T15:37:00Z

A project management tool for your SalesLogix Web/Cloud Client.

If you've been looking for a way to better manage your projects, join us on Wednesday, October 5th, 2011 at 2pm CDT to see how Power2Projects Web/Cloud could benefit you. Some features we will highlight:

Associate one or more projects with an Account.
Create tasks for a project individually, or create a template for commonly used tasks.
Track time spent on tasks using Timeslips.
Timeline Tab with a GANTT style graphical representation of actions taking place regarding the project, including tasks.
And more!

All demo attendees will receive an invite to try the Power2Projects beta version.

-Brianna

SalesLogix Web Sales Forecasting Workshop

2011-09-26T16:15:00Z

Join us today!

Learn about your sales forecasting options and how to create a pipeline in today's training workshop for SalesLogix Web. The workshop begins at 2pm CDT and will last approximately 30 minutes.

Register now!

-Brianna

Receive a Free iPad2 From Sage Software

2011-09-15T21:39:00Z

Fiscal year end promotion.

Sage Software's fiscal year ends September 30, 2011 and they are offering the following promotion:

Buy 20 licenses and get an Apple® iPad®2 - Through September 30, 2011, customers and prospects that purchase 20 new or add-on licenses of Sage SalesLogix or SageCRM will receive a brand new iPad®2 16GB with Wi-fi.

Maximum of five iPad®2 16GB with Wi-fi mobile digital devices per customer.
iPad®2 16GB with Wi-fi mobile digital devices will be shipped directly to the prospect/customer in the month of October 2011.
For Sage SalesLogix Cloud or SageCRM.com purchases, customer must sign a three year contract.
Offer does not apply for customers that are migrating on-premise licenses to Sage SalesLogix Cloud licenses.
Offer only applies for net new or add-on orders.

Contact your Business Partner to take advantage of this promotion.

-Brianna

SalesLogix Advanced Analytics Demo

2011-09-13T21:53:00Z

Demo on September 21, 2011 at 2pm CST.

Advanced Analytics for SalesLogix is a business intelligence tool that aggregates CRM-related data into key metrics and allows users to analyze those metrics in different ways. Advanced Analytics allows you to:

• Utilize pre-built, fully integrated interactive dashboards spanning all CRM functions.
• Define parameters and metrics, then intereact with dashboard visualizations via filter, drill, and pivot capabilities.
• Analyze CRM data as well as data from multiple external sources such as ERP, CTi, spreadsheets, CSV files, and web services.
• Customize dashboard content and manage access to sensitive data by individual or team.

Join us for a first look at this exciting new add-on product from Sage.

SalesLogix v7.5.4 Compatibility Check List

2011-08-24T21:12:00Z

Learn the requirement for Windows, Web, and Mobile.

If you're going to move to the newest version of SalesLogix - v7.5.4 - making sure your current hardware, operating system, email client, etc. are compatible is one of the first steps you need to take. Attached is the SalesLogix v7.5.4 Compatibility Check List. Take a look and start planning your upgrade!

-Brianna

SalesLogix v7.5.4 and The New Mobile Client Recorded Demo

2011-08-19T20:33:00Z

Now available.

Maybe you couldn't attended the live demo of SalesLogix v7.5.4 and the new SalesLogix Mobile client on August 17th. That's ok, we have a recording available so that you can see all the new features and functionality of both the Web and Mobile clients.

Watch now!

-Brianna

Demo of SalesLogix v7.5.4 and The Mobile Client

2011-08-10T21:23:00Z

Wednesday, August 17, 2011 at 2pm CST.

If you're thinking about a move to SalesLogix v7.5.4 or using the new Mobile client, this demo is a great opportunity to see the features and functionality in action. Some items that will be covered in v7.5.4:

Improvements to Notes/History
Check for Duplicates/Merge
Configurable "What's New" area
Upgrade Discovery Tool

Some Mobile topics that will be covered:

Calendar and Complete Activities
View Opportunity's Related Products
Call Contact Mobile Number from Quick Actions Menu

These are just a few features that you will get to take a look at during the demo.

Register now!

-Brianna

SalesLogix v7.2 is Set to Retire

2011-07-28T15:54:00Z

But not just yet.

Yesterday, Sage Software announced that SalesLogix v7.2 is the next version of SalesLogix set for retirement. But not until July 2012. This should give all of you currently using v7.2 time to prepare. From the announcement:

"Over the past several releases, Sage SalesLogix has added exciting new features, extensive usability enhancements, and market-leading innovations in mobility and integration, to name a few. In addition, we've introduced an interactive analytics solution, a subscription-based offering -- Sage SalesLogix Cloud, as well as a state-of-the-art web platform that retains and expands on the qualities many customers have grown to love in the Windows^®-based platform.

What does retirement mean to your customers?

If they are using Sage SalesLogix v7.2.X, beginning in July 2012, maintenance will cease for all 7.2.X versions of Sage SalesLogix and technical support will be available on a limited basis only. Beginning August 1, 2011, software updates for Sage SalesLogix v7.2.X will only be provided for critical data loss and security issues. After retirement, all Hot Fixes and Service Packs will cease for Sage SalesLogix v7.2.X and Feature Requests will no longer be accepted.

Customers with active support plans for Sage SalesLogix v7.2.X will continue to receive support until their contract expires; however, upon retirement, only troubleshooting support will be available."

-Brianna

Welcome Back, Switch and Save Q4 Promotions from Sage

2011-07-26T18:42:00Z

Expires September 30, 2011.

Due to the popularity of the Switch & Save and the Welcome Back programs, Sage Software will offer them both as their Q4 promotion:

Sage CRM Solutions Switch & Save - July 21 - September, 2011: Customers switching from eligible competitor's solutions can receive 60% off on-premise solutions, or discounted monthly user rates for Cloud.com.

Welcome Back - July 21 - September 30, 2011: Eligible customers can reinstate their Sage Business Care plan for a reduced fee of 25%, and receive a 10% credit towards upgrade services.

Contact your Business Partner for more details.

-Brianna

Advanced Analytics for SalesLogix Demo Today at 2pm CDT

2011-07-20T15:11:00Z

There's still time to register!

If you haven't yet registered for today's demo of Advanced Analytics, a business intelligence tool for SalesLogix, we encourage you to do so.

Register now!

-Brianna

Sage Announces Availability of SalesLogix v7.5.4

2011-06-23T14:50:00Z

I am pleased to announce the North American launch of Sage SalesLogix v7.5.4! 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.

To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback.

Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:

Higher User Productivity – via a consolidated Notes/History tab, powerful duplicate checking, improved Sales Order workflow, editable data grids, and more!
Mobile Workforce Enablement – via full-featured Calendar and Activity capabilities, integrated Notes/History view, Opportunity Products view and new Quick Actions – all on popular devices.
Streamlined ERP Integration – through SData^™-based integration for real-time access to ERP data and effective data management with a seamless CRM user experience.
Enhanced Cloud Experience – including new customer onboarding resources, multiple language support, and Offline Access with advanced sync capabilities
Simplified Install and Upgrade Experience – full install, including Accelerators, Desktop integration components, Active Directory enhancements, SQL Express 2008 R2 support and more!
Coming Soon – Sage SalesLogix Advanced Analytics

Key Launch Dates & Activities*
*Subject to change

6/23 – Customer Announcement
6/23 – Pre-recorded What's New Webcast for Customers
July – v7.5.4 DVD Media Ships to New Customers

Due to the large file size of the v7.5.4 full install, SupportOnline will refer customers to call their partners to receive the upgrade or to call Sage to order complimentary media.

Power2Quotes for SalesLogix Web and Cloud Clients First Look Demo Today

2011-06-22T13:40:00Z

Register now!

Today at 2pm CST is your chance to learn more about a new quoting solution for both SalesLogix Web and Cloud. Features include:

Create a quote, promote it to a sales order, and promote the sales order to an invoice.

Use Multi-Currency option if it is turned on in the Administrator.

Copy products to and from an Opportunity.

Manage products with the Product Group Tree for unlimited group flexibility as defined by the user.

Adjust price for one or more products at once.

Search for products based on SKU, Family, Cost, etc. using the Filter Pane.

Those are just a few of the many features available, and we encourage you to join us for a first look demo of Power2Quotes to learn about all of them.

Register now!

-Brianna

SalesLogix SpeedSearch - Learn Why This Feature Can Benefit You

2011-06-20T17:40:00Z

Free workshop today at 2pm CST.

If you've been wanting to gain a better understanding of the SalesLogix SpeedSearch feature, today you have your chance. Join us for our free, end-user workshop at 2pm CST.

Register now!

-Brianna

Powerful Add-on Quoting Solution for SalesLogix Web/Cloud

2011-06-08T17:29:00Z

Demo Wednesday, June 22, 2011 at 2pm CDT.If you're looking for a quoting solution for SalesLogix Web/Cloud that far exceeds out-of-the-box capabilities, then it's time for you to look at Power2Quotes for SalesLogix Web. This module is an add-on to the standard SalesLogix Sales Order functionality and offers a superior user experience for managing Quotes/Orders and their related Opportunities. A rich-client side interface makes managing products at Orders or Opportunities much more efficient. Sound like something you could use?

Register now!

-Brianna

SalesLogix Cloud Upgrade Scheduled

2011-06-01T18:30:00Z

Thursday, June 6, 2011, 6pm PST.

Another upgrade has been scheduled for SalesLogix Cloud customers. What will you get with this upgrade?

Announcing the new Sage SalesLogix Mobile! -- Extend rich CRM functionality to mobile device users quickly and easily -- at no additional charge! Supports iPhone® 3.x and higher, iPad®, Android™ v2.1 and higher, and BlackBerry v6.0 and higher. Go mobile now!
Access common administrator tasks such as managing users and teams, pick lists, products, lead sources, library, roles, and more, via the web through the Web Administrator tool. (Note this tool does not replace the current Sage SalesLogix Administrator).
Increase productivity and results through streamlined administration and the ability to capture and evaluate detailed information on leads with enhancements to the Standard Problems and Resolutions functionality and Lead Qualification capabilities.
Enjoy full compatibility with the newest services available for Sage SalesLogix Cloud such as Sage SalesLogix KnowledgeSync, Sage SalesLogix Customer Portal, and Managed Cloud Servers.

-Brianna

SalesLogix v7.5.4 Demo Recording

2011-05-19T21:16:00Z

Learn about the coming release.

If you were unable to attend yesterday's demo of SalesLogix v7.5.4 you have the chance to watch the recording. The release of this version isn't far off and this demo will give you a chance to learn more about the improvements to the system.

Watch now!

-Brianna

Still Time to Register for Sneak Peek Demo of SalesLogix v7.5.4

2011-05-17T16:37:00Z

Sign-up now!

Wednesday, May 18th, at 2pm CDT is your chance to get a first look at the newest version for SalesLogix before it's available! Join us to learn about the new features and functionality coming soon, such as:

Resources - Add resources when scheduling an activity in the Web client.
Standard Problem/Resolution - Associate standard problems with standard resolutions in the Web client.
Qualifications - Manage Lead Qualification Questions in the Web client.
Secured Actions - Manage user actions in the Web client.
Quick Forms - Editable SData grid control.
What's New Module - customize the tabs for the What's New module in the Web client.
Mobile - Calendar views.
Mobile - Complete Activities screens.
And more!

Register now!

-Brianna

SalesLogix Spring 2011 Release

2011-05-04T17:43:00Z

See a demo before it is released.

A new release of SalesLogix is slated for this spring and there are many new features to take advantage of:

Resources - add resources when scheduling an activity in the Web client.
Standard Problem/Resolution - associate standard resolutions with a standard problem in the Web client.
Qualifications – Manage Lead Qualification Questions in the Web client.
What’s New module - customizing the tabs for the What’s New Module in the Web client.
Mobile - Calendar views.
Mobile - Complete Activities screens.
Mobile - Note/History area.
Mobile - Opportunity Products.
And more!

You can see a demo of the new release on Wednesday, May 18th at 2pm CDT.

Register now!

-Brianna

SalesLogix and Internet Explorer 9 and FireFox 4

2011-05-03T19:06:00Z

Sage support update.

If you've been having trouble using IE9 or FireFox 4 with your SalesLogix system you aren't alone. At this time, Sage does not support use of SalesLogix with either of these browsers but they did release a statement on the Sage Support forums that official compatibility will be available in the next 6 months. Maybe this isn't what you were hoping to hear, but it is coming.

-Brianna

Turn on SalesLogix E-marketing

2011-04-26T15:31:00Z

Start your subscription.

Did you know that SalesLogix E-marketing is integrated with your SalesLogix Windows, Web, and Cloud client? Did you know that you can easily turn-on this powerful marketing tool and begin to take advantage of it's features with a call to your Business Partner? Take a look at the attached product brief and if you are interested in what you see, try a 60-day free trial.

-Brianna

SalesLogix E-Marketing Demo Today

2011-04-20T16:07:00Z

Still time to register!

At 2pm CDT you have a chance to take a look at E-marketing for SalesLogix.

With SalesLogix E-marketing, you can create and send professional email campaigns to your prospects and customers to promote products and services, communicate announcements and events, and more!
Create intelligent drip marketing campaigns that send a series of marketing messages to your contacts, campaigns, and leads.
Send surveys to prospects and customers to mine valuable data for marketing and product development teams, e.g., customer satisfaction surveys; test messaging and designs; capture feature requests; and more.

Nurture and grow your customer base, and stay in contact with you prospects, using SalesLogix E-marketing.

Register now!

-Brianna

SalesLogix Cloud Upgrade Available Soon

2011-04-07T20:27:00Z

Beginning April 11, 2011.

If you're a SalesLogix Cloud customer your chance to upgrade is right around the corner. Customers can choose when/if to upgrade, and if you choose to go to the latest version here is what you can expect:

Announcing the new Sage SalesLogix Mobile! -- Extend rich CRM functionality to mobile device users quickly and easily -- at no additional charge! Supports iPhone^® 3.x and higher, iPad^®, Android™ v2.1 and higher, and BlackBerry v6.0 and higher.

Access common administrator tasks such as managing users and teams, pick lists, products, lead sources, library, roles, and more, via the web through the Web Administrator tool. (Note this tool does not replace the current Sage SalesLogix Administrator).
Increase productivity and results through streamlined administration and the ability to capture and evaluate detailed information on leads with enhancements to the Standard Problems and Resolutions functionality and Lead Qualification capabilities.

Enjoy full compatibility with the newest services available for Sage SalesLogix Cloud such as Sage SalesLogix KnowledgeSync, Sage SalesLogix Customer Portal, and Managed Cloud Servers.

-Brianna

SalesLogix E-marketing Demo

2011-04-06T20:41:00Z

Sign-up today!

Did you know that your SalesLogix Windows, Web, and Cloud clients have a built-in integration to SalesLogix E-marketing? This on-demand, feature rich product is easy to use and affordably priced. If you are interested in taking a look at the main features and functionality of SalesLogix E-marketing sign-up for a free demo that will take place on Wednesday, April 20th at 2pm CDT.

Register now!

-Brianna

Recorded SalesLogix End User Training

2011-03-30T17:20:00Z

Videos available on YouTube.

Dale Richter, SalesLogix Certified Trainer and presenter of our free workshops, has created many end-user training videos and posted them to YouTube. This is a great resource with many topics to choose from.

View videos here.

-Brianna

Would You Like to See a Demo of the New SalesLogix Mobile?

2011-03-29T21:52:00Z

Recording available.

If you're interested in taking a look at the new SalesLogix Mobile you're in luck. We've posted a recording of the demo that was held on March 16th. And don't forget, if you're a named user on SalesLogix v75.3 Windows, Web, or Cloud clients the new SalesLogix Mobile is free!

Watch the recording now.

-Brianna

New SalesLogix Mobile App Sneak Peek

2011-03-15T19:18:00Z

Still time to register.

Haven't registered for the sneak peek of the new SalesLogix Mobile App? There is still time! This demo takes place tomorrow at 2pm CDT, join us and see first-hand what this new product has to offer.

Register now!

-Brianna

New SalesLogix Mobile App Datasheet

2011-03-09T19:28:00Z

Read up on this new product.

If you are using SalesLogix v7.5.3 Windows, Web, or Cloud clients you are going to be able to start using the new SalesLogix Mobile App very soon! This new product is going to allow you to access your SalesLogix data from your iPhone, iPad, Android, or Blackberry in an easier, more feature rich way than in previous releases of the Mobile product. Attached is the brand new datasheet Sage made available today - take a look!

Interest in seeing a demo of this product? On March 16th at 2pm CDT we are making that possible. Sign-up now!

-Brianna

SalesLogix Firefox Security Issue

2011-03-03T21:32:00Z

New information from Sage.

A security issue was recently reported for customer's who use Firefox with the new SalesLogix v7.5.3 Web Desktop Integration. See below information:

"If the Sage desktop integration plugin is enabled in Firefox it gives any site a bridge to activate, without warning, any COM object on your local system. For example this could be used by a 3rd party site to download all the emails from your Outlook, send emails on your behalf, download a trojan to your local disk, etc. The site does not have to be running SalesLogix, they merely need to include a Javascript file that is shipped with it. It is not possible to limit this ability without disabling the plugin entirely. It's still a fairly specific exploit since the attacker would have to know that you have installed the Sage desktop integration but thought I would give a word of warning. Internet Explorer is still OK as it gives a security prompt before activating an unsafe ActiveX."

Sage has said that there is a fix planned for Service Pack 4, and they are evaluating a HotFix.

-Brianna

Demo of New SalesLogix Mobile App

2011-03-01T18:54:00Z

March 16, 2011

Are you interested being among the first to see the new Sage SalesLogix Mobile App? Register for the March 16th first look demo at 2pm CDT and learn about what the SalesLogix Mobile App has to offer, including:

• Free Mobile licenses for SalesLogix Named Users.
• Browser support for Safari, Chrome, Firefox, and Opera.
• Fast and simply deployment, bug fixing, and upgrading of the application.
• Availability for both Cloud and on-premise SalesLogix.
• Access to Leads, Opportunities, Tickets, Activities, History, Notes.
• And much more!

This demo will be performed on an iPhone, but the app is also compatible with Android, Blackberry, and even iPad.

Register now!

-Brianna

New, Improved SalesLogix Mobile Coming Soon

2011-02-22T22:15:00Z

Release right around the corner.

Sage is hoping to make the newest edition of SalesLogix Mobile available to customers on March 1, 2011, and there are many great new features to look forward to:

-Brianna

SalesLogix Web Client and the iPhone

2011-02-17T19:17:00Z

Demo video.

Would you like to see the SalesLogix Web client working on the iPhone? Then check out this demo video and see it in action!

-Brianna

Dragon Diction and SalesLogix for iPhone

2011-02-16T16:33:00Z

See it in action.

There is a new version of SalesLogix Mobile coming your way, and while I don't have all the details it should prove to be the best release to date. To get you excited, I thought I'd share a quick demo video of Dragon Diction working with SalesLogix for iPhone. Stay tuned for more information about the new mobile client, there is definitely a full demo in the future.

-Brianna

KnowledgeSync and SalesLogix Cloud

2011-02-02T21:42:00Z

Yes, they work together.

Yesterday I invited you to register for a demo of KnowledgeSync, v8.0 taking place on February 22nd. After posting I realized that I forgot to mention that KnowledgeSync now works with SalesLogix Cloud. Pairing KnowledgeSync with SalesLogix Cloud will enable you to enhance the intelligence of your CRM system with proactive CRM Alerts:

• Now, Sage SalesLogix Cloud customers can enjoy the proactive monitoring and alerts available with Sage SalesLogix KnowledgeSync. Customers can define alert criteria and dynamic business rules and sit back as Sage SalesLogix KnowledgeSync proactively monitors their CRM system, sending alerts or triggering an action in the system when business conditions are met.
• Sage SalesLogix KnowledgeSync is available to Sage SalesLogix Cloud customers beginning at $350/mo for a system license.

-Brianna

SalesLogix Cloud and On-premise Enhancements

2011-01-19T17:43:00Z

Announcement from Sage.

See info below:

Sage SalesLogix Cloud & On-premise Enhancements Now Available!

As you may recall, we announced last month that we would be delivering continuous enhancements for Sage SalesLogix over the coming year beginning with the Managed Cloud Server and Staging Environments launched in December 2010.

I am pleased to share with you the next in our series of continuous enhancements for Sage SalesLogix Cloud and the Sage SalesLogix Web client that further extend the value of Sage SalesLogix through....

Sage SalesLogix KnowledgeSync for Sage SalesLogix Cloud
Enhance the intelligence of your CRM system with proactive CRM Alerts.

Now, Sage SalesLogix Cloud customers can enjoy the proactive monitoring and alerts available with Sage SalesLogix KnowledgeSync. Customers can define alert criteria and dynamic business rules and sit back as Sage SalesLogix KnowledgeSync proactively monitors their CRM system, sending alerts or triggering an action in the system when business conditions are met.
Sage SalesLogix KnowledgeSync is available to Sage SalesLogix Cloud customers beginning at $350/mo for a system license. Please refer to the Sage SalesLogix Pricing Reference for North America for additional pricing details and terms.

Sage SalesLogix Customer Portal for Sage SalesLogix Cloud
Empower customers with convenient self-service options.

Now your customers can empower their clients to get the support they need 24x7 with Sage SalesLogix Customer Portal, improving the customer experience and reducing service and support costs.
The Sage SalesLogix Customer Portal is available to Sage SalesLogix Cloud customers beginning at $350 per month for a system license.

Sage SalesLogix Web Administrator Improvements
Tailor your CRM solution easily, define user roles and capture key lead information.

Now available for Sage SalesLogix Cloud and Sage SalesLogix Web On-Premise customers, these latest Web Administrator enhancements increase usability, security and ease of administering Sage SalesLogix.
Enhancements to the Standard Problems and Resolutions functionality and Lead Qualification capabilities will help increase end-user productivity and results through streamlined administration and the ability to capture and evaluate detailed information on leads.
Multiple enhancements to the administration capabilities for user roles provides significant flexibility in creating security profiles for users, teams, or groups that govern access and edit rights to key data and the ability to perform or restrict specific actions.

-Brianna

Marketing Campaign Tasks

2011-01-18T19:40:00Z

Is there a reminder?

After yesterday's workshop, "SalesLogix Web - Marketing Campaigns", one of the participants had a question about reminding users of campaign tasks:

Question: Is there a prompt/To-do/calendar reminder to tell the person when they have to have a task done? I find if it's not on the calendar it doesn't get done.

Answer: The tasks in Marketing Campaigns are not linked directly to the Calendar, though that would be a great feature for Sage to put in the next version. If you want to assign a task on the Calendar, that is another step you need to take in the Scheduling Menu. And you are right, if it isn't on the Calendar it usually doesn't get done.

-Brianna

Don't Forget: Managing Your SalesLogix Dashboard Workshop Today

2011-01-10T17:54:00Z

Join us at 2pm CST.

Just a reminder that today we will hold the workshop, "Managing Your Dashboard for SalesLogix v7.x", and if you haven't signed up there is still time! Join/register now!

-Brianna

Security Settings in SalesLogix v7.5.3

2011-01-06T17:37:00Z

New Microsoft update causes problems.

The below information comes from a blog by Mark Duthoy:

A recent Microsoft automatic update has added new security to IE8 that prevents some users from logging into the SLX Client. You will see a web page with "There is a problem with this website's security certificate" and the title bar will display "Certificate Error: Navigation Bolcked". We went into the Internet options and de-selected the following items "Check for server certification revocation" and "Check for publisher's certificate revocation". After restarting IE8 users were able to login without any issues.

-Brianna

New Version of intelli-CTi for SalesLogix Available

2010-12-27T22:17:00Z

Telephony integration!

Are you familiar with the telephony integration product, intelli-CTi, that integrates with SalesLogix? The newest version was just made available, here are some highlights:

Improvements to the integration with Sage SalesLogix LAN client - intelli-CTI for SalesLogix LAN V3.1
Formal support for Sage SalesLogix (V7.5) Web client - intelli-CTI for SalesLogix Web V3.1 - NEW!
Improved user experience with the new intelli-CTi desktop integration for telephone call management and call flow
Increased range of supported phone systems via the new intelli-CTi Server Component - This is the first step towards a more server central product - see intelli-CTi Phone System Compatibility List
Improved compatibility with Citrix/Terminal Services Environments
Multiple telephone call support
Introducing QGate Breeze - as part of this exciting new release comes our new QGate Breeze Application Framework. Some of the advantages of QGate Breeze include:

Provides the host for intelli-CTi as a service together with a new dynamic desktop side-bar display panel.
"Lite" touch integration. The capability to integrate CTI functionality into Web or traditional thick client applications very quickly.
Improved error management and logging.

Customization of the users' experience in standard .NET extensions.

-Brianna

Sage Summit 2011

2010-12-21T22:17:00Z

Website has been launched.

Interested in attending Sage Summit 2011 in Washington, D.C.? Check out the newly launched website and find the information you need such as what it's about, the agenda, sponsors and more!

-Brianna

Tips for the SalesLogix Desktop Manager v7.5.3

2010-12-09T15:10:00Z

Get the most out of this feature.

Some tips from a co-worker:

"The Sage Desktop Manager application that runs in your taskbar can be restarted from your Start, Programs, Startup, SalesLogix Desktop Manager. This location, while not obvious, does allow those users without the SalesLogix LAN client install to start the app from the All Programs option. If you have had errors when attempting to run the SendSLX button the system will cache those errors in the following location (Windows XP), C:\Documents and Settings\yourusername\Application Data\Sage\Output\Cache. Now if the Desktop Manager attempts to send these cached records everytime it opens you may not get to send your present record. In that case go into the Cache and delete these cached records so you can start fresh. Revisit the records with errors to make sure the email addresses were correct. I hope this makes using the Desktop Manager a little easier!"

-Brianna