The SalesLogix Product Blog

Visual Analyzer v2.6

2008-11-20T18:46:00Z

Now available to the public.

For those of you on SalesLogix v7.5 I have some good news - Visual Analyzer is now compatible. Besides now being compatible with v7.5 some major bugs have been fixed:

Show/Hide User Configuration switch when deactivated creates an QlikOCX error when logging in as a non Admin user.
Closing VA within SLX Client causes errors.
'Page cannot be found' clicking on 'Visual Analyzer - Install Client' link on VA web title bar.
Visual Analyzer Ranking tool tip is not showing the correct information.
Changes needed for page 20 of the implementation guide.

-Brianna

Farewell to SalesLogix v7.0

2008-11-11T21:13:00Z

Retirement coming in 2009.

Sage Software announced today that SalesLogix v7.0 will be retired in November 2009. This retirement will take place 6 months after the retirement of SalesLogix v6.2 in May 2009.

"On the scheduled retirement dates all maintenance will cease for these versions of Sage SalesLogix and technical support will be available on a limited basis only. Between now and the retirement dates, software updates for Sage SalesLogix v6.2 and v7.0 will only be provided for critical data loss and security issues. After retirement, all Hot Fixes and Service Packs will cease for Sage SalesLogix v6.2 and v7.0, and Feature Requests will no longer be accepted. Customers with current support plans on Sage SalesLogix v6.2 and v7.0 will continue to receive support until their contract expires, however, upon retirement only limited support will be available."

That's the word, I will let you know if things change.

-Brianna

Take a Test Drive...

2008-10-01T21:08:00Z

...Of SalesLogix v7.5!

If you are curious about the new features in v7.5 and would like to try them for yourself I encourage you to visit the SalesLogix Demo Site. This is a great tool to use, especially if your company is thinking about upgrading. Give it a try and if you have questions contact your business partner.

-Brianna

SalesLogix v6.2 Retirement Update

2008-09-30T21:10:00Z

The date has changed.

A while back I wrote a post announcing the retirement of SalesLogix v6.2 in February 2009. Well, things have changed. Sage recently announced that the retirement of SalesLogix v6.2 will be pushed back until May 2009. The same rules apply to the new date - no additional service packs or patches, and only minimal support. I am not exactly sure what Sage's definition of "minimal support" is but it is probably a better idea to turn to your business partner for support after May 2009. You will still be able to purchase additional licenses.

I will let you know if things change. Again.

-Brianna

Would You Like to See v7.5?

2008-09-26T20:54:00Z

Sage Software is offering some webcasts...

Happy Friday! Are you interested in seeing v7.5 but aren't sure where you can do this? I can help you out. If you visit www.sagewebcast.com you can find a list of different webcasts all dealing with v7.5, just pick your criteria and click search.

Have a wonderful weekend!

-Brianna

User Adoption

2008-09-17T21:16:00Z

Increasing user comfort in SalesLogix v7.5.

I know that I've mentioned v7.5 a fair amount lately, especially the new features and functionality that are in this new release. But why has Sage made some of these changes and what is the goal? Today I read an article in CRM Magazine that reviews some of the new features and how they aim at improving the user experience. Some of you may be using v7.5 very soon and may find this article interesting - "Sage Applies Logic to User Adoption".

-Brianna

Gartner CRM Summit 2008

2008-09-09T21:27:00Z

Sage Software Annouces SalesLogix v7.5

I know, I've written quite a bit about v7.5 as of late. What can I say? I think it is a great product and is far ahead of the competition.

I found a nice write up about the launch of v7.5 at the Gartner Customer Relationship Management Summit 2008 that I thought some may find interesting. The article outlines the improvements in this version and also has a link to a flash demo, you should take a look.

Read the article here...

-Brianna

New Release, New Features

2008-09-05T21:20:00Z

Coming soon.

I mentioned earlier this week that I would be sitting in on a Business Partner call regarding the launch of SalesLogix v7.5. I'm going to say it again - I'm excited! Why? Here's why:

Comprehensive Web CRM - Web 2.0, Process Orchestration (workflow but so much more), Connected and disconnected Web client, Dynamic list building
Leads - Now in the leads area you can schedule activities, advanced de-duplication, en-masse actions
Restful Web Services - Timeline visualization, Integration
Smooth scrolling
Hover/drill down features
Mulitiple mid-panes
Expanded right mouse button
And SO MUCH MORE!

Sage Software is launching a Customer Deep Dive Webcast on September 10th, talk to your BP if you are interested.

Have a fantastic weekend!

-Brianna

SalesLogix v7.5 and SQL 2000

2008-09-04T21:20:00Z

Just a heads up...

As of SalesLogix v7.5, SQL 2000 is no longer officially supported. The supported SQL platforms for SLX v7.5 and higher are SQL 2005 and SQL 2008. There has been no word if it still works or not, but SQL 2000 is now off the supported list.

-Brianna

SalesLogix v7.5 Release Date

2008-09-03T20:47:00Z

Yes, a date has been set.

Sage Software has announced release dates for SalesLogix v7.5, and though these dates are subject to change I thought I would share them with you:

Product Release Dates

September 9th: Release to Manufacturing (Gold Release)
September 18th: Product packages begin to ship to business partners
September 22nd: Product packages begin to ship to customers

I will be sitting in on a BP conference call on Friday that will focus on the launch of v7.5 and I hope to have additional information at that time.

-Brianna

Sage SalesLogix Sync Monitor

2008-08-29T20:09:00Z

New utility coming soon!

Today I received information from Sage Software regarding a new utility for SalesLogix that will be available September 15, 2008 - the SalesLogix Sync Monitor. This utility is meant to save SalesLogix Administrators time by detecting sync errors. This sync utility was created to perform the following activities:

If the sync service is stopped, send an email to the specified recipients with a notification that the service is stopped.
Query the event log on each SalesLogix sync server on a daily basis. If at least one error or warning is found, one email will be sent to the specified recipients with a list of errors found and a link to the log file.
Query the SyncErrors.txt file on each SalesLogix sync server. If errors exist in the file, a notification email will be sent to the specified recipients informing them that there are errors in the SyncErrors_yyyymmdd.txt file with a link to the file.

Query FTP directories for error files. Count the number of files in the Infiles\Rejected and FailedTrans folders on the primary and secondary sync servers as well as the FailedTrans on the FTP server. If the count of files in any folders is greater than 0, send and email to the specified recipients with a link to the folder(s) affected.

Produce an HTML report containing information for each remote user and office with files waiting, showing the date of the oldest file waiting and the number of outbound TEFs. Any user who has not synced within seven days will be highlighted in red within the report. This report will be emailed to the specified recipients. An email will also be sent to any users that have not synchronized in over 7 days, informing the user to sync.

Pricing
Pricing is based on the number of sync server licenses:

First sync server - $2,995 list price
Subsequent sync server - $1,995
Maintenance and Support – 25%

Special Incentive
For orders placed between now and September 30, 2008, the first sync server is only $2,495!

If you are interested, or have questions, contact your Business Partner.

Have a wonderful weekend!

-Brianna

v6.2 Reminder

2008-08-21T21:49:00Z

In case you forgot...

At the beginning of June Sage Software announced that SalesLogix v6.2 will be retired in February 2009. This means that there will be no more services packs or patches released and only minimal support will be available for customers through Sage. You will still be able to buy licenses.

Are you on v6.2? Now may be a great time to look at v7.5 and consider an upgrade.

-Brianna

SalesLogix v7.5 Release Update

2008-08-15T20:17:00Z

Coming soon, very soon!

Before I head out for the weekend I thought I would give an update on SalesLogix v7.5 - the Release Candidate build is due out next week. This means that as long as no major snags are discovered the public release will not be far behind (I think Sage is still estimating beginning to middle of September). Have you had a chance to see a demo of v7.5? I have seen a few demos and have been quite impressed. I can't wait until I get it installed on my machine and can try it for myself!

-Brianna

Sage Summit

2008-08-05T21:40:00Z

November 17 - 21, 2008 at the Denver Colorado Convention Center.

Would you like to connect with peers in your industry who use SalesLogix and exchange ideas? Would you like to learn how you can maximze your use of SalesLogix? Would you like to test product enhancements and learn about products that complement SalesLogix? How about have fun? If you answered yes to any or all of these questions I would like to encourage you to attend Sage Summit. Sage Summit is a customer focused conference that is held annually by Sage Software and a great place to learn more about SalesLogix. Registration for this event has already begun. Don't miss out, learn more about Sage Summit!

-Brianna

SalesLogix v7.5 Functionality Part 2

2008-07-16T21:44:00Z

End User Questions

I have some additional end user questions about v7.5 that I would like to share with you, they maybe helpful if you are considering an upgrade. Here they are:

Can you upgrade from the 7.1 LAN client directly to the 7.5 Web client for network & remote installations?
Yes.
There is new functionality on the Welcome page - is this standard with the 7.5 release or does it require an add on product?
It is standard and included.
What will it cost to upgrade from the Client version to the Web version?
The Web client software may be included depending on the server level that you purchased. If it was not included with your original purchase, your BP can get you pricing.

If you read the questions from yesterday you may want to scroll down the page to read some additional information that Ryan Farley had to share, you can do so here...

-Brianna

SalesLogix v7.5 Functionality

2008-07-15T22:12:00Z

End User Questions

Today my company performed a sneak peek of SalesLogix v7.5 with the help of one of my Sage Software contacts. The demo was beautiful and I am getting increasingly excited for the v7.5 release. The demo was geared toward SalesLogix end users and I thought I'd share some of the questions that came up and the answers to those questions:

Have the contact processes (work flow) improved since 6.2.4?
Workflow is completely new in 7.5 and is no longer limited to Contacts only. Workflow can be applied to any entity and across entities.
Are all of these features available with the LAN-client versus the Web-client?
New features are for the Web client only, the Windows client has not changed in the 7.5 release.
Does SpeedSearch come with the upgrade or is it a separate purchase?
Standard SpeedSearch is included, Advanced SpeedSearch may be an extra cost depending on the server level you own.
FireFox (3) compatiblity?
Yes, however the active mail, Outlook integration will not function.

I hope to have more information about v7.5 to share with you soon!

-Brianna

SalesLogix Promotions

2008-07-10T19:48:00Z

Offers valid starting NOW!

Sage Software has entered Q4 of its fiscal year and the SalesLogix promotions have started. I sat in on a business partner call today in which we reviewed the 4 promotions that are being offered now through September 26, 2008. Here is an overview of the available promotions:

Swiftpage for SalesLogix Promo

12 months of Swiftpage e-mail marketing for the price of 9 months, a savings of $749.85, and save 20% on concurrent users (plus applicable prorated M&S).
Offer includes 5-users, 5,000 emails per day, and Platinum Drip Marketing

Customer Loyalty Package - for customers that have not renewed M&S for 12 or more months

Receive one Mobile Enterprise Server License and up to 10 Mobile users when you upgrade to SalesLogix v7.5

SalesLogix Mobile Startup Package - for active Prospects and Customers

2 Mobile Package options with substantial savings:
-One SalesLogix Mobile Enterprise Server License and 5-user licenses for $1500 (plus applicable pro-rated M&S), or
-One SalesLogix Mobile Enterprise Server License and 10-user Licenses for $2800 (plus applicable pro-rated M&S)
Add more users to either package for $200 a user

Business Intelligence Tools Promo

Save 20% on SalesLogix Business Intelligence Tools:
-SalesLogix Visual Analyzer (plus applicable pro-rated Annual User Subscription)
-KnowledgeSync Enterprise, Corporate, and Alerts Edition (plus applicable pro-rated Annual User Subscription)

If you have questions or an interest in any of these promotions contact your business partner. Reminder - these offers expire SEPTEMBER 26, 2008.

-Brianna

What's New in SalesLogix Mobile v5.1

2008-06-26T21:57:00Z

Improved setup.

I just realized that I haven't mentioned anything about the newest release of SalesLogix Mobile - v5.1. This release doesn't boast many new features, but the setup and installation have been greatly improved. So what has changed for v5.1?

Unified Install/Setup of Mobile Platform - simplified, streamlined installation wizard for installing core mobile infrastructure with full validation and reporting (print-ready, support-ready installation log), automated install and setup of key components.
Status Dashboard - Consolidated view of key system metrics, such as connector and real-time services status, licensing status, critical issues, as well as knowledge (RSS) newsfeed, and overview of environmental settings. Viewable through Mobile Administrator, desktop browser or mobile browser.
Simplified license activation - integrated with new unified install/setup process.
60-Day Integrated Trialware - Support for 60-day trials, activated through installation process. No additional license key required.
Vista Support for client-side applications

-Brianna

SalesLogix v7.5 Update

2008-06-18T18:30:00Z

Tentative release schedule set. Tentative.

Today I sat in on a Sage Software Business Partner call regarding the next release of SalesLogix - v7.5. This call was the first of a two part series outlining the new features and functionality of v7.5 before it goes into beta testing. The first call focused on lead management, list management, improved user experience using Web 2.0 technology, and comprehensive web CRM. Though much of the information that we covered I shared with you in a previous post (see Next Version of SalesLogix Coming Soon!) it was great to actually see the improvements. Many of the improvements that we covered during the call have been made to the Web client. I admit that my feelings were up in the air with regards to the Web client when v7.0 came out. After seeing what Sage is doing in v7.5 I was very happy - much easier to use and almost all of the functionality of the LAN/Windows client. Beta testing is set to begin on July 8 and a tentative release schedule has been set. Sage hopes to have a Release Candidate by the middle of August and a public release in the beginning of September. Remember these dates are NOT set and are only feasible if everything goes perfectly, which it rarely does.

I am going to sit in on part two of the series next week and I will let you in on anything interesting that I learn.

-Brianna

Global Replace is Awesome!

2008-06-04T18:07:00Z

I had forgotten...

So a couple of days ago I was building a group with many different criteria, one criteria was Field: Contact.Status, Value: Active. My company has been using SalesLogix since version 1, and over the years and multiple upgrades the way values are specified has changed. Back to my group...

What I came up with as I was building my group were two different active values for Contact.Status: Active and 1. Active. I thought to myself, what a pain. I now need to specify both values, and do so correctly, so that my group ends up correct. I won't lie, this took me more than one try, but finally I got it. At last I have my completed group in front of me. After I had finished I proceeded to complain to my coworker (Dale Richter) about what a pain it was to have two different values signifying an active contact. He said to me "why didn't you use Global Replace"? Good question. I had totally forgotten what a great help this tool can be. With so many features and functions available it is easy to forget all of the options we have to make our life easier. I decided to conduct a Global Replace for these values so that I wouldn't run into this problem with future groups. Here's how:

Create a Group of Contacts with the status: 1. Active (Or whatever your status is. Make sure when you are building your group that you drag-and-drop Status onto the Layout tab so that it shows in the list view of your group).
Once the Group is created choose Tools => Maintenance => Replace Data
Make sure Contact is the radio button chosen, this is a Contact group after all. Click Next.
Choose Replace with specified value
Chose your field from the pick list. In this case Contact.Status
Enter the new value. For this group it will be Active (we are changing all of the 1. Active to Active). Click Finish.
You can now replace your group one-by-one or just replace all. I like to do a couple individuals first so I know it is correct and then I will replace all.
After replacing all your group should be empty. Delete your group. FINISHED!

I hope this helps some of you out there. You can also check out the On Demand recording of Using Global Replace to Update Records for additional examples.

-Brianna

SalesLogix v6.2 Set For Retirement

2008-06-02T19:42:00Z

It had a good run but the new versions are where it's at!

It's Monday and we're back to work. Did all of you have a good weekend? I hope the resounding answer is yes! As I mentioned on Friday I had plans to go backpacking in Northern Minnesota. I went and had a wonderful time. The camp site was gorgeous and the weather was perfect. I saw more wildlife on this trip than on any other I've been on - the largest raven ever, a woodchuck, a bear (at night, very scary), snake, and a mother and baby dear. I can't wait to go again.

Last week I received a notice from Sage Software regarding SalesLogix v6.2 - retirement is set for February 2009 and no additional service packs or patches will be released for v6.2, and only minimal support will be available for customers. However, you will still be able to purchase v6.2 add-on licenses.

Let's all have a great week!

-Brianna

Top 15 CRM Award

2008-05-23T20:14:00Z

Sage CRM Solutions win award from ISM Inc.

It's the weekend and if you are a Good Training member in the United States you have a 3 day weekend to look forward to, I know I am! I plan on getting together with friends and family for a barbeque and outdoor activities - possibly some croquet which is one of my secret talents.

Before we end this week I thought I'd mention an award Sage Software won for their Sage CRM Solutions: the Top 15 CRM Award from ISM Inc. ISM Inc. is a CRM and Contact Center strategic advisor firm and they evaluated Sage Software Solutions in 217 categories in the ISM Software Lab. 217 different selection criteria is pretty impressive. Learn more about the Top 15 CRM Award.

Have a great weekend everyone!

-Brianna

Emailing From the Notes/History Tab

2008-05-14T20:38:00Z

Quick Tip of the Day, Wednesday May 14, 2008.

As a new user of SalesLogix it is impossible to remember everything that was learned in training. One handy feature that you may have forgotten is that it is possible to email from the Notes/History tab. I like to use this feature when I have an email saved to Notes/History with information that I would like to send to a team member or in response to a customer inquiry. When I first started using SalesLogix I would copy and past the information into an email but using the email button saves time. Here's how you can do this (it's super easy):

Click on your Notes/History tab
Highlight the activity - note, phone call, to-do, email - you would like to email
Click on the Email button located on the Notes/History toolbar
Your email should pop-up with all of the information in the body. Type in the correct subject line if incorrect and specify to whom the email is going.
Click Send SLX and you're fininshed!

You can also copy a Notes/History activity into Word at the click of a button by following the instructions above, but instead of clicking the Email button choose the Word button.

-Brianna

Milestones Announced for the Sage CRM Solutions 2010 Strategy

2008-05-13T20:56:00Z

News from Sage Software Insights Conference

As some of you may know Sage Software holds an annual business partner conference called Insights. This conference aims to keep business partners informed about Sage Software, third party products, etc. The conference started this week with an announcement about milestones for the 2010 Strategy that was introduced earlier this year (check out a blog post about it here). The strategy aims to steer global development of the CRM product family and has shown progress in embedded Sage CRM within the new Sage MAS 90 and 200 Extended Enterprise Suites, Sage SalesLogix Mobile v5.1, and a new partner-hosted ACT! subscription offering. Read more about milestones for Sage CRM Solutions 2010 Strategy.

-Brianna

Mobile CRM And What It Can Do For You

2008-05-09T17:11:00Z

A conversation with the General Manager of CRM Solutions for Sage Software.

Hello and happy Friday! The weekend is quickly approaching and for some, depending where you are in the world, it may have already started!

Today I came across an article by TMC Net featuring an interview with David van Toor, the General Manager of CRM Solutions for Sage Software, and his take on mobile CRM. Sage Software has been offering SalesLogix Mobile for quite some time and it was interesting to hear opinions about mobile CRM straight from the horses mouth. The interview topics include reasons for resistance to mobile CRM, benefits of implementation, timing of implementation, modifying mobile CRM, commonly requested features, and mistakes made when selecting mobile CRM.

I think the article is a worthwhile read, especially if your organization is considering implementing SalesLogix Mobile. Check out the mobile CRM interview and then have yourself a fantastic weekend.

-Brianna

2008 Channel Champion Award in SMB Software Suites

2008-05-06T15:22:00Z

CRN presents Sage Software with an award!

Sage Software has won another award for their SMB software - the 2008 Channel Champion Award! There were many competitors and criteria for this award but Sage Software was ranked number one in the following categories:

Configurability or Customization Tools
Price for Performance
Post-sales Support
Pre-sales Support
Relevance of Channel Program
Efforts to Manage Channel Conflict
ROI of Vendor Relationship
Services Attach Rate

Sage Software also beat out other vendors in Program Support and Satisfaction and also in Financial Satisfaction, which helped them to earn the #1 ranking and this years award. If you're interested you can read more about the 2008 Channel Champion Award in SMB Software Suites.

-Brianna

Next Version of SalesLogix Coming Soon!

2008-05-05T21:12:00Z

SalesLogix v7.5 is in the works.

It's the beginning of another work week and I hope everyone had a great weekend. I took a trip out to Fort Collins, CO (I've never been there) to visit a friend and had a wonderful time! Now on to business...

I've caught wind that the next version of SalesLogix is coming, and though there is no set date for the release I do have some information about the new features that will be included. Interested? Maybe excited? Then keep reading!

Comprehensive Web CRM

Customer Service/Support Enhancements: Create and manage defects, returns, contracts, and assets via the Web.
Create Sales Orders: Create new sales orders via the Web.

Access Your CRM Data Anytime, Anywhere

Disconnected Web Client: In the new release you can continue working in SalesLogix if you are disconnected from the Internet and you won't have to sacrifice usability.

Manage Your Lead Efficiently

Lead Import Wizard: If you've got a hot lead you want to get it into your system fast! Now you'll be able to import your leads, performs lead de-duplication, and distribute leads automatically.

List Management for Simplified Access to Information

Summary View: Soon you won't have to drill down into the details to see important information, instead you will be able to view a summary.
List Improvements: Improve how you organize and use your data with powerful data filters, the ability to create ad-hoc groups, and the ability to select multiple records at once.

Usability Enhancements for Increased Productivity

Enhanced User Interface: In the next release the toolbar and header are being redesigned, a new title bar added, and a collapsible left navigation area - pretty cool!
Increased Right-Mouse Button Capabilities: Soon you'll be able to right-click in tab areas and lists.
Multi-Tab Expansion: Customize your workspace and add as many middle panes as you see fit.
Improved Drop and Drag Tabs: What tab did you move and to where? New visual indicators will now show you this information.
Attachment Improvements: Associate attachments to meetings, phone calls, to-dos, emails, notes and personal activities. Captured emails will be opened in an email editor - you will see the email in the original format including HTML links, images, etc. Another thing to look forward to - only one copy of an attachment that is sent to multiple contacts will be stored in SalesLogix allowing you to conserve disk space.
A Redesigned Lookup: In the Web client the Lookup pop-ups have been redesigned with enhanced power and flexibility. This great feature will provide you with a better experience and improved search capabilities.

I will keep you posted as I learn more but I hope this information gets you excited for what is to come in SalesLogix v7.5!

-Brianna

Now Available: SalesLogix Visual Analyzer v2.5

2008-04-29T21:33:00Z

Many new enhancements...

For those of you who are unfamiliar, SalesLogix Visual Analyzer is a Business Intelligence tool. Find some links with more indepth information here. Now onto the new stuff!

In SalesLogix Visual Analyzer v2.5 there have been many enhancements:

Web Viewer: If the user has Web access then they have access to their important business analytic information.
Web Viewer Security: Security is important and the Web Viewer offers complete SalesLogix security. Users can see the data that they have access to in SalesLogix - nothing more, nothing less.
Windows Viewer Security: Now users can see the Windows Viewer and are only able to see data they have been authorized to access in SalesLogix.
Compatible with Microsoft Vista
Greatly improved documentation

Need more information? Contact your SalesLogix business partner or post questions to The SalesLogix User Group!

-Brianna

Working With Groups and The Split View

2008-04-18T21:32:00Z

Quick Tip, Friday April 18, 2008.

It's Friday and I though I would end the week with a quick tip. It's nothing fancy but it is something that has helped me in the past and I hope that it may help a few of you as well.

If you are working with a group of accounts or contacts it may be help full to use the split view instead of toggling back and forth between the list view and the detail view. The split view will allow you to view your chosen account or contact in the detail view while simultaneously viewing the rest of your group in the list view on the right-hand side of the screen. I like to use the split view when I am performing calling campaigns to my accounts. Here is how you do it:

Chose an account/contact from your group in the list view
Open the account/contact in the detail view
From the toolbar chose View -> Split View or use the short-cut key ctrl+F8
Done! You should now see your chosen account/contact in the detail view and your group along the side in the list view.

If you have questions or need more details let me know. Have a great weekend!

-Brianna

2008 CRM Excellence Award

2008-04-09T21:16:00Z

SalesLogix v7.2 wins another award!

We've hit mid-week and I hope all has been going well thus far. Recently I came across an article that highlights another award won by Sage Software for SalesLogix v7.2 - the 2008 CRM Excellence Award from Customer Interaction Solutions magazine. The reason for the award was based on Sage:

"...extending and expanding customer relationship management across the entire customer lifecycle, and based its award to Sage SalesLogix in part on customer Mortgage Lenders of America's four-month, 304 percent return on investment."

304% return on investment, not bad. The article is a great shout-out to Sage Software's efforts to continually improve their product. Go ahead, read about the 2008 CRM Excellence Award.

SalesLogix Shortcut Keys

2008-04-02T21:35:00Z

Quick ways to get what you need!

It occured to me that many new users of SalesLogix, and even some veterans, are unaware of the the shortcut keys available. Some keys you may not find useful - there are a few that I never use - but I still think it is nice to have options. Check out the list of shortcut keys below:

F1: This key will bring up the Help dialog box for whatever view you are on - if you are on the Account view F1 will bring up a Help box about Accounts.
F3: This key will allow you to complete an activity for the view you are on - if you are on a contact you can complete an activity for the contact, if you are on an Opportunity you can complete an activity for the Opportunity.
F4: This key brings you to your Calendar view.
F5: This key will refresh your screen.
F6: This key will bring up the Activity Note Pad and allow you to create an Activity note for a contact.
F7: This key will bring you to your list of Activites.
F8: This key allows you to toggle between the detail view and list view of Accounts, Contacts, Opportunities, etc.
F9: This key allows you to create a note for a contact associated with a ticket.
F10: This key brings up the Quick Call dialog box and allows you to complete scheduled or unscheduled phone call, as well as schedule a follow-up phone call.

Go ahead and try some of these shortcuts out, you just might like them!

-Brianna

What's In Store for SalesLogix

2008-03-13T21:11:00Z

A look ahead at the next 2 years.

Recently Sage Software announced a global strategy for the next two years - Sage CRM Solutions 2010 - and there is a great deal to look forward to for all of Sage's CRM solutions, SalesLogix included. The vision Sage has for their CRM solutions is fantastic and will be a great benefit to many companies.

"The strategy addresses distinct business requirements; creates new interoperability among the Sage CRM Solutions family; applies open Web standards to enable a connected front and back-office; and incorporates emerging Web 2.0 technologies."

As these plans come to fruition I will keep you informed, in the mean time check out the Sage CRM Solutions 2010 press release.

(By the way - there is a link at the bottom of the press release to view the entire white paper, it's a 24 page PDF but if you want extensive details I highly recommend it.)

-Brianna

SalesLogix and Back-Office Integration

2008-02-27T22:10:00Z

Added insight for the whole team!

Some members and visitors of Good Training may already be taking advantage of a SalesLogix integration with accounting and financial applications. If you currently don't have an integration you should check out a brochure that I uploaded to the Good Content page of Good Training. There are many benefits to having SalesLogix integrated with an accounting or financial application such as:

Invoice history
Open orders
Payments and receipts
Groups and reports

Having access to a customers actual purchase history can also increase your ability to up-sell! I invite you to read more about SalesLogix Back-Office integration.

-Brianna

Screenshots of SalesLogix v7.2

2008-02-22T20:44:00Z

Check it out!

Happy Friday everyone! I have downloaded screenshots of SalesLogix v7.2 for your viewing pleasure! The screenshots include information about functionality and customization capabilities that are available in this version. Keep in mind that the screenshots are of the SalesLogix Web client, the interface will look different if you move to the workstation (LAN) client but you will have all of the same functionality and then some. View the screenshots here...

Have a wonderful weekend!

-Brianna
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Leads Bundle for SalesLogix v7.2.1

2008-02-05T22:59:00Z

Feature Information.

Not long ago, Sage Software released a Leads bundle for Saleslogix v7.2.1 Web client. The added Leads functionality is a great addition for remote or mobile sales and marketing users. Now web client users can:

• Search for leads
• View a list of leads
• View/edit leads
• Insert new leads
• Import leads
• Create a group of leads
• Qualify leads based on user-defined criteria
• Convert leads to Accounts and Contacts
• Create Opportunities
• Delete leads
• Associate a lead with other information such as:

Attachments
Extended details
Marketing campaigns
Notes
History items
Activities

-Brianna
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Another Award for SalesLogix v7.2

2008-01-22T21:46:00Z

They must be doing something right!

SalesLogix v7.2 was honored with yet another award. This time the award comes from SellMoreNow.com in its 2007 "Willy" Award program. SalesLogix v7.2 won the title of Best On-Premise Mid-Market CRM Solution for outstanding scores in areas including functional breadth and depth, ease of use, and customization capabilities, to name a few. If you would like to read a brief article highlighting this achievement you may do so here...

-Brianna
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SalesLogix and Support

2008-01-18T20:35:00Z

SalesLogix Support Features

Do you know the extent of the support capabilities of SalesLogix? When I first began using SalesLogix I was clueless about the support features because it is not an area in which I work. As I started to work with SalesLogix more I began to realize how powerful this feature is and that there are many way in which it is utilized. I found a short article that gives a nice overview of the support features of SalesLogix. Learn something new and check it out here...

SalesLogix - Looking Ahead

2008-01-17T21:59:00Z

Sage Software's Vision for SalesLogix

SalesLogix has been around since 1997 and since its inception there have been vast improvements in both the product and technology in general. So what does Sage Software have in mind for SalesLogix in the months and years to come? The short answer: plenty! If you're interested in where SalesLogix is going I invite you to read a white paper produced by Sage Software that highlights both the history of the product and where it may go. Check it out here...

-Brianna
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Sage SalesLogix v7.2 Wins 2007 Product of the Year

2008-01-15T21:49:00Z

Another award for SalesLogix!

SearchCRM awarded Sage SalesLogix v7.2 2007 Product of the Year for small and medium-sized businesses. Areas in which SalesLogix were judged include: functionality, ease of use, innovation, and value.

"SalesLogix is strong in functionality and configurability, and the costs were in the middle of the pack," one judge said.

You can read more about why SalesLogix is a great product and worthy of a Product of the Year award here...

-Brianna
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SalesLogix and Sales

2007-12-28T18:07:00Z

How do the sales features benefit those in a sales position?

If you are a new user of SalesLogix and you hold a sales position you may wonder what benefits using SalesLogix will bring. It is important for the new sales user to be familiar with the capabilities and features that SalesLogix has to offer. As a starting point you can refer to a sales brief provide by Sage Software here... This sales brief does a nice job of touching on the sales functionality and benefits of SalesLogix.

I hope that everyone has a Happy New Year. Be safe and have fun!

-Brianna
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New Module for SalesLogix v7.2.1 Web

2007-12-26T22:09:00Z

Leads Module

Hello Good Training members and visitors,

I hope that everyone had a safe and fun holiday weekend! Recently Sage Software made an announcement that a Leads module for SalesLogix v7.2.1 web was released and is now generally available. For those of you who are using the web addition this module may be useful - having a Leads area helps to keep potential customers separate from actual customers and is a great tool for keeping your database clean. If you have questions about the availability of this module please contact your Sage Business Partner.

Enjoy your short week!

-Brianna
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SalesLogix v7.2 Service Pack 2

2007-12-19T19:23:00Z

Set to go into beta.

SP2 (Service Pack 2) for SalesLogix v7.2 is about to go into beta which means that it shouldn't be long before it is up for public release. SP2 brings some new items and inprovements to SalesLogix v7.2 and I want to share with you an incomplete list of what these items will be (all subject to change):

Web CRM

Campaigns

Usability

Landing Page
UI Configuration / Personalization Persistence
Unsaved Data Reminders
RMB in Calendar
Improved Functionality in Web Client Lookup

Customization Experience

Quick Form Container Control
Overlay Controls
Common Code Snippet Support
Output Window Filtering
Improved navigation between project items
Better visualization of UI controls
Persistence of workspace
Dynamic URL based on Context
Merge bundles

I will keep you updated as I learn more.

-Brianna
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SalesLogix v7.2 Wins Award

2007-12-11T22:28:00Z

2007 Product of the Year!

Recently Customer Interaction Solutions (CIS) Magazine named SalesLogix v7.2 as their 2007 Product of the Year winner. This is not the first award that v7.2 has won and it is great to see that the effort Sage Software put into making this product cutting edge is being recognized.

“The release of Sage SalesLogix v7.2 earlier this year marked the product’s tenth anniversary and introduced significant customization, mobility and Web client advancements that are changing the way our customers can offer a unique buying experience to their customers," said David van Toor, senior vice president and general manager for Sage CRM Solutions.

Check out the article here...

-Brianna
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SalesLogix for BlackBerry - Free Trial

2007-11-15T22:13:00Z

Take SalesLogix with you!

If you've ever thought about purchasing SalesLogix for your BlackBerry but are unsure if it would be worth the investment, i.e. would you use it, maybe you should consider downloading a free trial. I sat in on a SalesLogix Business Partner call today and the free trial that is available for BlackBerry was brought up and I thought Good Training members might be interested in this offer. You can get the free trail here... If you would like more information about SalesLogix Mobile check it out here...

-Brianna
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SalesLogix and MAS 500 Update

2007-11-02T15:49:00Z

Beta is around the corner.

I want to give a heads up about the progress being made on the built-in integration between SalesLogix and MAS 500 because I know some companies are waiting to be able to use this functionality. The lastest word is that the SalesLogix and MAS 500 integration is due to go into beta next week but there is no official public release date at this point. Some caveats of this built-in integration:

You must be on SalesLogix v7.2.1 or later
You must be on MAS 500 7.05.11 or later
This integration will not work in the web client

Have a great weekend everybody!

-Brianna
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Service Pack 1 Now Available

2007-10-31T13:42:00Z

Improvements for SalesLogix v7.2!

Many people have been waiting for this day and it has finally arrived - Service Pack 1 (SP1) is now available to the public. SP1 will bring improvements in the functionality and usability of SalesLogix v7.2 and I think many of you will be quite happy with what you see when SP1 is installed. Here is a reminder of some of the improvements SP1 will include:

Usability Improvements: menu bar improvements, right mouse buttons, complete activity improvements
Customization Experience Improvements: creating bundles from a specific date, Quick Form improvements, Codeless Customizations Wizards
Platform Improvements: Web-Windows Authentication integration, web site pre-compile
Defect Fixes

Looking ahead, Service Pack 2 for SalesLogix v7.2 is slated to be released at the end of December and I will provide you with what SP2 entails when I have more details. Also, for members that are on SalesLogix v6.2 the final Service Pack (SP7) will be available in the first quarter of 2008. SP7 will make SalesLogix v6.2 compatible with Windows Vista.

Have a great day!

-Brianna
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Sneak Peak - 2007 Annual Report Cards

2007-10-24T23:20:00Z

Sage Software as the Company of the Year in the Business Software - Strategic category, and in the Business Software - Management category!

I want to give everyone a heads up on how Sage Software is performing against its competitors - pretty good! Below you will find a chart highlighting different features Sage Software was judged on and how the competitors rank. You can view the complete report in the October issue of VARBusiness.

2007 Annual Report Cards: Business Software - Strategic

VARBusiness' Annual Report Cards assess solution provider satisfaction with their vendor partners. Thousands of interviews were conducted in which solution providers rated their own vendors on eighteen specific criteria, in fifteen technology categories.

Criteria	Importance*	Sage	Microsoft Business Solutions	Business Objects
Quality and Reliability	1.14	72	74	63
Richness of Product Features / Functionality	1.05	69	74	70
Technical Innovation	1	63	73	68
Compatibility & Ease of Integration	1.04	70	72	63
Marketability	1.05	72	70	67
Services Opportunity	1.04	80	71	58
Sales Support	0.96	72	65	58
Maintenance Support	0.95	70	61	50
Quality of Field Management	0.87	66	63	57
Market Support	0.96	70	60	57
Training	0.95	67	60	64
Partner portal	0.87	62	65	58
Solution provider program	0.98	70	66	61
Communication	0.98	71	61	63
Manages Channel Conflict	0.95	68	56	55
Revenue & Profit Potential	1.12	72	66	60
ROI (Return on Investment)	1.02	71	63	59
Ease of doing business	1.07	69	63	57
Weighted Total		70	66	61

Key:

## Highest score in category
## Lowest score in category

Product Innovation Scores

Support Scores

Partnership Scores

Importance*: Solution Providers rated the importance of each criteria. Ratings are reported as an index to the average category importance score, with 1 designating average importance.

-Brianna
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Service Pack 1 - New Schedule

2007-10-04T21:06:00Z

Release Has Been Pushed Back

Hello Good Training members and visitors. I just received news concerning the release of Service Pack (SP) 1 that was supposed to be released next week - SP1 has been postponed and will now be released and available for the public October 19th. SP1 is for SalesLogix v7.2 and will include:

Usability Improvements: menu bar improvements, right mouse buttons, complete activity improvements
Customization Experience Improvements: creating bundles from a specific date, Quick Form improvements, Codeless Customizations Wizards
Platform Improvements: Web-Windows Authentication integration, web site pre-compile
Defect Fixes

SP1 has been pushed out for extra testing which should translate into a better release.

-Brianna
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HP and Sage Work Together to Simplify Deployment

2007-09-27T18:39:00Z

New for SalesLogix v7.2

Early this week Sage Software and HP announced a partnership that is meant to help simplify deployment for the latest version of SalesLogix - v7.2. New reference configurations were created and are a part of the HP Business Intelligence portfolio which aims to help companies make better business decisions. The new reference configurations spell out the key hardware, software and service components needed to have a successful deployment. If you're interested in reading a bit more about this, you can do so here...

-Brianna
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Missing Functionality? Help May Be On The Way!

2007-09-21T19:05:00Z

Service Packs for SalesLogix v7.2

If your company has upgraded to SalesLogix v7.2 and you feel as though a few things are missing, you could see an improvement before the end of this year. Recently I came into possession of the Service Pack release schedule for the rest of the year and I thought I'd share it with you:

SalesLogix 7.2.1, Service Pack 1 - ETA: Mid October. SP1 will bring right-mouse click menus, development wizards, enhanced entity management, and usability enhancements such as a new toolbar, font modifications, resized areas, etc.
Leads Bundle for SalesLogix Web - ETA: Mid November. This bundle will give the Web Client complete Lead functionality which is currently found in the LAN (Local Area Network) client, including the ability to import and convert to contacts.
SalesLogix 7.2.2, Service Pack 2 - ETA: Mid December. SP2 will bring back web viewer licenses, many more usability enhancements, an increased extensibility model for the Application Architect, and much more!

As you can see, if you're using SalesLogix v7.2 there is much to look forward to!

-Brianna
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