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!

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

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

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

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.

Register now!

-Brianna

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

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.

Register now!

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

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

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

 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

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

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

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

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

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.

 -Brianna

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

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 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.

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

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

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.

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

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.

 -Brianna

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