| |
|
|
|
-
New YouTube video from Sage. "Sage SalesLogix Cloud: Storage Discovery", is the next quick, lighthearted video from Sage in their SalesLogix Cloud YouTube series. The newest video highlights the storage capabilities of SalesLogix Cloud (obviously), another reason a move to the cloud may be right for you. Check out previous blogs for links to the Cloud Computing 101 and Cloud Computing 201 videos. -Brianna
|
-
Newly updated. Upgrading to SalesLogix v7.5.3, or thinking about it, and wondering what are the difference between the newest version and what you're using? Check out the SalesLogix v7.5.3 Client Comparison Chart for an easy to read, side-by-side comparison of versions v6.2 Windows and Web through v7.5 Window and Web. -Brianna
|
-
Are you ready? In case you were not aware of this announcement: Sage
Introduces Sage Business Care
We
are pleased to announce that effective September 1, 2010, Sage is introducing a
comprehensive software assurance and support program called Sage Business
Care. Sage Business Care will deliver a similar support experience across
all product lines and improve the value we provide to customers. Sage
Business Care will be available to Sage SalesLogix customers in three levels:
Gold, Silver, and Bronze:
- Gold
includes software assurance plus premium customer support, training offerings,
and software discount.
- Silver
includes Software Assurance and five support calls.
- Bronze
offers Software Assurance and online self-service help to customers entering
their second year with Sage SalesLogix.
Sage
SalesLogix customers will be given the opportunity to update their current
maintenance and support plans to Sage Business Care at the time of their next
renewal. Talk to your Business Partner to find out how this will effect your current M&S plan. -Brianna
|
-
The wait is over. From Sage's announcement yesterday: Sage
SalesLogix v7.5.3 for On-premise Now Available
I
am pleased to announce the availability of Sage SalesLogix v7.5.3 for
on-premise. Sage SalesLogix v7.5.3 features numerous enhancements such as
desktop integration, a new web administrator tool, role-based security for the
Web Client, and sleek new widgets for the newly refreshed personal workspace
tabs.
Highlights
of Sage SalesLogix v7.5.3*
- Welcome Page Widgets:
Coupled with a visual refresh to the Welcome page, v7.5.3 offers new
widgets enabling users to further personalize their Welcome page and workspace
tabs and share that content with other users. The refreshed Welcome Page gives
you quick and easy access to the information you use the most.
- Web Administrator Tool:
While this does not replace the current Sage SalesLogix
Administrator, it does let you access common administrator tasks via the web,
such as managing users and teams, pick lists, products, lead sources, library,
teams, users, roles, and more.
- Desktop Integration:
Drag
and drop attachments and email from Microsoft Outlook, perform mail merge,
export to Excel, drag and drop Library files (administrator only), and much
more.
* Features
available in Web Client only
-Brianna
|
-
Finding the source. From my co-workers technical support blog: "At times I have been asked how can I increase the performance of
SalesLogix. For systems using SQL2005 or SQL2008 the slowdown may be
corrected by adding an index to the table that the SalesLogix script
queries. The trick is finding where the bottleneck resides. My
suggestion is to use the SLXProfiler when a significant slowdown occurs
and record the sql logs. Then examine those logs for queries that take
significantly longer. For example, one query on the history table was
taking 871.3167 milliseconds to execute while the average time for other
queries on history table were under 5.0 ms. How do we improve this
performance lag? One way is to minimize the amount of history
distributed to remote users and another way is a custom index. Next
week's topic will discuss the steps to create that index."
-Brianna
|
-
Sage presentation on August 24th. If you'd like to get a better idea of what CRM in the Cloud means and the possible benefits of a switch sign-up for next Tuesdays webcast at 10:00am PDT / 1:00pm EDT. Some details: This FREE live webinar will help you to understand the top
considerations for cloud-based and on premise-based CRM solutions, and
to determine whether, where and how best to combine and leverage them in
ways that benefit your customers and your business.
Sign up now and plan to attend this event to discover:
- What to look for in the latest crop of CRM solutions and how they
work to help you reach more profitable customers and enhance the
customer experience you offer
- How the rapid time-to-value of a traditional, on-demand solution can
be combined with the security and control of an on-premise solution to
give you the best of both worlds
- What evolving CRM solutions can provide you in terms of information
and insights and how they can better help you in your sales and
marketing planning, managing, and forecasting
A Chance to Win
Live attendees will be entered
for a chance to win an iPod Nano. One winner will be selected from the
audience by random drawing.* -Brianna
|
-
Running a little behind schedule. In July, Sage was hoping to have SalesLogix v7.5.3 ready to go for the Web and Cloud by the beginning of August, and for the Windows client by the end of August. It looks as though things have been delayed a bit. If you were planning on upgrading to v7.5.3, the delay may be a bit frustrating, but it is better than adding a Service Pack with a bunch of issues. The second release candidate for SalesLogix version 7.5.3,
or better known as SP3/R2, was just released last Friday. I think we can expect to see the Gold release soon and I'll keep you posted on Sage's progress. -Brianna
|
-
A follow-up to last weeks post...
From my co-worker:
"Last week I blogged on the deployment of the Disconnected Web Client.
Today's post discusses the issues that could arise on the Installation
of the Disconnected Web Client. If you have deployed in Application
Architect and ran the sync server, then the remote users should be able
to run sync, apply the changes, and open the personal web server and
then the SLXClient. They are now using the Disconnected Web client
against a remote database. They will need to sync back to the
production server. What happens when the SLXClient does not open on the
remote computer? Well it could be that the deployment did not put the
required files in the slxLogs\PortalDeployments folder. If that folder
is empty and the SLXClient is grayed out on the remote then run the
Disconnected Web Client deployment again, run the sync server again and
have the remote run sync as well. If the remote ran a sync and the
SLXClient attempts to open and returns an error "Could not load file or
assembly 'Sage.SalesLogix.Web', or one of it's components. then something
has not installed correctly. We compared the folder structure on two
different remote computers and found that the SLXClient Bin folder was
missing on one system. To correct, copy the entire SLXClient folder
from the working computer to the other system and edit the
connection.config file to point to the correct system. Reinstalling and
repairing the installation did nothing."
-Brianna
|
-
Some helpful information. From a coworker's blog: "What we are looking at today is one aspect of the entire Disconnected
Web Client piece. We will assume that the remote users have already
been created and the appropriate synchronization rules are in place as
well as a remote database has been installed on each remote users
system. Now that the fundamental requirements are in place, our
deployment is in order.
When we ran through the steps to deploy the Disconnected Web Client it
looked just like all of the other deployments - configure your settings,
pick your unique port, save, and deploy. Well those steps were proven
to be inadequate. What must be done is to configure your settings,
select your port, and make sure you use the deploy all option under the
Disconnected Web Client main screen. Then the deployment actually ran
correctly and put the personal web server files in the slxlogs subfolder
and they in turn did sync out to the remote client. After those files
are synced the personal web server is available for use against the
remote db."
-Brianna
|
-
Hint: It's not a menu item or an icon. We recently had a SalesLogix user ask a question about the Import Wizard - does it exist and if so, where does one find it? Here is Dale Richter's response: "Good Morning Everyone,
I had a question this morning about the SalesLogix import wizard. OR
...should I say, does it exist?
I have been working with SalesLogix for a long time and I often
forget that some users are new to the product. The Import Wizard that is
available to SalesLogix users and is located in the SalesLogix directory. It is not a feature that is accessible within SalesLogix interface.
In other words, you cannot go to a Menu Item or an Icon and open the
Import Wizard. You can find the Import Wizard within the SalesLogix
Directory on your computer, if you are running the LAN client. If not,
you can also find it in the SalesLogix directory on your SalesLogix
server.
One you find the importwiz.exe, you are able to double-click on it
and run the Wizard. This wizard will enable the users to import basic
.csv files or Excel Files.
Check it out, it saves a lot of time when trying to get some basic
information imported.
There is also a video on youtube.com/customerfx that will show you
how to import.
Dale Richter" -Brianna
|
-
Here is what when wrong... My co-worker recently wrote a blog about why you might not have attachments when a new SalesLogix Remote database is created: "This problem is usually due to not setting the Send Attachments option
when creating a new database.
Here are your options. You can re-cut the Database and select the Send
Attachments or you can copy the Attachments folder from the Central site
to the remote user. There is no way to request re-synchronization of
attachments." If you are missing attachments in remote db now you know why and what to do. -Brianna
|
-
What do you get if you upgrade... If you are using SalesLogix Web/Cloud you already have access to v7.5.3, if you are using the Windows client you will have to wait a bit longer but here is what you will get: New Web
Administrator Tool:
This new tool does
not replace the current SalesLogix Administrator, which you’ll still have to
access to do some things; however the new Web-based administrator lets you
access common administrator tasks via the Web such as managing users and teams,
pick lists, products, etc.
·
Competitors - add,
edit, or delete competitors that can be associated to an opportunity.
- Departments - add,
edit, or delete departments that can be used as a specialized team.
- Lead Sources - add,
edit, or delete lead sources that identify how a contact or lead was created.
- Literature Items -
add, edit, or delete literature items available for literature requests.
- Library – add,
edit, or delete library folders and documents.
- Pick Lists - add,
edit, or delete pick lists to help users improve data consistency.
- Products and
Packages - add, edit, or delete products and product packages (a collection of
products) that can be associated to an opportunity or sales order.
- Teams - create and
manage teams that can be used to define account ownership and access.
- Users - add users,
manage profiles, and set security.
- Roles - manage a
user's access to Web Client features by role.
Enhancement to
Library
·
Manage Library
folders and documents.
Update to
Literature Requests
·
Fulfill, complete,
or reject literature requests.
Desktop Integration
for:
·
Drag and Drop
Attachments
- Drag and Drop
E-mail from Microsoft Outlook
- Outlook Integration
- Send SLX and Record to History
- Mail Merge
- Export to Excel
- Drag and Drop
Library files (Administrator only)
All of these
features are browser agnostic, i.e., Firefox or Internet
Explorer.
Sleek New Welcome
Page Widgets
Coupled with a
visual refresh to the Welcome page, v7.5.3 offers new widgets enabling users to
further personalize their Welcome page and workspace tabs and share that content
with other users.
·
Group List Widget:
customize to show a list for any entity or group within an entity, set list to
show top number of records (e.g., top 10 opportunities), and work with it /sort
it as you would a standard grid
- Link Widget: lets
you bookmark your favorite areas or entities in the product or even favorite
Websites or sources outside Sage SalesLogix
- Charting Widgets:
create custom charts for any entity, group, dimension (filter) and metric that
enable you to analyze data including bar, column, funnel, line, and pie
charts
-Brianna
|
-
Another video :) If you are like me, you probably cracked a smile while watch the Sage video, Cloud Computing 101. Sage has another video, Cloud Computing 201, that provides a look at why SalesLogix Cloud is different from other SaaS CRM solutions. Yes, Professor Crumblehorn will walk you through this topic as well. -Brianna
|
-
How to make it happen. My co-worker recently wrote a blog post about how to set-up E-Marketing with SalesLogix Cloud: "This procedure requires a Swiftpage Account and Swiftpage username and
password. If you do not have an account go to www.Swiftpage.com and open
a new account. Now use the Application Architect to install the
required web bundle, SageSalesLogixEmarketing_v7.5.2.16_Web.zip, for
Saleslogix Version 7.5.2 or SageSalesLogixEmarketing_v7.5.2.18_Web.zip
for SalesLogix Version 7.5.3. After you have logged into the SalesLogix
Cloud with RDP use the Application Architect to install the Web
bundle. If you have not installed the LAN version of E-marketing make
sure you turn on the schema so your tables and forms are created. After
the installation make sure to run the build interfaces, rebuild web
platform and then deploy the portal. After these three tasks have
completed open the slxclient as administrator and open the Options. In
the Options you will now see an E-marketing tab where you can set up
your Account. Once you have added the Account Name, Account Password,
and set up the Primary user and Swiftpage user hit next and your account
will be successfully setup!"
Not too hard and another reason why moving to SalesLogix Cloud might be the right decision for your organization. -Brianna
|
-
2010-2011. I sat in on a Business Partner call about the future of SalesLogix and I thought I'd share the Top 10 Usability Priorities for the coming year: - List Views Selection Mechanism
- Contextual Menus
- Activities and Calendars
- Notes
- Insert Account/Contact
- Filters
- Keyboard Controls
- Branding
- Improved MRU List
- Inline Editing/Grids
-Brianna
|
-
What is cloud computing? A cute, humorous look at what cloud computing is and why a move to SalesLogix Cloud can be a good thing - Cloud Computing 101 . -Brianna
|
-
Now available! Quick blurb from an email I received today from Sage:
"Sage SalesLogix Cloud Launch
Announcement
I am pleased to
announce the launch of Sage SalesLogix Cloud in North America! Sage SalesLogix Cloud
is an important release for Sage SalesLogix, opening new market opportunities,
providing a unique customer value proposition and expanding our market-leading
buying and ownership experience. " Talk to your business partner if your are interested in moving to the Cloud. -Brianna
|
-
And here is why... Recently one of my co-workers wrote a blog titled, "7 Ways SalesLogix Cloud Beats Salesforce.com", and the reasons are great so I thought I would share a few: "1. Less than Half the Cost. Way less. SalesLogix Cloud is actually
closer to 1/4 the actual cost of Salesforce.
2. Twice as Easy to Use. At least. Building a simple call list in
Salesforce takes 13 steps. SalesLogix Cloud? 5 easy steps.
3. SalesLogix Cloud is Full CRM. Sales, Marketing, Service,
Support. Salesforce is sales and marketing. You need to buy Service
Cloud for service and support.
4. Integrated CRM. SalesLogix Cloud is a single 360 view app.
Salesforce still clings to the discredited silo structure. Separate
silos for Sales and Marketing and Service and Support." The read the remaining reasons here. -Brianna
|
-
Commitment to customer experience. I found an article in CRM Magazine about the Sage Insights Partner Conference, below are a couple of paragraphs: "Sue Swenson appeared to breathe a sigh of relief last week. As
the president and chief executive officer of Sage North America took the
stage of the Wells Fargo auditorium here to open Sage Insights '10,
Sage's annual partner conference, the opening remarks stood in stark
contrast to her keynote at last year's Insights event. "I'm happy to see
the economy improving," Swenson said. "Even though it's bumpy and
choppy, at least it's bumpy and choppy on the way up." She admitted
that, in retrospect, her 2009 keynote in Nashville had not been a happy
one. Whereas the theme of that event involved going back to basics, she
said, 2010's theme is about embracing new opportunity. Swenson
told Insights attendees that Sage is serious about making and keeping
commitments. She said that not only will Sage commit more readily to
product reviews to measure and fulfill product objectives, but it will
also renew its commitment to customer experience. To that end, Sage
launched a new customer experience workshop for partners, to help them
ensure they're meeting the needs of customers."
You can read the entire article here. -Brianna
|
-
Check it out!
Sage is pleased to
announce that the brand new www.sagesaleslogix.com website and a
completely revamped www.sagecrmsolutions.com website, are now
live!
Both of these websites have been designed to create
a better end-user experience, including:
- New look & feel with refreshed branding
- Shorter, easier to scan and read copy that
has been re-written and re-optimized for search engines
- More use of in-context links to screen shots,
customer quotes, collateral, etc
- Consistent call to action throughout the
website so users can quickly request more information, sign-up for a
free trial or register for a demo
-Brianna
|
-
Revamped and renamed, coming in 2010. Sage has changed the way maintenance and support is offered to SalesLogix customers through what they are hoping to be a simplified program. The new offering, called Sage Business Care, has 3 different levels: - Gold
provides the highest level of customer support, including Software Assurance,
automatic software upgrades, and the fastest access to unlimited product support
and advice from our most capable customer service representatives.
- Silver
includes Software Assurance and a specified number of support calls.
- Bronze
offers Software Assurance and online, self-service help.
Sage Business Care will be rolled out to SalesLogix customers sometime during 2010. Contact your Business Partner if you have questions. -Brianna
|
-
Who would have guessed? I'm not a person that usually geeks out over new technology. When the iPad (I really dislike the name) came out, I thought that it was really cool but not something I would buy. I mean, I already have a laptop for my internet surfing and video watching, and it didn't seem like it would be able to do much more. I learned something new today from my co-worker Scott Weber - SalesLogix Cloud is fully functional on the iPad. "Today, I was sitting on the beach in Hawaii sending Word merge forms to
my SalesLogix
Cloud Leads through Outlook. Then, I scheduled and completed some
phone calls, sent some emails from Outlook with attachments which I
saved to SalesLogix history and updated a few Opportunities. Whats so
special about this? I was doing it all from my iPad and not a laptop. I
know what your thinking, this cannot be true; well it is! All except
for the fact that I was really sitting on my porch and not on the beach
in Hawaii, oh well." Interested in how he was able to do this? Read his blog here. -Brianna
|
-
New release date. I just received the following communication from Sage regarding the release of SalesLogix Cloud Phase 1: Important
Update: Sage SalesLogix Cloud Launch
To
ensure the highest level of quality and operational readiness, we will need to
make a slight shift in the availability date of Sage SalesLogix Cloud. Rather
than the previously communicated availability of May 18, 2010, the revised date
is the week of June 7, 2010. We will extend the Phase .5 program and pricing for
any customers or prospects that sign a contract on or before June 7, 2010. As
you will see below, we still intend to leverage Insights for our external
launch. So, it is a little disappointing that the SalesLogix Cloud Phase 1 won't be out next week, but at least Sage is trying to ensure that it will be a quality release. -Brianna
|
-
You just may boost revenue. Below are a couple paragraphs from an article by Anupam
Agarwal, Eric
Harmon,and Michael Viertler about
how to cut your sales cost and increase revenues: "There's a reason companies fear experimenting with the sales force:
It is the engine that drives revenue. Yet extraordinary economic
times force companies to take every opportunity to cut costs and arrest
declining revenues and margins. Unfortunately, two common mistakes often
result: trimming only the back office or instituting across-the-board
cuts that include frontline sales reps. While both mistakes are
understandable, they're likely to yield disappointing results. Cutting
the back-office budget may have worked in the past, but greater
complexity has made support functions essential. Also, not all sales
efforts are equal, especially in a downturn. It's crucial to determine
where cuts will hurt customer perceptions and buying behavior." Want to read more? You can read the entire article here. -Brianna
|
-
Phase 1 is just around the corner. Sage has slated May 17, 2010 as the beginning of SalesLogix in the cloud Phase 1, and it's coming up fast! I have some pricing info for you, and compared to other SaaS providers the pricing is amazing: Named User: $65/mo
Concurrent User: $100/mo
Named User Migrated from on-premise: $35/mo
Concurrent User Migrated from on-premise: $40/mo Can you believe this pricing?! You get a great deal whether you are new to SalesLogix cloud or migrating.
-Brianna
|
-
What to expect... I sat in on a Sage Business Partner conference call today that focused on SalesLogix cloud. Coming in SalesLogix v7.5.3 cloud you can expect some great functionality: - Drag and drop email to history - I know many of you were looking for this!
- 100gb of storage per 50 customers
- Advanced End-user configurable Web Dashboards
- Centralized Web Admin
- Firefox support for SendSLX, Mail Merge, and Excel Export
- On that note - Full Firefox Support
- Welcome Page improvements
And many more items...too many for me to remember! They do plan on making the functionality of SalesLogix v7.5.3 available in the Windows client, tentative time frame of October 2010. -Brianna
|
-
June 30, 2010. Sage recently announce that the Welcome Back Program has been extended until June 30, 2010. This program is aimed at companies that have let their SalesLogix Maintenance & Support expire and offers a discount on reinstatement. If you are on an older version of SalesLogix - v6.2 or earlier - this program could help you bring your system up to speed. I have attached a PDF with the program details. -Brianna
|
-
Get a high-level overview. Last week I let you know about the availability Saleslogix E-marketing for Windows and Web clients. While I'm sure you are excited about the availability of this marketing add-on, you probably would like a bit more information before considering a purchase. If you are wondering how you will be able to improve your e-marketing efforts and results, check out this white paper. And don't forget that you can sign-up for a free trial . -Brianna
|
-
Announcement from Sage. Yesterday I received the following announcement from Sage: "We
are pleased to announce the availability of Sage
SalesLogix E-marketing, an on-demand email campaign service for Sage SalesLogix
users! Now available for Sage SalesLogix v7.5.2 LAN and Web.
Sage
SalesLogix E-marketing, is a cloud-based marketing automation solution, a
"Connected Service" powered by Swiftpage that integrates with and extends the
e-marketing capabilities of Sage SalesLogix.
Sage
SalesLogix E-Marketing enables your customers to reach out to their contacts,
grow their customer base, nurture and qualify leads, and automate sales and
marketing practices. It is a fully integrated e-marketing solution, that lets
users create campaigns and view history, interactions, and results -- all from
within Sage SalesLogix. Reports show open and click rates and trends over time
so users can understand which campaigns bring the most success. And, Sage
SalesLogix E-marketing is powered by Swiftpage so emails are sent out through
their powerful and reputable servers ensuring users remain compliant with the
latest spam laws and increasing the likelihood that communications will reach
their intended inbox." If you are interested in utilizing this SalesLogix add-on talk to your Business Partner. -Brianna
|
-
-
What Are Contacts?
Contacts are key people associated with an account. You can enter your personal contacts into SalesLogix to help you maintain your personal schedule.
You can use the Contact Detail view to work with and record in-depth information about a single contact, or the Contact List view to work with contacts in a spreadsheet-type format.
Here are some of the features that are available to help you manage your contacts:
-
Create groups to work with a subset of contacts. You can create groups based on specific sets of conditions, or by individually choosing contacts.
-
Attach a process to a contact or group of contacts to automatically provide a customer follow-up or to perform a repetitive task.
In addition, you can share your SalesLogix contacts with a variety of Groupware applications, such as Microsoft Outlook, GroupWise, and Lotus Notes by using the Intellisync for SalesLogix feature. By synchronizing your contacts to these Groupware applications, you can share information with non-SalesLogix users more readily. You can also synchronize this data to your PDA of choice from the Groupware application.
Have a question about working with Contacts in SalesLogix? Get it answered here...
Need training courseware on using Contacts? You'll find it here v7... or v6... or v5...
-
|
-
The official name for the new integration. Yesterday I notified you that Sage and Swiftpage will be releasing a new version of the email marketing tool. Today I sat in on a conference call and this is what I learned: - The new version's integration will work with both the SalesLogix v7.5.2 Windows and Web clients, either separately or simultaneously.
- The official name for this version will be SalesLogix E-marketing
- Sage will begin making announcements to SalesLogix customers on April 12th.
- Customers that choose to pay for one year up front, as opposed to month-to-month, will receive a 10% discount.
-Brianna
|
-
Integration! The next generation Swiftpage Integration for SalesLogix Web and Windows
versions was announced and the it should be released soon. I know many of you who went to the SalesLogix Web client have been waiting for this day, and now you will be able to access this email marketing and online survey solution. As I gather more details I will pass them along. -Brianna
|
-
Now available. Yesterday I received the following announcement from Sage: "Sage SalesLogix ERP Link v3.0.1 focuses on compatibility and
performance improvements to enhance the user experience,
including: - Compatibility with the latest releases of Sage MAS
500 v7.3 and Sage SalesLogix v7.5.2
- Performance improvements for both loading account
information and syncing process to improve the user experience
- Enhancements in contact and address syncing to
help maintain data integrity
- Reduces costs by eliminating the need to run Sage
SalesLogix on the ERP Sync Server
Customers using ERP Link SP1 with Sage SalesLogix 7.5.1 and MS SQL Server 2008, will need to apply Sage SalesLogix 7.5.1 HF 48, which addresses an issue
with the Sage SalesLogix Provider and .NET extensions. SalesLogix 7.5.1 HF 48 is
expected to be released by April 9, 2010. You can access Sage SalesLogix ERP Link v3.0.1, and the above mentioned Hot
Fixes by logging onto the Sage SalesLogix FTP
site, or by visiting Support Online." -Brianna
|
-
A few items of interest. I have picked up some information regarding SalesLogix Web and SalesLogix in the cloud: - A new release of Swiftpage that will work with the SalesLogix Web client will be released in early April. If you are looking for a tool to help you with your email marketing campaigns you may want to check it out.
- The SalesLogix developers have been working on a complete replacement
for the current Windows based Administrator application and it looks
like it is not far from being released. You access the Admin area right
from the Nav bar within the SalesLogix Web client and depending on your
admin privileges,
you can do all of the same things that you formerly could only do
through the legacy Administrator application and LAN client. Also in
this new web interface is picklist management as well as all the other
admin type applications that currently you need the Windows based sales
client to access.
I'll keep you posted as these items become available. Happy Monday! -Brianna
|
-
Anytime learning. Sage recently announced a promo that they are running through March 31, 2010. See details below: For a limited time, customers who previously registered or attended
either of our recent educational webcasts (Earn A Customer For Life or
Streamline Your Sales Methodology) are eligible to receive a 5% discount
off of our Sage SalesLogix Anytime Learning classes, or 5% discount
towards the purchase of Sage SalesLogix products or licenses. -Brianna
|
-
Some information from Sage. Below is information from Sage regarding security for SalesLogix in the Cloud: On security, the SalesLogix Cloud solution has multiple levels of
security, including Amazon’s security, SalesLogix environment security,
and SalesLogix application security. Here is a link to Amazons security
measures: http://developer.amazonwebservices.com/connect/entry.jspa?externalID=1697 On the SalesLogix Environment security, we have implemented the
following measures:
- The environment is a 2 server setup (web and
database) Separate web and db servers – only internal traffic is
allowed between the web and database servers.
- Firewall with tightly
locked down ports – With the default configuration only ports 80 and
443 are open on the web server only and port 3389 is open on both
servers. For further security, we can also limit these ports to
specific ip addresses or ip address ranges.
- SSL – The site is
secured with an SSL certificate
- Backups – Backups take place
nightly.
- Strong Passwords are implemented throughout the system -Brianna
|
-
A simple break down. A common question that we hear from SalesLogix users with Crystal Reports is how to setup parameters. A recent blog post from George Jensen gives a simple break down to accomplish this request. Below are a couple paragraphs from his blog: "Recently I was asked to provide some help to a client on something
that is very simple and very easy to accomplish. I have covered this
same topic in a lot of my blogs posts but this very simple task is
buried in with a lot of other detail, so I thought it would be a good
time to just simply write about using parameters in Crystal Reports to
bring it out front and center for the reader to use.
The set up for this post is you have a report that you want to
choose whether or not to display certain
information when the document is run. In this instance we will use the
detail section of the report.
There are two items that work together to make this happen, a parameter and a formula." You can read the blog in its entirety here. -Brianna
|
-
Ending soon... The .5 phase of Sage's SalesLogix Cloud initiative will end in May 2010, and this means the end of the special promotion pricing of $20/user/month. You can still take advantage of this special pricing, and take advantage of special pricing for 24 months after the end of phase .5. Contact your Business Partner to find out how. -Brianna
|
-
Same program, new name. A couple of weeks ago I wrote a blog post about a M&S reinstatement program for SalesLogix. In that span of time Sage has renamed the program - Sage SalesLogix Welcome Back Program - and made a few minor adjustments. Below is a excerpt from the .PDF: Through the Welcome Back program:
• Stay competitive with the newest release of Sage SalesLogix and a
reduced Software Upgrade fee to do so.
• Take advantage of a reduced rate for Sage SalesLogix ClassicCARE
Maintenance and Support, reserved for loyal customers like yourself.
• Kick start the transition to the current version with a rebate on
the professional services provided by your Sage SalesLogix
Business Partner.**
• Review where you are, where you liked to go, and how to get there
with a CRM Assessment.***
• Receive Technical Support for your Sage SalesLogix solution from our trained support staff. If you are interested in learning more, please see the attached PDF.
|
-
Just released.
Sage released hot fix package 01 for SalesLogix v7.5.2. This hot fix will correct the following issues:
Defect Description
1-72326 Group returns no results when there are more than 10 conditions on the group.
1-72369 Database changes in the Web Client are not filling the LongNotes field in the History table.
1-72411 The results for Phone Call, Meeting, and To-Do pull the incorrect pick list values for Result when completing an Unscheduled Activity.
1-72412 Modifying Area-Category-Issue values causes the ACI view to freeze.
1-72413 Editing a recurring activity changes the contact name to the Primary Contact.
1-72414 Changing the address on a contact triggers a change to the address on all contacts, but it should not.
1-72415 The ampersand symbol is converted to '& amp' in a group condition.
This hot fix requires version 7.5.2. Do not install this hot fix on any other Sage SalesLogix version. Contact your Business Partner or go to http://support.saleslogix.com to obtain the hot fix.
-Brianna
|
-
Hot fix available.
If you are using a Web Viewer license in SalesLogix v7.5.1 you may have noticed that you are unable to enter notes in a record. Inserting a note on a record is part of the functionality of a Web Viewer license. If you are experiencing this issue you will need to utilize Hot Fix 32, or upgrade to v7.5.2 as this issue has been corrected in the newest version.
-Brianna
|
-
Access to top-notch support.
If you move to SalesLogix Cloud you will not have to worry about support. You will be provided with provisioning/setup, backups, hosting infrastructure support, and Windows and database maintenance from the Sage Service Operations team and you will still be able to rely on your Business Partner to help you with customizations, troubleshooting, etc. Life could get just a little easier if you move to the cloud. 
-Brianna
|
-
A few nuggets to share.
Yesterday I told you that I would be sitting in on a webinar with a focus on SalesLogix Cloud and that I would share info that I picked up. Well, here it is:
- There will be 3 different levels to SalesLogix Cloud, much like you are used to in the on-premise version. What is offered in each level will vary and this will be reflected in the cost. Tentative pricing, very tentative: $20 - $110 per named user per month, $97 - $165 per concurrent user per month.
- Each user will have 1 - 2 GB of storage. Size of storage depends on level.
- You will have deployment flexibility. This means you will be able to move from on-premise to Cloud or Cloud to on-premise depending on your needs.
- You will be able to be up and running within 1 business day of purchase.
- Sage is shooting for an April/May 2010 limited availability release.
-Brianna
|
-
A product brief hot off the press!
Excitement is growing about SalesLogix Cloud, but what do you really know about this product? I'm certain not enough, and that is why I have attached the brand new SalesLogix Cloud product brief to this post. Learn a little more and I will share more documentation as it becomes available.
-Brianna
|
-
SalesLogix Cloud that is...
SalesLogix Cloud is really picking up the pace and excitement is growing in the industry, as are positive reviews from analysts. Tomorrow I will be sitting in on a web meeting with Sage executives to discuss SalesLogix Cloud, topics that will be covered are:
-
Cloud and CRM Market Overview
-
SalesLogix Cloud Overview
-
Go-To-Market Plans
-
SalesLogix Business Partner Ramp-Up
As usual, I will share any important information I pick up. In the mean time, read this article.
-Brianna
|
-
A little sheet you might find handy.
Ok, maybe it's not that little. If your company has upgraded to SalesLogix v7.5.2, you may have noticed that there are not a large amount of new features but there are many things that now work much better. If you are interested in taking a look at all of the items fixed in this release I have attached a document just for you.
-Brianna
|
-
December 31st cut-off.
SalesLogix Today will cease to be offered when 2010 begins. This shift has been triggered by the SalesLogix Cloud initiative that has been gaining traction in the recent months and is due for public release in early 2010. If you are currently using SalesLogix Today you will continue to receive support from Applianz.
-Brianna
|
-
Software as a service, but different.
Have you ever wished that you could pay a monthly subscription fee for your SalesLogix licenses and have your data hosted on secure servers off site? If so, Sage may have the anser for you - SalesLogix in the Cloud. The public release for SalesLogix Cloud is scheduled for early 2010 but, as always, that is subject to change. Currently, Sage Business Partners are using it for demos and proof of concepts and select customers are testing a pilot version. Here are some of the benefits you can expect with the release of SalesLogix Cloud:
- Customers will have more control and input in upgrading to a new release. SalesLogix Cloud will be delivered as a “single tenant” solution that puts the customer in control of the timing of an upgrade, not the SaaS vendor.
- Flexible delivery – it may make sense for you to be on premise today and in the Cloud tomorrow. Or, one part of your company has a strong on-premise need while another is disposed toward SaaS. SalesLogix will provide choices for what’s best for your business.
- Data ownership. Your data is critical to your business. With SalesLogix Cloud, your will always have full access and use of your data since we use industry standard databases. If you move from the Cloud to on-premise you will be able to continue to use your data with SalesLogix on-premise.
- Full customization. Unlike multi-tenant solutions that necessarily need to restrict coding and customization practices, SalesLogix Cloud will have the full customization capability of SalesLogix as we know it today.
- Local partner support. With SalesLogix in the Cloud you’ll continue to enjoy an effective relationship with your existing SalesLogix Business Partner. They know your business and can provide the same helpful services as they always have.
I don't have pricing but I anticipate more information to become available in the next few months, and I will keep you up-to-date as usual.
-Brianna
|
-
Maybe this will help...
If you've encountered the message, "Cannot Login Non-Admin" when attempting to login to the SalesLogix v7.5.1 Application Architect, a change to the usersecurity table may help. My co-worker says:
"Open the table in SQL Server Management Studio and find the type field in the Admin user row. Change the value to "W" to allow the admin user to login to Application Architect."
-Brianna
|
|
|
|
| |