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SARATOGA CRM ROADMAP

Pierre Custeau
Executive Vice-President, Product Management & Development, CDC Software
Highlights

•   Updates to Thin Client access method
•   Collaboration and Productivity Tools
•   Platform enhancements
•   Toolkit enhancements
•   Applications




                                           2
OUR VISION                                      CUSTOMER
                                                RELATED
                                                (Unstructured)
                                                DATA

Social Collaboration
                                                        Data
                                                        Services




       Productivity Tools

                                                         Service
                                                        Providers
                       BACKOFFIC
                               E




                                   Data Visualization              *company logos are used for
                                                                   illustrative purposes only


                                                                                          3
Thin Client
Main objective: Enhance usability
• Enhanced navigation – will also allow us to
  provide applications that are similar to Pivotal’s
• New Dataviews - Will scroll vertically and
  behave more like familiar web 2.0 applications
• Layout and cosmetic changes
• Support for all major browsers and operating
  systems
• Better support for application mashups


                                                       4
Collaboration and Productivity
• Provide support for additional email and
  scheduling platforms
• Social Media and Enterprise 2.0 capabilities for
  social collaboration
• Document Management
• Provide mobility collaboration features




                                                     5
Platform enhancements
• Better code merge and source control
  capabilities
  – Allow co-development in multiple developper
    environments
  – Will allow CDCS to deliver easy to install application
    modules
• Enhanced SSO and support for Federated
  Identities
• Better Cloud deployment capabilities



                                                             6
Applications
• Will port over some of the applications that are
  currently available on Pivotal CRM
   – Marketing Resources Management
   – Contact Center
   – eMarketing
   – Data Management Module
   – Sales Force Automation
• Considering development of new Vertical Apps




                                                     7

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SARATOGA CRM ROADMAP HIGHLIGHTS

  • 1. SARATOGA CRM ROADMAP Pierre Custeau Executive Vice-President, Product Management & Development, CDC Software
  • 2. Highlights • Updates to Thin Client access method • Collaboration and Productivity Tools • Platform enhancements • Toolkit enhancements • Applications 2
  • 3. OUR VISION CUSTOMER RELATED (Unstructured) DATA Social Collaboration Data Services Productivity Tools Service Providers BACKOFFIC E Data Visualization *company logos are used for illustrative purposes only 3
  • 4. Thin Client Main objective: Enhance usability • Enhanced navigation – will also allow us to provide applications that are similar to Pivotal’s • New Dataviews - Will scroll vertically and behave more like familiar web 2.0 applications • Layout and cosmetic changes • Support for all major browsers and operating systems • Better support for application mashups 4
  • 5. Collaboration and Productivity • Provide support for additional email and scheduling platforms • Social Media and Enterprise 2.0 capabilities for social collaboration • Document Management • Provide mobility collaboration features 5
  • 6. Platform enhancements • Better code merge and source control capabilities – Allow co-development in multiple developper environments – Will allow CDCS to deliver easy to install application modules • Enhanced SSO and support for Federated Identities • Better Cloud deployment capabilities 6
  • 7. Applications • Will port over some of the applications that are currently available on Pivotal CRM – Marketing Resources Management – Contact Center – eMarketing – Data Management Module – Sales Force Automation • Considering development of new Vertical Apps 7