Helpful information for migrating from a prior Saleslogix 8.0 version to Infor CRM 8.1 including new capabilities for mobile, analytics, and flexibility with improved User Interface.

1. What’s New in Saleslogix 8.0 to
Infor CRM 8.1 2015
• Sage Software upgraded SalesLogix version 7.x to 8.0 core
release in Fall 2012 with major architecture technology
upgrade for web (Cloud) use.
• Swiftpage purchased Saleslogix in 2013 and provided 8.1 core
release in Fall 2013
• Infor CRM purchased Saleslogix from Swiftpage in Fall of 2014
and renamed it to Infor CRM
• Early 2015 saw the release 05 with rebranding for Infor CRM,
updated user interface for Web client, Mobile 3.2 and ERP
integrations.
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2. Infor CRM is a globally available product with:
• over 10,000 customers and 600,000 users
• across all major industry verticals and
• in market more than 15 years
• targeting SMBs, mid-market, and divisions of enterprises
• across multiple industries, Financial Services, Insurance, Manufacturing, High
Tech and Professional Services represent 65% of Installed Base
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3. “Exemplary for affordability,
architecture and channel; its large
enterprise focus coupled with
robust sales and marketing
features allow it to rise above
competitors in its space.”
Recognized by Analysts
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4. Customer successes and accolades
2012
Gartner and 1to1
Media CRM Excellence
Award
Harry Rosen
2013
2013 Gartner and 1to1
Media CRM Excellence
Awards
AgReliant Genetic
2013
Best Overall Value by
Info-Tech & placement
in champion quadrant

5. Flexible License and Payment
Purchase, finance, or subscribe – while maintaining full
ownership and control of your data.
License Options designed to leverage the
usage requirements of your critical roles
License Options
Named
Concurrent
Viewer
Flex
Purchase Options designed
to fit your budget
and financial strategy
Purchase Options
Buy
Finance
Subscribe
Flexible License and Payment Options
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6. Ease-of-
Customization
• Open architecture for
advanced customizations
• Codeless customizations in
v8
• Fully customizable
dashboards
Business
Integration
• Sage ERP integration
• MS Outlook integration
• Social media integration
• Web self-service
• Easy integration with third
party applications
Ease-of-Use
• Easy to use
• Intuitive user interface
• Easy to navigate
• Easy to learn and adopt
• Easy to personalize
Fast, Flexible
Deployment
• Available on-premise or in
the Cloud
• Fully web-based for rapid
roll-out and ongoing
administration
• Easy to use for rapid user
adoption
• Rapid ROI
• Low TCO
Ease-of-Anywhere
Access
• Fully web-based for
anytime, anywhere access
• Web access from any
HTML5 mobile device
• 24hr access to up-to-date
communications, calendar
and contacts regardless of
device or location
Your Rapid Route to CRM SuccessYour Rapid Route to CRM Success
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7. Saleslogix Version Comparison to v8.0
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8. Infor CRM Top 5 Reasons for Purchase
Freedom of
Choice/Easy
Unsurpassed
Usability
Enabling Today’s
Mobile Workforce
Great Integration
Grow, Change,
Differentiate w/o
Compromise
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9. Financial
Services
Manufacturing
Healthcare
Leisure
Insurance &
Legal
Infor CRM in Industries
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10. Business
Intelligence
Marketing
Integration
Business
Process
Management
Vertical
Solutions
Cloud
Infor CRM Ecosystem
Related Integrated Solutions
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12. Saleslogix 8.1 Core Release
 New widgets for more access to you data
 Upgraded reporting & analytics engines
 Schedule reports, manage running reports, archive, add
as attachments
 Sync Outlook contacts, tasks, activities, & email
 Infor CRM address book, attach SLX library items
 Outlook Sidebar* & Google Integration*
 Sync with Sage X3 ERP and Infor ERP’s (Syteline)
Enhanced Reporting &
Analytics
More Access to
Customer Data
 Modern Look & Feel, lots of new capabilities
 Purpose built – Data tells you its story
Next Generation Mobile
Experience
 Support for Chrome & Safari, Latest Firefox versions
 Desktop 64-bit support, Server side Export-to-Excel
 8.1 built on 8.0 Platform
Greater System
Compatibility
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4
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 Multiple attendees per activity
 Workflow engine to manage long running processes
 Social Buzz*, Social Context* & Social Profile*
Improvements to CRM1
* In beta following 8.1 release 12

13. Multiple Attendees for Scheduled Activities
• Add multiple
contacts or leads for
Activities
• Attendees saved
with History
• Manage leads,
contacts, and users
as contacts in one list
• SpeedSearch-based
Attendee lookup
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14. Managing Long Running Processes
• Administrator console for
long running processes or
Jobs
• Manage and schedule
jobs
• Manage running jobs,
view progress, cancel jobs
• Improvements to SData
job API such as support
for cron style scheduling
• Jobs managed by Job
Manager Service
• Highly scalable
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15. New Crystal Reports Experience, Updated Engine
• Updated engine – Crystal
2011 v13
• Run reports on-demand or
based on a schedule
• View report history
• Export to PDF, Excel, plus
others
• Views reports as a PDF
• Admin can view, schedule
and cancel reports
• Saved reports as
attachments
• Reports SData Endpoint
• Job Manager runs reports
– Crystal Server no longer
required
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16. Saleslogix Advanced Analytics 2.0*
• Updated BI Engine
• Simplified Installation:
– Guided installation wizard
– Fewer steps
• New visualizations available
• Compatible with modern
browsers and operating
systems
• New “Day in the Life”
dashboard and reports will
be delivered with Saleslogix
8.1
* Advanced Analytics is optional Add-on
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17. Manage your integrations
• Provides greater ease, flexibility, visibility,
and management of integrations within
Saleslogix
• Centralized location to manage all
integrations
• Simple, understandable interface to set-
up and manage integrations
• Out-of-the-box Integrations will be pre-
populated with the appropriate settings
• Enable Troubleshooting and Increase
Visibility into Sync Activity
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18. Outstanding Outlook Integration
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19. Outlook Desktop Integration
• Manage Contacts, Tasks, and
Activities in either Saleslogix or
Outlook
• User configurable experience
for:
– What, When, & Direction
• Schedule Activities with other
Saleslogix Users
• 64-Bit support
• Replaces Intellisync
• Sync Native to Saleslogix
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20. Anytime, Anywhere Access
Stay productive wherever you are with rich CRM functionality in the palm of your
hand.
• Available at no additional
charge for your Android™,
iPhone®/iPad®, or
Blackberry®.
• Configure to match user
preferences and work styles.
• Fast, task-oriented user
interface.
• Mobile-Only licenses
available for only
$25/user/month* (or 15 GBP
or 18 EUR /user/month)

21. Welcome Dashboards
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22. Mobile Client Updates for 2013
Mobile Client 2.1 – Feb, 2013
My Activities
Global Search
UI Enhancements for
mobile productivity
Add Opportunity Products
Multi-currency
Mobile Client 2.2 – Jun, 2013
Attachment support for User,
Entity, & Library
Camera Support
Card Views
My Activities
Mobile Client 3.0 – Oct, 2013
KPIs with Drill Through
Charts
Card views w/ team dialog
List menus w/ filters & KPIs
Support for Multiple
Attendees (3.0.2)
Swiftpage Proprietary & Confidential – Content Subject to Change
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23. Mobile 3.0 – Working w/ Opportunities
Left for
Global
Menu
Right
for
Context
Menu
Quick
Actions
KPI &
Charts
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24. Increased Browser Compatibility
Firefox
Non
ESR
Chrome Safari
IE
10/11
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25. Xbar: Adaptive Client for Outlook
• Provides real-time
access to Saleslogix
data while
embedded in
Outlook experience
• Based off of
Adaptive Client
Framework
• Outlook Native
Client
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26. Xbar: showing CRM contact info
Update
CRM
directly
from
Outlook
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27. Account details view with
sections to drill down into
activities, opportunities, contacts
& tickets, along with editing to
update Infor CRM
Infor CRM Xbar in Outlook
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28. Xbar: easy searchability
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29. Gmail Integration
• Cloud-based Office
integration to SalesLogix
• Simple to maintain,
OAuth-based, Cloud-
friendly
• Users work where they
work; in Saleslogix or
Gmail
• Manage calendars,
contacts, and tasks
• Save relevant email
conversations in
Saleslogix
Sage Proprietary & Confidential – Content Subject to Change
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30. Be Social – LinkedIn & Twitter Integrations
 Engage with your data and see social
activity unfold over time
 Track social activity in LinkedIn or
Twitter by search terms or #tags
 Take action on what you find
 Easily see what your contacts and
accounts are doing socially
 No more cold calls
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31. Social Buzz from Twitter Channel
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32. • Bubbles up KPIs and
trends
• Reports can include
visualization, KPIs,
KPI trends, and
detailed or
summarized data
• Reports have the
option to access data
in real, or near real
time
Better Ad-hoc Reporting: Introducing
Interactive Reports
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33. Spotfire Advanced Analytics
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35. Activity Analysis
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36. Saleslogix CRM Vision 2013/2014
For
businesses
that position
CRM at the
heart of their
strategy
Seamless, big
data access
for everyone
Enable work
using finely
tuned,
purpose built
apps on their
chosen
device
Capture work
in an
unstructured,
social way
Swiftpage Proprietary & Confidential – Content Subject to Change
Social + BI + Adaptive = Proactive = 100% Adoption
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37. Be the best platform for
purpose built, mobile apps
that gets 100% team
adoption
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38. Adaptive Client Framework for Purpose-Built,
Mobile Apps
Trusted, CRM
Platform
Robust, Mash-up
ready Customer
Data
Restful Access to
Everything
Client-side
Framework
Offline
Native, Hybrid, or
HTML5
Open Source
Client, Framework
& Tools
Location Services
Analytics Services
Collaboration
Ready
Marketplace
On-premises or
Cloud
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39. 3-Year Roadmap Highlights
2013 2014 2015
Delivery
Monthly Updates
ERP/DB/OS/AA Compatibility
Quarterly Accelerators
Fall Major Release
Monthly Updates
ERP/DB/OS/AA Compatibility
Quarterly Accelerators
Fall Major Release
Monthly Updates
ERP/DB/OS/AA Compatibility
Quarterly Accelerators
Fall Major Release
CRM
Mobile Tablet Support
Collaboration
Next Gen Office Integration
Voice Integration
Social + BI = Proactive CRM
Story for Metro (Win RT)
Closed Loop Digital Marketing
Full Suite of Vertical Apps
Social + BI + Closed Loop = Proactive
CRM v2
Platform
Configurable Workflow
Replace Deprecated Components
Auto-update min-Custom Clouds
Browser Independence
Next Phase of Form Designer
Data Mining as a Service
Small Customer Multi-tenancy
LAN as Hybrid Adaptive Client
Shared Services
100% Automated Cloud Upgrades
Full Multi-tenant
SLX as a Service
Enablers
More Cloud Editions
Vertical Solution Bundling
Global Cloud
Cloud Self-service & Provisioning
Ecosystem Marketplace
Automation as a Service
Partner Portal
Full Heuristics & Usage Gathering
Swiftpage Proprietary & Confidential – Content Subject to Change
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40. Saleslogix Xbar 1.0 in Outlook - July 2014
Solidified the following
stories:
- Remind me who you are and
why I care
- Insight into the greater
dialog
- Do work from Outlook
- Find your CRM data from
Outlook
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41. Xbar for Outlook Updated
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43. Xbar 1.1 New Features
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44. Xbar 1.1 New Features
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45. v8.1 Update 03
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46. Crystal Report Improvements
- Today, web clients
support limited
functionality for static
parameters (string,
numeric and date)
- Dynamic parameters are
based on data pulled
dynamically from the
database when running a
report
- Includes increase support
for complex static
parameter options
- Normalized UI widget
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48. Mobile 3.1 Overview
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49. Mobile 3.1 Update
Added capability to
configure group
favorites
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50. Mobile 3.1 Update
Card layout will
adjust to show
fields based on the
group picked and
in use.
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51. Counts show if there is data to drill into
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52. Mobile view of Opportunities
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53. Mobile view of monthly calendar with count of activities
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54. Mobile Activity listing
Action icons to alert, act
upon or see more
details
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55. Infor’s Strategy
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58. Infor CRM recognized at CRM leader
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59. Leverage access to tons of ERP integrations
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61. Infor ION Middleware for Integration
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63. Support plans: Silver = Xtreme, Gold = Premium
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January 2015 Release

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69. Infor CRM 8.2 Early Summer
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73. Focus on Incredible Experiences
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81. Contact Information
Dick Wooden, President Success with CRM Consulting, Inc.
www.SuccessWithCRM.com Office: 269-445-3001 Dick@SuccessWithCRM.com
Infor CRM Success Home: www.SuccessWithCRM.com/Infor-CRM-Success
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