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Announcing Saleslogix 8.1
1. Webinar Series: Saleslogix 8.1
December 17 2013
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
2. Welcome!
Your Hosts For Today:
Jim Nixon
Saleslogix Practice Manager - Infinity Info Systems
Yacov Wrocherinsky
President and CEO - Infinity Info Systems
Emily Youkers,
Senior Sales Engineer, Field Sales - Swiftpage
Lorcan Malone
Senior VP and GM - Saleslogix
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
3. Agenda
Saleslogix 8.0 Features, Enhancements
Saleslogix 8.1 Launch, Features, Enhancements
Saleslogix Roadmap
Saleslogix demo
Next Steps
Q&A
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
4. Saleslogix v8.0
Features and Enhancements
Presented by Jim Nixon, Saleslogix Practice Manager - Infinity Info Systems
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
5. Key Saleslogix 8.0 Enhancements
Rich Windows Clint
• Ribbonized Toolbar
• Support for Unicode
• Lead Mail Merge Templates
Web From Designer
• Configure, add, or hide fields –– with a few simple mouse
clicks - without the need to write complicated code
• Changes are immediate and executed upon save
Job Server
• Provides an easy way to execute long running processes
• Provides an easy way to configure recurring/scheduled
processes
• Solves the problem of web timeouts during long running jobs
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
6. Key Saleslogix 8.0 Enhancements
Multiple Deployment Options
• Cloud
• On Premise
• Hybrid
Scrollable grids in tabs in the Web
Calendar and Activity updates for the web
• Pop-up Alerts
• Improved view history, add note, complete activity
• See multiple team member calendar items
Improved Web Group Builder
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
7. Saleslogix v8.1
Launch Plan, Features, Enhancements
Presented by Emily Youkers, Senior Sales Engineer, Field Sales - Swiftpage
Swiftpage Proprietary & Confidential – Content Subject to Change
8. Saleslogix v8.1 Launch Plan with Key Dates
Release Candidate Available – December 12, 2013
North American Release to Market – December 18, 2013
North American Launch – January 9, 2014
Version 8.1 is the next evolution of the 8.0 platform. It contains all
of the 8.0 fixes and new functionality.
Swiftpage Proprietary & Confidential – Content Subject to Change
9. Saleslogix Data Embedded in Outlook
Outlook Toolbar
Insert Library
Plugin Options
•
•
•
•
•
•
•
New Sync
New Options
File selector
Insert sales library
documents
Swiftpage Proprietary & Confidential – Content Subject to Change
Sync Options
SendSLX options
One place for all
options
11. Multiple Attendees per Activity
• 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
• Introduces Users and
Contacts as Employees
Swiftpage Proprietary & Confidential – Content Subject to Change
12. Modern Mobile Experience
Left for
Global
Menu
Quick
Actions
Right
for
Context
Menu
KPI &
Charts
Swiftpage Proprietary & Confidential – Content Subject to Change
13. Improved Reporting, Server-side Export to Excel &
Widgets
Reporting Subsystem
SData
Job Server
CrystalReportsJob
ExportExcelJob
Archive
• Lots of new improvements including native reporting
services, upgraded Crystal Reports 2011, widgets, report
archival, and report scheduling
Swiftpage Proprietary & Confidential – Content Subject to Change
14. v8.1 Desktop Integration
Feature
IE 9
IE 10
Firefox
32 Bit
Outlook
Drag and Drop Email
32-Bit
64 Bit
32 Bit
New
Y
Safari
64 Bit
Y
Chrome
New
64-Bit
SendSLX / Record to
History
New
Y
New
Y
New
New
64-Bit
New
New
New
New
New
New
New
Insert Library Doc
32-Bit
New
New
New
New
New
New
New
vCard
64-Bit
New
New
New
New
Export to Excel
32-Bit
Y
New
Y
New
Y
New
New
64-Bit
Word
Y
Address Book
Excel
32-Bit
New
New
New
New
New
New
New
32-Bit
Y
Mail Merge
Y
64-Bit
Support for Microsoft Office 2007, 2010, 2013
Swiftpage Proprietary & Confidential – Content Subject to Change
15. Browser Compatibility
•
•
•
•
•
Qualifying against all popular browsers
Supports latest versions of each browser.
Safari support enables running on Mac
32-bit IE required for drag-and-drop from Outlook and Mail merge
Desktop integration touch points moving server-side
Release
Windows
8
Saleslogix 8
X
New
Windows
Server 2012
IE 10
X
X
Saleslogix 8.1
Windows
8.1
X*
X
X*
IE 11
Latest
Chrome
Latest
Safari
Latest
Firefox
10*, 17
New*
New
New
New
* Outlook Drag and Drop, Mail Merge Supported
Swiftpage Proprietary & Confidential – Content Subject to Change
17. Lorcan Malone
– Senior VP and GM, Saleslogix
•
Former GM at Sage CRM, joined
Swiftpage following the acquisition
•
Prior to Sage, delivered major IT
solutions for Fortune 100 organizations
•
Extensive experience in implementing large
scale IT transformation projects
CRM veteran, applying 20 years of experience to drive
Saleslogix to the next stage of growth and leadership
17
Swiftpage Proprietary & Confidential – Content Subject to Change
18. Microsoft Outlook Sidebar
• Replaces Intellisync
calendar, activity, &
contact sync
• Provides real-time
access to Saleslogix data
while embedded in
Outlook experience
• Based off of Adaptive
Client Framework
Swiftpage Proprietary & Confidential – Content Subject to Change
19. 2014 Road Map
8.1.1, Black Diamond,
Mobile 3.1
SLX 8.1, Social
Gmail, Outlook Sidebar
8.2
New Exchange, Engage
Integration
Saleslogix 8.2
Advanced Analytics 2.0
Engage Integration
Advanced Analytics 3.0
Mobile 3.0
Mobile 3.1
Gmail Integration
New Exchange
Integration
Social Buzz, Profile &
Timeline
H2 2014
Saleslogix 8.1.1
H1 2014
Q4 2013
Saleslogix 8.1
Black Diamond
Swiftpage Proprietary & Confidential – Content Subject to Change
Mobile 3.2
Badging, Predictive,
Scoring
Mobile as a Platform
20. Saleslogix Demo
Presented by Emily Youkers, Senior Sales Engineer, Field Sales - Swiftpage
Swiftpage Proprietary & Confidential – Content Subject to Change
21. Saleslogix December License Promotion
Take advantage of a special offer from
Infinity & Swiftpage:
Buy 20 licenses - get an Apple iPad
Buy 100 licenses - get a Lenovo IdeaPad
Just like 2013, this deal ends soon!
Be sure to act before 12/31/2013.
Reach out to your Infinity account manager
or contact us here to learn more today!
22. All-in On Mobile
Swiftpage Goes “All-in on Mobile”,
Launching New Saleslogix Mobile
3.0 and Mobile-Only Subscription
Option Priced at $25 Per-User, Per-Month
For one low price, option gives users a complete mobile CRM
solution, with full customization and benefits of desktop
version, and totally redesigned interface purpose-built for
smartphones and tablets.
Are you taking full advantage of everything
Saleslogix Mobile has to offer?
As a Saleslogix customer you already have access to Saleslogix
Mobile, and with 3.0, you can now add Mobile-Only users for $25
per user per month (Cloud) or $395 per user + M&S (On-Premises).
Contact Infinity today to learn more!
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
23. Next Steps
Contact us for a personalized demo
Learn more about how Infinity can help you plan
and implement your upgrade
Consider leveraging mobile users
Connect with your Infinity Account Manager,
email us at sales@infinityinfo.com,
or drop me a note! jnixon@infinityinfo.com
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
24. Q&A
Use the chat or question window in GoToWebinar
to submit questions
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
Mention that we will talk about the new components, what’s different between the new and old, what’s new in CR 2011, upgrade concerns, performance differences, same experience for LAN, viewing different for Web, no server