From Saleslogix 8.0 to infor CRM 8.1 and beyond- What's new

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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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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“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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Customer successes and accolades

2012 Gartner and 1to1

Media CRM Excellence Award

Harry Rosen

2013 2013 Gartner and 1to1 Media CRM Excellence

AwardsAgReliant Genetic

2013 Best Overall Value

by Info-Tech & placement in

champion quadrant

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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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

Saleslogix Version Comparison to v8.0

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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

Financial Services

Manufacturing

Healthcare

Leisure

Insurance & Legal

Infor CRM in Industries

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Business Intelligence

Marketing

Integration

Business Process Management

Vertical Solutions

Cloud

Infor CRM Ecosystem Related Integrated Solutions

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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 storyNext 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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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

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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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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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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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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

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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Outstanding Outlook Integration

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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

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)

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Welcome Dashboards

Mobile Client Updates for 2013

Mobile Client 2.1 – Feb, 2013

My ActivitiesGlobal SearchUI Enhancements for mobile productivity

Add Opportunity Products

Multi-currency

Mobile Client 2.2 – Jun, 2013

Attachment support for User, Entity, & Library

Camera SupportCard ViewsMy 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 Change22

Mobile 3.0 – Working w/ Opportunities

Left for Global Menu

Right for

Context Menu

Quick Actions

KPI & Charts

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Increased Browser Compatibility

Firefox Non ESR Chrome

Safari IE 10/11

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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Xbar: showing CRM contact info

Update CRM directly from Outlook

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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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Xbar: easy searchability

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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

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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Social Buzz from Twitter Channel

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• 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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Spotfire Advanced Analytics

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Activity Analysis

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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

Be the best platform for purpose built, mobile apps

that gets 100% team adoption

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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

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3-Year Roadmap Highlights2013 2014 2015

Delivery

Monthly UpdatesERP/DB/OS/AA Compatibility

Quarterly AcceleratorsFall Major Release

Monthly UpdatesERP/DB/OS/AA Compatibility

Quarterly AcceleratorsFall Major Release

Monthly UpdatesERP/DB/OS/AA Compatibility

Quarterly AcceleratorsFall Major Release

CRMMobile Tablet Support

CollaborationNext Gen Office Integration

Voice IntegrationSocial + BI = Proactive CRM

Story for Metro (Win RT)Closed Loop Digital Marketing

Full Suite of Vertical AppsSocial + BI + Closed Loop = Proactive

CRM v2

Platform

Configurable WorkflowReplace Deprecated ComponentsAuto-update min-Custom Clouds

Browser IndependenceNext Phase of Form Designer

Data Mining as a ServiceSmall Customer Multi-tenancyLAN as Hybrid Adaptive Client

Shared Services

100% Automated Cloud UpgradesFull Multi-tenantSLX as a Service

Enablers

More Cloud EditionsVertical Solution Bundling

Global Cloud

Cloud Self-service & ProvisioningEcosystem MarketplaceAutomation as a Service

Partner PortalFull Heuristics & Usage Gathering

Swiftpage Proprietary & Confidential – Content Subject to Change

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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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Xbar for Outlook Updated

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Xbar 1.1 New Features

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Xbar 1.1 New Features

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v8.1 Update 03

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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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Mobile 3.1 Overview

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Mobile 3.1 Update

Added capability to configure group favorites

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Mobile 3.1 Update

Card layout will adjust to show fields based on the group picked and in use.

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Counts show if there is data to drill into

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Mobile view of Opportunities

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Mobile view of monthly calendar with count of activities

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Mobile Activity listing

Action icons to alert, act upon or see more

details

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Infor’s Strategy

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Infor CRM recognized at CRM leader

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Leverage access to tons of ERP integrations

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Infor ION Middleware for Integration

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Support plans: Silver = Xtreme, Gold = Premium

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January 2015 Release

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Infor CRM 8.2 Early Summer

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Focus on Incredible Experiences

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Contact Information

Dick Wooden, President Success with CRM Consulting, Inc.

www.SuccessWithCRM.com Office: 269-445-3001 [email protected]

Infor CRM Success Home: www.SuccessWithCRM.com/Infor-CRM-Success