Simplesoft Solutions Blog

Comtemplating the Sage Insights 2010 Conference and Sneak Peak the Future of Sage SalesLogix

May 28th, 2010 by Mike Pothast

Last week in Denver, Sage hosted its annual Insights partner conference. As always, Simplesoft Solutions was in attendance and this year was represented by President, Don Menrisky and I.   Traditionally, Insights provides many of the third party software solution vendors a way to showcase what’s new and exciting, and this year’s conference was no different. We saw some valuable tools and add-ons to help drive value for our customers and serve their customer’s better. However we felt the true excitement came from Sage and the company’s plans for the future of SalesLogix.  We are pleased with their roadmap and vision. 

Insights Conference 2010

Insights Conference 2010

 

I thought I would provide a “preview” of what’s coming over the next year in part.  Sage has several releases planned with the release of  Sage SalesLogix v7.5.3, due in the next 60 days, and version 8.0 in the first quarter of 2011.  And I’m sure you have heard about the new “cloud” offering as they partner with Amazon EC2 to offer a SaaS version of SalesLogix. What does this mean for you? It means  lot of really valuable functionality, which will continue to set SalesLogix apart as the leading innovative CRM tool in the marketplace and extend the capabilities of the tools.  Here’s a preview of what you can expect: 

Sage SalesLogix v7.5.3

  • Includes new web analytics and dashboard reporting tools designed to be easily created at the user level. Charts, graphs, and group lists are a few of the user-created options for user driven productivity.
  • Browser agnostic Desktop Integrations (Think SendSLX and Drag and Drop using FireFox etc.)  
  • Web administration – previously handled in the Application Administrator, a LAN based tool. Web administration will simplify the process of managing users, roles, teams & security and other vital features for SLX web users.  (Think remote administration without RDP access.)
  • v7.5.3 due to be released in the cloud in the June/July timeframe, and available to on-premise deployments in late July or August.

 Sage SalesLogix v8.0

  • New user interface for both the LAN and Web clients, more closely matched to each other.
  • Increased focus on easing critical usability functions, including:
    • Contextual menus
    • Activity and calendar management
    • Note recording and viewing (split form to match LAN client)
    • Inserting contacts and accounts
  • Quick editing of forms to add and edit forms, with no need to build and redeploy to users
  • v8.0 expected in Q1 2011

In addition to these client enhancements, a completely re-designed Mobile Client is expected by Q1 2011 as well. This new version has been designed to roll seamlessly across any mobile platform using an HTML 5 browser, including the iPhone, Android and most new Windows and BlackBerry devices. Sage provided a link during the conference to preview the new environment, and we are very excited about what we have tested. 

Finally, we are excited about the strategic direction Sage has taken to include more Connected Services, which we believe to be critical to the ongoing success of SalesLogix. The first release of this effort of this strategic plan has come in the form of Sage SalesLogix E-Marketing, released this month. In the near future, we can expect to see integrations to Hoovers, as well as other commonly used and valuable business resources extended through web services. 

As our relationship with Sage SalesLogix grows, so does our continued commitment to our customers.   I wanted to send the entire Sage team a big thanks for hosting another successful Insights conference.  We have so much to share with our customers back in Ohio.  The next Sage conference will be Sage Summit 2011 in Washington DC. 

If you’d like to preview Sage SalesLogix v7.5.3 in the cloud you can start a 30 day free trial. E-mail us at sales@simplesoft.net or call us today at 937-885-1204 x 3210.

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Simplesoft meets Dayton Business Spotlight and says “Thanks”

May 13th, 2010 by Janetta

We recently had the opportunity to meet Phil Herzing and the folks at Dayton Business Spotlight  in our office at Simplesoft Solutions.  They chose Simplesoft Solutions as the latest business they wanted to interview and highlight in their Spotlight series and we would like to tell others what a great service they are providing the Dayton business community. They spend their time and resources visiting businesses in the greater Dayton area to learn more about why those businesses have chosen Dayton as their home. They know that Dayton has a long history of innovation and promotes an entrepreneurial culture and, as a result, are doing their part to communicate their belief in the strength of the area and its strong heritage and future.

Don Menrisky, the President and Managing Partner of Simplesoft Solutions, had the opportunity to speak with Phil about why he believes the Dayton region is an ideal place for his Customer Relationship Management (CRM) consulting firm. They discussed Simplesoft Solutions’ relationship with Sage as a valued added reseller of their Sage CRM applications, and how our strongest marketing source for new clients is through our relationship with current clients and their referrals.

Thanks so much Phil, Jeff, and Aaron. Come back and visit us anytime!

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Need a Rescue from Your Cash Draining CRM?

March 5th, 2010 by Lisa

I recently had a conversation with a company that has spent a lot of money over the last couple of years paying for their subscription based CRM. They felt like they would be throwing that money away if they switched.  What I don’t understand is how spending the same money for a couple more years is such a savings?

The answer: Sage is offering a Switch and Save Competitive Rescue Offer! Between now and June 30, 2010 Sage is offering 60% off SageCRM or Sage SalesLogix and they are discounting their Maintenance & Support fees for 2 years. This is an amazing deal that has never been offered before.

If you are currently using:

Salesforce.com    -   Microsoft CRM   -   SugarCRM

Goldmine   -   Maximizer   -   Seibel   -   Pivotal   -   Onyx

Then you can’t afford to pass this up!

What does Sage get out of this crazy deal? They’re hoping you will be so impressed with your new Sage Solution that you will participate in their reference program after your implementation.

Email sales@simplesoft.net or call us at 937-885-1204 x3204 for more details. Check out more details on this and other Sage and Simplesoft promotional offers.

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Leads in SLX 7.5.2 Web is Full of Improvements

March 4th, 2010 by Janetta

We have been working with the Sage SalesLogix 7.5.2 Web Client a lot lately and I am extremely impressed with the added features for Leads.  Take a look at some of them below.  If you have been holding off on upgrading this is the time!

Schedule and Complete Activities Against Leads:

Being able to schedule and complete activities against Leads is a long awaited improvement.  Sage provided the place holder (Notes/History) tab in earlier versions giving us the sense that it was coming,  but left us longing for the functionality.  Now, finally, we can schedule and complete phone calls, meetings, and to-do’s against Leads, just like Contacts, improving the ability to stay on top of Leads.

Lead Activity Screenshot

Advanced Import Wizard:

Another major improvement to Leads is the advanced import wizard which includes de-duping against both Leads already in the database and Contacts.   The wizard is a step by step process and provides a duplicates review and report prior to completing the import (see Step 4 below).

Lead Import Wizard - Duplicates

Import Actions:

Import Actions is the next feature improvement and has so many potential uses.  Different actions can be scheduled against an entire import list (see Step 5 below).  These actions include the following types:

Note: Create a note that will appear in the History/Notes tab of the lead.

Response: Create a response and record the interests of the lead or contact (if merged with a duplicate). You may optionally associate the response to a marketing campaign. If the response is associated to a campaign, the lead or contact (if merged) will be added to the marketing campaign as a target.

Campaign Target: Add a lead or contact to a marketing campaign as a target, without creating a response.

Phone Call, Meeting, To-do: Create/Schedule any of these activity types for the lead or contact (if merged).

Actions against Leads

If you would like to see the Lead Management improvements in a live demo, please call Simplesoft Solutions at 937-885-1204 x3204.

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Recent Sage SalesLogix 7.5 Web Implementation Success

February 19th, 2010 by Janetta

Press releases are usually written to let the business community know about important news information.  I tend to write them only when our customers are extremely complementary and/or we are bursting with pride.   In our development work with Sage SalesLogix, we have created many new main views (you developers will know what I mean) but this customization work for Best Upon Request is quite distinctive.  We really bordered on developing a mini accounting application inside of Sage SalesLogix this time.

  • Kyle, our lead web developer for Sage SalesLogix, really excelled on this custom project! He combined Best Upon Request’s Docket business logic and calculations and made the initiative become reality.
  • Arminta, our data guru and business analyst, brought countless variations in transactions/calculations into one central main view that frankly made my head spin when I started discussing this project with them nearly 2 years ago.
  • Paul worked his deployment and training magic for this client by working closely with their IT infrastructure consultant and SalesLogix Administrator.
  • While overseeing the whole project, Patti kept the internal staff focused on deadlines and Best Upon Request was complementary of the communication and updates during the project.

Anyway, enough about what we did to serve our Sage SalesLogix customer.  Please read about this great client and their concierge services business.

 

BURlogo

Read more about the Sage SalesLogix decision at Best Upon Request Corporate, Inc.  

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Simplesoft Hits the CRM Blog World

February 19th, 2010 by Janetta

The executive, technical, sales and marketing gang at Simplesoft in both Dayton, Ohio and Chicago, Illinois would like to welcome you to our latest endeavor of publishing good content via our Blog.  We would like this platform to be a place where you can find useful information that can be acted upon easily.

The Simplesoft blog will be centered around Sage CRM solutions, Sales, Customer Service, and Marketing processes, and general CRM topics. We would love for you to get to know our employees and their special areas of interest and knowledge.  We want to share our knowledge and help your company grow your Sage CRM solution whether that be ACT! by Sage, SageCRM, SageCRM.com, or Sage SalesLogix.

Let us know when we have written something that helps you, add your own insights into the topics, and sign up to receive notification of new postings. The sincere intention is to keep our articles designed with our customers and prospects at heart with engaging content and some of it will be purely for sharing an experience.

Thanks for joining us and we look forward to connecting with you real soon.

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