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January 18th, 2016 by

Dear Paul,

Is there a practical way to use active directory for creating user profiles in Infor CRM (Saleslogix) for my on-premise deployment?

Absolutely, thanks for asking!  Remember you can always reference the Help files, but please find the step-by-step instructions below.

Overview

The ability to login and use Infor CRM is determined by user profile in the Web Client.¬† There are additional actions that are determined by roles. You can create any number of users to Infor CRM if you have at least one concurrent license type added.¬† Typical users are setup with a Network license type.¬† With an ‚Äúon premise‚ÄĚ deployment, the most effective way to create a user profile is using the LAN Administrator and using the Windows import option using a template at the same time.¬† This allows the employee information to come from Windows AD settings and the rest of the tabs are set by a template setting.¬† Lastly, add the appropriate role to the user profile in the web client.

Scenario

One of the best practices for settings up users is to setup the user via the LAN Administrator. In this how-to document we will outline the steps to create a user profile to provide individuals who should have access to Infor CRM the access they need to get started.

Assumptions:  Windows Active directory users are accessible with employee information, licenses are available, template is setup, and administrative login credentials are available to the Administrator and Web client.

Overview Steps

Use the following steps to complete the setup confirmation:

  • Login to the server with the LAN Administrator.
  • Create the new user or users.
  • Confirm the tab settings.
  • Login to the Web Client.
  • Add Standard User role to user profile.
  • Test the user Access.
  • Share the results to the end user(s).

Detail Steps

Login to the server with the LAN Administrator.

  1. Connect RDP to the server with the LAN administrator installed.
  2. Login to the Administrator as admin user.

Create the new user or users.

  1. Select the Users icon on the right navigation.
  2. From the menu, Insert | Import Users -> From Windows…
  3. In the Search For area, type the name for setup
  4. Select the user Type option
  5. Select the template
  6. Uncheck Use Windows Authentication
  7. Select Create user(s) icon
  8. Choose OK

Confirm the tab settings.

  1. In the list of users, double click the user profile
  2. Select the Client System tab
  3. Confirm the Default Owner settings.
  4. Review the employee settings.

Login to the Web Client.

  1. Open Firefox and go to the URL of the web client.
  2. Login as the admin user.

Add Standard User role to user profile.

  1. Select administration.
  2. Select Roles.
  3. Select Standard User role.
  4. Select the ‚Äė+‚Äô icon to search for new user profile added.
  5. Add the new users to the Standard User roles.
  6. Select the Save icon to confirm the changes are saved.

Test the user Access.

  1. Login as the newly created user.
  2. Confirm the access to the menus and buttons on detail screens.
  3. Select Sales on the navigation.
  4. Confirm items include (Accounts, Contacts, Leads etc.) to confirm the typical Standard user access.

Share the results to the end user(s).

  1. Communicate to the end users and let them know that they have the ability to login and perform their routine sales, marketing, and support actions.

This is the best practice to create a standard user for a situation in which the business administrator has access to both the LAN Administrator and the web administrator access for setting up new users.  Additional considerations may need to be factored for custom configurations or differences in versions/releases over time.

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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December 30th, 2014 by

As a result of our Infor CRM (Saleslogix) support work with clients we have discovered an issue with MS Internet Explorer 10 and using Infor CRM v8x that can be easily fixed. Many customers may not have noticed this issue if they just moved up to MS IE11or still on MS IE 9 but some client environments that standardize on a specific version have had to address. There are several messages that can be received when using Saleslogix and MS IE 10 that appears to be browser related and have been linked to a specific add-on.  Please review the error messages we have encountered, if your experience is similar, try this simple fix to remove the browser add-0n as a potential resolution.

1. “The message received from the server could not be parsed. Common causes for this error are when the response is modified by calls to Response.Write(), response filters, HttpModules, or server trace is enabled.”

2. We’re sorry, you have encountered an error. If applicable, please try again. HTTP Status: Internal Server Error (500). SLX Error ID:SLXDC17E1636ADA2023

3. The following SData diagnosed occurred: Description = Failed Operation. Message=no connection could be made because the target machine refused it. HTTP Status: Internal Server Error (500). SLX Error ID: SLX7B1FODAA87ODO6E3

The procedure for disabling the helper in MS IE 10.

Pre-test to confirm the issue:

1.    From Start / All programs / Accessories / system tools / Open Internet explorer (no Add-ons).

2.    Test logging in to the Web client.

3.    NOTE: This will tell you if an add-on is the problem. If it works in No Add-ons mode then follow the next steps.

Action to correct the issue:

1.    Open Internet Explorer.

2.    From the gear control (top right icon) select Manage add-ons.

3.    Change the drop down menu to show all add-ons.

4.    Locate the Saleslogix desktop integration module helper and disable it.

5.    Close out of Internet Explorer.

6.    Reopen Internet Explorer.

7.    Test the results in the web client.

Note:  There could be other potential causes for these errors but the above is a reasonable first step to resolution testing.

I just became one with my browser software. — Bill Griffith

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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October 31st, 2014 by

Infor CRM (formerly Saleslogix) has this terrific engine called SpeedSearch that works behind the scenes and helps to index entities. The indices and structure is based on a third-party searching and indexing engine called dtSearch.  The main idea is that it provides high performance searching so that a user can perform a Keyword search and Saleslogix returns records based on that keyword.  It is well designed, integrated, and works well when it is properly configured and managed.   SpeedSearch comes in two flavors: Standard and Advanced licensing.  The main difference with the Advanced licensing is the ability to add and customize, which is outside of this discussion today.

The secondary function is that SpeedSearch helps to identify duplicates on imports using the lead import tool.  Speedsearch works in both the web and windows without any differences in result sets, as expected!  If there is one area of the tool that I would be critical of,  it is what I would call default madness.   This article is dedicated to helping administrators review the setup and configuration to make sure that they have reviewed and optimized the settings for SpeedSearch.  The various settings can have a huge impact to your end user experience.

First, we need to evaluate where you are with Speedsearch configurations and operations in place.  Is the SpeedSearch service running today?  Are indexes enabled and being run successfully?  Are they all set to the default of 12:00 AM?  Are the indices matched to the areas of your usage?

  1. Start | Run | Services.msc  and confirm the service is running
  2. Start | Program Files | Saleslogix | SpeedSearch Configuration  and confirm the basic configurations
    1. Check the servername,  Share Path,  and database options
    2. Start | Program Files | Saleslogix | Administrator | Menu for Manage | SpeedSearch Indexes…
      1. Confirm the indexes enabled
      2. Start | Program Files | Saleslogix | Administrator | Menu for Manage | SpeedSearch Configuration… | Schedule tab
        1. Confirm the jobs are running and which jobs are needed
        2. Table Check:  Select count(*) from sysdba.IndexUpdates to make sure that SpeedSearch is cleaning up changes after the index jobs are being ran.

Once SpeedSearch has been reviewed and confirmed operational, we have a few recommendations for optimization.

Top Recommendations:

Only index areas that are required for Infor CRM (Saleslogix) and areas of Infor CRM (Saleslogix) that are being used.  If you are not using defects for instance, turn off the index.

Only schedule the type of index jobs, adding change differences, for the areas required.   For instance if you are indexing Account, but you only need to see updates on a daily or weekly basis, then delete the incremental jobs.

If there are schedules for areas that are not being used (like defects mentioned earlier) delete them and make sure they are not enabled.

Stagger the times that the index build runs.  By default, they are set to run at 12:00 AM and if all the indexes are running at the same time that is not optimal and may cause issues.

So now you have evaluated SpeedSearch, thought through the changes to make, and lastly you need to schedule time to make the changes and confirm the results.  You will need to pause the services, make the changes, and turn the services back on.

Finally, you will need to monitor two areas.  First making sure the services are running properly and secondly the jobs are cleaning up the speedsearch tables properly.

Don’t dwell on what went wrong. Instead, focus on what to do next. Spend your energies on moving forward toward finding the answer.

Denis Waitley

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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February 10th, 2014 by

The ‚ÄúHard‚ÄĚ Areas of CRM Implementation: DIY or Not?

The question posed is a planning and execution question, and implies a decision point that can have great impact.¬† When should you do it yourself (D-I-Y)? When is it time to ask for help, as in ‚Äúdo it with me‚ÄĚ (D-I-W-M)? And when should you have a task performed on your behalf, ‚Äúdo it for me‚ÄĚ (D-I-F-M)?

There are areas of CRM implementation that can be well beyond your current level of expertise.¬† When that is the case, you need either the assistance of experienced, well-trained professionals, or you need to develop further knowledge by getting properly trained and educated as a part of the implementation.¬† As Dirty Harry once asked in the classic movie line, ‚ÄúYou got to ask yourself one question: ‚ÄôDo you feel lucky?‚ÄĚ‚Äô If you decide to go ahead without assistance or training, you can hope for a successful implementation, but do you want to rely on ‚Äúhope-so‚ÄĚ planning?¬† Here at Simplesoft, we believe in helping customers to become as self-sufficient and successful as possible. However, for that to happen, you must be intentional and have a plan in place to do so.

A friend of mine once sent me a story that emphasized that knowledge is more than just what you know yourself, but also knowing when another source may have the knowledge you need, and when it’s time to plan for their assistance.

Some years ago, one of the major manufacturing companies in this country was facing a crisis. The central conveyor belt of its automated assembly line quit running and brought the entire plant to a stop.

Although they tried everything they could think of, and even brought in several consultants, no one was able to get the conveyor belt running again, or even to identify what caused the breakdown in the first place.

The company was really in a bind. With ongoing overhead and loss of production, the company was losing money at the rate of $1,000,000.00 a day.

Finally, after a week of downtime, the big brass told the plant manager to call Tom, a mechanical engineer who had retired the year before after 25 years with the company. The conveyor belt had been Tom’s specialty and primary responsibility.

When Tom got the call, he caught the next flight from the city where he now lived and arrived at the plant the next day. He met with both the local vice president and the plant manager to get as much information as he could as to what had happened and what they had tried.

He then walked slowly along the belt until he came to a particular point.

He put his ear against the machine and listened. He asked for a hammer and then gave the machine a swift and forceful blow.

“Give it a try now!” he called to the foreman. The conveyor belt started right up and ran like a dream.

Special knowledge (experience in the field) is the key to successful projects. The company could have given hammers to every employee in the plant, and even had the big brass banging on the machine from sunrise to sunset, but that would have done no good‚ÄĒbecause they didn’t have the knowledge that was needed to resolve the problem; that is, they didn’t know where to use the hammer. Labor is not just about how much time is put into executing a particular solution to a problem–it‚Äôs knowing when and how to do it.

At Simplesoft, we have staff members who are not only certified in the relevant areas, but are also experienced professionals who know how to get the job done right, and how to tweak CRM software when and where needed.  Please don’t hesitate to call us when you need help and the task at hand is beyond your current level of expertise. We know where to use the hammer!

“Best efforts will not substitute for knowledge.” Dr. W. Edward Deming

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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January 6th, 2014 by

Simplesoft has consulted with hundreds of companies in their various CRM deployments. In recent years, many companies have shifted from on-premise deployments to cloud launches. Common paybacks for the switch are deployment of a full-featured CRM in a rapid timeframe, reduction of the IT capital expenditures and operating costs, flexible terms and managed control of upgrades in a single-tenant instance. All these benefits are realized while maintaining the ability to tailor solutions to unique business needs.¬† However, even with the powerful and flexible Saleslogix platform, there are tactical errors that can impede success, and might keep you from winning future business‚Äďlaunching enterprise tools can seem daunting, and some compare this to eating an elephant without a fork.

To increase your chance of enjoying the same high-level achievement experienced by many of our customers, follow the following common strategies.  Each phase of your Saleslogix CRM journey requires important planning for a successful implementation outcome.

1.  Define the vision of the project.

Create an implementation vision to provide a framework detailing what your overall strategy will be. Define a vision, strategy and steps for what you hope to accomplish, and define the criteria you will use to measure success.

These statements are less about the CRM solution and tools and more about the support required to fulfill your desired outcome.  An example of a project vision might be to have a 360-degree look at the customer and bring together department databases into a common system.  This is an operational vision for your CRM strategy.

Ensure the project sponsors and stakeholders agree on the purpose and goals of the project. The project must include clearly-defined plans with assigned responsibilities and accountabilities. The scope and quality need to be managed in a structured manner for an effective and efficient outcome.  The project manager and team members need to be engaged in constant communication to ensure your project moves forward in a timely and open manner. Critical success factors (CSF) help drive projects and project teams to meet their goals.

2. Define your success factors.

What are the business requirements driving your CRM project?  If you do not have a S.M.A.R.T. goal, how do you know that you met that goal?   In other words, use Key Performance Indicators (KPI’S) to measure and track the success of your CRM project and subsequent launch phases.  Here are a few examples:

  • Create a common operational database for your sales, marketing and support teams.
  • Increase user system adoption rates over a previous tool used to increase productivity
  • Increase sales by 5% in 6 months.
  • Increase customer retention by 5% over prior year.
  • Standardize workflow processes using adopted company methodologies.

The most important takeaway is that if you don’t have a goal, how do you know if you succeeded or failed?

3.  Define the project approach.

Typically, there are three types of deployment strategies with regard to project resources:  DIY, DIFM, and DIWM.

  • DIY – Do It Yourself.
  • DIFM – Do It for Me.
  • DIWM – Do It with Me.

There are pros and cons to each of the above approaches, and the desired approach should be identified, discussed and vetted early in the project cycle; otherwise, you will find that the scope of your project will increase as you proceed. Your mileage will vary with consideration of personnel experience and capabilities for CRM type of projects. Our experience leads us to believe that a practice of DIWM yields the best results.

One thing to keep in mind: Even if the project schedule is not met, the project can still be successful when external forces are in play. For example, in a past project, there were hardware shortages due to flooding in Asia and hard drives were not readily available to build the virtual images for the project.  This procurement challenge caused project delays, but it did not completely hinder the actual project results and utility.

4.  Define the data/technical requirements.

The way your data are used within your company, from team to team, matters. Once you clearly understand your business requirements for all team levels in the company and translate the goals into the CRM solution, then you need to take the time to analyze your data and begin to match it to your solution.  Some fields will have a built-in place to be mapped.  Other fields might need to be created to support your unique requirements. Sponsors should identify someone with both technical and business skills that will work with the product to determine how the platform and your goals will mesh, as well as an understanding of the tasks planned so they can be properly incorporated into your CRM solution.  Without planning data can quickly turn a project into something the end users will not use.  Data integrity is a foundational pillar for CRM launches.

5.  Understand the administration tools of your CRM solution, namely Saleslogix.

Taking time to give business and technical administrators proper training is crucial.  Without proper training, system administrators might unwittingly cause more troubles than they solve.  Make sure admins have the skills they need to be successful and help your launch be everything that it was intended.  Those same training principles also apply to system, data and development personnel.  Periodic refresher training can continue to keep your administrators’ skills sharp and increase your independence in supporting Saleslogix.

6.  Define standards and policies for Saleslogix usage.

Before you train your users, it’s important to take the time to build the workflows and fields that support consistent workflow for your users. Carefully design and set the proper expectations needed to support company and user success.  For example, if you want names of companies to be fully spelled out, then provide examples for consistency and help your users meet those objectives.  Ensure that a data steward is assigned the role for managing system data.

7.  Build, plan and prototype customizations (if any).

Typically, Saleslogix contains approximately 85 ‚Äď 90% of the requirements for all CRM projects out-of-the-box (OOTB).¬† The remaining 10-15 % is often customized to fit specific company needs.¬† Unless your initial deployment is vanilla, or without customization, then you will need to ensure your customizations are operational and deliver the intended results before releasing to the end-user base.¬† The CRM trainer should not stand before the users and hear, ‚Äúthat is not what we wanted,‚ÄĚ because they should be involved in the project customization requirements on some level.

There is a lot to be said about the development environment, documenting requirements with achievable scope and ensuring developers can achieve planned changes.   Examples of initial customizations might be things like quotation automation, account details, adding new custom mobile fields, forecasting and pipeline tools, reports and customized dashboards. The custom fields usually dictate the custom screens and reports that also need to be designed.

8.  Implement Saleslogix user setup administration.

When creating user profiles, the users need to be created using a standard schema.  For example, we recommend first initial combined with last name (i.e. Bill Smith as bsmith) for user profiles, and these can be generated from templates.  Be sure to complete the User Profile to include user-specific information such as title and phone number.  This User Profile information can be used in other places in Saleslogix, such as Mail Merge.  After the users are created, when preparing to launch any web-based applications, pay careful attention to passwords and policies for complexity (this is built into Saleslogix).  One of the distinguishing benefits that Saleslogix offers is the ease of use for the basic administration of the system.  We cover many of these steps in our hands-on Administration Jumpstart Workshop.

9.  Build security and team strategy.

In Saleslogix, every account has an owner.  This value is important in determining the appropriate users to manage certain accounts.  A team is a group of users who need access to the same accounts, contacts or opportunities.  Teams are a way to separate users and data.  One of the preparation steps for launching is to finalize the data and security models to support your business needs.

With Saleslogix, there are levels of security that can be applied.¬† A company can separate users from data, allowing divisions to see their own data and not another.¬† There are also capabilities to employ ‚ÄėRead Only‚Äô and ‚ÄėNo Access‚Äô visibility on fields of a table assigned to a user.

The main takeaway is that data modeling and security need to be taken into account as a part of normal planning.  We employ some particular design strategies to ensure the proper rollout of the users and data-related security access. Through years of experience and many complex organizational rollouts, we have built up a deep knowledge level in team data and security models.  Best practices include reviewing your designs with a Saleslogix expert.

10.  Define all pick list values.

Pick lists are screen drop-downs that allow a selection to be chosen for a field value.  They allow non-programmers to personalize data options for system users.   Saleslogix pick lists are used throughout the Saleslogix application.  They are useful because they eliminate keystrokes and encourage correct, consistent data entry.

An example of pick list personalization might be to customize the Industry field. Pick list management will allow you identify information about your customers.  An important task in any Saleslogix launch is to evaluate the items for the pick lists and work with the users to build useful screen drop-downs.

11. Import initial data.

One the most crucial elements of CRM success begin with data planning.  In order to import data successfully into Saleslogix the following, as a minimum, needs to take place as a part of the extract, transform and load (ETL).  If your launch includes a migration from another system, then you want to ensure that data are properly moved from one system to another.  Here are some tactical actions for the data movements:

  • Extract the data from your current system.
  • Prepare your data to be mapped to the fields to support the import.
  • Clean the import data to include standard field values (e.g. match up the pick list fields).
  • Select the appropriate import tool.
  • Use a staging environment, sometimes called a sandbox, to test a small import set.
  • Validate the results of the test import.
  • Scale up the import testing, increasing amount of data as you go and reviewing the results along the way
  • Import data into the production Saleslogix database.

This is an area that requires experience dealing with data management and using the import tools available to bring the results expected by the users.  Simplesoft can provide tools, aids, workshops and tips to assist in the import data process. The Import Wizard is available for administrators in the Saleslogix Cloud environment and the lead import tool is a wizard in the web client, and is built-in and included with Saleslogix.

12. Pilot the system before launching.

If your user base is larger than twenty users, plan to ‚Äúpilot‚ÄĚ the system by thoroughly testing and providing early training for the pilot users.¬† The pilot users need to be tech savvy and not afraid to try features.¬† The pilot users should have clear expectations on how to review certain areas of the tool and how to provide feedback.¬† ¬†Before training, ensure that the users can log in, their workstations are set and the compatibilities of the systems are functioning and ready to go.

  • Select pilot users who are technically savvy and share feedback frequently.
  • Have a specific plan for testing the features and functions critical to success.-¬† Have several users test the same functionality.¬† This will rule out test results that may be unique to one user.
  • Constantly poll users for changes/ideas.
  • Plan to get feedback from the early users to benefit the majority.-¬† Have a reasonable timeline to gather information (timeboxing)

The piloting process is sometimes called a ‚Äúsoft launch‚ÄĚ.¬† This ensures that the customizations are ready, system bandwidth is allocated, integrations are built and standardizations are corrected, and support personal should be prepared for questions pertaining to launch activities.

13. Freeze the system changes for stability.

When the pilot is completed, the results need to be documented and prioritized to make decisions about anything that needs to be addressed.  Create an evaluation time period to gather feedback.

  • Make corrections/changes.
  • Document thoroughly.
  • Look for areas of incremental improvement.
  • Plan for phased releases.

14. Evaluate success /close out.

Before you release your system to the larger group of users, have a plan to ensure that you are meeting the agreed-upon goals of the organization.  What can be tweaked to make things work better?  Have a concrete training plan, and consider how you will introduce the tool to your users.  Having your executive sponsor involved in the training will go a long way.

15. Focus on the end user experience.

All these tools and methods are described with two things in mind: First, they help your company expand their capabilities and ensures that the users have tools to efficiently complete work with a high level of productivity. Second, we highly recommend considering end user self-interest to help your launch be successful.  While you may not be able to incorporate every suggestion from every user, the more you equip your power users with the tools they need, the more successful the CRM strategy will be as a whole.

16. Evaluate phased success.

Lastly, go back to the S.M.A.R.T. goals, evaluate the results and start planning how to incorporate improvements into the next phase. Roll the changes and business requirements into the next phase and build success upon success. The main goal should be to bring incremental return on investment with each subsequent rollout. Some examples of phased rollouts include adding things like sales management tools, advanced dashboards and system integrations in a subsequent deployment.

Deploying an enterprise tool can be an arduous task, but it can be tamed with applied discipline, the right culture and having the right approach with the right people.  There are many pitfalls with any project that can impact organizational change.  The key elements are to plan for data, plan testing phases and train individuals for success.

Saleslogix has provided positive results for many of our customers.  If your company is struggling with its CRM implementation, call us and let us help you launch successfully.   How do you eat an elephant?  Answer:  One bite at a time.

‚ÄúAs we look ahead into the next century, leaders will be those who empower others.‚ÄĚ Bill Gates

If you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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November 2nd, 2012 by

Some suggested answers for installation of MS SQL Server for SalesLogix

The MS SQL/ Windows installation is something we assume will be installed when we start the installation of SalesLogix, but often times we are asked to provide  installation recommendations.  We are glad to offer such information to help the installation of SalesLogix go more smoothly. 

When MS SQL Server is installed there are a quite a few services that can be installed like: Database Services, Analysis Services, Reporting Services, Notification Services, Integration Services, Client Components, Documentation & Sample Data.  Most of them are not needed for a successful SalesLogix deployment.

Here is the minimum recommendation for SalesLogix to run properly.

Say yes to the following options:

Under Instance Features: Database Engine Services.  Under shared features: Client tools Connectivity , Client tools backwards Compatibility, SQL Server Books online, Management tools Рbasic and complete, the two SDK options are fine.  The rest are not needed, but are optional.

Use Mixed mode for the security model; record the SA user password for database creation and for best management practices.

The other installation screens are typically defaulted for normal Sage SalesLogix usage.

We typically recommend the default instance, unless there is some need to separate applications for shared services or some other unusual factor.

Once the database is restored for SalesLogix, make sure the other servers/workstations have the appropriate SQL Native Client and the database is set to the proper compatibility.

‚ÄúThere is an option still left to the United States of America, that it is in their choice and depends upon their conduct, whether they will be respectable and prosperous or contemptible and miserable as a Nation‚ÄĚ
 George Washington

 

Remember to check our calendar and register for free training, demo sessions, and the Heartland SalesLogix Users Group Events.

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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October 30th, 2012 by

The Web Forms Designer is one of the most anticipated features in Sage SalesLogix v8.0.¬† Giving the administrative user some control in adding fields to the forms has long been a request from our customers.¬† It’s HERE!¬† We think Sage has taken a great balanced approach to putting¬†control in the hands of administrative users with regards to custom fields but done it in a way to maintain data integrity.¬† Data integrity is maintained because the fields that can be added are¬†ones¬†already developed in the database and¬†the field¬†properties¬†that can be changed¬†through the¬†Web Forms Designer are limited.¬† The flexibility to the Administrative User is still tremendous¬†over common¬†changes like caption names and adding relevant fields that have been in the database for years, but are not commonly exposed on the forms, ¬†such as Account Number field.¬† This gives the non-development administrative user more control!¬†

SalesLogix v8.0 Web Forms Designer

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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October 18th, 2010 by

7 Reasons to Choose Sage SalesLogix as Your CRM Tool

After deploying hundreds of Sage SalesLogix implementations at customer sites, I thought I would offer some insight into a few of the key elements ¬†for companies selecting Sage SalesLogix.¬† To make it a challenge, I thought I would start each reason off with the letter ‚ÄúF‚ÄĚ for fun! (Brought to you by the letter “F”)

1.) Flexible Sage SalesLogix fits your business. Sage SalesLogix Cloud offers the best of both worlds Рthe flexibility and rapid time-to-value of a traditional CRM SaaS solution, combined with the benefits of an on-premise solution like security and control.  With payment and subscription options, data ownership, greater data storage, and advanced customization, Sage SalesLogix Cloud is a great option for businesses that already leverage the Cloud or are looking to incorporate Cloud computing in their customer relationship management strategy. There is also remote, network, web clients, and mobility clients.

2.) Familiar Sage SalesLogix works in an intuitive way and that encourages user adoption. This helps you to minimize training and get up and running quickly.  This helps your sales team focus on what they do best…selling.  Time saving features such as the ability to update multiple Opportunities at once, quick list building capabilities, one-click access to important tasks and features, and customized views of information enable sales reps to be successful at what they do. User acceptance is critical with any CRM implementation. SalesLogix provides a true utility to get everyone on the same team, shortening the learning curve.

3.) Financially Rewarding Sage SalesLogix gets you more for your money. Does your CRM allow you to do more with less?¬†Sage SalesLogix¬†doesn’t require a “technology stack” investment or servers and software upfront investment.¬† Sage SalesLogix can be hosted in the Cloud or a third party hosting company, and can be brought on-premise when the time is right for a low upfront investment per user.¬† The ROI is topline results that have a positive impact on your customers,¬†partners,¬†and employees. ¬†You can start with a free trial today!

4.) Functionality Sage SalesLogix delivers functionality that is unmatched at its price point and ROI that is hard to beat.   Here is a summary of the features that you get out of the box:

‚ÄĘ Account, Contact, & Opportunity Management

‚ÄĘ Calendar & Activity Management

‚ÄĘ Microsoft Outlook and Office Integration

‚ÄĘ Process & Workflow Automation

‚ÄĘ Sales Forecasting & Territory Alignment

‚ÄĘ Lead Qualification & Management

‚ÄĘ Campaign Management & ROI

‚ÄĘ Integrated E-mail Marketing

‚ÄĘ Ticket Management

‚ÄĘ Service Contract Management

‚ÄĘ SpeedSearch KnowledgeBase

‚ÄĘ Defect Tracking & Returns

‚ÄĘ Customer Self-Service Web Portal

‚ÄĘ Web, Windows, and Mobile Access Methods

‚ÄĘ Disconnected Web Client

‚ÄĘ On-premise or Cloud Deployment Options

‚ÄĘ Back-Office Integration Capabilities

‚ÄĘ Advanced Customization Capabilities

‚ÄĘ Data Mashups Capabilities

5.)  Freedom Sage SalesLogix offers operational insight by delivering customizable reports, dashboards, spark line charts, and more that are intuitive and easy to use. Only Sage SalesLogix provides users the freedom to create their own dashboards using nearly any parameter to query data. The dashboards can also be customized to each individual users specific needs, and then shared with other users at any time. Nobody wants their sales team spending time building queries, generating reports and designing dashboards. But when it’s this easy, the value of the product becomes unique to each individual.  Sage SalesLogix provides users the ability to configure the system to help them work best.

6.)  Fusion Sage SalesLogix works with other applications and hundreds of add-on tools. This rich development platform can help you build a customer relationship management (CRM) ecosystem for incorporating closely related functions like bill management, quote management, order management, or contract management.

Sage SalesLogix is flexible

  

  

 

 

7.)¬† Fit Sage SalesLogix works the same either by premise or hosted. You can choose how your people work with the tools – through a Windows client, a web browser, a mobile device or a combination. You can even decide whether to buy it or to rent it. It’s easy to switch if your business needs move your deployment to the Cloud and then later back to your own facility. In so many words, it fits your specific business needs and infrastructure. ( You can’t place a square peg in a round hole and expect users to be happy with the results.)

So there you have it, my 7 reasons why Sage SalesLogix is a great CRM tool for most companies.  Hope you find some useful nuggets in this list.

Here is a quote from a Founding Father on his method for making decisions:

When confronted with two courses of action I jot down on a piece of paper all the arguments in favor of each one, then on the opposite side I write the arguments against each one. Then by weighing the arguments pro and con and cancelling them out, one against the other, I take the course indicated by what remains.

– Benjamin Franklin

 If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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May 28th, 2010 by

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‚Äôs new and exciting, and this year‚Äôs 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‚Äôs 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 ‚Äúpreview‚ÄĚ of what‚Äôs 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‚Äôm sure you have heard about the new ‚Äúcloud‚ÄĚ 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‚Äôs 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 ‚Äď 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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