Sage SalesLogix Vision & Product Roadmap

November, 2008

http://customerfx.com

22

Agenda

33

Sage CRM Solutions 2010 Vision

Interoperability and Migration Shared data Seamless

Anywhere Workforce Experience Applications and services Across multiple devices

On-Demand | On-Premise

On-Demand On-Demand | On-Premise

Rich User Experience

Connected Front and Back Office Common integration contract CRM powered back office

44

Sage SalesLogix Strategic Vision

My Customer

s

Afford and Manage

Works the Way I Do

Anywhere Workforce

External Systems and

Services

Internal Systems

My Business

Customer and Business Insight

Systems without Borders

Please review SalesLogix Vision Whitepaper

55

Customer & Business Insight

Direct & Immediate Learning, Bubble Up Context, Actionable Insight

So how can businesses gain more insight from CRM and what can you expect from CRM in the future?

66

Explorer

Tourist

Farmer

• Farmers– Strong reporting needs

– Canned content

– KPIs are important

• Explorers– Analytics and data mining

tools

– Direct access to data

– Patterns are important

• Tourists– Sandboxes & Guided

discovery

– Flexible content

– Knowledge is important

– No correlation of business role to end user type

– BI tools target ‘Explorers’, reporting targets farmers

– Desire to target ‘Tourists, enable ‘Farmers’, and support ‘Explorers’

One Size BI does not Fit All Users – Meet the Tourist

Support the needs of the Tourist

Support the needs of the Tourist

77

Cross-App DataCross-App Data

Publishing (Sharing), Subscription, & DistributionPublishing (Sharing), Subscription, & Distribution

KPIs, Gauges

Historical Reporting,

Canned

Reporting, Ad-hoc

Aggregation, Discovery

Categories, Affinities, Patterns

Predictive, Forecasting

CRM Content CRM Content

WorkflowWorkflow

ViewsViews

Awareness Moves Through a BI Technology Continuum

ScoreboardsScoreboards

Publishing, subscription, &

distribution

Publishing, subscription, &

distribution

Additional Mash-up support & Visualizations

Additional Mash-up support & Visualizations

Leverage BI engine to identify Affinities

Leverage BI engine to identify Affinities

Embed BI into UI & Workflow

Embed BI into UI & Workflow

7

88

Insight and Action are Done Together

• Discovery is Part of the User’s Daily Work Practice• Taking immediate action must occur at the time of

the insight

Multiple SelectionMultiple Selection

Multi-selection Actions

Multi-selection Actions Multi-selection

ActionsMulti-selection

Actions

99

You Need to Manage the Customer’s ExperienceInside and Outside of Your Sphere of Influence

• Direct, Immediate Learning• Manage each and every customer experience• Build and foster customer communities

Community SLXSLX

Responses

1010

Putting the Picture Together Involves Two 360’ Views

CRMERP

Sales• Account Information• Pricing and Payment Details • Sales History, Stock Details • Order Processing Information• Invoicing and Payment

Information

Marketing• “Propensity to buy”• Customer Segmentation• Adjust Cost of campaign

Service & Support• Call Log Reconciliation• License Renewal

1111

Work the Way I Do

Be the Center of Work, Viral User Adoption, Add Value to Each Experience

So, what can you expect from a “center of work”?

1212

Task Oriented Workspaces

Split-view format provides end-user with additional detail about

selected activity

1313 13

Process Orchestration

• Coordinate and Measure Team Driven Goals

• Trigger processes off of any entity

• Goal (Stage/Step) and Single Step processes

• OOTB Actions and Sales or Contact Processes

1414

Anywhere Workforce

Awareness, Mobility, Alignment

Its about rich, connected or disconnected, “centers of work” tailored for each device.

1515

Co

nn

ecte

dC

on

nec

ted

Dis

con

nec

ted

Dis

con

nec

ted

Connected and Disconnected Client

• Monitored deployment and Configuration

• Secure Data and Transactions

• Ease of Remote Deployment

• One Click Remote Install

• Low footprint • Intelligent

caching WindowsRemote

Office

Local Office Internet

Web Mobile

1616

SalesLogix Mobile 5.5 (Cabot) – RTM: March 09

• Improved User Management– Cradle-to-grave management of remote users

running SLXM (Setup, deploy, monitor, resolve, upgrade)

• Improved User Experience– Pause-and-Resume - the experience of

synchronizing large datasets over a thin wire

– Location Awareness –Enabling mapping of contacts and accounts, proximity services

– Form Wizard (Developer) – simplifying the admin experience around common development tasks

– Mobile SData Support - Improve and extend information access to external data sources

– AutoSync Support for Windows Mobile

1717

Afford and ManageManage simply, Stay Current, & Reach Globally

It is about getting the most out of what you have today and getting to where you need to go tomorrow

1818

Reach Globally

Regional data sharing and picklist segmentation

Regionally based pricing Glossary Tags for project-

wide search and replace of common names such as Account to Company

Unicode sync, end-to-end Unicode transaction support

1919

Systems Without Borders

Cornerstone Apps, Integration Transparency, End-to-End Solutions

So, what is cloud computing anyway?

2020

Mash-ups – Timeline Example

Embedded VisualizationEmbedded

VisualizationData feeds from

any SourceData feeds from

any Source

2121

SalesLogix Multi-Year Release Strategy

GobiGobi SaharaSahara MojaveMojave

• Summer 2007

•Platform

• Customization

• Web/Mobility

• Usability

• Summer 2007

•Platform

• Customization

• Web/Mobility

• Usability

• Summer 2008

• Visualization

• Restful Services

• Usability

• Feature Leadership

• Summer 2008

• Visualization

• Restful Services

• Usability

• Feature Leadership

SLX 7.5.1Mobile 5.5VA 3.0

SLX 7.5.1Mobile 5.5VA 3.0

2222

Sahara SP1 Features

Activities Enhancements• Task Oriented Activity

Workspaces

Application Architect• Lookup Wizard• Mashups: debugging and

sparkline enhancements• Run click deploy for round

trip testing of forms• Controls (Bevel Style

Scheme, Lookup Wizard, Panel, Multi-tab, Sparkline)

• Bundle Password Support• Filter editor

Disconnected Web Client• Account subscriptions• Mail merge

Security• Field level security for the

Web

Filters• Dynamically update count

next to filter label as criteria are selected

• Custom filters using calculated fields

User Interface Improvements• Consistent use of new grid

control• Create additional workspace

tabs• Ask to persist data on

browser event• Multi-entity delete and

reassign owner for leads

Office Integration/Compatibility• Lotus Notes• Firefox browser

compatibility

Platform• Eliminate SendSLX

dependency

Reporting/Analytics• Enable multiple Web

reporting servers for remote offices

Feedback• Embedded Survey

*** Subject to Change ***

SS

SS

SS

SS

SS

SS

2323

Sage SalesLogix v7.5.1 - Activity Workspace

Introduction of Activity dialog enables users

to retain context of his or her work while

leveraging familiar interface

Call activity dialog from any entity

2424

Sage SalesLogix 7.5.1 – Ranges and Customizable Filters

• End users create the filters that they need

• Create filter ranges, such as yearly revenue for an account:– $0 - $500,000

– $500,001 - $1,000,000

– $1,000,001 - $10,000,000

– > 10,000,000

• Custom filters allow non-technical users to create advanced lists without writing queries

Create custom ranges to make exactly the list that is needed for the moment

2525

SalesLogix Multi-Year Release Strategy

GobiGobi SaharaSahara

• Summer 2007

•Platform

• Customization

• Web/Mobility

• Usability

• Summer 2007

•Platform

• Customization

• Web/Mobility

• Usability

• Summer 2008

• Visualization

• Restful Services

• Usability

• Feature Leadership

• Summer 2008

• Visualization

• Restful Services

• Usability

• Feature Leadership

TanamiTanami

2626

SalesLogix v8.0 (Tanami) – Feature Walkthrough

Tanami Desert

• RTM in Summer, 2009

• Beta in May, 2009

2727

Tanami (v8) - Release Stories

End-to-EndBusinessSolutions

Partner Adoption

Foster Global Reach

No TouchAnywhere

Client

CustomerUpgrades

2828

SalesLogix Multi-Year Release Strategy

GobiGobi SaharaSahara TanamiTanami

• Summer 2007

•Platform

• Customization

• Web/Mobility

• Usability

• Summer 2007

•Platform

• Customization

• Web/Mobility

• Usability

• Summer 2008

• Visualization

• Restful Services

• Usability

• Feature Leadership

• Summer 2008

• Visualization

• Restful Services

• Usability

• Feature Leadership

• Summer 2009

• Multi-regional/Unicode

• Integration Contract

• Simplified Customizations

• Focus on Customer Adoption

• Summer 2009

• Multi-regional/Unicode

• Integration Contract

• Simplified Customizations

• Focus on Customer Adoption

2929

SalesLogix Multi-Year Release Strategy

GobiGobi SaharaSahara TanamiTanami MojaveMojave

• Summer 2007

•Platform

• Customization

• Web/Mobility

• Usability

• Summer 2007

•Platform

• Customization

• Web/Mobility

• Usability

• Summer 2008

• Visualization

• Restful Services

• Usability

• Feature Leadership

• Summer 2008

• Visualization

• Restful Services

• Usability

• Feature Leadership

• Summer 2010

• Social CRM

• Write once

• Summer 2010

• Social CRM

• Write once

• Summer 2009

• Multi-regional/Unicode

• Integration Contract

• Simplified Customizations

• Focus on Customer Adoption

• Summer 2009

• Multi-regional/Unicode

• Integration Contract

• Simplified Customizations

• Focus on Customer Adoption