Blog entries categorized under Sage SalesLogix

Sage SalesLogix

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by Jennifer Van Pelt
Jennifer Van Pelt
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on Thursday, 17 May 2012
Sage SalesLogix 0 Comments

Are you overwhelmed by data? Are you struggling with simple reporting tasks? Would a dashboard including on-going sales activities make it easier to track your pipeline and ensure success?

If so, then STOP - and watch our webinar!

On Tuesday, May 15th, Infinity’s Roy Hwang (Director, Business Intelligence) and Scott Snider (Vice President, Professional Services) hosted a webinar titled Use Your Data! 10 Ways to the Get the Most Out of Your Data Using SalesLogix Analytics.  During the session, Roy and Scott went down a top 10 list of tips, tricks and tools to help our clients use their data more efficiently – from making smarter, more informed decisions to increasing visibility into sales pipelines and marketing activities.

The Top 10 list included discussions and/or demos on:

  • SalesLogix Web Dashboards
  • Dynamic Table Builder
  • Embedded Analytics
  • Dynamic Groups
  • Mobile Analytics

If you missed our webinar and are interested in learning more, be sure to check out our recorded session below or download a copy of the PowerPoint slides here.

Want to share how your company is leveraging its data? Tell us more - share your story below!

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by Gean Martinez
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on Tuesday, 03 January 2012
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I’m excited to let you know that Sage SalesLogix Mobile Classic v6.0 is now available, bringing with it multiple enhancements to the application, improvements to the Sage SalesLogix Mobile Classic architect, and an improved user experience. Yesterday, Sage released both the NEW Sage SalesLogix Mobile 1.2 (only works with SLX 7.5.4) as well as a new version of the CLASSIC (thick client) Mobile, version 6.0.

Some of the general enhancements are:

  • Full support for BlackBerry® OS 6.0
  • 64-Bit Windows Server® 2008 is fully supported
  • Improved platform stability for the Sage SalesLogix Mobile Classic architect and BlackBerry client

Improvements to the Sage SalesLogix Mobile Classic Architect:

  • Install anywhere -- the Sage SalesLogix Mobile Classic architect can now reside wherever it is most convenient for the user
  • Improved version control
  • Integrated Differencing Tool used for merging new plugins with customized plugins. The configuration supports Araxis® Merge as well as other third-party merge tools that can be invoked from a command line.

Enriched Sage SalesLogix Mobile Classic Client:

  • Improved performance for wheel focus on older devices
  • Improved Calendar and Activity synchronization
    • History item sync duration can now be configured on a user by user basis
    • 30 day vs. calendar month synchronization
  • Improved performance for auto-sizing forms with hidden fields, accomplished with a new grid property that allows for setting field visibility

If you’d like more information about the Sage SalesLogix Mobile Client, leave a comment below or contact me at gmartinez at InfinityInfo.com.

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SalesLogix Bootcamp Series: Social Networking & Online Presence

by Gean Martinez
Gean Martinez
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on Thursday, 15 December 2011
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According to Merriam-Webster’s online dictionary, the term Social Media refers to the use of web-based and mobile technologies to turn communication into an interactive dialogue1. As part of their vision for the future of SalesLogix, Sage enforced this concept all week and shared with us their beliefs that media and social content will only continue to drive market productivity, sales and revenue for quite some time. Therefore, they are placing a focus on social media efforts as it pertains to their mobile application.

While there is no question your CRM data contains valuable information about your clients and partners, today’s most successful organizations are also using comprehensive social media strategies to gain invaluable insight into customers. Check out Infinity’s on-demand webinar to learn social media best practices and find out how to use social networking sites to better service your clients.

As always, if you have any information regarding the information shared in this series, please feel free to if you have any questions, please post them below or email me at This e-mail address is being protected from spambots. You need JavaScript enabled to view it. . I hope you enjoyed this series!

 

 

1http://www.merriam-webster.com/dictionary/social%20media

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SalesLogix Bootcamp Series: SalesLogix Cloud

by Gean Martinez
Gean Martinez
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on Tuesday, 13 December 2011
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To the cloud! While SalesLogix for the cloud has been out for a while, this offering gives companies all of the benefits of SalesLogix without the need to purchase and maintain hardware or incur hefty software expenses. The immediate cloud update efforts will also provide multi language support options, as well as an improved customer on-boarding process via inclusion into a trial email nurturing program.

For additional information, check out our on-demand webinar “SalesLogix: Migrating from LAN to Web”. This session covers best practices, tips and suggestions for making this a seamless and straight forward transition for both you and your business.

If you have any questions, please post them below and be sure to check out my final boot camp blog post of this series on Social Networking & Online Presence. Coming soon!

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SalesLogix Bootcamp Series: SalesLogix Mobile and Analytics

by Gean Martinez
Gean Martinez
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on Friday, 09 December 2011
Sage SalesLogix 0 Comments

During SalesLogix Boot Camp, an introduction to the SalesLogix mobile product was given. Below are some of the key lessons learned:

  1. Enhancing and troubleshooting the SalesLogix mobile product can be accomplished using a variety of tools
  2. The SalesLogix mobile product is compatible with any HTML5/CSS3 compliant mobile device
  3. There is an application cache that stores pages on your device for more responsive use
  4. Data is obtained through SData communication protocol and is also cached on the device for a “disconnected” user experience

Sage also announced the migration of Visual Analyzer  to version 10 of QlikView,  as well as the new Business Intelligence tool,  Spotfire. Moving forward, Spotfire will be utilized in the SalesLogix Web Client for dashboards.

Are you currently using SalesLogix Mobile and/or Visual Analyzer? If so, are you excited for some of the new features?  If so, we would love to hear about what makes your user experience a great one! And – if there are features and/or enhancements you would like to see in the future, let us know about those, too!

Be sure to check out our blog on the SalesLogix Cloud next week!

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