The SalesLogix Windows and Web Client are just a few ways you can access SalesLogix data. Whether you are a user who wants to view or update SalesLogix information from other applications (Outlook, SharePoint or your corporate website), a manufacturer who wants distributors to view and/or enter customer or opportunity data or a financial firm who wants clients to view investment data, we have the tips and tricks you need to take advantage of what the latest SalesLogix versions have to offer.

1. SalesLogix Portals
How companies like yours are taking
advantage of the latest SalesLogix
Technology
December 13, 2011 | Copyright © 2011 Infinity Info Systems

2. Presenters:
Senior Marketing Associate
Senior Software Engineer
Director, Solutions Architect
December 13, 2011 | Copyright © 2011 Infinity Info Systems

3. Agenda
• Web Portals in General
– What are they? Why use one?
– Best approach for designing a web portal
• Sage SalesLogix Portals
• Infinity built Portals
• Technology behind a web portal
• Importance of Collaboration / Integration
• SharePoint Integration Demo
• Recommendations
December 13, 2011 | Copyright © 2011 Infinity Info Systems

4. Why use a Web Portal?
• Extend your internal/external use base
• Have one system for all services across the
organization
– Different UI and experiences
– Present data in meaningful ways
December 13, 2011 | Copyright © 2011 Infinity Info Systems

5. Proper Analysis will lead to the Best Solution
• Understanding the
actual needs
• Internal vs. external
users
– Infrastructure
decisions
– Look & Feel decisions
• Record and monitor
usage
December 13, 2011 | Copyright © 2011 Infinity Info Systems

6. Out-of-box Portals for SalesLogix
• These portals come with SalesLogix Web 7.5.3
and higher
– Lead Capture
• Quick creation of Accounts/Contacts
– Customer Portal
• Allows SalesLogix Contacts to login and have access to
their Tickets
– Mobile
• Provides CRM functionality on mobile devices
• Future Portals (next version of SalesLogix – 8.0)
– Job Scheduler
• Long running processes
• Alerts and workflow automation
December 13, 2011 | Copyright © 2011 Infinity Info Systems

7. SalesLogix Lead Capture
• Facilitates the creation of
Accounts/Contacts
• Does not require Login
• Accounts / Contacts created
can have type, status and
account managers assigned
automatically based on
captured data
• Meant to be exposed on the
web – company website
• Easy to Manage
December 13, 2011 | Copyright © 2011 Infinity Info Systems

8. SalesLogix Customer Portal
• Provide customers 24x7 access
• Create and track tickets, contact information,
type, status, urgency, assignment, and date
needed.
– Configure to your needs
• Automatically assign
tickets to the right
resource
• Search Knowledgebase (SpeedSearch)
December 13, 2011 | Copyright © 2011 Infinity Info Systems

9. Ticket Portal
December 13, 2011 | Copyright © 2011 Infinity Info Systems

10. Ticket Details
December 13, 2011 | Copyright © 2011 Infinity Info Systems

11. Search the Knowledgebase (SpeedSearch)
December 13, 2011 | Copyright © 2011 Infinity Info Systems

12. Infinity Built Portals for SalesLogix
– Contact Web Update
• Portal for external users (clients/customers) to maintain and
update their contact information or information for an
upcoming event.
• Changes are reviewed by actual SLX user before promoting
– Quick Editor
• Allows specific users to find, see and update data via mass
updates.
– Meeting Capture powered by Outlook
• Allows a user who is mostly in Outlook to record meeting
notes for actual Outlook Meeting attendees
December 13, 2011 | Copyright © 2011 Infinity Info Systems

13. Contact Web update
December 13, 2011 | Copyright © 2011 Infinity Info Systems

14. Meeting Capture
December 13, 2011 | Copyright © 2011 Infinity Info Systems

15. Requirements
• Install and Configure SalesLogix 7.5.3 web
components
• Configure firewall to allow for communication
from portal to SLX
– Integration Portal (sdata)
• Configure portal forms
• Build and deploy portal
December 13, 2011 | Copyright © 2011 Infinity Info Systems

16. Technologies used
• ASP.net • Javascript
• Outlook Add in • jQuery
• Web services (REST) - sdata • nHibernate
• Silverlight • Java
• .NET Win Forms and WPF • J2ME
• SharePoint • MS Office
• SQL • Telerik/DevExpress
December 13, 2011 | Copyright © 2011 Infinity Info Systems

17. Target Architecture
December 13, 2011 | Copyright © 2011 Infinity Info Systems

18. Importance of Collaboration/Portals
• “In the long history of humankind (and animal kind,
too) those who learned to collaborate and
improvise most effectively have prevailed.”
– Charles Darwin
• “Coming together is a beginning, keeping together
is progress, working together is success”
– Henry Ford
December 13, 2011 | Copyright © 2011 Infinity Info Systems

19. The Value of Collaborating
• Increased productivity
• Better management of documents & versions
• Communicate more effectively
• Consolidate multiple data sources
• Provide better search capabilities
• Reduce email transactions
• Increase Business Intelligence
December 13, 2011 | Copyright © 2011 Infinity Info Systems

20. SharePoint Integration
• Can be inserted in CRM
screen via IFrames
• UI can be called via
Web Services
• Can Create Web Parts
• Examples:
Partner Portal, BI Dashboard,
Composite UI, Web Self Service
December 13, 2011 | Copyright © 2011 Infinity Info Systems

21. Infinity Info Systems
DEMO
December 13, 2011 | Copyright © 2011 Infinity Info Systems

22. Recommended Approach
• Use sdata
• Consider the User Base / Audience
• Consider form factors
• Make wise technology choices
December 13, 2011 | Copyright © 2011 Infinity Info Systems

23. HAPPY HOLIDAYS!
Join us in 2012 for a new year
of SalesLogix breakthrough webinars!
December 13, 2011 | Copyright © 2011 Infinity Info Systems