Sage SalesLogix 8 What´s new Datasheet

1. What’s New in v8.0
Your relationships. Your information. Your CRM.
In short, this means CRM without compromise, which is what Sage SalesLogix is all about. Sage SalesLogix v8.0 delivers on this promise
by introducing new features and enhancements across the product suite designed to enrich the user experience, reduce costs, boost
productivity, and safeguard valuable data.
Sage SalesLogix v8.0 underwent extensive pre-release testing and iteration to ensure the release met the highest quality and performance
goals in the product’s history.
User Experience and Productivity
User experience and productivity take center stage with an enhanced user interface that makes finding
your data easier and faster, featuring:
• pdated look and feel – LAN and
U • peedSearch – Expanded search
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Web clients both enhanced with a results to include information from
modernized visual presentation and an additional areas, including Accounts,
appealing color palette. Contacts, Leads, Opportunities, Products,
and Contracts.
• crollable grids in tabs – Makes it easier
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to navigate within all areas of the product • ulk data handling – Select and update
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and locate customer information. multiple data elements at a time, such as
changing multiple Activities, Leads, and
• List management – Enhanced list Opportunities with right click menu option.
management capabilities—stay in the detail
view while doing a lookup; filters have been • Search – New User option to set default
added to tabs with lists, so you only see “look up” type – “contains” vs. “starts with”.
the data you need.
Works the
way you work
Updated Look and Feel - Modernized Visual Presentation

2. Your relationships. Your information. Your CRM.
Calendar and Activities
Prioritize your day, schedule meetings, and book resources using new and improved resource
planning tools:
• alendar alerts – Never miss an important activity or
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appointment with new “pop-up” alerts, which can be
configured based on User preference.
• Calendar view – Collaborate with your team easier
with the ability to see multiple Users’ calendars side
by side to quickly identify their availability.
• chedule resources – Know immediately which
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rooms, resources, and personnel are free or
committed at any given time.
• Meeting invitations – See attendee free/busy status
when scheduling a meeting and know who has
accepted, declined, or is still pending.
• Meeting confirmations – New dialog box for
meeting requests—allowing you to confirm,
accept, delete, or update meetings. Collaborate Stay on track with
enhanced resource
more effectively planning tools
• pdate and complete Activities –
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Complete, edit, or delete individual or
multiple Activities in a flash with the added
right mouse button functionality.
Mobile Enhancements
“Productivity on the go” takes on new meaning with the latest mobile enhancements, including
improved data handling and calendar management:
• mart layouts – Rotate your phone or
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Greater tablet and switch to a landscape view­—
productivity great for larger screens and tablets.
in the field
• nhanced date selector – Select dates
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and times with ease with a new drop-
down list and the ability to increment and
decrement by month, day, year, and time.
• ctivity indicators in month view – See your
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busy/free days at a glance—select a day to see a
detailed list of items committed for that day.
• obile user efficiencies – Improved search
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functions help to locate information faster—
usability enhancements include auto-populate
and a clear button.
Rich CRM functionality on most popular mobile devices

3. Your relationships. Your information. Your CRM.
Configuration and
Customization
New customization “power tools”
designed to put more control in your
Administrator’s and IT Pro’s hands:
• ynamic customizations – Make
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changes to forms and scripts and see
the modifications fast.
• eb Form Designer – Enable your
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Administrator with this powerful new
feature that puts more control in their
hands:
-
Configure, add, or hide fields – without
the need to write complicated code – Configure
with a few simple mouse clicks. forms quickly
-
Changes are immediate and executed
upon save. Configure Sage SalesLogix to reflect your business needs
• pplication Architect – Improved to empower developers to
A • isual cues provide a way to inspect which controls have
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perform deep customizations in a faster and scripted actions.
more intuitive manner with:
• ove and duplicate contact – Move or copy only the
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- New toolbar button and action designers. information that is relevant, making updates fast
and clean by providing more flexibility and control.
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Script discovery – Easily discover scripts previously requiring
multiple steps and knowledge of how to navigate the dialogs. • lobal capabilities – Embedded language packs that enable
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anyone to change the language between English, French,
• uick access to all scriptable form actions directly from the
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Russian, German, and Italian with a simple drop-down menu.
Quick Form.
• Full Unicode support for the LAN Client.
• ull scripting editor with developer tools such as Intellisense
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Search and Replace.
Safeguard your Data
Safeguard your valuable CRM data with enhanced
role-based and end-point security capabilities for the
Web Client:
• Security Manager – Efficient click-and-select interface for
assigning security levels, such as “read only,” “read/write,”
or “none”.
• Mobile/remote devices – Enhanced control over the
data exchanged between the server and mobile/remote
devices.
Increased
control and • peedSearch – Search results
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security limited based on role and level
of access granted.
Safeguard your valuable CRM data with enhanced security
features for the Web Client

4. Your relationships. Your information. Your CRM.
Try Sage SalesLogix v8
Free for 30 Days
Sage SalesLogix Cloud
Improved performance and overall experience when you deploy in the http://sagesaleslogix.com/trynow
Sage SalesLogix Cloud: or Call
• ignificant increase in performance with new server configurations which
S 866-898-2378
boast additional CPU and memory capacity.
• mproved measures for business continuity with
I Improved
back-ups occurring every 15 minutes. overall Cloud
• mplement with confidence with the new and
I experience
improved ‘Go Live’ process which includes
discovery, performance testing, and a customer
check list.
About Sage SalesLogix
Your relationships. Your information. Your CRM. In short, this means CRM without compromise. Your processes for identifying prospects, acquiring customers,
building loyalty, and delivering an exceptional customer experience are what make your business unique and successful. Sage SalesLogix offers unparalleled flexibility in
how you deploy, use, and pay for a powerful CRM solution that helps you accelerate your strategic advantage.
About Sage
Sage is a leading global supplier of business management software and services for small and midsized businesses. The Sage Group plc, formed in 1981, was floated
on the London Stock Exchange in 1989 and now employs more than 12,600 people and supports more than 6 million customers worldwide. For more information
about Sage in North America, please visit the company website at: NA.Sage.com. Follow Sage North America on Facebook, Facebook.com/SageNorthAmerica, and
Twitter, Twitter.com/sagenamerica.
8800 N. Gainey Center Dr., Suite 200 | Scottsdale, AZ 85258 | 866-898-2378 | http://NA.sage.com/sage-saleslogix
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