see what´s new in Sage SalesLogix 7.5.4

1. What’s New in Sage SalesLogix 7.5.4

2. Release Highlights Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience. To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback. Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable: Higher User Productivity Mobile Workforce Enablement Streamlined ERP Integration Simplified Install and Upgrade Experience Coming Soon! – Sage SalesLogix Advanced Analytics Slide 2

3. Workforce Productivity

4. Notes/History ImprovementsNotes/History Tab The Notes/History Tab displays on the Account, Contact, Opportunity and Lead Detail views. Displays interactions such as meetings, phone calls, to-dos, mail and e-mail logged to history. It also displays notes associated with each interaction.

5. Notes/History ImprovementsHow do I apply filters?

6. Notes/History ImprovementsHow do I E-mail/Send to MS Word Multi-select Entity to send to E-mail or MS Word

8. The Check for Duplicates wizard compares records in Sage SalesLogix to determine if your data contains duplicates. Tired of spending lots of time cleaning your data ? Your reports are never right ?

11. The data in both records must be an exact match to be considered a duplicate.

13. Unique Duplicate Job Number

16. Duplicates History List view displays all duplicate jobs in the system

19. Source - The record that is being converted or resolved.

20. Target - The Sage SalesLogix record found when searching for duplicate records.

21. Select the properties for the merged record

23. Configurable What’s New Configure “What’s New” to Keep Users Up-to-Date Eliminate Information Overload Show Users the Information They Need Right Now Ten Tabs Out-of-the-Box Remove Unwanted Tabs Add New Tabs with Custom Information What’s New Configuration Now Unlocked Simple XML Configuration Reduces Customization Costs <item targets="remote" window="main" enabled="true"> <virtualPath>~/SmartParts/WhatsNew/RemoteMainWhatsNew.ascx</virtualPath> <partId>RemoteMainWhatsNew</partId> <title>Accounts</title> <description>Accounts</description> </item> Slide 16

25. Introduces SData-based Editable GridsNew New

28. Checkbox, Link, Numeric, Lookup, etc

30. Editable grid eliminates additional forms for insert & updates (reduces development costs)Slide 18

31. Simplified Install & Upgrade

32. Simplified Install & UpgradeFull Install Customers upgrading from 7.5.x or new customers only have to install the service pack – 7.5 base install not required Customers upgrading prior to 7.5 will need to go to 7.5 first and then apply 7.5.4 Pre-requisites for the install have been moved to the beginning of the installation wizard to streamline the installation process Added installation logging to better support troubleshooting

33. Simplified Install & UpgradeSimplified Offline Client Install Default support for SQL Express 2008 R2 as the offline database Client download available from within web client (New Nav Bar Link) Offline client install streamlined by putting the pre-reqs up front and reduces errors Ability to do silent install – allows install without user interaction – better support for automated IT deployments Installs and configures Desktop integration – SendSLX, Outlook Integration, Desktop Manager, Mail Merge, Export to Excel Reduce end user setup by using enabling Active Directory authentication – users no longer required to enter user id and password

34. Simplified Install & UpgradeRoll up 7.5.3 Accelerators Standard Problem / Standard Resolution Resources Lead Qualifications Roles - Secured Actions

36. Assess Upgrade Impact without Creating Bundles

38. View Detailed Customization Information

39. Get File Level DetailCommand Line Utility Compares Files Hashes All Files Hashed Since v7.5.0 Works Directly with Models Available as a Public Download

40. Streamlined ERP Integration

41. What is SData? Web Services Based API for Sage SalesLogix Uses industry standards -There is nothing scary for your IT dept here Access your data anywhere -If you can send a URL, you can use SData http://localhost:3333/sdata/slx/dynamic/-/accounts?format=html HTML, XML, REST, ATOM/RSS SData does the heavy lifting -You can build integration solutions with up to 80% less code Fast, secure, full featured -If you can do it in SalesLogix, you can do it with SData Read, write, sync, import, export Program in any language Use Client Libraries to save time

42. Examples Built using Sdata™

44. Maintain Users in Active Directory

47. Promote Single Sign-On StrategyNew

48. Sage IntegrationIntegration Features Real-time access to ERP data Cross-application requests leverage ERP business logic to access complex data such as pricing Seamless User Experience keeps CRM user in their CRM environment Real-Time data feeds Detailed views for specific transaction Two-way Sync CRM ERP (Accounts, Contacts, Sales Order, Etc.) One-way Sync (Products, UOM, Etc.) Request Data via ERP Business Logic Sage Proprietary & Confidential – Content Subject to Change

49. Sage IntegrationViewing ERP Data Three complex real-time data views Based off account Sales Orders Sales Order lines Invoices Deliveries Invoices Invoice lines Payments Payments/Receipts Payment details

54. Mobile Workforce EnablementCalendar & Complete Activity View today’s activities or pick any future/past date for a list of activities Schedule new meetings, personal activities, phone calls and to-dos Complete any Activity and schedule a follow-up

55. Mobile Workforce EnablementAdditional features View Opportunity’s related products Call Contact mobile number from Quick actions menu

57. List icons describe the type of Activity or Note (e.g. )

58. Users can filter the Notes/History view by typing one of the following hash tag values into the Search box, for example:

59. #note – View just notes

61. Sage SalesLogix Advanced Analytics – Coming Soon!

62. Coming Soon! Sage SalesLogix Advanced Analytics Interactive Analytics solution Integrated with Sage SalesLogix 10 pre-built dashboards Sales Marketing Customer Service Highly customizable Easy to learn and use Stay tuned for more details!! Slide 37

63. Upgrade Today! Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience. To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback. Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable: Higher User Productivity Mobile Workforce Enablement Streamlined ERP Integration Simplified Install and Upgrade Experience Coming Soon! – Sage SalesLogix Advanced Analytics Slide 38

64. YourContacts: Michael Reischer CEO +49 (30) 754 94 43-0 m.reischer@m-Computers.de