Whats New in Sage Sales Logix 7 5

What’s New in Sage Sales. Logix 7. 5. 4

Release Highlights • Sage Sales. Logix v 7. 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 Sales. Logix v 7. 5. 4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback. • Sage Sales. Logix v 7. 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 Sales. Logix Advanced Analytics Slide 2

Workforce Productivity

Notes/History Improvements Notes/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 email logged to history. It also displays notes associated with each interaction.

Notes/History Improvements How do I apply filters?

Notes/History Improvements How do I E-mail/Send to MS Word • Multi-select Entity to send to E-mail or MS Word

Check for Duplicates/Merge Check For Duplicates • • a powerful tool that saves you time and ensures clean data and accurate reports The Check for Duplicates wizard compares records in Sage Sales. Logix to determine if your data contains duplicates. re a rts o p e r r ight ? u Yo er r v ne Tire d of ti of spe m data e clea nding lo ning ts ? you r

Check for Duplicates/Merge Step 1 – Select a Source • • Select the entity type for which you want to check for duplicates. Select the group of records within the selected entity type.

Check for Duplicates/Merge Step 2 – Choose Search Options • • • Select the filters you want the wizard to use when matching data. The data in both records must be an exact match to be considered a duplicate. Advanced Match Options is used to set additional match options fields

Check for Duplicates/Merge Step 3 – Process Request • View the status of Check for Duplicate Process • Unique Duplicate Job Number • Number of processed records / total duplicates found

Check for Duplicates/Merge Step 4 – View Results Search Record - The name within the entity that was found to be a potential duplicate. Resolve Status - The status of the record which indicates if it is a possible duplicate, if the data has been merged, or if it has been determined that it is not a duplicate. Score - The probability rating that this record is a duplicate. A higher score indicates a higher probability that the record is a duplicate. • • Check for Duplicates History Detail view contains the group of potential duplicates within a job. Duplicate records are sorted by Score

Check for Duplicates/Merge View Duplicate Job History • • • Users can access the results to merge or remove duplicate data at any time Duplicates History List view displays all duplicate jobs in the system Process Duplicates List view displays all potential duplicates in the system.

Check for Duplicates/Merge How do I resolve duplicates? • • Open the Check for Duplicates History Detail view for the job in which you want to resolve duplicates. On the Job Results tab, click the Resolve link for a potential duplicate. You can use the information on this tab to help determine if the record is a duplicate or if it needs to be resolved. Complete the Resolve Duplicate Record dialog box. On the Unresolved Duplicates tab, select the potential duplicate and click the Merge link Best Match - The entity that is the closest match to this record. Matches Found The number of potential matches for this entity.

Check for Duplicates/Merge Data • • • At the top of the grid, select which record should be the primary record. • Source - The record that is being converted or resolved. • Target - The Sage Sales. Logix record found when searching for duplicate records. Select the properties for the merged record Show All link shows all fields (including matching fields)

Notes Field Improvements Resizing of Note Fields • You asked for it – bigger notes field in − The Activity dialog (Viewing and scheduling Activities) − New Note dialog

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"> <virtual. Path>~/Smart. Parts/Whats. New/Remote. Main. Whats. New. ascx</virtual. Path> <part. Id>Remote. Main. Whats. New</part. Id> <title>Accounts</title> <description>Accounts</description> </item> Slide 16

Workforce Productivity Sales Orders & Opportunity Product • Streamlined user experience • Introduces SData-based Editable Grids New

Editable Data Grid Spreadsheet Style Records • Accepts SData Feed as Data Source • Use Internal or External Data Sources Easy Data Editing • Column Control Types Match Data Type • Checkbox, Link, Numeric, Lookup, etc • Columns Individually Securable for Edit/Link Refined Workflow • Inline editing eliminates pop-ups & user clicks • Editable grid eliminates additional forms for insert & updates (reduces development costs) Slide 18

Simplified Install & Upgrade

Simplified Install & Upgrade Full 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

Simplified Install & Upgrade Simplified Offline Client Install • • • Default support for SQL Express 2008 R 2 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 – Send. SLX, 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

Simplified Install & Upgrade Roll up 7. 5. 3 Accelerators • • Standard Problem / Standard Resolution Resources Lead Qualifications Roles - Secured Actions

Simplified Install & Upgrade Discovery Tool Reduce Upgrade Costs • Eliminate Need to Build Comparison Environment • Assess Upgrade Impact without Creating Bundles • Compare Intersection of Your Changes to Our Changes Ramp Up New Projects Faster • Discover Versions, Bundles, & HF’s Installed • View Detailed Customization Information • Get File Level Detail Command Line Utility Compares Files Hashes All Files Hashed Since v 7. 5. 0 Works Directly with Models Available as a Public Download

Streamlined ERP Integration

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

Examples Built using Sdata™

SData Active Directory Support Leverage the Work You’re Already Doing • Minimize User Administration Costs • Maintain Users in Active Directory • Sync Active Directory Users to Sage Sales. Logix Increase Security & Control Access New • Enforce Windows Authentication • Block Non-Active Directory Users from Login Reduce Implementation Costs • Enforce Window Authentication Extend Your Applications New • SData Applications Can Use Window Authentication • Promote Single Sign-On Strategy Slide 27

Sage Integration 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 (Accounts, Contacts, Sales Order, Etc. ) CRM One-way Sync ERP (Products, UOM, Etc. ) Request Data via ERP Business Logic Sage Proprietary & Confidential – Content Subject to Change

Sage Integration Viewing 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

Sage Integration New SData API’s Access Attachments • View & update documents, text files, and graphics associated with Accounts, Opportunities, Tickets, etc Manage Groups • List, sort, and filter Groups • Execute a group with a custom filter Access the Sales. Logix Library • View & update library directories & documents • Access revision dates, available status, etc Work with Picklists • List all picklists & picklist items • Supports filtering, sorting, & paging Modify User Options • Access User configuration options for client startup, activity reminders, currency, etc Return System Options • Provides readonly access to company name, database version, etc Get Current User • Use the service to identify the current user Global CRM Contract • Build maintainable integrations

Mobile Workforce Enablement

Mobile Workforce Enablement Calendar & 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

Mobile Workforce Enablement Additional features • View Opportunity’s related products • Call Contact mobile number from Quick actions menu

Mobile Workforce Enablement What’s New • Combined Notes and History views to a single Notes/History view • List icons describe the type of Activity or Note (e. g. ) • Users can filter the Notes/History view by typing one of the following hash tag values into the Search box, for example: − #note – View just notes − #phonecall – View only phone call history items

Mobile Workforce Enablement Customization Guides • Creating an Application Module • List View • Detail View • Edit View • Customizing Views To access the guides: https: //github. com/Sage. Scottsdale Platform/argos-sdk/wiki

Sage Sales. Logix Advanced Analytics – Coming Soon!

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

Upgrade Today! • Sage Sales. Logix v 7. 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 Sales. Logix v 7. 5. 4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback. • Sage Sales. Logix v 7. 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 Sales. Logix Advanced Analytics Slide 38