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12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
Webinar Series: Saleslogix 8.1December 17 2013
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
Welcome!
Your Hosts For Today:
Jim NixonSaleslogix Practice Manager -
Infinity Info Systems
Yacov WrocherinskyPresident and CEO - Infinity Info
Systems
Emily Youkers, Senior Sales Engineer, Field Sales -
Swiftpage
Lorcan Malone Senior VP and GM - Saleslogix
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
Agenda
Saleslogix 8.0 Features, Enhancements
Saleslogix 8.1 Launch, Features, Enhancements
Saleslogix Roadmap
Saleslogix demo
Next Steps
Q&A
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
Saleslogix v8.0Features and Enhancements
Presented by Jim Nixon, Saleslogix Practice Manager - Infinity Info Systems
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
Key Saleslogix 8.0 Enhancements Rich Windows Clint • Ribbonized Toolbar• Support for Unicode• Lead Mail Merge Templates
Web From Designer• Configure, add, or hide fields –– with a few simple mouse
clicks - without the need to write complicated code • Changes are immediate and executed upon save
Job Server• Provides an easy way to execute long running processes• Provides an easy way to configure recurring/scheduled
processes• Solves the problem of web timeouts during long running jobs
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
Key Saleslogix 8.0 Enhancements Multiple Deployment Options• Cloud • On Premise • Hybrid
Scrollable grids in tabs in the Web
Calendar and Activity updates for the web• Pop-up Alerts• Improved view history, add note, complete activity• See multiple team member calendar items
Improved Web Group Builder
Swiftpage Proprietary & Confidential – Content Subject to Change
Saleslogix v8.1Launch Plan, Features, Enhancements
Presented by Emily Youkers, Senior Sales Engineer, Field Sales - Swiftpage
Swiftpage Proprietary & Confidential – Content Subject to Change
Saleslogix v8.1 Launch Plan with Key Dates
Release Candidate Available – December 12, 2013
North American Release to Market – December 18, 2013
North American Launch – January 9, 2014
Version 8.1 is the next evolution of the 8.0 platform. It contains all of the 8.0 fixes and new functionality.
Swiftpage Proprietary & Confidential – Content Subject to Change
Saleslogix Data Embedded in Outlook
Outlook Toolbar• New Sync• New Options
Insert Library• File selector• Insert sales library
documents
Plugin Options• Sync Options• SendSLX options• One place for all
options
Swiftpage Proprietary & Confidential – Content Subject to Change
Social & Integrations
• Track social activity in LinkedIn or Twitter by search terms or #tags
• Take action on what you find• See what your contacts and
accounts are doing socially• No more cold calls!• See social activity unfold over
time
Twitter Integration
LinkedIn Integration
Social Timeline
Social Update
Social Profile
Social Buzz
Swiftpage Proprietary & Confidential – Content Subject to Change
Multiple Attendees per Activity
• Add multiple contacts or leads for Activities
• Attendees saved with History• Manage leads, contacts, and
users as contacts in one list• SpeedSearch-based
Attendee lookup• Introduces Users and
Contacts as Employees
Swiftpage Proprietary & Confidential – Content Subject to Change
Modern Mobile Experience
Left for Global Menu
Right for
Context Menu
Quick Actions
KPI & Charts
Swiftpage Proprietary & Confidential – Content Subject to Change
Improved Reporting, Server-side Export to Excel & Widgets
• Lots of new improvements including native reporting services, upgraded Crystal Reports 2011, widgets, report archival, and report scheduling
Job ServerCrystalReportsJob
ExportExcelJob
ArchiveSD
ata
Reporting Subsystem
Swiftpage Proprietary & Confidential – Content Subject to Change
v8.1 Desktop Integration
Feature IE 9 IE 10 Firefox Chrome Safari
32 Bit 64 Bit 32 Bit 64 Bit
Outlook Drag and Drop Email 32-Bit Y New Y New
64-Bit
SendSLX / Record to History
32-Bit Y New Y New Y New New
Address Book 64-Bit New New New New New New New
Insert Library Doc 32-Bit New New New New New New New
vCard 64-Bit New New New New
Excel Export to Excel 32-Bit Y New Y New Y New New
64-Bit New New New New New New New
Word Mail Merge 32-Bit Y Y
64-Bit
Support for Microsoft Office 2007, 2010, 2013
Swiftpage Proprietary & Confidential – Content Subject to Change
Browser Compatibility
Release Windows 8
Windows 8.1
Windows Server 2012
IE 10 IE 11 Latest Chrome
Latest Safari
Latest Firefox
Saleslogix 8 X X X* 10*, 17
Saleslogix 8.1 X New X X* New* New New New
* Outlook Drag and Drop, Mail Merge Supported
• Qualifying against all popular browsers• Supports latest versions of each browser. • Safari support enables running on Mac • 32-bit IE required for drag-and-drop from Outlook and Mail
merge• Desktop integration touch points moving server-side
Swiftpage Proprietary & Confidential – Content Subject to Change
Coming in 2014
Swiftpage Proprietary & Confidential – Content Subject to Change17
Lorcan Malone – Senior VP and GM, Saleslogix
• Former GM at Sage CRM, joined Swiftpage following the acquisition
• Prior to Sage, delivered major IT solutions for Fortune 100 organizations
• Extensive experience in implementing large scale IT transformation projects
CRM veteran, applying 20 years of experience to drive Saleslogix to the next stage of growth and leadership
Swiftpage Proprietary & Confidential – Content Subject to Change
Microsoft Outlook Sidebar
• Replaces Intellisync calendar, activity, & contact sync
• Provides real-time access to Saleslogix data while embedded in Outlook experience
• Based off of Adaptive Client Framework
Swiftpage Proprietary & Confidential – Content Subject to Change
Q4
2013
H1
2014
H2
2014
Saleslogix 8.1
Mobile 3.0
New Exchange Integration
Mobile 3.2
Social Buzz, Profile & Timeline Black Diamond Mobile as a Platform
Saleslogix 8.1.1 Saleslogix 8.2
Gmail Integration
Mobile 3.1
Engage Integration
Badging, Predictive, Scoring
Advanced Analytics 2.0 Advanced Analytics 3.0
SLX 8.1, Social8.1.1, Black Diamond, Mobile
3.1 8.2
2014 Road Map
Swiftpage Proprietary & Confidential – Content Subject to Change
Saleslogix DemoPresented by Emily Youkers, Senior Sales Engineer, Field Sales - Swiftpage
Saleslogix December License Promotion
Take advantage of a special offer from Infinity & Swiftpage:
Buy 20 licenses - get an Apple iPad
Buy 100 licenses - get a Lenovo IdeaPad
Just like 2013, this deal ends soon!
Be sure to act before 12/31/2013.
Reach out to your Infinity account manager or contact us here to learn more today!
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
All-in On Mobile Swiftpage Goes “All-in on Mobile”, Launching New Saleslogix Mobile 3.0 and Mobile-Only Subscription Option Priced at $25 Per-User, Per-Month
For one low price, option gives users a complete mobile CRM solution, with full customization and benefits of desktop version, and totally redesigned interface purpose-built for smartphones and tablets. Are you taking full advantage of everythingSaleslogix Mobile has to offer?
As a Saleslogix customer you already have access to Saleslogix Mobile, and with 3.0, you can now add Mobile-Only users for $25 per user per month (Cloud) or $395 per user + M&S (On-Premises).
Contact Infinity today to learn more!
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
Next Steps
Contact us for a personalized demo
Learn more about how Infinity can help you plan and implement your upgrade
Consider leveraging mobile users
Connect with your Infinity Account Manager,email us at [email protected], or drop me a note! [email protected]
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
Q & A
Use the chat or question window in GoToWebinar to submit questions
12/17/2013 | PROPRIETARY AND CONFIDENTIAL – NOT FOR DISTRIBUTION
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linkedin.com/company/infinity-info-systems
twitter.com/infinityinfo
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Thank You!
WWW.INFINITYINFO.COM
535 Eighth Avenue17th Floor
New York, NY 10018Tel. 212.563.4400
