Sage SalesLogix Mobile
The New
Sage
SalesLogix
Mobile
The New
Sage SalesLogix Mobile
delivers rich CRM functionality across
multiple mobile platforms via a
customizable, browser
-
based
application that is easy to deploy and
manage and is available at no extra
charge to Sage SalesLogix customers.*
*Requires Sage
SalesLogix
v7.5.3
Mobile SData Client
•
Browser
-
based application
•
a true "
client
" application, running
JavaScript locally.
•
We take advantage of the HTML5
Application Manifest feature to
download the application to the
client on
first access
.
•
After that, we only retrieve
transactional data from the server
as needed
.
•
For the data access, we use Web
Service calls to the
SalesLogix
SData
host, and return the data in
JSON format
Compatibility
•
Browser
-
based application
-
access
across platforms
•
Runs on
HTML5
/
CSS3
-
compliant browsers
•
Device support includes
−
iPhone 3.x
−
iPad
−
Android v2.1+
−
Blackberry v6.0 (Torch, Bold 9780)
−
WebOS (PalmPre, PalmPixi)
−
(not on Windows Phone 7)
•
Browser Support
−
Safari
−
Chrome
−
Firefox
−
Opera
−
(not on IE7/8 yet)
Deployment & Authentication
•
Available for both
Cloud
and
On
-
Premise (Web + LAN)
users
•
Requires
SalesLogix 7.5.3 with
HF1, HF2, HF3
•
After applying the bundle point to
–
http://<server>/SlxMobile
•
New mobile uses the same
authentication
mechanism as the web
client through SData
•
New mobile uses the same
security
model
as the web client through SData,
so it can be used for both Named and
Concurrent users
Rich Mobile CRM Functionality
•
Access key customer
information
•
Schedule and manage
activities
•
View history and record
email, calls and notes
–
all
from their mobile device
Usability
•
Perform key actions quickly
and easily with a task
-
oriented user interface.
Perform searches, multi
-
select items in a list, view
Related Items, access a
Quick Actions menu, and
more.
•
Interact with native device
applications and functions
easily
-
including mapping,
dialing, and email
-
in one
click.
Unparalleled Flexibility
•
A rich, browser
-
based application,
optimized for today’s smartphones and
tablets
–
including iPhone, iPad, Android,
Blackberry and WebOS
•
Connect wirelessly or cache and store
information locally for offline use
•
Customize and configure the application
to meet unique business requirements
and user preferences
Lower TCO
•
Get The New
Sage SalesLogix
Mobile at
no additional charge
with
Sage SalesLogix v7.5.3
•
Access quickly and easily across
mobile platforms
•
Deploy, manage, and customize
centrally in the familiar Sage
SalesLogix administration
environment
•
Multi
-
layer security
•
Leverage RESTful web services,
Sdata and an open source
platform
Features Summary
•
Online client with basic caching
−
All list/detail data accessed in the latest online session will be
cached
•
Create
,
Read
and
Update
key entities (Accounts,
Contacts, Leads, Opportunities, Tickets) as well as
Notes
and
History
•
Search on all entities
•
Schedule Activities (Meeting,
Personal Activity, Phone
-
call, To
-
Do)
•
Log calls/emails to history
•
Native integration to the device mapping, dialing and
email clients
Installation
-
Prerequisites
•
Make sure you have a functioning SalesLogix 7.5.3 web
environment
•
Install HF 01 & Close App Architect
•
Install HF 02 & Close App Architect
•
Install HF 03 & Close App Architect
•
Sage SalesLogix Mobile and the SData portal must be
on the same server
•
Rebuild the Web Platform in App Architect
Installation
–
SlxMobile web site
•
Application Architect
−
In the
Project Explorer
-
Install SalesLogix Mobile
bundle
−
In the
Application Architect, open the Deployment
Explorer
o
Open the Core Portals deployment.
o
Under
Deployment Targets, right
-
click IIS and select Add
Portal(s).
o
Select
SLXMobile
, and then click OK.
o
Deploy all of the Core Portals or Individually deploy both the
SData
and
SLXMobile
portals.
•
Run SData Mobile Client by browsing to
https://<servername>/SlxMobile
SData
–
Request/Response
Receive
Send
Data Source
SData Feed
CRM
ERP
In
-
house
External
Internet
HTML5 Mobile Client
SalesLogix Web Client
http://slxbrowser.sagesaleslogix
cloud.com/sdata/slx/dynamic/
-
/accounts
Classic vs. New Mobile
Classic SalesLogix Mobile
New SalesLogix Mobile
Administration
Mobile Administrator
SalesLogix Web Admin
Licenses
Additional Licenses required
Included with SalesLogix
License
Compatibility
Blackberry 4.2
-
6.0
WM 6.x
Blackberry
6.0+ (Torch, 9780)
Android
–
v2.x
iPhone
–
v3.x
iPad
WebOS (PalmPre, PalmPixi)
Sync / Disconnected
Connected/Disconnected
Partial (last online session)
Offline/Sync
-
Planned
CRM entities
Accounts, Contacts, Opportunities,
Products, Tickets, Calendar,
Activities, Dashboards
Accounts,
Contacts,
Leads
,
Opportunities, Tickets, Activities,
History, Notes, coming soon:
Complete Activity
Additional Hardware
Requires BES/BIS Server
No additional hardware required
Protocol
Proprietary
SData
Deployment
Multiple servers installation
Development
environment
Apply Mobile bundle
Enable SData portal
Client upgrade
Requires manual installation
Seamless
Classic SalesLogix Mobile
New SalesLogix Mobile
Administration
Mobile Administrator
SalesLogix Web Admin
Licenses
Additional Licenses required
Included with SalesLogix
License
Compatibility
Blackberry 4.2
-
6.0
WM 6.x
Blackberry
6.0+ (Torch, 9780)
Android
–
v2.x
iPhone
–
v3.x
iPad
WebOS (PalmPre, PalmPixi)
Sync / Disconnected
Connected/Disconnected
Partial (last online session)
Offline/Sync
-
Planned
CRM entities
Accounts, Contacts, Opportunities,
Products, Tickets, Calendar,
Activities, Dashboards
Accounts,
Contacts,
Leads
,
Opportunities, Tickets, Activities,
History, Notes, coming soon:
Complete Activity
Additional Hardware
Requires BES/BIS Server
No additional hardware required
Protocol
Proprietary
SData
Deployment
Multiple servers installation
Development
environment
Apply Mobile bundle
Enable SData portal
Client upgrade
Requires manual installation
Seamless
Competitive Differentiation
SalesForce
–
Mobile
Lite
SugarCRM Mobile
MS Dynamics
–
Mobile Express
Sage SalesLogix
Mobile
Device Support
No Android
No WebOS
Only iPhone
Browser
-
based
(HTML4)
Browser Based
–
client runs JS
locally
iPhone, iPad,
Blackberry (6+),
Android, WebOS
Usability
Native device
experience
Native device
experience
Wap
site
-
no local
storage, no feel of
native app
Native device
experience
on a
browser based client
Availability
Lite
All Editions
-
included
Mobile Service
Unlimited Edition
–
included
Professional and
Enterprise
–
additional
charge
Community Edition
-
Not available
Sugar Enterprise
-
Included
Sugar Professional
–
additional charge
Available only for
MS Dynamics On
-
Premise and Service
Provider Editions.
Not available for
MS Dynamics CRM
Online
Available at no
additional charge
to
all Sage SalesLogix
users (Cloud
+ On
Premise
)
Server Installation
No additional
installation required
Install the wireless
component on the
web server
Installation required
Apply Mobile bundle
Enable SData
Client Installation
Manually install
Manually install
No installation
required
No installation
required
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