Sage SalesLogix Mobile

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Dec 10, 2013 (3 years and 6 months ago)

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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