Get a Sneak Peek at Sage SalesLogix 7.5.3

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We will be releasing Sage SalesLogix 7.5.3 in about a week.  We have upgraded our SalesLogix Trial site to this new service pack release.

Sign up for a SalesLogix v7.5.3 30-day Trial

Go to http://trial.sagesaleslogix.com/ 

SalesLogix v7.5.3 Overview

New Web Administrator Tool:

This new tool does not replace the current SalesLogix Administrator, which you’ll still have to access to do some things; however the new Web-based administrator lets you access common administrator tasks via the Web such as managing users and teams, pick lists, products, etc.

• Competitors - add, edit, or delete competitors that can be associated to an opportunity.
• Departments - add, edit, or delete departments that can be used as a specialized team.
• Lead Sources - add, edit, or delete lead sources that identify how a contact or lead was created.
• Literature Items - add, edit, or delete literature items available for literature requests.
• Library – add, edit, or delete library folders and documents.
• Pick Lists - add, edit, or delete pick lists to help users improve data consistency.
• Products and Packages - add, edit, or delete products and product packages (a collection of products) that can be associated to an opportunity or sales order.
• Teams - create and manage teams that can be used to define account ownership and access.
• Users - add users, manage profiles, and set security.
• Roles - manage a user's access to Web Client features by role.

Enhancement to Library

• Manage Library folders and documents.

Update to Literature Requests

• Fulfill, complete, or reject literature requests.

Desktop Integration for:

• Drag and Drop Attachments
• Drag and Drop E-mail from Microsoft Outlook
• Outlook Integration - Send SLX and Record to History
• Mail Merge
• Export to Excel
• Drag and Drop Library files (Administrator only)

All of these features are browser agnostic, i.e., Firefox or Internet Explorer.

Sleek New Welcome Page Dashboards & Widgets

Coupled with a visual refresh to the Welcome page, v7.5.3 offers new widgets enabling users to further personalize their Welcome page and workspace tabs and share that content with other users.

• Group List Widget: customize to show a list for any entity or group within an entity, set list to show top number of records (e.g., top 10 opportunities), and work with it /sort it as you would a standard grid
• Link Widget: lets you bookmark your favorite areas or entities in the product or even favorite Websites or sources outside Sage SalesLogix
• Charting Widgets: create custom charts for any entity, group, dimension (filter) and metric that enable you to analyze data including bar, column, funnel, line, and pie charts