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Effective CRM November 14, 2015

Posted by richeaton in SalesLogix General.
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Years ago I heard a term that has stuck with me for a while, the term is WIIFM. Pronounced like “Whiff Em”. The meaning of the acronym is basically “What is in it for me”. The reason I bring this up is because as I try and understand how we can create better CRM platforms it always seems to bring me to the same place, salesperson data entry. So let’s take a few moments to try and understand what every salesperson is looking for with their crm system, the salesperson WIIFM.

Many times you ask a salesperson what they think of the CRM system and you’ll get many of the same responses regardless of the platform. “I like the system but it creates extra work”, “The only reason we have this is so that my manager can monitor me”, “Why don’t they trust me to do my job”. We all have heard many of these complaints when it comes to using a CRM platform and if you really think about it they may have a few good points. The system maybe cumbersome and hard to do simple things like jot down a note so you don’t forget something, update how a prospective opportunity is going and perhaps the company is only monitoring the sales activity in which case then it might just be to monitor what they do. So how can this perception be changed? How can we create a system that actually can help identify and close sales, predict and accurately display potential of an opportunity? How do we make our CRM system effective?

The first concept that has to be understood is that with all of the principles I will layout below they require one single component, data. This data comes from a variety of places but mostly from the salesperson’s input. Currently in most CRM systems the salespeople enter data continuously and receive very little in return. They enter appointments and notes with clients and prospective clients and the only thing they typically get back for that are questions or worse request from managers to complete an excel document of what they have done. Let’s imagine the following:

A new lead is generated though the marketing team and it needs to be assigned to a salesperson for the next actions. How does marketing know who is the best suited for dealing with prospective new clients?

Salespeople will find it hard to admit but there are distinct differences in the way you interact with a potential new client and an existing one. Some people excel in the interaction with new prospects; others find the process dreadful and try to avoid it. Some actually fear it. What if the leads were directed to the salespeople who had the best ability at closing the new business? This becomes a true win for the company and the salesperson. The only way we can tell who has the best traits is by seeing the data. The win for the salesperson here: you will be dealing in your strengths more often than not.

Imagine a CRM system that helps identify sales training issues.  Effectively using an opportunity stage or status you can quickly identify at what step in your companies sales process salespeople falter. Do we always lose at contract negotiation? Are we not giving a great presentation? Do we have issues answering the RFI or RFQ? By collecting data at both the win and lost stage of your opportunity you can effectively decipher where the problems might be and help mitigate them. Maybe bring in a contract specialist rather than the salesperson to review the contract. The win for the salesperson here: you will become more effective and we can help increase your strengths and decrease the places you don’t perform as well.

An effective CRM system will also reduce work surrounding the data entry. One of the major pain points between sales and business executives is in pipeline predictions. You all know what I am talking about, the percentage of closure, is our chance to win 25% or 30%. Once salesperson thinks everything they touch is 80% chance to win. Another never shows optimism in the pipeline and everything they enter is 30%. Imagine if we took the subjective nature out of percent to close/win. The collection of closing data of each and every opportunity makes it possible to objectively set % of close on events and actions rather than what a person feels.

Every time we respond to an RFQ for this specific product against this specific competitor we lose, adjust the % downward. Our champion at the company has retired, the new person taking over will be handling all the purchases, move the percentage downward.

So you can see that based on historical data of how you did competing against people, against yourself and even the events that are not controllable can affect the percentage of win. This makes the possibility of closure a more accurate number and allows for better planning.

I have heard a term being tossed around now of CRM analytics, the concept of actually measuring and trying to apply predictive analysis to historical CRM data.  This is the place we really need to reach, the place where salespeople will be presented with potential opportunities based on objective criteria. All the companies that purchased Air Export services at some time have purchased Air Import services. The system can identify and suggest possible Air Export clients based on other product buying patterns.

So the goal I suggest we all strive for is an effective CRM system, one that works with the marketing automation to take a lead and route it automatically to a salesperson skilled in closing new accounts. Followed by, an automated sales process that based on historical events, relationships and salesperson abilities is rated and marked objectively so the management can better plan. This of course is tied to the combination of self service support and customer support where everyone can share information and perhaps be proactive about a potential issue than reactive to a problem.

All of this of course requires data, to make the calculations or intuitive judgements. That is the data that the salespeople enter. So now when the salesperson asks WIIFM? We can reply with a semi-automated system that will help you identify your personal sales strengths and weakness, a system that will ultimately help you become a better salesperson and make more money.


CRM Systems Holy Grail Adoption vs Acceptance October 23, 2015

Posted by richeaton in SalesLogix General.
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Having been involved in the Client Relationship Management (CRM) community for some time, since 1994, I have seen multiple companies install one software package only then to change that package after a period of time for another package. Only after a little more time they end up at the same place they were prior to leaving the first system.  If you review the majority of the CRM applications that are available and truly look at what they do, you will come to realize that they are all very much the same. They collect data about accounts/clients, manage the contacts associated to these accounts, allow for tracking of opportunities/sales engagements, provide some capability to engage potential new accounts/clients with some marketing efforts, and provide some semblance of customer service and support. So if all these applications are basically similar in their functionality what is it that every CRM system strives to deliver?

  • The 360 degree view of a company’s client?
  • A better view of sales and pipeline?
  • A better resource for business planning?
  • To make the daily activities easier?

I’ll argue that the main reason these companies change from one application to another is based upon the usage, acceptance or adoption of that companies system by its own employees.

If you look at the entire CRM system, you’ll find that it includes both software and business processes that surround how your organization interacts.  These interactions can be with customers, prospective customers, vendors, internal employees and social media. What most companies fail to understand is that every interaction they have is some sort of a “Sales” engagement.

Typically “Sales” is referred to as the business transaction however I present the concept that a “Sale” occurs in every interaction that everyone, not just the company has. Every person on the planet makes a sale every day.

If we breakdown the concept of the sale, you’ll see it is basically one person attempting to gain the acceptance/approval of another.

  • The car dealer wants you to buy a car; he wants you to accept his idea and buy a new car.
  • The teacher trying to get students to increase their education. They sell the idea that having an education will get them a better life.
  • The company wants you to buy their widget because it is better than any other widget out there.
  • You want your manager to know how valuable you are to the company and how you deserve a promotion
  • Even the social media post is a sale. How excited do people get when they have yet another follower on Twitter?

I am even doing it right now. I am presenting you an idea or concept that I hope you will agree with. You all know the term, I’m trying to get you to “Buy In” So with regard to your CRM system what is the “Buy In”? Using it will help you and our company by providing us with more information to better assist our customers there by making more money for each of us.  So how do we know when we are using it? The CRM community uses two terms, User Adoption and User Acceptance. Both are very similar however I think they are drastically different.

Adoption vs Acceptance

These two words are commonly thrown around CRM systems and processes as the be all and end all with regard to the effectiveness of a CRM system. Yet, if you google either of these choices with CRM you get a different set of pages.

The dictionary defines them as:

  • Acceptance
    • an agreeing either expressly or by conduct to the act or offer of another
  • Adoption
    • The internal acceptance of a situation and or process.

In my mind I see these as two simple definitions. Acceptance is me conceding to do something and Adoption is me wanting to do something.

The real question is can you have one without the other? This I believe is the critical question that most businesses ignore. I personally accept the fact that I have to pay my taxes. Yes we can argue that there are benefits and penalties for either paying them or not however I have not adopted them. The benefit/penalty system is the typically the process by which many organizations judge their current CRM system. Enter the data into the system or your boss gives you a bad mark on your review. Don’t enter the information correctly and the system sends you automated emails to update your information. I have heard of companies where sales people won’t receive payment if the information hasn’t been entered. These are all the examples of forced compliance. Use the system or else!

On the other side I have come to adopt my smart phone. I use it daily, I am lost without it and yet no one forces me to use this device. The device has become part of me with regard to not only how I conduct business but how I manage my personal life. I have truly adopted the device and the features that come with it. So how do you know when someone has adopted your CRM system?

In many of the CRM applications that exist there really isn’t a way built into the application to monitor usage. Some have modifications or enhancements that can tell when someone has logged in, but after that most others are left to the interpretation of usage. In my experience I have found that users of a CRM system typically move through what I’ll define as the CRM Usage Continuum. Catchy name isn’t it?

The CRM Usage Continuum is a hierarchy of how typical users of a CRM system deal with the application. The main concept to understand is that there is no set timeline associated to these stages. There is no singular event that pushes a user from stage 1 to stage 2. So let’s look at these stages and then we might have a better understanding of how we can help users get to adoption phase of a CRM system.

  • CRM Usage Continuum
    • Excitement – enthusiasm / Skepticism – Doubt
    • Pain or Frustration – Mandates / Resentment
    • Agreement – Ok I’ll give it a try
    • Acceptance – I have to use it
    • Adoption – Using the system helps me do my job

The Excitement Phase is typically the very beginning. This is where initial introduction to the idea or concept of using a particular system is brought about.  During this phase I have found users to typically be either very excited about using a new system or very skeptical about it. They want to have a new toy to play with or something with the coolest new features while at the same time others wonder why is my company doing this. Are they watching to see what I am doing?  The next stage is one that some users seem to bypass yet those who were the skeptics during this stage typically find stage 2 quickly.

The Pain or Frustration Phase is one that many users seem to live in constantly. Typically these were the same individuals that were skeptical during the introduction. They consistently find ways to avoid the system. The smallest hiccup becomes insurmountable for them. This phase is one that I believe needs constant attention and training. The training shouldn’t address the how to but more the how do I aspects of the application. Keyboard shortcuts, right click menus are friends of this group. Help them understand how to relieve the pain they feel. They may say “It’s too difficult to add an opportunity!” get to the root of this, what about entering an opportunity is making it too difficult. Maybe they are right and it is! Then you can always look for enhancements to be able to resolve those issues.  This alone would help move users from the pain and frustration phase to the next one. The feeling of ownership and contribution is a very big motivator to push users along.

The Agreement Phase can start and stop at many times throughout the life of a CRM application. In the previous phase we mentioned that getting the users to feel ownership was critical. This phase we can capitalize on that feeling. Few people will abandon their own ideas and concepts. Listening to the user base on what they do and how they use the application is critical in gaining the acceptance your seeking in the next phase. Organizations should publically reward users as they make suggestions and have successes with the application. I’m not talking about monetary rewards although that is possible but even a specific thank you announcement for an idea or concept works wonders.

The Acceptance Phase come about typically once you have gained executive management buy in. They need to understand that people typically will do what is asked of them. No more no less. If you wanted 25 widgets you typically get 25 widgets. So if the executives are asking the users to use the system typically they will get compliance. However, we need to also add in the factor that most people will only do what is asked provided it is monitored. The teacher who assigns homework and never checks it will find out quickly that their students aren’t doing it. The executive that tells his employees to complete a report but then never reviews it will come to find that most are doing little if anything in regard to the report. The same holds true for the users of a CRM system. If upper management is asking the users to enter information with regard to sales activities, customer service and opportunities then they best be looking and reviewing those data elements they deem to be important. The IRS checks my tax report each and every time I complete it, so I best be sure I have done it and done it correctly.

The Adoption Phase is one that is very hard to plan for. This is the phase that will often surprise you as to when and to who it happens to. The signs here are very visible, you’ll get improvement requests from a user, you hear it in how they say things like, “well it’s in the system you can just look it up like this…”

See these are the people who become the internal champions for the system. Two stories come to mind about noticing the adoption phase. The first was a member of the European sales team at a large global company. When presented with individual training told me there was no need to waste my time as he would never use this software. Followed by an email 7 months later telling me if he was going to continue to use this software he needed the following changes. He was adopting the software.

The second was the manner in which a salesperson talked about the application. I was sitting with a director one late afternoon as we were beginning to prep for some user training the next day when in walked one of her salespeople. He begins by offering an apology that he can’t attend the training tomorrow as he must visit with a client. Now this company had rebranded the application and adopted the name “Focsle” for their application, the salesperson continues “I promise I will Focsleize tomorrow

The mere fact that this person is now creating a verb from the name of the application is telling that he has not only accepted but has also adopted the application into his vocabulary and life.

A short while back the argument was made that few if any CRM systems provide metrics to see if their investment in the system is producing results. So what is it that should be measured in order to show adoption or acceptance? Do we measure just login times? How about number of changes made? There are numerous metrics that can be defined. I suggest that the measurement be specific.

Tailor made measurements based upon position/role in your organization is a very effective way to measure if users are adopting or at least accepting the system. Sales people should be measured on different criteria then support people. Even different type of salespeople should be measured on different metrics, opportunities that have not been updated, number of material changes or updates. Material changes are different for each and every company and should be defined by your organizations business process. The real key is the monitoring of whatever you are asking to be done.

So I present the question, What are you doing at your company to drive Adoption vs Acceptance?

When does your opportunity close..? October 20, 2015

Posted by richeaton in SalesLogix General.
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At our company like many others there are multiple channels for sales each with their own opportunity time line. The issue was how inside of our CRM system could we accommodate multiple sales processes and time lines within the same application, with the same forms so those of us on the technical side could manage the work load.

Yes I am aware that Infor (Saleslogix) has a built Sales Process functionality however have any of you tried to work with that before? The steps and stages need to be defined and then completed and checked as items move along. In theory the functionality meets the need however in reality, salespeople aren’t going to check steps and stages etc. So what could we do to help produce a better measurement of pipeline for our executives while keeping it simple enough for our sales team.

First we truly needed to understand the process of what happens. Our sales teams set appointments, go visit clients and help the client understand how we can help ease his pain and issues. Sounds simple enough !, the actuality of this is that the sales rep may present a multitude of products during this presentation. So now we have an opportunity with 4-5 products associated to it. Each of these products could be won or lost, the main issue is that each of these products might have it’s own specific time line. So if we were to use the OOB feature for Sales Process how do we Close win one product close lose another and retain the other 3 products as still open..? In order for us to do this we needed to slightly change the opportunity process within the application. We moved everything to the product level. What do I mean by this?

Well in moving the opportunity control to the product level this means each product within the opportunity can be won or lost without regard to the other products. We can claim a portion of the revenue associated to that product as won or lost. So this meant we changed our Opportunity Status.. these became; Open, In-Progress, and Closed. While the product status became Closed-Won, Closed-Lost, Open.

This was just one of the changes we made to make the application opportunity process better mirror the sales process. The second portion of this deals with the way we sell. Basically we have clients who do business with us on a regional level. Meaning they deal with one salesperson, a single person at their company is making the decision.. you all know this a typical sales engagement. Then we also have global opportunities where there maybe multiple salespeople involved, in different regions of the world, each speaking to different parties. These typically are put together with a response to a RFI or RFQ. So we added the ability to create an Opportunity Team. The members of this team can now mark the status of the specific portion of the opportunity they are dealing with. The team concept provides the ability to share/collaborate with others who maybe serving the same client in different regions.

The main issues we came across while doing this dealt more with training and understanding how the functionality works then in the actual pushing of the buttons.

This concept sets the base of all the transactions that run through our opportunity module currently. In a coming post I’d like to share an idea that I think could actually dramatically change the accuracy of the pipeline.

Finding a new voice at Infor Next in San Diego October 17, 2015

Posted by richeaton in SalesLogix General.
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How do you know when you have something to say ? Better yet how do you know what you have to say is worth while for anyone to listen to? These are questions that have caused me to stop posting about the adventures, successes and disappointments I have come across in the last few years.

Yes it has been quite some time since I have written in this blog and a few of you might have noticed that I changed the title to make it a bit more fitting if I am going to revive or continue these postings. Lots of things have happened since I last expresses my thoughts and ideas, Saleslogix was sold.. then Saleslogix was sold again.. the new company Infor seems to have a solid plan on the future of the Saleslogix CRM client. The new branding changes the name slightly to Infor crm but under the covers it still is mostly SLX Code and process.

So why write now Rich, why come back alive.. I attended the Infor Next conference in San Diego just this past week and while there as always I met some old friends whom I have known for years but I happened to make some new friends also.  A specific one that told me she was trying to learn to do some development for her company. I told her about CustomerFX’s pages and SLX Developer. I explained that the community is a very giving source of information. I then mentioned that there are a few blogs that are fantastic like Kris Halsrud and Ryan Farley. I then made mention that I had written some stuff not a lot but a couple of articles to which she blasted me for not continuing to post. She had been reading my old posts and found them helpful and insightful.  So I thought that perhaps I should find some more time and maybe I do have something worthwhile to say, something that will help their job be a bit easier. After all I do owe so much the Saleslogix / Infor community from Mike SpraggSteven Redmond, and Mark Dykun to all the people I have a chance to share ideas and concepts with at these conferences.

So I offer thanks to all of those and you that have helped me through the years build a career and learn oh so much and I thank all of you who are yet to come and bring an issue, problem or solution that might help me one day.


So what has been going on .. We have done some great customizations to our version of Infor CRM. Currently we are running on 8.1 web only. I can share some thing we have done around opportunities, the log-in screen.. changing of master pages and yes I have actually built my own modules now. So hang in there I’ll share some cool things really shortly and a special thanks to the new friend I made at Infor Next San Diego.. you have reignited my excitement in the community and I hope that I can provide some assistance at some point.

Ok so where the hell have you been and what have you been doing..? June 8, 2012

Posted by richeaton in CRM General, SalesLogix General.
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*** Tap Tap Tap ***  uhmmm uhmmm Hmmm “Is this thing still on..?”

Hello everyone, wow it has been a while since I have added anything to this thread well let me start off by saying Hello once more to all the people I have met and those who have forgotten and have this blog on auto alerts. I haven’t had much chance.. Ok, thats not true, I’ve been way too lazy to update this as often as I should. There I said it.. so now that is out of the way lets start anew. I’m Rich Eaton, I have been working with the Sage SalesLogix platform since version 3.1. Best guesstimate puts that somewhere in the 14-15 year range. I started this thread back when I was working for Sage as a way to try and share my experience of working in the new 7.2 web client. Over the years I have met many people and a few that actually read this thread. I took a new direction about a year and a-half ago moving back to my roots.  I have become the Application Development Manager for a global company managing their sales force automation software, yes SalesLogix. I have all the technical responsibility for the global platform with roughly 1000 users in basically every country on the planet.   Over the last year we customized and deployed the application globally to all 1000 users. I thought I’d share some of our successes and some of the frustrations we had to overcome during the last year.

1. Follow or Lead — Many times when companies engage consulting firms to assist with development or deployment they fail to use the consulting groups to their fullest ability. These companies tend to listen to just one part of the recommendation rather than the entire recommendation.  In other times consultants are so happy to have gained a new project and client that they will tell the client whatever they want to hear regardless if those recommendations are actually better for the company in the long run. The project at our company seemed to fall into a mix of these two, I think that the consulting group became tired of suggesting and just started doing and in acting like this they may have dropped the ball with regard to the entire project.

2. Disconnected Web Clients — The first deployment plan was to go live with 970 remote users, because the business people thought the majority of their salespeople would like to update data while not having internet access. While this is a novel idea the reality of synchronization issues and delay in data visibility proved to be too much for the organization. The ideal plan would have been to roll out the organization on the base web platform and then provide the disconnected client to those who were actually having trouble or issues with connectivity.

3. Platform Changes — Because of the issues raised above we changed the entire deployment just 2 months after being live globally. The organization went from 970 disconnected users to 35 that we have today. The infrastructure included adding 3 new web servers to help handle the traffic with a network load balancer to be the director.  The change in the platform has helped increase the user adoption of the application by over 40% in the means the business is tracking usage. The simple fact that this could have been avoided had the consultants provided more insight before hand.

Well the bottom line facts are, we have the application up and running now fully for 1 year. We have had only 1 outage and that was a planned one. Everything seems to be settling in and we are getting ready for the new expected changes in the application with the release of version 8.  Once I start to have a chance to get involved with the newest version of SalesLogix I’ll be sure to start updating more regularly. Until then, see you all in Nashville at Sage Summit ans be sure to say hello..






One Door CLoses and Another on Opens.. October 19, 2010

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On October 1, 2010 I was informed that Sage would be terminating my contract with the PSG group. I can’t say I am surprised by this, I might even say I am somewhat relieved. I was asked by the then Director of CRM to join Sage in a position that would have used my skill set to the fullest. I would be assisting companies, “The Key Companies”, that had SalesLogix implemented explore how they might use the application better and generate a stronger ROI. During the almost 3 years at Sage I had never been engaged to do this type of review. I was asked to learn the new 7.2.2 Web Client. Then following a great job by the training department, was sent out into the field as the “Expert” on version 7.2.2. Since it was just a short time after the 7.2.2 release they quickly brought out a 7.5.0 and then 7.5.1 and now we are now at version 7.5.3 it was apparent that version 7.2.2 was close to the worst release of product software Sage has ever made. However, I followed the company doctrine and tried to defend it. The concept of what SalesLogix wants to do makes sense, the web is the future of the business and applications are moving there quickly. This is evident even with the new features in v7.5.3. Functionality like drag and drop capabilities, User generated Widgets and increased performance are some of the newer advantages of the platform.
I was continually asked to jump into the fire and help companies and business partners having issues with the application.

So this brings me to the next thought .. Where do I go from here ?

With a skill set that allows for Project Management, Development and End user training I could be leaning towards a single company. Head back to helping a single company make the most of their CRM investment.
So for all of those that have followed this blog and been disappointed in the lack of postings cheer up. The frequency will increase here as a new and exciting adventure begins.

Dynamic Picklists — Well Sorta June 20, 2010

Posted by richeaton in SalesLogix General.
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I know it has been some time since I last wrote in this blog however, I have not been doing any real development work with SalesLogix Web. I have been focusing on some LAN client upgrades and some customizations for clients who have not yet moved to the web client. Just a short time ago I was presented with another upgrade project this time it is a Web to Web upgrade. The client is currently running the older SalesLogix Web Client and would like to migrate to the 7.5.2 client.

Things had been going along very smooth until I get to one item; the client would like to have a new lookup displaying the Team names inside this lookup. Well, this seemed to me like  a pretty simple task however, I was surprised to learn it took a little more than I thought.

First I tried using the Lookup control: Using the OwnerRights object to get the listing of team names. While this started out simple for me soon I realized that I was getting multiple returns for all the SeccodeDescriptions in the database, when I tried to apply the filter as a Owner.type = 2, the lookup wouldn’t return anything.

After a few tries at resolving these issues and not having much luck I choose to try a technique used in the LAN client many times. What if I could create the picklist dynamically, make a SQL call into the database return what I wanted and put that into a picklist.. this would resolve my issues. I can’t say enough about the SalesLogix community and the number of people who share code and ideas because a simple search returned me something written by CustomerFX that shows how to populate a combobox in the web client.

Taking this example here is what I ended up with ——

===================== CODE =====================

// Added to gather Selection of SalesLogix Team Names and populate bombo box with the names to simulate lookup control.
// First gather all team names, then bind the resulting list to control and add a blankline so control will show nothing if

// there is no data in the field.
using (Sage.Platform.Orm.SessionScopeWrapper session = new Sage.Platform.Orm.SessionScopeWrapper())

cboTeam.Items.Insert(0, new ListItem(” “, ” “));
// Get List of Teams from the database
string qry = String.Format(“Select SecCodeDesc From Seccode Where SeccodeType = ‘G'”);

NHibernate.IQuery query = (NHibernate.IQuery)session.CreateSQLQuery(qry).AddScalar(“SecCodeDesc”, NHibernate.NHibernateUtil.String);

System.Collections.IList list = query.List();

cboTeam.DataSource = list;
cboTeam.Items.Insert(0, new ListItem(” “, ” “));


======================= END OF  CODE ===============

This turned into a good working solution for my issue at hand. Next some interaction with a WebService.. lets see how that falls out.

Into the Future January 20, 2010

Posted by richeaton in SaleLogix Cloud, SalesLogix General.

Well, my absence has been a little longer than I had previously thought it would be however seems that items are now flowing in the positive direction once more. I am excited and glad to be back into full swing. So, what is the next task I have been given ?  I am sure many of you will be excited to see this and I am sure we may find a few more followers than we have had in the past, the new topic… drum roll please …. SalesLogix Cloud !!

Yes I am being asked to learn and handle many of the aspects of living in the cloud. This includes assisting Business Partners and Clients alike move start new or move their existing environments to the new cloud structure. I have found one f the best ways to start understanding this new platform is to read as much as possible, and then to try it out. We at PSG have moved our internal SalesLogix system to the cloud approximately 1 month ago. I can say that the performance has been great I can access our instance from anywhere regardless of a VPN connection or not. This first item is a big winner for us.

In the reading area I have found a few places where I have started to gather information, these rae very valuable and offer some great insight on the technology.

The first is Amazon Web Services they offer quite a bit of information about the cloud and the EC2 project

Another is a Daily Email I get from TechNet called SearchCloudComputing.

As I move deeper into the projects I will share with you the trials and successes we have as we move clients to the new platform. THanks everyone for your support and thoughts the emails have been great and it feels good to be back in the swing.

7.5.2 Soon to be RTM But this is really great..!! November 6, 2009

Posted by richeaton in SalesLogix General.
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I have made mention many times to my lack of actual coding experience and how I have managed to learn just about everything I know through SalesLogix. Developing in the LAN client had become easier over the years due to the contributions of many functions, things like Application.BasicFunctions.GetWhatIWant. On last Friday I had the opportunity to sit in on the SalesLogix Developers Challenge, this is an internal Sage meeting that occurs every 2 weeks or so. This week, Mark Dykun presented MySLX, this seems to be the first steps for the new web product that pseudo coders like me can take advantage of. I suggest you check out Mark’s blog for more information on this. In the next coming days I am going to be diving deep into SalesLogix 7.5.2 and trying to expose and show you some of the advancements that have been made.

One other main product development inclusion is the official release of sData or Sage Data. A communication protocal that will make integration with SalesLogix and other application much easier. This also now provides a standard platform for integration for all Sage products including MAS Accounting packages. Ryan Farley has a great post on sData I would make sure to read that before going to Sage Summit this next coming week in Atlanta.

So after a brief absence… Now What..?? October 15, 2009

Posted by richeaton in SalesLogix General.
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There has been some time lag between my last post and now. I am sure the vast following of this blog is taking this all in stride and checking each and everyday to see when I might get back to documenting the perils of my development experiences. Well hopefully this will happen shortly, I just wanted to share today that at certain ages your perspective on everything changes and sometimes it changes based on circumstances beyond your control. The latter was the case for me over the last few months. Personal issues with my family have made it very hard to place any priority on anything but making sure they were well or getting better. The experiences over the last few months have shown me there is much more than 14-15 work days, constant learning and vacation-less years. I am trying now to better manage my time and while I still struggle with getting everything done the one thing I am sure of is it will get done. I hope many of you reading this will have the opportunity to attend Sage Summit this year in Atlanta, sadly I will not be there. This will be the first time since Sage has started the Sage Summit that I will not be attending. I know that I’ll be thinking about the friends I have made over the years who maybe attending and hopefully they will have a great time and see some of the drastic improvements in the SalesLogix Web Client.

Well if anyone has any ideas and or issues they are trying to resolve please feel free to mention them and we can take a shot at trying to resolve them together, until I am deep into the 0’s and 1’s I hope your all well and healthy.