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Sage CRM Roadmap – Beyond 6.0

Sage CRM Roadmap – Beyond 6.0. Jeff Richards Education and Development Program Manager Sage Technologies Dublin Email: Jeff.richards@sage.com Web: http://dpp.sagecrm.com Blog: http://sagecrmtraining.blogspot.com.

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Sage CRM Roadmap – Beyond 6.0

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  1. Sage CRM Roadmap – Beyond 6.0 Jeff Richards Education and Development Program Manager Sage Technologies Dublin Email:Jeff.richards@sage.com Web: http://dpp.sagecrm.com Blog: http://sagecrmtraining.blogspot.com

  2. Please note that while the slides refer to Sage CRM, CRM, or the CRM system throughout, all functionality covered is also relevant to Sage CRM, Sage Accpac CRM, and Softline ACCPAC CRM.

  3. Outline • Come and see what the future has in store for Sage CRM. This talk covers everything about Sage CRM including information AFTER 6.0. There will be some coverage on enhancement request protocol.

  4. Product Roadmap – Beyond V6 • CRM v6.0 – December 06 • CRM v6.0 Service Pack 1 – February 07 • This release is for the SageCRM.com / accpaccrm.com upgrade • 6.0 issues

  5. Sage CRM v6.0 – Features • Find Enhancements • Existing Find Improvements, Keyword Search, Advanced Queries • Groups • Territory Management • Simplified Field Level Security • CTI Enhancements • Better Training / Coaching Resources • Outlook Integration Enhancements

  6. Sage CRM v6.0 – More Features • Disabling Users and Re-assigning Records • Mass Update and Moving Records • .NET Interfaces (enhanced SDK) • Miscellaneous Usability Enhancements   • Web Services Improvements • For Sage Migrator • Better Cross Browser Compatibility

  7. Localization Testing • Expansion of Center in Dublin • Asian Testing Center up and running • HiSoft in Beijing

  8. Core Product Roadmap – New Plan • Version 6 focuses on core product improvements and lays groundwork for v7 • Version 7 focuses on “extensibility” for BPs and developer community • Version 7 split into 2-3 smaller releases • 6.1 – April 07 • 6.2 – September 07 • 6.3/7.0 – Early 08 (TBD) • Version 8 continues with “extensibility” to “externalise” the application for BPs • NB add candidate features to bottom

  9. Product Roadmap – v6.1 – v6.3 • CRM v6.1 – April 07 • .NET API released for Development Partners • Outlook Auto-logon and Meetings • Related Entities • 64bit Install and Support • + additional prioritised feature requests from OpCos • CRM v6.2 – September 07 • Field Removal • WSYWIG Screen Customisation • + additional prioritised feature requests from OpCos • CRM v6.3 – TBD • Bundler • Key Attributes makeover • Outbound Call Handling Improvements • + additional prioritised feature requests from OpCos

  10. What is the .NET API • The .NET API is a long term strategic solution for Sage CRM extension and module development • .NET API • exposes deeper and richer functionality than COM API • Designed for functionality. (COM designed for simplicity)

  11. CRM .NET Component Base .NET assembly provides iInterface between Core Application and Sage CRM Application Extensions (custom assemblies) Visual Studio 2005 Project Wizards Creation of stub code for rapid project initiation Source Code samples Documentation Only distributed to Development Partners Only DPP staff who have attended the official .NET training program will be able to place support requests. The class will either be available in Conference or online via the DPP program (Instructor Led training classes). Partners can Distribute .NET dlls to customers without revealing source code Protection of Intellectual Property Customers installing Sage CRM Application Extensions required to have installed .NET 2.0 Framework SDK Contents and Availability

  12. Calling .NET Application Extensions • From Tabs/Menus • Action: • customdotnetdll • Custom DOT NET DLL Name • Method Name • From List Block Hyperlinks • Hyperlink to • Customdotnetdll • Custom DOT NET DLL Name • Custom ID Field • Method Name • From Application Extension Buttons • string sUrl = UrlDotNet(ThisDotNetDll, "RunViewOpportunity"); • AddUrlButton("Cancel", "Cancel.gif", sUrl); • From Workflow Rules • Redirection from other DLLs

  13. Product Roadmap – V6-V7 FY 08 FY 07 FY 06 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Sage CRM 6.0 Beta 5.8h 6.0 SP1 6.1 6.2 6.3/7.0 6.0 SageCRM.com 6.1 6.2 6.3/7.0 France .com 6.0 Germany .com (TBC) Localisation 6.1 France, Spain, Germany (TBC) 6.0 France, Spain, Germany

  14. SageCRM.com Value Definition Initiatives Q1 Q2 Q3 Q4 FY07 OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP Production Environment Upgrade “Lite” Product QA SageCRM.com Product Roadmap 6.0 Live! 6.1 Live! 6.2 Live! Pre-Production Environment Live SageCRM.com Regional Roadmap Major Release 5.8 France Live! Germany Live! 6.0 Region “other” Live! Major QA Milestones Major Milestones Confidential – Sept 2006 SageCRM.com: Current FY07 Product Roadmap

  15. Other Planned Features • Mobile Improvements using Corum technology • PDA and Blackberry • Integration • Support for Easy Integration with Back Office Systems in local OpCo territories • Restructuring of Modular Features to Allow Ease of Customization where currently built from dll • Potentially Forecasting and Quotes and Orders • Further Development of Web Services and .NET API • .com priority

  16. Q&A

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