Archive for category CRM

The Sky is Falling ! … The Sky is Falling!- Really???

The sky is NOT falling – all that happened was Swiftpage sold Saleslogix to Infor – one of the LARGEST Private digital products companies in the world ($3billion/year).

 

Short story – (TRUE) – A customer of mine told me they had received a call from a former Saleslogix bp (who does Salesforce) and (in so many words) told him the sky was falling and suggest they should consider switching to SF from Saleslogix. Well.. my customer DID NOT SWALLOW THAT STUPID LINE!

A friendly message/warning to ALL Saleslogix customers – The “Vultures are circling”. This ALWAYS happens when a company is bought/sold. It’s a big “marketing ploy” – DON”T FALL FOR IT! If you have questions, then call your BP asap.. or call the team at Saleslogix in AZ.

A few points:

A – Yes.. Saleslogix’ CRM will become Infor CRMTM

A – Existing Saleslogix BP’s will become Infor (crm) BPs

B – Infor (ERP) BP’s are not going to be selling/servicing Infor CRMTM – NOTE: remember the big mess Sage caused by allowing the ERP/Accounting BP’s to get into the Saleslogix crm business.. total failure!

C – An immediate DOUBLING of the R&D budget to speed up the (Saleslogix) Road Map implementation

D – The Windows/LAN fat client is still part of the product

E – SData is and will remain the integration (access) point for Saleslogix

F – The R&D budget is being DOUBLED asap to speed up the road-map installation

G – The sale will be finalized in a couple of weeks (probably Sept 1st because it starts a new quarter).

H – The Nov Customer & Partner Conference will still happen in Scottsdale. IMHO the “Swifties” will probably not be there and the Infor team will be.

 

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FireFox 23 will be a Game Changer w/https sites

There’s an option in FF (version 18.0 and up) called:
security.mixed_content.block_active_content

When FF 23 is released (20.0 is the current release) this option will be enabled by default. What this means is ANY “mixed” https page will NOT load non https content.

So if you have constructed a site that has any http links in it and your site is on SSL (https) then users will experience “failures”.

QUES: Is this a good thing?

ANS: YES! Attacks using “bad links” are buried in https sites everywhere. You typically see a popup asking if you want to display the “non-https” content. When you do you take a BIG risk of infecting your system, getting hacked, etc. KUDOS to the FF team for taking this step to block non-https data by default!

I would strongly suggest you test this out NOW to make sure things will work right when FF 23 is released. Using FF 18.0 and up you simply need to:
A – key in about:config in the url/address line
B – search for the key: security.mixed_content.block_active_content
C – change the value to true

 

FYI – Chrome has already made such a change (you get a warning)..

 

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IE 10 installs automatically on Windows Updates

If you have Automatic Update turned on:
” Users of Windows 7 Service Pack 1 (SP1), and 64-bit version of Windows Server 2008 R2 SP1 will receive Internet Explorer 10 as an important update if they have Automatic Updates enabled, or if they perform a manual scan for updates on Windows Update.”

NOTE: installations which use “WSUS” – Windows Server Update Services” and control the updates to their installations can easily block this. For individual PC’s NOT being managed by WSUS (most of us 😉 there is a “blocker kit“.

Here is the direct download: IE10-BLOCKER

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Sage Selling ACT & SalesLogix to Swiftpage

Well.. many of us saw this coming when Sage first announced ACT & SalesLogix NOT being part of it’s “core business”.

Here are some links to the official announcement:
globalcomms.sage.com
www.investors.sage

Plus another from Sharecast – Thanks “Nato”!:
www.sharecast.com

.. and of course, Swiftpage.. GREAT People!

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SalesLogix Mobile Web Application 2.0 – A Video

A while back there was a video made/posted by the SalesLogix Training group on the Mobile Web Application (version 1.x). Along with the recent release of SalesLogix Version 8.0 was the release of Mobile 2.0.

2.0 builds on the the original functionality of the 1.x release (specifically 1.2) and gives us a much nicer (mobile) user experience. One of the things I especially like are what are called “List Actions” (I call them “Immediate Actions”). “IA’s” are available on all of the “List Views”. You get to them by simply clicking on the Icon (rather than the text) and they appear  in a new line just below the list item.

For a look at “IA’s” and other things, jump over to uTube and take a look:

 

Oh yes, you do NOT have to upgrade your 7.5.4 SalesLogix to 8.0 to run Mobile 2.0 – BUT there are some features which ONLY work with 8.0 (SData).  I’ll be posting just what these things are in a future blog.

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SalesLogix Synchronization – Running as a Service

It’s amazing how many times I run across a situation where the Main Sync (and/or Secondary Sync Servers) are running under the (Windows)Task Scheduler. At first, this does not seem to be an issue. However, on closer examination there’s a high degree of probability the (WTS) job is not passing in the “correct” sequence of “switches” (options).

The way this usually rears its ugly head is:
A – the job runs too long and another one tries to start up
B – the job fails to start for some unknown reason
C – the job “hangs” for some unknown reason(s)

The Saleslogix team solved this problem a LONG time ago with the introduction of “Sync As A Service”. Basically it is all “built-in” and the admin interface is thru the (WG)Admin application (click on “System” in the NavBar and then on the Sync Automation Services tab) and all you need to know to get started is in the HELP file (under Synchronization -> Running Synchronization from a Service).

All this is fine for the MAIN DB.. BUT what about the Remote Office you ask.. Well, as of the (current) latest release (7.5.4.xxxx) there is no automation for Sync on the RO…. BUT you can “fake it” via Windows Task Scheduler. Here’s info on how to do this from my KB – NOTE – DISCLAIMER – The following procedure may not be fit for any useful purpose – use at YOUR OWN RISK! It is an EXAMPLE of one I use at customer sites:

Using the Windows Scheduler you can schedule a Remote Office (or even a Remote User) to have synchronization run automatically.
  Here is how:
    TASK tab
      run:
         "C:\Program Files\SalesLogix\SyncClient.exe" /B "SLXRemote" /E /Q /L /G /Y /R /C /A /S /TD /TU
      Start in:
         "C:\Documents and Settings\All Users\Start Menu\Programs\SalesLogix"
      Run as:
        domain\administrator (NOTE: This is how I do it.. you may want to use another user)

    SCHEDULE tab
      Schedule: Daily
      start time: 05:15
      Repeat Task every 15 minutes
      Until 24 hours
      Schedule Task Daily Every 1 days

    SETTINGS tab
      Stop task if it runs for 2 hours 0 minutes
      Don't start task if the computer is running on batteries
      Stop the task if battery mode begins.

    SECURITY tab
      Group/Users
      Administrators Full control

NOTE: Running Synch as a Service using the OOTB (Out Of The Box) approach also has additional benefits:
A – You can use the Synch Monitor Tool to see what it is doing. If it is NOT on your (LAN connected) PC than simply copy it (SLXMonitorConsole.exe w/the help file SLXMonitor.chm) to your system – to the SalesLogix App Directory, make a desktop shortcut and then configure (see Help FIle).
B – When it runs as a service it will insert a record in the SYNCJOBHISTORY table.

There is a LOT more to say about synch.. but let us leave it for another day – Happy Synching!

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SQL Azure vrs. Amazon RDS SQL Server – Which Way?

SQL Server Central recently published an article on the (above) subject on July 11,2012. The author (Peter Marriott) makes an interesting statement:
“..It doesn’t take long to realise that Amazon RDS SQL Server is a very different beast from SQL Azure.”

He goes into features, power and size, Backup and Availability, Administration, and finishes up with a good “pro/con” set of statements on both approaches.

My takeaway was (IMHO) if you really want a “scale-able system”, Amazon is the way to go – NOT Azure! However, I do invite you to go and read the (fairly short and concise) article and comment.

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