XBar Release

The XBar sidebar for Outlook has been released!  Clients are lining up to get this Saleslogix/Outlook add-in that simplifies your interaction with basic Saleslogix input.  See the article below for in-depth information.  Call us at (440) 479-1300 to see how you can get a hold of XBar.

Saleslogix Xbar

Product Bulletin – June, 2014

 

Overview

 

The Saleslogix Xbar is part of the “Your CRM Inside” strategy which allows the user to work in an environment they are comfortable with and use every day – Outlook.  The Saleslogix Xbar is part of the Purpose Built Application ideology and was designed with the user in mind.  The goal of the product is to strive for 100% user adoption and bring to fruition “doing CRM work” from your Outlook client.

 

The Saleslogix Xbar is recognized by customers and partners to be a lightweight yet robust solution to working from Outlook.  The main feature set for the Saleslogix Xbar is highlighted below.

Saleslogix Xbar Features:

 

 

 

 

 

Member View:

 

The Member View story is built around reminding the user who is tied to the email and why they care about the situation.  This will give them insight into the problem and help quickly formulate a plan to act.  The Member View helps efficiency and drives user adoption. Here are some of the key features:

 

Contextual Card View that includes contextual information to remind the user why they care about the particular person’s information they are looking at and why they care about the situation.  There are also easy-to-use totems to show pending items that are in the system with the ability to drill through to view the pending items.  Located within each card, there are tabs that allow the user to quickly get a glimpse into Activities and History items, add and view Notes, and look at KPIs in the Dashboard tab.  These are all the ways a user can do triage and act quickly!

Link to Saleslogix Web Client functionality that allows the user to click an icon in the Saleslogix Xbar which opens up the Web Client in your default browser.

Ask Menu gives you the ability to do work right from the Saleslogix Xbar.

Totems give the user even more insight into a situation by highlighting pending items such as activities, history, past dues, duplicate records, open opportunities, and open tickets.

 

 

What’s New:

 

Insight into the Greater Dialog was the main concept behind the design and development of this particular view.  The view will display history, notes, and activities to allow for a deeper discovery into the situation.  The view is represented in the User perspective so the user can see what work they have done providing instant hindsight.

Friendly, Modern User Interface giving the user the ability to quickly dissect a particular item in the view with a summary to provide context. This was designed to be similar to a social thread giving the user a look and feel that they’re comfortable with and keeping consistency throughout the Saleslogix experience.

Icons will display in the What’s New view to represent information such as Past Due Activities the user may have missed, and the ability to complete an activity.

 

Global Menu:

 

The Global Menu is similar to the User Interface associated to the Mobile Client which quickly gives the user access to the various views associated to Saleslogix Xbar.

Addition of Global Search is Speedsearch giving the user the ability to do a Contact, Account, and Lead-centric search.  This feature will help the everyday user locate the information they need efficiently.

Account and Contact Searches give the user the ability to do a search specific to the contact and account entities.  Need to look for a specific company or person?  That can easily be done in the Saleslogix Xbar to find the information when and where you need it.

What’s New is accessible through the Global Menu to give you access to the history thread and get more insight into what the greater dialog is.

Settings is provided to give the user availability to change the URLs associated with their Saleslogix Xbar and access their Login credentials.

Help has been added to give the user insight into the new icons and views associated with the Saleslogix Xbar.  Quick Tips will be included with clickable icons to help the user easily access their work.

 

 

 

Ask (Do Work) Menu:

 

The Ask Menu is the incorporation of the being able to do CRM-related work from Outlook.  This will allow the user to work where they want to work and drive performance, efficiency, and adoption.

 

Working with Contacts is part of the functionality tied to the all-new Ask Menu.

Accounts can be added and modified from the Ask Menu in Saleslogix Xbar.

Interacting with Leads has become very easy within the Saleslogix Xbar.  Add a Lead simply by clicking Ask and selecting the Add/Update Lead.

Activity Management is functionality included in the Saleslogix Xbar.  Users can Schedule New Meetings, New Calls, and New To-Do’s all from the all-new Ask Menu.

Notes – The Ask Menu provides a New Note functionality enabling the user to quickly add a note.

Tickets are also a feature within the Ask Menu allowing a user to create a new ticket directly from Outlook.

Opportunities are another major feature of the Saleslogix Xbar which allow the user to add and update an opportunity right from the Ask Menu.

 

 

 

 

Drag and Drop:

 

This is another variation of being able to do CRM-related work right from Outlook with functionality similar to that of Outlook.

 

Drag and Drop Email Signatures to create new records in Saleslogix.  This can be done easily by highlighting an email signature and dragging it over to Saleslogix Xbar to bring up the all-new Ask Menu.

Drag and Drop to Attach Files within Saleslogix Xbar.  This has made attaching files that much easier.  Simply drag a file from an email over to your Xbar to attach to an account, for example.  Another option is the added functionality of dragging a document from a user’s desktop and dropping into the Saleslogix Xbar.

Summary Views:

 

Adopted the Dashboard UI which is similar to the functionality that is present in the Saleslogix Client.  This gives the user easy access to contextual information tied to a specific entity.

Contains Contextual Widgets that will display information that is based around entities associated to the particular Summary View (i.e. Tickets, Opportunities, Attachments, etc.).

 

 

 

 

 

Saleslogix Xbar Compatibility:

Microsoft Windows 7 and newer

Microsoft Outlook 2010 and 2013 desktop clients (32-bit and 64-bit)

Saleslogix 8.0 and newer

No Cost Add-on for Customers Active on a Maintenance with Valid User Licenses

 

Please refer to the compatibility guide for the most up to date information.