Features and Comparison to Sage DynaLink
NEW ERP Contract
• Pulls posting amounts, notes and tickets over from MAS
o Can select a different charge code from MAS 500
o Posting in SLX means that it is pending in MAS until completed in MAS
Improved User Experience
• On Demand, per record linking and synchronization of records
• Phoenix introduces more seamless integration functionality e.g.
• When a user selects a product to add to an opportunity in SLX the unit price for the
quantity selected is calculated in real time by the ERP system and seamlessly populated
into SLX. The user sees the back office price for that product without needing to engage
a ERP sync.
• ERP Data presented in a more user friendly drill-able data grid in Sage SalesLogix
• ERP has a simple button that pushes a CRM account into ERP in one easy step - not
dependent upon a sales order
Look-ups
• Can be done by class values – pre-set templates for:
o Contact
o Address
o Sales Order
o Customer
o Invoice
• No typing in value, can choose from drop-down menu
• Can assign specific users for the templates
Sites (Warehouse)
• Sites returned to Sage SalesLogix to manage stock quantities for individual products at
individual warehouses
Synchronization
• Improved Data Synchronization performance
• With the ERP integration, now can do batching and users can force a sync (on demand).
Can also be scheduled as well as an immediate refresh
• DynaLink synchronized only in batch mode, and a CRM user couldn’t force (push) out a
sync
Architecture Improvements
• No longer need a separate server
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