DataSMART is a Certified SalesLogix Business Partner in australia implementing sales and customer support process automation information management systems


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DataBase Synchronisation
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SalesLogix® Sales Information SystemTM Synchronization Overview

Data synchronization is a core part of the SalesLogix Sales Information System. SalesLogix combines modern Client/Server database technology, an efficient and flexible design, and centralized administration tools to deliver useful synchronization that supports changing business needs

Highlights

Easy for end users Simple "one-click" synchronization with "What's New" view of all changes to a remote user's data.
Efficient data distribution and "subscription" Users synchronize a minimum subset of data and can subscribe to other data when needed.
Custom conflict resolution rules Configure multi-level conflict resolution rules that test changes at the field level and post them automatically.
Support for multiple Client/Server databases Supports Microsoft SQL Server, Borland Interbase and other Client/Server database systems.
Open communications transport Use standard remote networking protocols such as Microsoftr RAST remote networking, Internet POP3 e-mail, WAN or LAN.
Automatic distribution of application and schema changes Customized features (e.g. database screens, reports, field pick lists, custom programming) and database schema changes are automatically distributed and configured on remote systems.
Automatic territory realignment Centrally redistribute accounts, contacts, deals and activities.
Complete administration tools Robust configuration and maintenance tools with server process scheduling, archiving and user administration.
Documents automatically synchronized Documents in the Sales Library (marketing encyclopedia) and other attached documents are synchronized.
Server-based "Agents" Run reports, SQL scripts, Basic programs and more on a pre-defined schedule for efficient maintenance and processing.
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What is Data Subscription?

A remote user may have access to a large amount of customer information, but should only synchronize a relevant subset of this information to minimize processing and connection times. SalesLogix allows remote users to subscribe to additional information they need and synchronize this information to stay up-to-date. SalesLogix data subscription allows users to create basic selection rules to tailor what additional data is synchronized. (Figure 4)

For example, the Western Regional Sales Manager may have access to several thousand accounts which reside in her territory, but it is not necessary for her to keep data about all of them on her laptop and get updated information every time she synchronizes. She may simply want to subscribe to "All Accounts that have Opportunities over $25,000" and "All National Accounts," for example. Any accounts that met those criteria would automatically be synchronized. She could select from a pre-determined set of rules, or create her own.

In addition to rule-based subscription, remote users can browse a list of available accounts and subscribe to selected individual accounts. When they no longer need updates, they can "unsubscribe" and minimize the subset of data that is synchronized.
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