In order to fully enjoy the benefits of your CRM system, it’s important to keep customer data current and accurate, which is easily achieved by data synchronization with SalesLogix. If you’re accessing Sage SalesLogix from the host database in the main corporate office, you can rely on up-to-the-minute data; on the other hand, offline users with remote SalesLogix databases need data synchronization to access up-to-date information.
Sage SalesLogix has a built-in data synchronization feature consisting of file exchanges between remote users, offices and the main office that ensures everyone on your team receives current information. SalesLogix data synchronization is fast and easy to use. You can synchronize with a single mouse click, or let SalesLogix update automatically in the background, whenever you are connected to a network or the Internet. SalesLogix data synchronization allows you to exchange only new or updated data with a remote database with all the files automatically compressed and encrypted for speed and data security.
What data can be synchronized in SalesLogix? To begin with, any changes or additions to customer data, including contact information, notes, status changes, calendar items, and new or modified documents in the SalesLogix Library synchronize automatically. The SalesLogix administrator can then send database schema changes and other customizations to end users through the data synchronization process.
The following uses of the SalesLogix data synchronization feature demonstrate the typical synchronization process:
- A network user makes changes directly to the main office database.
- A remote user makes changes to his remote database. Once a day the remote user connects to the main office database to deposit files containing changes from his remote database. While connected, the remote user receives files containing changes from the main office database.
- Remote Office users make changes directly to the Remote Office database (as a Network user). The Remote Office connects to the main office to drop off and retrieve files using the same process as remote users.
- Synchronization uses the files delivered by the remote users and offices to resolve any conflicts, apply remote user and office changes to the main office database, and then create files detailing changes for the remote users and offices.
Custom Conflict Resolution
Sage SalesLogix contains a sophisticated conflict resolution process for arising data conflicts occurring when more than one person changes the same item during the same time period. The SalesLogix data synchronization file contains both a field’s updated value and old information held in the master database from the last time data was synchronized. Before applying a database change, SalesLogix compares and checks for conflicts the data from the master database with information the remote database considers to be current. If the values do not match, SalesLogix employs a set of conflict resolution rules to determine if the change should be applied.
Administrators Can Automatically Sync Customizations
The easy-to-use SalesLogix data synchronization function can seamlessly distribute customizations from the corporate office to all or groups of users. Any change to the primary (host) database structure, such as adding or deleting a field or table, is automatically sent to all remote databases during data synchronization. In addition, customized screens, templates, reports, pick lists, menus, queries, and processes may be stored as files in the database and automatically sent to users when they sync. Hence, the SalesLogix administrator can quickly modify the application without the need to manually update each PC and laptop.
In the end, SalesLogix data synchronization helps your business to consolidate and organize key data from sales, marketing, customer service and support into one whole, comprehensive data management system, in order to deliver informed service and superior experience to your customers.
