March 2010 - Posts

• Create Groups in SalesLogix - Learn How

  Don't miss out! I can't say enough about the importance of proper technique when group building - you either end up with a group that displays the information you need, or, in some cases, a group that displays nothing at all Read more Posted Mar 30 2010, 12:02 AM by Brianna Ojard with 2 comment(s)

• Find Your Way Around the SalesLogix Web Client

  Workshop today. Need help finding your way around the SalesLogix Web client? Join us today at 2pm CDT for the workshop, "SalesLogix Web - Navigating the Web Client", and learn about the main features and functionality Read more Posted Mar 22 2010, 12:02 AM by Brianna Ojard with no comments

• SageCRM v7 Release is Coming Soon

  Find out what's new. If you are going to be purchasing SageCRM, or you plan on upgrading, you may what to check out the latest data sheet from Sage describing what is new in SageCRM v7. I have attached the doc Read more Posted Mar 18 2010, 10:40 AM by Brianna Ojard with no comments Tags: SageCRM

• Get the Most from the SalesLogix Knowledge Base

  Join us for today's workshop. Many SalesLogix users find the Knowledge Base to be a helpful tool when they need to search the database for tickets, history, items in the library, and also network folders. Do you know how to use this helpful search engine? Join us for Read more Posted Mar 15 2010, 12:02 AM by Brianna Ojard with no comments

• Using Opportunities in SalesLogix Web

  Today's workshop. Entering and tracking opportunities is an important skill for SalesLogix Web users, especially for those in a sales role. Do you need a refresher on using opportunities? Join us for the workshop, "SalesLogix Web - Creating a New Opportunity", today Read more Posted Mar 08 2010, 12:02 AM by Brianna Ojard with no comments

• Overview of SalesLogix v7.5.2

  An industry observation. An industry analyst, Gabriel Gheorghiu, recently attended a SalesLogix v7.5.2 webinar and he wrote a blog about his experience. Below are a couple of paragraphs from the blog: Read more Posted Mar 04 2010, 04:33 PM by Brianna Ojard with no comments

• Are You Registered for the SalesLogix Training Workshop Today?

  I hope your answer is yes. Today at 2pm CST we will hold the workshop, "Creating a Contact Process - SalesLogix v6.2 and Above". This workshop is one of our most popular and with good reason - done correctly a contact process can take the activities that Read more Posted Mar 01 2010, 12:02 AM by Brianna Ojard with no comments