January 2012 - Posts

• Ad-hoc Groups and Mass Emails in SalesLogix

  Free workshop today at 2pm CST. If you're unfamiliar with ad-hoc groups, or mass email, or both, today is your day to begin making use of these SalesLogix features. We will review how to create an ad-hoc group or contacts and then how to send an email to the entire group using the blind copy feature. If you have a bit of free time today we encourage you to join us. Read more Posted Jan 30 2012, 12:18 AM by Brianna Ojard with no comments

• SalesLogix Web Sales Forecasting Workshop Today

  2pm CST. Sales Forecasting is one of the features of SalesLogix Web built to help you better manage your sales cycle and stay ahead of the curve. Today at 2pm CST we will review the Sales Forecasting options and creating a pipeline. Read more Posted Jan 23 2012, 10:49 AM by Brianna Ojard with no comments

• Learn How The KnowledgeSync for SalesLogix Email Responder Automates The Creation of Records

  Demo January 18th, 2012 at 2pm CST. If you want to automate the creation of tickets and other records in SalesLogix then the KnowledgeSync Email Responder is exactly what you need. Making use of this feature will not only save you time but it will also ensure that your customer communications don't fall through the cracks, resulting in improved responsiveness whether it's a support issue or a new sales lead. In this demo we will review how an incoming email is automatically converted to a support ticket based upon keywords, and we will also look at the following workflow: Read more Posted Jan 10 2012, 09:50 AM by Brianna Ojard with 1 comment(s)