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Learn how today!
Creating contact processes in SalesLogix can be a great way to simplify the tasks your users perform everyday. In today's workshop, "Creating a Contact Process - SalesLogix v6.2 and Above", you will learn how to create simple contact
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If you missed it...
Last week I sent out the Customer FX June 2009 Newsletter. If you are not on my mailing list, but have an interest in viewing the lastest news, you can still do so. The newsletter is attached, enjoy!
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Now is your chance to learn how!
Have you always wanted to create your own Sales Processes in SalesLogix but weren't sure how? If so, today is your lucky day. We are holding the workshop, "Creating a New Sales Process - SalesLogix v6.2 and Above", at 2pm
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Join us today and learn how.
Did you know that you can create new toolbars and icons in SalesLogix? You can, and today we're going to show you how it's done! The workshop, "Creating New Toolbars and Icons - SalesLogix v6.2 and Above," will be held at
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Are you familiar with this feature?
You should be. Creating groups in SalesLogix is a wonderful feature that I use all of the time. I still remember my first attempts at creating groups before I had training - let's just say that I didn't get the results that I had intended. If you feel as though your skills
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Workshop today!
Are you interested in Contact Processes in SalesLogix? If you are, today is your lucky day! At 2pm CST we will host the workshop, "Creating a Contact Process - SalesLogix v6.2 and Above", which will give you the chance to learn how to create
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Annual Business Partner Conference.
Today I came across an article published by CRM Magazine that discusses some of the plans Sage announced during Insights Partner Conference last week. Two issues on the table were social CRM and cloud computing.
"There are positive ways to begin using social methods
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Free workshop today!
If you have a half an hour to spare today I encourage you to use it improving your SalesLogix skills. At 2pm CST we will be holding the workshop, "Importing a Group of Leads - SalesLogix v7.0 and Above", a feature that was added in v7.0 and one that is valuable to all users but especially
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In case you missed it.
Today I sent out the Customer FX May 2009 Newsletter but many people who may like to receive this mailing may not be on my email list. Don't worry, I have you covered! Attached you will find the May newsletter which is full of great information.
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Training workshop today.
Today at 2pm CST we will hold the workshop, "Saving Outlook Emails and Scheduling Follow-up Activities - SalesLogix v6.2 and Above". If you are using the SalesLogix Outlook integration this is a great class for you!
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Workshop today!
If you work in a sales position you need to be able to create opportunities, and that is why we offer the free workshop, "Creating a New Opportunity - SalesLogix v6.2 and Above". Correctly using the Opportunities feature of SalesLogix will allow you to collect and analyze important sales information
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Find out about new products and build relationships.
Every year Sage holds a customer conference called Sage Summit, a great opportunity for you to learn about new products and ideas, and to build relationships with peers within and outside of your industry. The information available at this time is:
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Don't miss today's workshop!
If you are not familiar with the query builder in SalesLogix then you shouldn't miss, "Using The Query Builder - SalesLogix v6.2 and Above". This workshop will be a great place to learn the steps required
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SpeedSearch!
Have you been under the assumption that SpeedSearch is only useful for Support Tickets? Not True! Today's workshop, "SpeedSearch - Not Just for Support Tickets Anymore. SalesLogix v6.2 and Above", will give
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Open to suggestions...
Customer FX has been offering free, weekly SalesLogix end user workshops for awhile now. I think that we have a great list of topics that we cover, but I realize that there may be areas of SalesLogix that we are missing and I am asking for your help.
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An extremely useful feature...are you using it?
For today's weekly end user workshop we will focus on using the Territory Realignment feature of SalesLogix. If you are unfamiliar with this feature of SalesLogix
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Learn how to navigate reports today!
Today's workshop, "Navigating Reports - SalesLogix v7.x", provides a great introduction for those of you who are not familiar with the reporting area of SalesLogix
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Join us for today's workshop.
Today we will host the workshop, "Marketing Campaigns - SalesLogix v6.2 and Above", and if you are in a marketing position this is the class for you! Learning how to effectively use this feature of SalesLogix will help you to better execute marketing campaigns
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Today's featured workshop.
Today at 2pm CST we will hold a half hour workshop, "Using The Tools/Options Menu - SalesLogix v6.2 and Above". The tools/options menu is an under utilized feature of SalesLogix, but correct use can benefit you.
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Customize your filters.
I sat in on a monthly SalesLogix Business Partner call last week and one of the topics covered was SalesLogix Web v7.5.1, which came as no surprise. Sage is trying to make sure that BP's know the release schedule and have some idea about what our customer's can expect to gain by installing SP1
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Join us for today's workshop!
If you are in a support or customer service position in your company making the most out of the SalesLogix ticketing functionality is important. A great way to do this is to join
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Today's workshop!
Merging records is an necessary skill for every SalesLogix user. If you are lacking this skill we have a solution, join us for today's workshop, "Merging Records - SalesLogix v6.2 and Above".
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In case you missed out...
A couple of days ago I sent out the Customer FX February Newsletter to the people on my mailing list. If you are unfortunate enought to not be on my list I have you covered. Attached you
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Sage's annual Business Partner award ceremony.
In October we announced that we had been chosen for the Sage Software President's Circle Award for our work with SalesLogix.
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Workshop Today
Are you efficiently managing your SalesLogix Dashboard? If your answer is no, then today is your lucky day! At 2pm CST we will host the workshop,
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