Workshop today at 2pm CDT. Updating records can be a tedious task, unless you're using the Global Replace feature of SalesLogix. Whether you only need to perform this task sporadically or on a regular basis, you will find that being familiar with Global Replace is beneficial. Join us for today's free, end-user focused workshop today! Read more

Wednesday, May 16th, at 2pm CDT. Are you currently running SalesLogix LAN and have been contemplating a move to SalesLogix Web, but don't know much about the migration process? Join us for a webcast Wednesday, May 16th, and we will review Read more

Webcast Wednesday May 9th at 2pm CDT. Here is the schedule for this week's Webcast Wednesday: Read more

Today at 2pm CDT. The forecasting feature of SalesLogix Web is a great tool, if you know how to use it effectively. Join us for today's workshop and become familiar with all of the options available for forecasting sales and creating a pipeline. Read more

Customized Solution, Asset Tracking, e-Marketing. Join us May 2nd starting at 1pm CDT for Wedcast Wednesday! This weeks topics will include: Read more

Have you registered? We're dedicated to providing you with as much SalesLogix related information as possible, and because of this we decided to start Webcast Wednesday. Check out the schedule for this week and register now! Read more

Free workshop Thursday, April 5th, 2012 at 2pm CDT. If you would like to create fully customized web pages to deploy to your SalesLogix Web client users you’re going to need to become familiar with Entities. An Entity is a business object that represents a table in SalesLogix that contains business rule methods, events, relationships, properties, and forms in the SalesLogix Web Client. Read more

Join us at 2pm CDT. The SalesLogix Query Builder is a tool that allows you to build groups based on conditions that you choose. Have you been utilizing feature of SalesLogix? Join us today to learn how. Read more

Wednesday, March 14th, 2012 at 2pm CST. Struggling to keep the many components of your projects organized? Track every detail with Power2Projects, a complete project management tool that integrates seamlessly with SalesLogix Web. This product will help you effectively manage your projects with features such as: Read more

Join us today. Did you know that SalesLogix has a built-in search engine to make it easier to find Tickets, History items, and documents in the SalesLogix Library? This search engine is the Knowledge Base, and this workshop will teach you how to use the different search parameters available to find the information you need. Today's workshop begins at 2pm CST and there is still time to sign-up. Read more

The final demo in a series of 3 KnowledgeSync demos, Dashboard Alerts have 3 distinct uses: Business Area Dashboard: A Business Area Snapshot is a display of information that pertains to a specific business area or pain, such as overdue Opportunities, Sales Pipeline status, Unassigned Leads, or Support Calls Open More Than 3 Days. Read more

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

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

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

Workshop today. Join us today to at 2pm CST to learn about the literature fulfillment feature of SalesLogix. This workshop is free and will last approximately 30 mintues Read more

Wednesday, December 14, 2011 at 2pm CST. KnowledgeSync is a business activity monitoring solution that when used with SalesLogix can help you to monitor and respond to critical business issues. In this demo we are going to look at the email alerts functionality of KnowledgeSync, specifically: Read more

Join us at 2pm CST. For today's free, end user focused SalesLogix workshop we will review the ticket functionality of the Web client, more specifically, the different activities within the ticket area and how to use them efficiently. There is still time to register if you haven't already. Read more

Join us at 2pm CST. For today's free workshop we will focus on how to correctly import a group of leads into SalesLogix 7.x. Do this sound like a skill you need? Read more

Join us at 2pm CST. Reports give SalesLogix users access to valuable information, but if you don't know your way around the reporting window you won't be able to make it of use. If you need help learning about your options and how to use the Reports window today is your day. Read more

Join us today! Are you familiar with Global Replace and how you can use it to quickly replace/update data in SalesLogix? If your answer is no, join us today at 2pm CDT and learn how to properly use Global Replace. Read more

Wednesday, November 16, 2011 at 2pm CDT. Are you familiar with the survey portion of SalesLogix e-Marketing? This powerful feature is often underutilized, but is valuable in helping you gather important information about customers and prospects. The survey information can then be mapped back into SalesLogix. During this demo we will highlight: Read more

Opportunities are an important part of a sales person's tasks, and this is why we have a free, end-user workshop dedicated to creating opportunities. In this workshop we will focus on how you can setup your opportunity defaults as well as actually creating your opportunity. Join us today at 2pm CDT. Read more

Free workshop today! Are you using the Dashboard feature of your SalesLogix system? If you're not taking advantage of this great feature you're missing out on the ability to analyze your pipeline, stay up-to-date on your KPI's, monitor your opportunities and sales, and so much more! Join us today at 2pm CST for our free workshop! Read more

Free workshop at 2pm CDT. Are you utilizing the sales process functionality of SalesLogix? If not, join us to today to learn how to create a sales process from start to finish. This workshop will last approximately 30 minutes and is for users on SalesLogix v6.2 and up. Read more

SalesLogix information and free training inside! Not part of the Customer FX Newsletter mailing list? Not a problem! Attached you will find our newsletter for October 2011. If you would like to be added to our list, email brianna.tinjum@customerfx.com. Read more