Join us for a free webinar, Wednesday, May 15th at 2pm CDT. The SalesLogix Web dashboards and analytics tools help to give you real-time insight into important information at all levels of your organization. This month we're going to take a closer look at these powerful features, join as we cover: Read more

Wednesday, April 17th at 2pm CDT. If you would like to gain a better understanding the SalesLogix Mobile and it's capabilities, we encourage you to register for next week's webinar where we will cover topics such as: Offline access using recently used data. Open-source and extensible. Smart layouts. Enhanced date selector. Activity indicators in month view. And more! Read more

Thursday, April 11, 2013 at 2pm CDT. In our last workshop, we took a brief look at some of the updated functionality found with the current version of SalesLogix (v8). In this session, we're going to take a more in depth look at two specific changes to the development environment. Read more

Thursday, April 11, 2013 at 2pm CDT. In our last workshop, we took a brief look at some of the updated functionality found with the current version of SalesLogix (v8). In this session, we're going to take a more in depth look at two specific changes to the development environment. Read more

Wednesday, March 20, 2013 at 2pm CDT. In the SalesLogix Web client a Role determines what functionality a user can access and is an important feature for many companies. In this month's webinar, we will focus on Roles and how to use secured actions to control access to user interface elements such as pages, menus, menu items, toolbars, and buttons. When you control access to individual user interface elements, you can control access to actions such as editing, deleting, or printing. In this demonstration we will cover: Read more

Monday, March 18, 2013 at 2pm CDT. Next week we are going to dive into the process of creating Opportunities in the SalesLogix Web client and we would love for you to join us! This free training workshop is a great way for sales representatives and sales managers to gain more insight into their sales pipeline by learning how to correctly use Opportunities in SalesLogix Web. Read more

There have been numerous new enhancements to SalesLogix with the release of version 8.0 and in our upcoming workshop, we'll take a look at changes and improvements in the SalesLogix 8.0 Application Architect. Items covered include: Quick Forms, including Dynamic Customizations. Changes in the Entity Model. Security, defining secured actions. General changes in Application Architect version 8.0. This will be the first in a multi-part series looking at changes found in version 8.0. We hope you will be able to join us! Read more

Take a look at all the free training opportunities and SalesLogix v8 information in this month's newsletter! If you're not on our email list but would like to be, contact me at brianna.ojard@customerfx.com. -Brianna Read more

Join us Wednesday, February 20th, 2013 at 2PM CST. Need to make changes to your SalesLogix Web forms but aren't a developer? No problem. New to the SalesLogix v8 Web Client is the Web Form Designer which allows you to modify most existing Web client forms on-the-fly, all without writing a line of code. During this demonstration we will show you how to use this new functionality to add new fields to your SalesLogix database and then how to apply those new fields to a screen. Read more

Don't let your expired SalesLogix Business Care be a barrier to taking advantage of SalesLogix v8, instead take Sage up on one of these offers: 1. Trade-in and Move to the Cloud Offer A customer can trade in their user on-premises licenses for a two-year $20 credit per user, per month, based on the list price of $65 PUPM toward a Sage SalesLogix Cloud subscription. You don't have to pay any additional Sage Business Care fees or reinstatement fees. Read more

Wednesday, January 16th, 2013 at 2pm CDT. If you've been looking for a solution to help you maximize your investment in SalesLogix, look no further than Advanced Analytics. Advanced Analytics will help you to analyze data and key performance indicators across your organization to give you a more complete picture of business and team performance, and to identify the drivers of and barriers to success. In this Demystifying webinar we're going to look at how Advanced Analytics can help you: Increase organizational and customer intelligence by analyzing CRM-related data from across your business. Make informed business decisions and shape strategic priorities based on actionable analysis. Extend your competitive advantage by focusing attention and resources on the most profitable business activities. Enable users at every level to gain insight to business drivers and barriers. Read more

Tomorrow at 2pm CDT. Tomorrow we're going to continue our exploration of the SData API for SalesLogix, and if you haven't yet, we encourage you to register. Read more

Free Developer workshop Thursday, January 10th, 2013 at 2pm CST. Last month we began exploring using queries and nest payloads with the SData API for SalesLogix. This month we will continue to build on topics such as: Read more

Wednesday, December 12, 2012 at 2pm CST. This week we are going to show you how you can customize the SalesLogix Mobile client with much less pain and frustration using the new SalesLogix Mobile Toolkit. In this workshop you will learn the following concepts: Read more

Thursday, December 6th, 2012 at 2pm CST. In last month's Developer focused workshop we took a look at the SData API and used it to create a simple console application to return Contact information. This month we are going to build on what we learned and begin to build a simple Windows application using .NET, which can be used to look up SalesLogix Accounts and related information. We will demonstrate various types of queries and will show how nested payloads can be used to return entity information related to other entities. While a basic understanding of C# will be helpful, it is not required. In this workshop we will review: Read more

Wednesday, November 14th at 2pm CST. The release of SalesLogix v8 is getting closer and closer, and with it come many new features and improvements. But what are the features that every SalesLogix user should be aware of? For next week's webinar we've picked what we believe are the top 10 must see features: Read more

Free! Thursday, November 8th, 2012 at 2pm CST. SData is a web-enabled API for SalesLogix which allows you to interact with SalesLogix data from an external application or website. For the first workshop in our SData series, we will introduce SData, go through the use of the SData client library, and demonstrate reading SData feeds from within a custom windows application using C#. Items demonstrated will include: Read more

Free workshop today at 2pm CDT. Creating new toolbars and icons in SalesLogix is not as hard as you may think! Join us for today's free workshop and learn a new skill that will make your use of SalesLogix more efficient. Read more

There's still time to register! Tomorrow, October 17th, at 2pm CDT we will host a webinar to share with you the best ways to optimize the performance of your SalesLogix Web and Cloud clients. Don't let your Web or Cloud clients performance continue to lag, join us and start seeing the results a few adjustments can make. Read more

Wednesday, October 17th, 2012 at 2pm CDT. The complaints we hear most often from customers who have moved to the SalesLogix Web or Cloud clients are about speed and performance. Because of this we are going to share our knowledge and experience at identifying and resolving common issues that negatively impact your system. Our October 17th webinar will review the top 9 ways to optimize SalesLogix Web and Cloud: Read more

Thursday, October 4th, 2012 at 2pm CDT. For this month's free Developer workshop we are going focus on the SalesLogix Mashup Model. Mashups are used to combine data from multiple internal and external sources, and the data is then processed to produce advanced visualizations. In this workshop we will explore how to create and use mashup data in a number of different ways. Items demonstrated will include: Read more

Are you registered? Tomorrow at 2pm CDT we will host a sneak peek demo of the SalesLogix Cloud and Mobile clients, and if you haven't registered there is still time! Read more

Free! Today at 2pm CDT. In this week's free workshop we will focus on using the Ticket functionality in SalesLogix Web, specifically how to properly use the different activities found within Tickets. Join us for today's workshop and you will be able to navigate Tickets with ease. Read more

Wednesday, September 19th, 2012 at 2pm CDT. This month we're continuing our SalesLogix v8 demo series and will be looking at the changes coming in the Cloud and Mobile Clients. Join us at we look at: Cloud Improvements ERP integrations. Increased scalability - load balancing, 64-bit images. Expanded monitoring - reporting, additional monitoring checks, proactive alerting. Multi-language availability. Read more

2pm CDT. For today's free training workshop we are going to take a look at how to use the Territory Realignment feature of SalesLogix. Join us to learn when you should be using Territory Realignment and the different options available. Read more