The Inbox : SalesLogix

Demystifying SalesLogix Web: Dashboards and Analytics Tools

Brianna Ojard — Wed, 08 May 2013 18:42:00 GMT

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)

Sage Offers Two Promotions for Off-Plan SalesLogix Customers

Brianna Ojard — Fri, 08 Feb 2013 20:11:00 GMT

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)

SalesLogix v8 Technical Sneak Peek Demo

Brianna Ojard — Tue, 14 Aug 2012 16:46:00 GMT

Wednesday, August 15th, 2012 at 2pm CDT. Interested in getting a look at the improvements that Administrators and Developers can expect to find in SalesLogix v8? We invite you to join us for a technical sneak peek demo of v8 were we will look at improvements and enhancements to the Application Architect, Build/Test/Try, Editors, and more!...(read more)

Still Time to Register for Packaging Your Customizations for SalesLogix Web

Brianna Ojard — Thu, 07 Jun 2012 16:22:00 GMT

Today at 2pm CDT. If you haven't registered for today's Developer focused workshop in which we will focus on what it takes to create deliverable packages of your SalesLogix Web customizations, it's not too late!...(read more)

Developer Workshop: Packaging Your SalesLogix Web Customizations

Brianna Ojard — Wed, 30 May 2012 13:38:00 GMT

Free Workshop Thursday, June 7th, 2012 at 2pm CDT. During this month's Developer workshop we are going to focus on creating and working with project backups, as well as with the Bundle Model, to create deliverable packages containing your SalesLogix Web customizations. We will demonstrate:...(read more)

SalesLogix e-Marketing: Surveys Feature Demo

Brianna Ojard — Thu, 10 Nov 2011 18:09:00 GMT

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)

Customer FX October 2011 Newsletter

Brianna Ojard — Mon, 17 Oct 2011 14:12:00 GMT

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)

Power2Projects for SalesLogix Web/Cloud Live Sneak Peek Demo

Brianna Ojard — Tue, 27 Sep 2011 16:01:00 GMT

Wednesday, October 5th, 2011, 2pm CDT. If you've been looking for an add-on project management tool for your SalesLogix Web or Cloud client, it's time you take a look at Power2Projects Web/Cloud. We have recently made improvements and added new features to Power2Projects Web/Cloud and we'd like to give you a peek before it's public release. Some features we will highlight:...(read more)

Advanced Analytics for SalesLogix First Look Demo

Brianna Ojard — Tue, 19 Jul 2011 17:59:00 GMT

There is still time to register! Advanced Analytics for SalesLogix is a business intelligence tool that aggregates CRM-related data into key metrics and allows users to analyze those metrics in different ways. With Advanced Analytics you will be able to:...(read more)

Use SalesLogix Tickets Correctly

Brianna Ojard — Mon, 24 May 2010 05:02:00 GMT

And make customers happy. When you use your SalesLogix tickets correctly your customers will thank you. Why? Join us for the workshop, "Document Time and Solutions Using Tickets", to find out. Worksh...(read more)

Learn How to Use the SalesLogix Query Builder

Brianna Ojard — Mon, 03 May 2010 05:02:00 GMT

Today's workshop. Need some help using the SalesLogix Query Builder? Join us today at 2pm CDT for the workshop, "Using the Query Builder - SalesLogix v6.2 and Above", and learn how to properly use this feature. ...(read more)

SalesLogix 7.5.2 Compatibility Checklist has been updated

Scott Weber — Wed, 28 Apr 2010 13:29:00 GMT

Sage just posted a revised version of the SalesLogix 7.5.2 Compatibilty Checklist...(read more)

Analyze Important Information in SalesLogix Web - Use Reports

Brianna Ojard — Mon, 26 Apr 2010 05:02:00 GMT

Learn how in today's workshop. If you are using SalesLogix Web the reporting feature help you to collect and analyze the data that is most important to you. You can run reports against many types of data within the system and the ...(read more)

Do You Need to Import Leads into SalesLogix?

Brianna Ojard — Mon, 19 Apr 2010 05:02:00 GMT

Join us for today's workshop. If you need to important leads into SalesLogix, today is your lucky day! At 2pm CDT we will hold the free, SalesLogix workshop, "Importing a Group of Leads - SalesLogix v7.0 and Above" . If you have approxi...(read more)

SalesLogix Workshop - Merging Records

Brianna Ojard — Mon, 12 Apr 2010 05:02:00 GMT

Today! It happens to all of us from time to time - we go to look up an account, a contact, an email address, and there are 2 or more of the same record. Now you could just ignore this fact, check them both out, and decide which one you ...(read more)

ACT! Link Discontinued - Perfect time to move to SageCRM or SalesLogix Cloud?

Scott Weber — Thu, 18 Feb 2010 14:49:00 GMT

Sage MAS 90 and 200 ERP version 4.4 will begin shipping this month, February 2010. This release will deliver substantial value to customers from Core Financials to Manufacturing and Distribution, with enhancements focused on workflow and business processes...(read more)

Sage Summit Customer Conference 2009

Brianna Ojard — Thu, 16 Apr 2009 17:54:00 GMT

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: ...(read more)

SalesLogix v7.5.1 Web Extends Filter Functionality

Brianna Ojard — Thu, 26 Feb 2009 17:39:00 GMT

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 ...(read more)

SalesLogix Mail Merge Documents

Brianna Ojard — Mon, 26 Jan 2009 06:02:00 GMT

This week we are happy to present the training workshop, "Create a Mail Merge Document - SalesLogix v6.2 and Above". This 30 minute workshop will walk through ...(read more)

SalesLogix Global Replace Is a Great Tool

Brianna Ojard — Mon, 19 Jan 2009 06:02:00 GMT

Learn how to use it! If you have never used Global Replace now is your chance to learn how this feature can benefit your use of SalesLogix. Join us for today's workshop ...(read more)

Creating and Converting Leads in SalesLogix

Brianna Ojard — Mon, 12 Jan 2009 06:02:00 GMT

Knowledge every SalesLogix user should have! Today Customer FX will host the workshop, "Creating a New Lead and Converting Leads to Contacts - SalesLogix v7.0 and Above", and you are invited to join! ...(read more)

Customer FX January Newsletter

Brianna Ojard — Thu, 08 Jan 2009 19:33:00 GMT

The first newsletter of 2009! Happy New Year! I hope everyone had a fun and safe holiday season. ...(read more)

Creating New Sales Processes in SalesLogix

Brianna Ojard — Mon, 05 Jan 2009 06:02:00 GMT

The first workshop of the New Year! The workshop, "Creating New Sales Process - SalesLogix v6.2 and Above", is one of our most popular workshops and what better way to start ...(read more)

SalesLogix v6.2 Retirement Update

Brianna Ojard — Thu, 18 Dec 2008 22:30:00 GMT

It IS February 2009. A few weeks ago I posted a newsletter on this site and one of the news items was about SalesLogix v6.2 and v7.0 retirement. What I stated in the newsletter was that SalesLogix v6.2 would retire in May 2009, ...(read more)

Visual Analyzer v2.6 and Exchange Link v8.0.0.1

Brianna Ojard — Thu, 18 Dec 2008 18:03:00 GMT

Have you been waiting for compatibility? Hello everyone! Late last week Sage announced that both Visual Analyzer v2.6 and Exchange Link v8.0.0.1 are available for download. For many of you on SalesLogix v7.5 Visual Analyzer was unavailable due to compatibility...(read more)