Login / Register  search  syndication  about

Search Customer FX

Browse By Tag  What's this?

  • SageCRM - Territory Realignment

    The territory realignment feature of SageCRM allows the administrator to quickly and correctly reassign ownership of SageCRM accounts based on Account owner, Account manager, etc. Knowledge of this feature will help you deal with changes to sales territories or personnel changes in an efficient manner...
    Posted to Workshops (Weblog) by on

  • SageCRM - Creating Marketing Campaigns

    The Campaign functionality of SageCRM is an invaluable feature for people in a marketing position. Not only can you create, edit, and delete Campaigns, but you can also create Waves and Tasks needed for a Campaign. Even better, when you have launched your Campaign you can track your responses so that...
    Posted to Workshops (Weblog) by on

  • SageCRM - Working with Opportunities/Workflow

    In SageCRM you have the ability to create a Workflow, a series of tasks executed according to a defined path, based on business size, product line, territory, or any other factor that determines how a sale progresses through the pipeline. The series of stages and steps of a Workflow are created to help...
    Posted to Workshops (Weblog) by on

  • SageCRM - Creating Groups

    Groups are a collection of companies, contacts, opportunities, or cases that share a common value or characteristic. By being able to work within a subset of records you can accomplish tasks such as sending a direct mail piece to customers in a specific region of the country or conduct a telemarketing...
    Posted to Workshops (Weblog) by on

  • SageCRM - Introduction and Overview

    This workshop is for the user that has not had little to no exposure to SageCRM, and will focus on navigating the SageCRM interface and introducing the user to the available features. In this workshop the user will learn how to navigate the SageCRM workspace, components, and functions. The user will...
    Posted to Workshops (Weblog) by on
Page 1 of 1 (5 items)
All contents Copyright © 2013 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register

Upcoming Workshop Dates

    Jun 03, 2013
SalesLogix v8: Exploring Search Options and Filters

 
    Jun 10, 2013
SalesLogix Web - Marketing Campaigns

 
View All Scheduled Workshops