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SalesLogix Web - Sales Forecasting

Every sales manager wants to stay up-to-date on the opportunities his/her sales team is working and at what stage in the sales cycle the opportunities can be found. SalesLogix has a great sales forecasting tool, and when you know how to use it you will be able to better manage your sales team and their...

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SalesLogix Web - Using Tickets

When you're in a support role you need to know how to use tickets. Tickets contain all of the information that you will need to report, investigate, and close an inquiry or problem reported by a customer. With this feature you can insert new tickets for an account or contact, track time spent resolving...

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SalesLogix Web - Marketing Campaigns

The ability to create, launch, and manage a successful Marketing Campaign is essential for marketing. If you aren't confident in your ability to use the Campaign feature of SalesLogix Web you could be missing out. The SalesLogix Marketing Campaign functionality enables users to create, edit, and...

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SalesLogix Web - Creating Groups

Creating a Group is a great way to save time when you need to work with a subset of records in your SalesLogix database. Groups are a collection of accounts, contacts, or opportunities that share a common value or characteristic. Groups allow a user to accomplish a task or perform job functions, such...

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SalesLogix Web - Navigating Reports

Do you want a simple way to incorporate data for a quick snapshot of important information in SalesLogix Web? If so, learning to run reports is a must! There are many types of data that you can run reports against, including but not limited to: Accounts, Contracts, Opportunities, Tickets, etc. Reports...

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SalesLogix Web - Creating a New Opportunity

An Opportunity is a potential sale to an account, and the ability to accurately enter and track Opportunities can mean the success or failure of a sale. The Opportunity feature of SalesLogix allows sales representatives and sales managers to collect, analyze, forecast, and report on a variety of information...

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SalesLogix Web - Navigating the Web Client

This workshop is specifically designed for the new, inexperienced SalesLogix Web user. In this workshop we will focus on navigating the SalesLogix Web workspace. General topics will include: Icons Toolbars User Preferences Menus Setting up your workspace and being able to properly navigate the system...

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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...

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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...

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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...

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