Good Training

Crystal Reports for SalesLogix - Using Parameters

Brianna Tinjum — Wed, 10 Mar 2010 22:22:00 GMT

A simple break down.

A common question that we hear from SalesLogix users with Crystal Reports is how to setup parameters. A recent blog post from George Jensen gives a simple break down to accomplish this request. Below are a couple paragraphs from his blog:

"Recently I was asked to provide some help to a client on something that is very simple and very easy to accomplish. I have covered this same topic in a lot of my blogs posts but this very simple task is buried in with a lot of other detail, so I thought it would be a good time to just simply write about using parameters in Crystal Reports to bring it out front and center for the reader to use.

The set up for this post is you have a report that you want to choose whether or not to display certain information when the document is run. In this instance we will use the detail section of the report.

There are two items that work together to make this happen, a parameter and a formula."

You can read the blog in its entirety here.

-Brianna

Mar 30, 2010 - Creating Groups for SalesLogix v6.2 and Above

Brianna Tinjum — Tue, 09 Mar 2010 22:12:28 GMT

Attend the Workshop - Creating Groups for SalesLogix v6.2 and Above!

Event details:

Tuesday, March 30, 2010
From 2:00 PM Central to 2:30 PM Central
(8:00 PM GMT to 8:30 PM GMT)

See Workshop Details

Register Today!

Opportunities in the SalesLogix Web Client

Brianna Tinjum — Mon, 08 Mar 2010 17:24:00 GMT

Workshop today.

If you are using the SalesLogix Web client you have a chance to learn about opportunities in today's workshop, "SalesLogix Web - Creating a New Opportunity" . The workshop begins at 2pm CST. Register/join now!

-Brianna

Pricing Plans and Your Customers

Brianna Tinjum — Wed, 03 Mar 2010 20:41:00 GMT

It usually comes down to cost.

Trying to convince a potential customer that the cost of a product or service is worth it can be difficult, especially in a strained economy with tighter budgets. Below are a few paragraphs from an article by Rafi Mohammed that discusses how reworking pricing plans can have a positive impact on your business:

"Pricing is one of the most powerful, yet underutilized strategies available to businesses. A McKinsey & Company study of the Global 1200 found that if companies increased prices by just 1% and demand remained constant, operating profits would increase on average by 11%. Some companies can profit even more; A 1% increase at Sears (SHLD), for instance, would raise profits by 155%. Just as important, price is a key attribute that consumers consider before making a purchase.

Many times customers are intrigued with a product or service but refrain from purchasing simply because the pricing plan does not work for them. Instead of making an outright purchase, for instance, some may prefer to rent, lease, or interval own. Offering a new pricing plan opens the door for new customers to purchase, generating blockbuster growth. Pick-a-plan pricing tactics can be categorized as providing ownership alternatives, mitigating uncertain value, offering price assurance, and overcoming financial and other constraints.

Some customers are interested in a product but can't afford it or don't need to own it. Alternatives include interval ownership, leasing, rental, and the Netflix (NFLX) model. The interval ownership concept has broadened the market for private jets and vacation condominiums. Many automobile customers prefer the convenience and upgrade benefits of leasing. The co-owner of Frank Kent Cadillac in Ft. Worth, Tex., told The Wall Street Journal that leases used to account for 65% of its business, according to a 2009 article. Companies such as Zipcar are innovating on the rental concept by offering hourly rentals to serve new customer segments: urbanites and college students."

You can read the article in its entirety here.

-Brianna

SalesLogix Cloud Phase .5

Brianna Tinjum — Tue, 02 Mar 2010 22:40:00 GMT

Ending soon...

The .5 phase of Sage's SalesLogix Cloud initiative will end in May 2010, and this means the end of the special promotion pricing of $20/user/month. You can still take advantage of this special pricing, and take advantage of special pricing for 24 months after the end of phase .5. Contact your Business Partner to find out how.

-Brianna

Contact Process Workshop Today

Brianna Tinjum — Mon, 01 Mar 2010 16:45:00 GMT

There is still time to register.

Today, Good Training is hosting the workshop, "Creating a Contact Process for SalesLogix v6.2 and Above". This workshop covers a popular SalesLogix training topic and if you have time to join us today at 2pm CST we highly encourage you to do so. You can register/join here.

-Brianna

Mar 22, 2010 - Navigating the SalesLogix Web Client

Brianna Tinjum — Fri, 26 Feb 2010 16:58:58 GMT

Attend the Workshop - Navigating the SalesLogix Web Client!

Event details:

Monday, March 22, 2010
From 2:00 PM Central to 2:30 PM Central
(8:00 PM GMT to 8:30 PM GMT)

See Workshop Details

Register Today!

Crystal Reports and Bar Graphs

Brianna Tinjum — Wed, 24 Feb 2010 22:53:00 GMT

Building a simple bar graph.

Are you familiar with, or have you ever tried, building a graph with Crystal Reports? This topic came up in a recent blog by George Jensen, below are a couple of paragraphs:

"I have done very little on graphs. Honestly, I have not really worked with them all that much so blogging on this topic will provide me a reason to really get to know and use the different graphs that come with Business Objects Crystal Report.

We will start with the simple bar graph.

The goal today will be to build a small little bar graph that provides the total number of Accounts base on the ACCOUNT.TYPE field. To start, build a report using report wizard that contains the SalesLogix Account table. We will need the Account and Type fields from that table. Also, we will want to build a report group using ACCOUNT.TYPE."

You can read the blog in its entirety here.

-Brianna

Keep it Simple

Brianna Tinjum — Tue, 23 Feb 2010 22:15:00 GMT

Avoid feature overload.

I'm pretty sure that we have all purchased products that have way more features then we will ever need. My digital camera is a perfect example of this, I use maybe 5 features of the 1,000's that are available to me because I'm nowhere near professional. I have also purchased services with much more than I will ever need, and I've also declined them for the same reason. Today I read an article by Carmine Gallo about how simplicity in products, services, even presentations, can be more powerful than having loads of features. Here a couple paragraphs from the article:

"Most consumer electronics today seem to be built by engineers for engineers, resulting in feature creep—way more bells and whistles than most users will ever want. The Flip digital video camcorder stands out because of its simplicity. Since its introduction in May 2007, Flip, now owned by Cisco Systems (CSCO), has reinvigorated the portable camcorder market, accounting for 36% of all camcorders sold during the 2009 holiday season, according to market researcher NPD Group. I recently interviewed Simon Fleming-Wood, part of the original Flip development team, to learn how this popular product was created, designed, and marketed. The Flip story is based on a philosophy that every consumer touch point must be simple and fun. Here are four ways Flip won hearts and minds that you may be able to apply to your own business.

Keep your product or service simple. Flip designers had a test—whenever they created a prototype and handed it to someone, they intended for that person to be able to turn it on and play with it in 30 seconds without having to read a manual. The 30-second rule became very important. Instead of adding lots of features, designers limited the Flip to four buttons: on/off, record, playback, and delete. That philosophy is still in place: To keep the user experience simple, everything needed to play the device is built in (including a pop-out USB arm to connect the device to a computer). It allows the camera to ship with no installation CD and no cables. Everything the user needs is contained in the camera."

You can read the entire article here.

-Brianna

Mar 15, 2010 - Using the SalesLogix Knowledge Base for v6.2 and Above

Brianna Tinjum — Fri, 19 Feb 2010 18:25:52 GMT

Attend the Workshop - Using the SalesLogix Knowledge Base for v6.2 and Above!

Event details:

Monday, March 15, 2010
From 2:00 PM Central to 2:00 PM Central
(8:00 PM GMT to 8:00 PM GMT)

See Workshop Details

Register Today!

Did Your Hear That? It's Your Customer.

Brianna Tinjum — Thu, 18 Feb 2010 18:49:00 GMT

Listening and taking action.

In a perfect world we listen to what our customers need/want and then respond accordingly. Unfortunately, the world isn't perfect. Below are a couple paragraphs from an article by Jessica Tsai about a recent study performed by Boston Consulting Group:

"The Boston Consulting Group (BCG) released its first Customer Insight Benchmarking report recently -- a study that surveyed more than 800 executives involved in either line management or consumer insight roles. Participants were from 40 global companies with at least $1.5 billion in sales, with many, the report notes, exceeding $10 billion. However, budgets are rarely the most pressing issue when it comes to raising the customer voice in the business conversation. In fact, BCG found that oftentimes, the companies that the best — performing companies actually spent less on market research studies per full-time employee (FTE). According to Mary Egan, partner and managing director in the firm's New York office, companies spending a lot per FTE were "swimming in data" and, therefore, more inclined to get stuck on tactical research, instead of focusing on strategic imperatives.

As a consulting firm, BCG was noticing a disconcerting trend among its clients. "We were observing a real gap between the aspirations of the leadership team — what they were saying in mission statements about being customer centric — ...and the actual ways of working in most companies," Egan says. Among the most pressing reasons for this, which became the impetus for this report The Consumer's Voice: Can Your Company Hear It?, was the fact that customer insight teams were actually feeling "sidelined," their work largely un- or undervalued."

Read the entire article here.

-Brianna

Outlook Becoming Social

Brianna Tinjum — Wed, 17 Feb 2010 22:52:00 GMT

Connected to LinkedIn, Facebook and MySpace next?

I find this a bit weird, but hey, seems everything is going social now and why not Microsoft Outlook? Most of us use Outlook as our email client because of the integration with SalesLogix and now we can use it to connect to our social networks as well. Below are a couple paragraphs from an article by Thomas Claburn about Microsoft's Outlook Social Connector :

"Evidently undeterred by Google's rocky integration of Gmail and social networking, Microsoft on Wednesday strengthened Outlook's connections to social networks.

Building on its Outlook Social Connector (OSC), introduced last November as a way to make social networking contact information available in Outlook, Microsoft announced the public beta of LinkedIn for Outlook and partnerships with Facebook and MySpace."

You can read the entire article here.

-Brianna

Hear Yes More Often

Brianna Tinjum — Tue, 16 Feb 2010 22:49:00 GMT

Improving your "yes" rate.

The majority of the time we would rather hear yes then no. Have you ever thought about how you can influence how often you receive yes for an answer? Below are a few paragraphs from an article by Arlene Johnson that explores how you can improve your yes rate:

"If you are getting more no's than yes's when asking others for support, resources or important agreements, heads-up. You might consider reversing the pattern! First, let's check your yes rate. Thinking of the last requests that you have made of others, a colleague, boss or customer (or spouse), what percentage of their responses were yes versus no? Your answer is your yes rate. If your yes rate is above 95%, congratulations! You can use this information to reinforce what you're doing right, and to use as a coaching tool for others!

Any yes rate below what you consider to be an optimum percentage, could impact what you want to achieve in your business or personal life. So, assessing your yes rate is definitely worthy of your time and consideration.

Here's the good news: you can easily and effectively improve your yes rate by using a collaborative conversation approach, and by understanding and speaking to an individual's or group's most important yes factors and no factors."

You can read the article in its entirety here.

-Brianna

Start Using Global Replace Today

Brianna Tinjum — Mon, 15 Feb 2010 17:11:00 GMT

After you attend our workshop.

Global replace is a very useful feature of SalesLogix. When you have multiple records that need updating Global Replace is the quickest, easiest way to do so. The workshop, "Using Global Replace to Update Records", begins at 2pm CST and will last approximately 30 minutes. If you have time we encourage you to join us. Register/join now!

-Brianna

Mar 08, 2010 - SalesLogix Web - Creating a New Opportunity

Brianna Tinjum — Fri, 12 Feb 2010 20:47:05 GMT

Attend the Workshop - SalesLogix Web - Creating a New Opportunity!

Event details:

Monday, March 08, 2010
From 2:00 PM Central to 2:30 PM Central
(8:00 PM GMT to 8:30 PM GMT)

See Workshop Details

Register Today!

Crystal Reports - Shading the Background Color

Brianna Tinjum — Wed, 10 Feb 2010 22:14:00 GMT

Quick and easy.

Most SalesLogix users also use Crystal Reports, and if you know what you are doing there are many types of reports that you can build. Below are a couple paragraphs from a blog by George Jensen with instructions for how to shade the background color of a section in Crystal:

"I have done this in one or two of the SalesLogix Crystal reports I worked on in previous posts to help separate out records. I recently had a client ask me how to do this and when I looked back through the posts I discovered that the information is buried deep in one of the many blogs I have written. So the easy way to shade every other row in a report is as follows.

For this task I use the RecordNumber function that comes with Crystal. This function basically returns the record number in the order it is displayed in your report. I want to shade every other record so I will use a formula to identify odd number records. This is the formula I came up with:"

You can read the article in its entirety here.

-Brianna

Migrating to the Cloud

Brianna Tinjum — Tue, 09 Feb 2010 22:14:00 GMT

And the organizational changes that will follow.

Ok, so I'm still on the whole cloud computing thing. I can't help it, it's everywhere! That said, have you ever thought of the impact cloud computing will have as more and more organizations migrate technology to the cloud? Below are a few paragraphs from Vanessa Alvarez's article, Cloud Migrations Trigger Organizational Challenges:

"When organizations migrate to cloud computing, most of the focus is on technology components such as security, automation, and policy management. There is, however, another key element that's necessary for a cloud model to work within enterprises, and it involves organizational behavior.

Enterprises today are grappling not only with evolving operational models within their data centers, but also with challenges presented by internal organizations struggling to adapt to those technological changes. Often, the human element of cloud computing is left out of the broader discussion.

Key to any cloud computing deployment is understanding that it will spark changes not only an enterprise's data center, but also in the enterprise's organizational behavior. These changing behaviors will need to be addressed if enterprises are to successfully deploy cloud computing."

You can read the article in its entirety here.

-Brianna

Learn How to Create Groups in SalesLogix Web

Brianna Tinjum — Mon, 08 Feb 2010 16:12:00 GMT

Today at 2pm CST.

Today, for the first time, we are holding the workshop, "SalesLogix Web - Creating Groups". This workshop is aimed at users that are new to the SalesLogix Web client and need some help polishing their group building skills. Does this sound like you? It's not too late to register, you can do so here.

Have a great week!

-Brianna

Mar 01, 2010 - Creating a Contact Process for SalesLogix v6.2 and Above

Brianna Tinjum — Fri, 05 Feb 2010 16:00:46 GMT

Attend the Workshop - Creating a Contact Process for SalesLogix v6.2 and Above!

Event details:

Monday, March 01, 2010
From 2:00 PM Central to 2:30 PM Central
(8:00 PM GMT to 8:30 PM GMT)

See Workshop Details

Register Today!

Clouds: Public or Private

Brianna Tinjum — Thu, 04 Feb 2010 22:29:00 GMT

The technology world divided.

As many of you know, Sage is beginning to offer SalesLogix in the cloud. Currently the offer is to limited customers and partners, but soon it will be available to the general public. Sage is not the only company with an interest in the cloud, it is becoming a major a topic of discussion throughout the industry with people arguing the benefits for both public and private clouds. Below are a couple paragraphs from an article by Andrew R. Hinkley that discusses public vs. private clouds:

"One debate rocking the cloud computing industry is whether public clouds or private clouds will be the dominant technology, and which will generate the most revenue for solution providers.

The recent divide between public and private clouds was sparked by industry experts suggesting that private clouds -- clouds behind the corporate firewall accessible only by people within that organization -- will fade over time and are nothing more than a stop-gap before taking it to the public cloud. Public clouds, like those offered byAmazon (NSDQ: AMZN), Google and others, on the other hand, are clouds accessible by everyone from anywhere. The difference between private and public clouds is similar to the difference between the corporate LAN and the public Internet.

One argument against private clouds is the cost. While users have more perceived control, they pay a higher price, somewhat defeating the potential cost savings that drives companies to the cloud in the first place -- the promise of reduced capital expenditures and a monthly operational expense."

This is a great article about a technology that we will see more and more of in the coming years and I encourage you to read the article in its entirety. You can do so here.

-Brianna

Feb 22, 2010 - SalesLogix Web - Marketing Campaigns

Brianna Tinjum — Wed, 03 Feb 2010 15:43:48 GMT

Attend the Workshop - SalesLogix Web - Marketing Campaigns!

Event details:

Monday, February 22, 2010
From 2:00 PM Central to 2:30 PM Central
(8:00 PM GMT to 8:30 PM GMT)

See Workshop Details

Register Today!

Get More Out of Your Training Sessions

Brianna Tinjum — Tue, 02 Feb 2010 22:52:00 GMT

Hint: Be engaging, not boring.

Whether you are training your staff to use a new customization in SalesLogix Windows client, to use new features in SalesLogix Web, or are training your staff on something totally unrelated to SalesLogix, it is important to keep everyone engaged. Below are a couple paragraphs from an article by Carmine Gallo about how to make training a true learning experience:

"Make a connection early. Carroll makes it a point to learn attendees' names and some information about them ahead of the session. He arrives early, greets everyone by name, and establishes some familiarity. This shows the attendees that he cares about them. This makes for a better chance that they'll care about him and the information he's imparting. When he starts the training he opens with a question such as: "When is the last time you had a remarkable training experience?" This gets the discussion going and signals that the audience can expect a conversation, not another boring lecture.

Embrace multimedia. Some training experts discourage using PowerPoint. That's nonsense. PowerPoint is the most common tool to transfer knowledge. Carroll points out that it must be used in an engaging way. Carroll's PowerPoint deck had few if any bullet points. The slides were mostly photos and video clips. Carroll selected video that resonated with the twentysomethings who made up the majority of the staff and which always related back to the theme."

You can read the entire article here.

-Brianna

Effectively Use SalesLogix Marketing Campaigns

Brianna Tinjum — Mon, 01 Feb 2010 18:09:00 GMT

Learn how in today's workshop.

If you have about 30 minutes to spare, I encourage you to join today's workshop, "Marketing Campaigns - SalesLogix v6.2 and Above", at 2pm CST This workshop is a great way to brush up on your marketing campaign skills such as creating, editing, and launching campaigns, tracking responses, and more! Interested? Register/join here.

-Brianna

Feb 15, 2010 - Using Global Replace to Update Records

Brianna Tinjum — Fri, 29 Jan 2010 17:11:22 GMT

Attend the Workshop - Using Global Replace to Update Records!

Event details:

Monday, February 15, 2010
From 2:00 PM Central to 2:30 PM Central
(8:00 PM GMT to 8:30 PM GMT)

See Workshop Details

Register Today!

Learn From Your Loss

Brianna Tinjum — Wed, 27 Jan 2010 22:51:00 GMT

So you can start winning.

Losing a sale is no fun, but it you can learn from your mistakes and increase your wins. Below are a few bullet points from a Miller Heiman article about the importance of reviewing your losses:

Reconnect with everyone who worked on the sale within a week of the buyer's final decision. You'll get a clearer picture of what led to the decision while the information is still fresh.

Consider a review as part of your process. Scheduling a final interview fights the urge to postpone or ignore the exercise.

Ask for a follow-up phone call soon after you hear the dreaded "no." Knowing the sale's final outcome allows you to ask straightforward questions to learn why the customer didn't choose your solution.

Read the article in its entirety here.

-Brianna

Sage SalesLogix Welcome Back Program

Brianna Tinjum — Tue, 26 Jan 2010 18:42:00 GMT

Same program, new name.

A couple of weeks ago I wrote a blog post about a M&S reinstatement program for SalesLogix. In that span of time Sage has renamed the program - Sage SalesLogix Welcome Back Program - and made a few minor adjustments. Below is a excerpt from the .PDF:

Through the Welcome Back program:

• Stay competitive with the newest release of Sage SalesLogix and a

reduced Software Upgrade fee to do so.

• Take advantage of a reduced rate for Sage SalesLogix ClassicCARE

Maintenance and Support, reserved for loyal customers like yourself.

• Kick start the transition to the current version with a rebate on

the professional services provided by your Sage SalesLogix

Business Partner.**

• Review where you are, where you liked to go, and how to get there

with a CRM Assessment.***

• Receive Technical Support for your Sage SalesLogix solution from our trained support staff.

If you are interested in learning more, please see the attached PDF.

Running Reports in the SalesLogix Web Client

Brianna Tinjum — Mon, 25 Jan 2010 15:35:00 GMT

Learn how today!

When you know how to navigate and run reports in the SalesLogix Web client you are able to access information that can prove invaluable to your job. If you don't know how to run reports, well, you are missing out. We want everyone to be able to access they information they need and that is why we are holding the workshop, "SalesLogix Web - Running Reports", today at 2pm CST. Register/join here...

-Brianna

Monitor Your Company's Facebook Page

Brianna Tinjum — Fri, 22 Jan 2010 16:44:00 GMT

New security application.

Many companies have begun using Facebook to connect with and market to their customers but Facebook is vulnerable spam and links to malware just like any other site. Not to worry, there is new product to help keep your Facebook page secure. Below are a couple of paragraphs from an article by Adam Ely, an author for Information Week.

"Today Websense released what is touted as the first security application for Facebook, developed via its recently acquired Defensio brand. Facebook users can now monitor their pages for unwanted content, including spam comments, profanity, and links to malware. This could be valuable for companies that want to control their online images and brands.

Facebook users add the application, choose which settings to activate, and receive alerts when content is posted that violates their policies. Besides monitoring for profanity and spam comments, users can disallow links based on URL categories. All URLs are scanned in real time and compared with Websense’s URL database."

You can read the article in its entirety here.

-Brianna

Obtaining Your Marketing Goals

Brianna Tinjum — Wed, 20 Jan 2010 18:34:00 GMT

Change with your customer.

Marketing is tasked with a challenging job - recruiting new customers and retaining current customers. What are you doing to make sure that your marketing team meets their goal? Below are a couple paragraphs from an article by Brian Halligan about keeping up with the changing marketing environment:

"For the past 50 years, marketers have spent huge amounts of money interrupting their potential customers through TV advertisements, email blasts, telemarketing, and direct mail. These methods have driven leads that fueled the growth of great companies, but consumers are becoming more sophisticated at blocking out messages with tools such as TIVO, spam protection, and caller ID.

Your customers are changing. They have found new ways to shop and learn: Instead of reading newspapers or magazines, they search Google, blogs, and social media sites like Twitter, Facebook, and LinkedIn. Instead of buying in store, they want to complete the transaction — from research to purchase — online. In its efforts to adapt to the way consumers shop and learn in today's society, marketing will likely change more in the next five years than it has in the last 50."

Read the article, Is Your Marketing Team Going for the Goal?, in its entirety here...

-Brianna

What's Next in Windows Mobile

Brianna Tinjum — Tue, 19 Jan 2010 18:38:00 GMT

Seven is coming.

Many of you are using SalesLogix Mobile, or are considering an implementation of the SalesLogix Mobile client in the future. SalesLogix Mobile works with Blackberry and Windows Mobile devices which brings me to some information I just read about the future of Windows Mobile. Below are a couple of paragraphs from an article by Ed Hansberry, titled Details On Windows Mobile 7:

"The rumors surrounding Windows Mobile have been heating up lately. There were some vague references to it at CES and many expect a big announcement about it at Mobile World Congress in February. Now we have a ton of info coming out about what WinMo 7 will actually look like. It is still early yet and things could change, but let's see how it looks so far.

The first big news is WM Experts is saying the name will just be Seven, not Windows Mobile 7. I find that a bit surprising for two reasons. First, I think that will too easily confused with Windows 7. Second, for a company that is famous for names like "Microsoft Windows Mobile 2003 Second Edition for Pocket PC Phone Edition" just "Seven" seems too short."

It will be interesting to see if the new version of Windows Mobile will have any impact on the use of SalesLogix Mobile.

-Brianna

Learn to Manage Your SalesLogix Dashboard

Brianna Tinjum — Mon, 18 Jan 2010 08:02:00 GMT

Workshop today.

When you have access to the information that you need, good things can happen. I would guess that you would like real-time insight into information in your SalesLogix system such as: top opportunities, win/loss analysis, KPI's, etc. If this is true, you should join us for today's workshop, "Managing Your Dashboard for SalesLogix v7.x", at 2pm CST. Register/join here...

-Brianna

Feb 08, 2010 - SalesLogix Web - Creating Groups

Brianna Tinjum — Fri, 15 Jan 2010 18:21:00 GMT

Attend the Workshop - SalesLogix Web - Creating Groups!

Event details:

Monday, February 08, 2010
From 2:00 PM Central to 2:30 PM Central
(8:00 PM GMT to 8:30 PM GMT)

See Workshop Details

Register Today!

Hot Fix Released for SalesLogix v7.5.2

Brianna Tinjum — Thu, 14 Jan 2010 22:11:00 GMT

Just released.

Sage released hot fix package 01 for SalesLogix v7.5.2. This hot fix will correct the following issues:

Defect Description
1-72326 Group returns no results when there are more than 10 conditions on the group.
1-72369 Database changes in the Web Client are not filling the LongNotes field in the History table.
1-72411 The results for Phone Call, Meeting, and To-Do pull the incorrect pick list values for Result when completing an Unscheduled Activity.
1-72412 Modifying Area-Category-Issue values causes the ACI view to freeze.
1-72413 Editing a recurring activity changes the contact name to the Primary Contact.
1-72414 Changing the address on a contact triggers a change to the address on all contacts, but it should not.
1-72415 The ampersand symbol is converted to '& amp' in a group condition.

This hot fix requires version 7.5.2. Do not install this hot fix on any other Sage SalesLogix version. Contact your Business Partner or go to http://support.saleslogix.com to obtain the hot fix.

-Brianna

Inserting Notes with a SalesLogix Web Viewer License

Brianna Tinjum — Wed, 13 Jan 2010 17:52:00 GMT

Hot fix available.

If you are using a Web Viewer license in SalesLogix v7.5.1 you may have noticed that you are unable to enter notes in a record. Inserting a note on a record is part of the functionality of a Web Viewer license. If you are experiencing this issue you will need to utilize Hot Fix 32, or upgrade to v7.5.2 as this issue has been corrected in the newest version.

-Brianna

SalesLogix Web Workshop - Creating a New Opportunity

Brianna Tinjum — Mon, 11 Jan 2010 17:47:00 GMT

Today at 2pm CST.

The ability to create an Opportunity is just as important in the Web client as it is in the Windows client. This is why we are holding the workshop, "SalesLogix Web - Creating a New Opportunity", today at 2pm and it will last approximately 30 minutes. Not yet registered? You can do so here...

-Brianna

Feb 01, 2010 - Campaigns for SalesLogix v6.2 and Above

Brianna Tinjum — Fri, 08 Jan 2010 16:37:21 GMT

Attend the Workshop - Campaigns for SalesLogix v6.2 and Above!

Event details:

Monday, February 01, 2010
From 2:00 PM Central to 2:30 PM Central
(8:00 PM GMT to 8:30 PM GMT)

See Workshop Details

Register Today!

Support for SalesLogix Cloud

Brianna Tinjum — Wed, 06 Jan 2010 22:16:00 GMT

Access to top-notch support.

If you move to SalesLogix Cloud you will not have to worry about support. You will be provided with provisioning/setup, backups, hosting infrastructure support, and Windows and database maintenance from the Sage Service Operations team and you will still be able to rely on your Business Partner to help you with customizations, troubleshooting, etc. Life could get just a little easier if you move to the cloud.

-Brianna

Has Your SalesLogix Maintenance Expired?

Brianna Tinjum — Tue, 05 Jan 2010 22:42:00 GMT

New reinstatement program to help bring you current!

When your M&S expires it can be extemely costly to bring your account current, especially if you let it go for a couple of years. When you aren't current you can't take advantage of upgrades and the improvements that come with an upgrade. This week Sage announced a new program to help bring customer's current on SalesLogix Maintenance - Sage SalesLogix Reinstatement Program. Read more here...

-Brianna

SalesLogix Tickets Workshop

Brianna Tinjum — Mon, 04 Jan 2010 17:59:00 GMT

Today at 2pm.

We encourage you to join us for today's SalesLogix workshop, "Using Tickets to Document Time and Solutions for SalesLogix v6.2 and Above". We will begin at 2pm CDT and the session will last approximately 30 minutes. Haven't registered yet? Register/join here...

-Brianna

Jan 25, 2010 - SalesLogix Web - Running Reports

Brianna Tinjum — Wed, 30 Dec 2009 17:55:00 GMT

Attend the Workshop - SalesLogix Web - Running Reports!

Event details:

Monday, January 25, 2010
From 2:00 PM Central to 2:30 PM Central
(8:00 PM GMT to 8:30 PM GMT)

See Workshop Details

Register Today!

Giving the Gift of Silence

Brianna Tinjum — Tue, 29 Dec 2009 22:20:00 GMT

A quick tip.

As most of you know, it is very hard to listen to another person when you are talking, and it is no different when you are speaking with a customer about his/her needs. I found a quick article from Miller Heiman that explains why being quiet can work to your advantage.

"Gain the most from your valuable time with customers by practicing a little conversational restraint. When your contact answers one of your questions, refrain from responding immediately after he or she has stopped talking. A lengthier pause will often prompt your customers to reflect further and elaborate on their original answer..."

Read the entire article here...

-Brianna

SalesLogix Cloud Info

Brianna Tinjum — Sun, 27 Dec 2009 20:34:00 GMT

A few nuggets to share.

Yesterday I told you that I would be sitting in on a webinar with a focus on SalesLogix Cloud and that I would share info that I picked up. Well, here it is:

There will be 3 different levels to SalesLogix Cloud, much like you are used to in the on-premise version. What is offered in each level will vary and this will be reflected in the cost. Tentative pricing, very tentative: $20 - $110 per named user per month, $97 - $165 per concurrent user per month.
Each user will have 1 - 2 GB of storage. Size of storage depends on level.
You will have deployment flexibility. This means you will be able to move from on-premise to Cloud or Cloud to on-premise depending on your needs.
You will be able to be up and running within 1 business day of purchase.
Sage is shooting for an April/May 2010 limited availability release.

-Brianna

More SalesLogix Cloud Information

Brianna Tinjum — Wed, 23 Dec 2009 22:14:00 GMT

A product brief hot off the press!

Excitement is growing about SalesLogix Cloud, but what do you really know about this product? I'm certain not enough, and that is why I have attached the brand new SalesLogix Cloud product brief to this post. Learn a little more and I will share more documentation as it becomes available.

-Brianna

New SalesLogix KnowledgeSync Manual Available

Brianna Tinjum — Tue, 22 Dec 2009 16:12:00 GMT

Complete rewrite!

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Vineyardsoft Corporation 800.850.8055 info@vineyardsoft.com www.vineyardsoft.com

KnowledgeSync News
Leading the Way in Business Activity Monitoring

New KnowledgeSync Manual; Cool Dashboard Use

Well, we’ve done it.

After years of adding to (and adding to!) the KnowledgeSync Reference Guide, we realized that it was time for a total re-organization, optimization, and simplification. Additionally, new hardware options (Windows Vista, 2008, etc.) and “best practice” feedback from clients and partners alike made us realize that the time had come for a re-write.

And re-write we did; down from over 500 glorious pages to right around 250, the new manual is easier to navigate, contains more useful implementation tips, and doesn’t cause a small patch of rainforest to vanish should you opt to print it out.

Most importantly, the documentation has been updated for all current releases of Windows and other operating system interactions, and provides simplified step-by step instructions on everything from authenticated email setup to the configuration of the new dashboard alerts module.

Click here to download the latest manual.

We hope you like what you see; if you have any comments or suggestions on the new manual, please send them to Don Farber at farber@vineyardsoft.com.

And speaking of the new Dashboard Alerts module . . .

Hopefully you’ve had the chance to build a couple of dashboards of your own, or have requested the (free) ERP or CRM “Dashboard Paks” from Vineyardsoft. Using Dashboards to show overdue invoices, inventory shortages, or other such information is quick, easy, and a big hit with staff and managers alike.

But you can also get really creative with dashboards - for example, we created a dashboard for a client who wanted to see the comparative totals of sales for today, month-to-date, prior month-to-date, and prior year month-to-date. And each of these timeframes needed to show number of orders, total revenue, cost of sales, gross profit, gross profit percent, and average sale amount.

This dashboard (just the raw output without any fancy headers or formatting) is viewable by clicking here. We think it’s pretty cool and hope you do too. If you’d like to see how this dashboard is designed (it was designed for use with Sage MAS500 ERP, but can be applied to any ERP solution), send an email to farber@vineyardsoft.com and weâ€™ll email you an EventPak containing that dashboard.

If you have any other questions or requests - or if you have interesting uses of KnowledgeSync functions which you’d like to share with other KnowledgeSync users - please contact Don Farber at farber@vineyardsoft.com.

And thanks again for your continued support of the KnowledgeSync solution.

Vineyardsoft Corporation
(800)850-8055
info@vineyardsoft.com
www.vineyardsoft.com

-Brianna

Cloud Computing

Brianna Tinjum — Mon, 21 Dec 2009 21:48:00 GMT

Predictions for the past and for the future...

A couple of weeks ago I wrote a blog about SalesLogix Cloud, the next big step for SalesLogix. After making this post, I began to think about the fact that not everyone is familiar with the general concept of cloud computing - I wasn't until Sage began their SalesLogix Cloud initiative. I found an article about the predictions from last year for cloud computing, and where we are at right now, that may help to shed some light on what it is and why many people think it is the next big thing. Read the article here.

-Brianna

Jan 18, 2010 - Managing Your Dashboard for SalesLogix v7.x

Brianna Tinjum — Fri, 18 Dec 2009 21:28:54 GMT

Attend the Workshop - Managing Your Dashboard for SalesLogix v7.x!

Event details:

Monday, January 18, 2010
From 2:00 PM Central to 2:30 PM Central
(8:00 PM GMT to 8:30 PM GMT)

See Workshop Details

Register Today!

Get Your Head in the Cloud

Brianna Tinjum — Wed, 16 Dec 2009 22:30:00 GMT

SalesLogix Cloud that is...

SalesLogix Cloud is really picking up the pace and excitement is growing in the industry, as are positive reviews from analysts. Tomorrow I will be sitting in on a web meeting with Sage executives to discuss SalesLogix Cloud, topics that will be covered are:

Cloud and CRM Market Overview
SalesLogix Cloud Overview
Go-To-Market Plans
SalesLogix Business Partner Ramp-Up

As usual, I will share any important information I pick up. In the mean time, read this article.

-Brianna

SalesLogix v7.5.2 Fixed Issues

Brianna Tinjum — Tue, 15 Dec 2009 22:15:00 GMT

A little sheet you might find handy.

Ok, maybe it's not that little. If your company has upgraded to SalesLogix v7.5.2, you may have noticed that there are not a large amount of new features but there are many things that now work much better. If you are interested in taking a look at all of the items fixed in this release I have attached a document just for you.

-Brianna

Navigating the SalesLogix Web Client

Brianna Tinjum — Mon, 14 Dec 2009 17:15:00 GMT

Workshop today!

Today we will offer our first SalesLogix Web workshop, "Navigating the SalesLogix Web Client". This workshop starts today at 2pm CDT and will be helpful to users that are new to SalesLogix Web. If you haven't registered yet there is still time. Register/join here...

-Brianna

Jan 11, 2010 - SalesLogix Web - Creating a New Opportunity

Brianna Tinjum — Fri, 11 Dec 2009 21:29:42 GMT

Attend the Workshop - SalesLogix Web - Creating a New Opportunity!

Event details:

Monday, January 11, 2010
From 2:00 PM Central to 2:30 PM Central
(8:00 PM GMT to 8:30 PM GMT)

See Workshop Details

Register Today!