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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
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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
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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
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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
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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
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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
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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
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Complete rewrite!
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Vineyardsoft Corporation 800.850.8055 info@vineyardsoft.com www.vineyardsoft.com |
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KnowledgeSync News
Leading the Way in Business Activity Monitoring |
New KnowledgeSync Manual; Cool Dashboard Use |
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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 we’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
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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
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Beginning soon!
Guess what?! We are going to begin offering SalesLogix workshops in the Web. We will offer many of the same topics as we do for the Windows client, but now Web users will be able learn the features and functionality of SalesLogix in a familiar environment. I already have one workshop scheduled, look for more to come soon!
-Brianna
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Today!
For our weekly SalesLogix workshop, today at 2pm CDT, we will focus on how to create new toolbars and icons in v6.2 and above. You can view complete workshop details here. This is a great opportunity for you to learn how to tailor SalesLogix to your needs. Register/join now!
-Brianna
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Coupon book.
If you've never been to Sage Summit you may be suprised when you are handed a coupon book full of some great deals for SalesLogix users. Discounts that will be offered this year include:
- SalesLogix Mobile Savings: 5-Mobile User Pack for $2,500 (includes enterprise server)
- 25% off SalesLogix Concurrent User License
- 25% off SalesLogix Customer Portal
Check out all of the discounts here.
-Brianna
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1 Week left to register at the standard rate.
Just a reminder that you have until Friday, October 30th to register for Sage Summit at the standard rate. Sage Summit takes place in Atlanta, GA from November 9 - 12, 2009. If you are interested you can register here...
-Brianna
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Let's add 100 more!
Good Training has continued to gain members and we recently reached 1,300+ members. Thank you to all of our members and contributors for helping to make our SalesLogix end user community a great resource!
-Brianna
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Join us at 2pm CST.
Today we will host the workshop, "Running Reports for SalesLogix v7.x", and if you haven't registered there are still spots left. This workshop will last approximately 30 minutes and you will be sure to walk away the information you need to successfully navigate the Reports window. Register/ join now!
-Brianna
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Right around the corner.
Just a reminder to all of you on SalesLogix v7.0 that as of November 2009 this version will no longer be support by Sage. There will be no additional service packs or hot fixes created, but you will still be able to order licenses. Read the original post here...
-Brianna
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Join us for today's workshop.
Effectively performing a territory realignment can save time and headaches, but do you know how? Today our featured workshop is, "Territory Realignment for SalesLogix v6.2 and Above", and if you've been interested in learning how to use this feature of SalesLogix we encourage you to join us. Workshop begins at 2pm CST and will last approximately 30 minutes. Register/join now!
-Brianna
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Using tickets.
Correct use of the ticket area of SalesLogix can save time as you work to resolve your customer's issues, who doesn't want that? At 2pm CST we will hold the SalesLogix workshop, "Using Tickets to Document Time and Solutions", and if you have 30 minutes to spare we encourage you to join us. Register/join now!
-Brianna
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Today at 2pm CST!
If you are a new SalesLogix user it is important that you become comfortable with the main features and functionality of SalesLogix, that is why we have the workshop, "New User Orientation". Today at 2pm CST we are holding this workshop and if you have 30 minutes to spare we encourage you to join us. Register/join now!
-Brianna
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Good Training is going strong!
Recently, Good Training reached over 1,200 members! I want to give a big thank you to Good Training members new and old for participating in the forums, attending the workshops, and passing the word along to co-workers and peers. A big thank you also goes out to the SalesLogix experts who take time out of their day to monitor the site and provide information and answers to the SalesLogix User community. I can't wait to reach 1,300!
-Brianna
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Learn how to create and send mail merge documents!
Using the mail merge feature of SalesLogix is a great way to communicate with individuals or groups of contacts, but you need to know how to access or create the document you would like to send. If you join us at 2pm CST for today's workshop, "Creating a Mail Merge Document for SalesLogix v6.2 and Above", we will walk through both the creation of mail merge templates and the output methods. Register/join here...
-Brianna
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You should!
Global replace is one of my favorite features of SalesLogix, mostly because it has saved me from time consuming, tedious work more than once. If you are not familiar with this feature you should join us today at 2pm CST for the workshop, "Using Global Replace to Update Records". You won't be disappointed! Register/join here...
-Brianna
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Keep the questions and registrations coming!
Not to rub it in, but I will be on vacation next week, and there may not be many blog posts on the home page while I am gone. That said, don't feel as if you can't still register for workshops or post your questions to Good Answers. We will still have plenty of people monitoring the action going on at Good Training. I hope to read some great SalesLogix questions and see lots of registrations for our SalesLogix workshops when I get back. Have a great weekend!
-Brianna
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Learn how today!
If you aren't fully utilizing the marketing Campaigns feature of SalesLogix you are missing out on functionality that could be extremely useful. Today we will hold the workshop, "Campaigns for SalesLogix v6.2 and Above". This workshop is be a great place to start learning how to effectively use Campaigns in SalesLogix, and make the most of your marketing efforts. Interested? Register/join here...
-Brianna
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Join us!
The workshop, "Creating a Contact Process for SalesLogix v6.2 and Above", is a popular workshop among Good Training members and a great skill to possess. Contact processes make it possible to automate everyday tasks, assign custom processes, and add decision points and conditional requirements - all of which saves time and can make life easier for the end user. If you haven't signed up for today's workshop, there is still time! Register/join here...
-Brianna
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Don't miss today's SalesLogix training workshop!
Today at 2pm CST we will hold the workshop, "Creating a New Sales Process for SalesLogix v6.2 and Above". Don't miss your opportunity to pick up a new skill or improve an existing skill. This workshop will last appoximately 30 minutes and we encourage you to join us! Register/join here...
-Brianna
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Join us for our weekly workshop.
Today Good Training will host the workshop, "Creating New Toolbars and Icons for Saleslogix v6.2 and Above", and if you haven't registered you still have a chance. This workshop will start at 2pm CST and will last approximately 30 minutes. If you have the time we encourage you to join us. Join/register here...
-Brianna
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Don't miss out on these prices...
Besides the SalesLogix Concurrent license promo, Sage has another offer that will be good through June 30, 2009 - discounted SalesLogix Mobile user packs. The user packs include an Enterprise level Mobile server which will give you customization capabilities. Pretty nice, huh?
Standard & Advanced Edition: Mobile user packs available at a discounted rate.
5-Mobile User Pack $2,500 (includes the Enterprise server – a savings of $2,470)
10-Mobile User Pack $3,250 (includes the Enterprise server – a savings of $2,695)
Contact your Business Partner for more details or to purchase!
-Brianna
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Don't wait for checks to go through the mail.
Happy Friday!
Today I received an email communication from Sage with an announcement for a new payment option, and it goes something like this -
Check by Phone
Over the next several weeks, Sage will be making Check by Phone, a new payment option, available for customers. This convenient service allows customers and partners the ability to provide their U.S. bank routing information to Sage over the phone to enable electronic payments. This quick, no-hassle payment option eliminates the need to send checks via U.S. mail, saving significant time and effort.
This new Check by Phone service:
- Can be used for one-time payments for annual maintenance contracts or product
- Is available for partners, as well as customers
- Is being rolled out across each Sage division in the next several weeks
Please note:
- This payment service is for one-time payments only and does not accommodate monthly payment options.
Have a fantastic weekend and I'll see you next week!
-Brianna
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Social CRM and cloud computing are topics of discussion.
Today I came across an article published by CRM Magazine that discusses some of the plans Sage announced during Insights, the annual Business Partner Conference. During last week's conference two topics of discussion were social CRM and cloud computing.
"There are positive ways to begin using social methods as a defense, he said -- listening to and learning from the social Web in order to glean what people are saying about your company."
"Sage occupies an uncommon position in terms of cloud computing, essentially challenging the idea -- put forth most often by software-as-a-service vendors..."
If you are interested in reading the entire article, you can do so here...
-Brianna
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There is still time to join!
If you haven't signed up for today's workshop don't worry, there is still time. "Importing a Group of Leads for SalesLogix v7.0" is a great workshop for users on SalesLogix v7.0 and above that would like to learn the art of importing leads, and is especially helpful for users who hold a marketing position. This workshop begins at 2pm CST and will last approximately a 1/2 hour. Join/register now!
-Brianna
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Starting now!
Sage recently announced that SalesLogix Concurrent licenses will be 25% off. This offer is availabe immediately and will last until June 30, 2009. Concurrent licenses are beneficial because they give more users access to SalesLogix and the information they need. If you are interested in taking advantage of this discount, or if you have questions, please contact your Business Partner.
-Brianna
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Another milestone reached.
One of the goals of Good Training is to have the largest membership of SalesLogix end-users on the web. A large memberships means more opportunities to share information with other SalesLogix users who are experiencing the same issues, have the same questions, or are trying to accomplish similar goals. In a little over 2 months we have managed to increase our membership by 100 members to bring us to a total of 1,100 members as of today! Thank you for your participation, we couldn't do it without you.
-Brianna
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Learn how today!
Today we will feature the workshop, "Creating a New Opportunity for SalesLogix v6.2 and Above", and if you hold a sales position you don't want to miss it! Creating opportunities enables you to collect and analyze important sales info and is an area in which all sales users should be familiar. This workshop starts at 2pm and will last approximately a 1/2 hour. You have time, don't you? Register/join here...
-Brianna
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SalesLogix does it again...11 years running.
ISM, Inc. selected SalesLogix as a winner of their Top 15 CRM Small and Medium Business Software Award for 2009. This makes the 11th straight year that SalesLogix has earned this award. Winners are picked based upon 217 selection criteria - 102 business functions, 51 technical features, 36 implementations capabilities, 11 real time CRM criteria, and 17 user-support features. You can view the full article here...
-Brianna
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