| |
|
|
|
-
Free webinar Wednesday, May 15th, at 2pm CDT. Join us as we delve into SalesLogix Web dashboards and analytics tools and learn more about how these features work, and why they are beneficial. Learn more and register here! -Brianna
|
-
Thursday, April 11, 2013 at 2pm CDT. In our last workshop, we
took a brief look at some of the updated functionality found with the current
version of SalesLogix (v8). In this session, we're going to take a more in
depth look at two specific changes to the development environment.
-
Including Client side scripts in smartparts:
It is now possible to augment a page with custom
JavaScripts while keeping them isolated from the page. We'll take a look at
using the Client Script Include property.
- Extending control and form properties:
An extended Properties property was added to forms and
controls, allowing you to define keys you can pass to the smartpart code
generating process. This will allow you to extend quick form control and form
behavior beyond the properties provided in the base product.
We hope you will be able to join us for part 2! Register now! -Brianna
|
-
Wednesday, March 20, 2013 at 2pm CDT. In the SalesLogix Web client a Role determines what functionality a user
can access and is an important feature for many companies. In this
month's webinar, we will focus on Roles and how to use secured actions
to control access to user interface elements such as pages, menus, menu
items, toolbars, and buttons. When you control access to individual user
interface elements, you can control access to actions such as editing,
deleting, or printing. In this demonstration we will cover:
- Creating a secured action.
- Assigning a Role to users.
- Editing or deleting a secured action.
- Security in the Web client versus the LAN Client.
Register now! -Brianna
|
-
Join us Wednesday, February 20th, 2013 at 2PM CST. Need to make changes to your SalesLogix Web forms but aren't a
developer? No problem. New to the SalesLogix v8 Web Client is the Web
Form Designer which allows you to modify most existing Web client forms
on-the-fly, all without writing a line of code. During this
demonstration we will show you how to use this new functionality to add
new fields to your SalesLogix database and then how to apply those new
fields to a screen. Register now! -Brianna
|
-
Free Developer workshop Thursday, January 10th, 2013 at 2pm CST.
Last
month we began exploring using queries and nest payloads with the SData
API for SalesLogix. This month we will continue to build on topics
such as: - Using the SalesLogix SData API and .NET to build a Windows based application based on SalesLogix data.
- Writing different queries using the SData API.
- Using nested payloads to include related entities.
- Using SData to insert and update data in SalesLogix.
Did you miss last month's workshop? You can view the recording here. Register now! -Brianna
|
-
Wednesday, December 12th, 2012 at 2pm CST.
The SalesLogix Mobile client is pretty awesome, but figuring out how
to create and apply customizations is not. This workshop will put you on
the fast track to customizing the SalesLogix Mobile client with the
help of the new SalesLogix Mobile Developer Toolkit.
Workshop Overview
In this workshop you will learn the following concepts:
-
An overview of how customizations work in the SalesLogix Mobile client. -
An overview of Application Modules.
-
An overview of what the SalesLogix Mobile Developer Toolkit is and where to get it for free. -
How to set up a working development environment. -
How to create a customization layer without touching the out of the box code. -
How to add basic customizations. -
Where to go to learn about additional types of customizations.
Register now! -Brianna
|
-
Thursday, December 6th, 2012 at 2pm CST. In last month's Developer focused workshop we
took a look at the SData
API and used it to create a simple console application to return Contact
information. This month we are going to build on what we learned and
begin to build a simple Windows application using .NET, which can be
used to look up SalesLogix Accounts and related information. We will
demonstrate various types of queries and will show how nested payloads
can be used to return entity information related to other entities.
While a basic understanding of C# will be helpful, it is not required.
In this workshop we will review: - The SData core specifications for SData version 1.1.
- Using the SalesLogix SData API and .NET to build a Windows application based on SalesLogix data.
- Writing different queries using the SData API.
- Using nested payloads to include related entities.
Register now! -Brianna
|
-
Wednesday, November 14th, 2012 at 2pm CST. When SalesLogix v8 is released there will be many new features and improvements to take advantage of. We thought we'd share the top 10 features we think all users should see in our November 14th demo. - Scrollable grids in tabs.
- Checkboxes in list view.
- Pop-up alerts.
- View multiple team member's calendar items.
- View availability - Free/Busy.
- Modern calendar view.
- Improved user and resource lookup.
- Web Form Designer and Form Manager.
- Improved Manage Group interface.
- Email to group.
Register now! -Brianna
|
-
Join us and learn the top 9 ways! The complaints we hear most often from customers who have moved to the
SalesLogix Web or Cloud clients are about speed and
performance. Because of this we are going to share our knowledge and
experience at identifying and resolving common issues that negatively
impact your system. Our Wednesday, October 17th webinar takes place at 2pm CDT and will review the top 9 ways
to optimize SalesLogix Web and Cloud:
- Server Hardware
- Server Configuration
- Database Optimization
- Workstation Settings
- Browser Settings
- Website Tuning
- SalesLogix Settings
- User Configuration
- Reports Server
Register now! -Brianna
|
-
Tomorrow, October 4th at 2pm CDT. If you, or someone in your organization, is interested in learning more about the SalesLogix Mashup Model, I encourage you to join us for tomorrow's free workshop. We will cover: Working with the Mashup Model
- Creating/Editing Mashups
- Working with Parameters and Processors
- Deploying
Using Mashups - The Mashup Data source control on a quick form
- Browsing directly using the MashupHandler
- Server-side code
- Client-side code
Register now! -Brianna
|
-
Wednesday, September 19th, 2012 at 2pm CDT. Interested getting a look at what's new in both the SalesLogix Cloud and Mobile clients when v8 is released? Join us for this week's sneak peek demo where we will cover: Cloud Improvements - ERP integrations.
- Increased scalability - load balancing, 64-bit images.
- Expanded monitoring - reporting, additional monitoring checks, proactive alerting.
- Multi-language availability.
Mobile Improvements - Views adjust to landscape views to optimize usability.
- View/add Ticket Activities.
- Add/remove Opportunity Contacts.
- Multi-select picklist support.
And more! Register now! -Brianna
|
-
Ending September 21st! Have you
heard about the SalesLogix promotions being offered by Sage? If you're
interested in switching to Advanced Analytics, reinstating your Sage
Business Care, or receiving a free Kindle Fire or iPad, you should check
these out: - Customers can now exchange licenses of Visual Analyzer for Advanced Analytics with no extra charge.
- Customers
that have let their Sage Business Care expire can purchase 10+ named
user licenses or 5+ concurrent licenses without maintenance and support
fees. Or, trade in your user licenses for SalesLogix Cloud licenses for
$35/mo/user on a 2-year contract.
- Receive a Kindle Fire or iPad
for new or add-on license orders. Purchase 10-19 new licenses or 5-9
concurrent licenses and receive a Kindle Fire. Purchase 20 new licenses
or 10 concurrent licenses and receive an iPad.
Talk to your Business Partner for further details. -Brianna
|
-
Wednesday, August 15th, 2012 at 2pm CDT. Last month we invited you to demo to learn about the new end user features that are coming in the release of SalesLogix v8. This month we would like you to join us to learn about the improvements and new features that Administrators and Developers have to look to look forward to in v8. Topics covered will include Application Architect, Build/Test/Try, Editors, and more! Register now! -Brianna
|
-
Wednesday, July 25th, 2012 at 2pm CDT. Have you heard about the upcoming release of SalesLogix v8? If you want to take a look and get more information before v8 becomes available we encourage you to join us for a sneak peek demo. We will cover features such as: Web Client Usability:
-
Overall performance and responsiveness of Web interface.
- List Management.
- Groups and Group management.
- Simplified user interface.
Activities and Calendar: - New User Availability view (like Outlook).
- User configurable pop-up alerts view.
- Enhanced calendar views.
And more! Register now! -Brianna
|
-
Free Development focused workshop July 12, 2012. Would you, or someone at your organization, like to expand your knowledge and skills regarding SalesLogix Web Business Rules? Join us on July 12, 2012 at 2pm CDT and where we will discuss: • The different types of
Business Rules (Methods, Actions and Events).
• Coding skills needed to be able to add functionality.
• Creating business rules using C# code Snippets and external assemblies.
• Working with parameters within Business Rule Methods.
• Using Business Rules within the SalesLogix Application Architect. Register now! -Brianna
|
-
Find out Wednesday, June 20th, 2012 at 2pm CDT. Next week we invite you to join us for the webcast, "Demystifying SalesLogix: SalesLogix LAN Versus SalesLogix Web", were we will break down the difference in experience for end-users, Administrators, and IT. Register now! -Brianna
|
-
Webcast June 20th, 2012 at 2pm CDT. Interested in learning more about the differences in SalesLogix LAN and Web in terms of End User, Administrator, and IT experience? Join us for a webcast on June 20th at 2pm CDT to learn what you can expect to change and what remains the same. Register now! -Brianna
|
-
Wednesday, June 6th, 2012 at 2pm CDT. There are so many ways to customize SalesLogix, the list is practically endless. Have you ever been curious how other SalesLogix users are customizing their system to meet their needs? Join us this Wednesday at 2pm to learn about a custom module that was created to allow for multiple Contacts to be added to an Activity. Register now! -Brianna
|
-
Developer focused 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: - Working with Project Backups
- Creating New Manifests: By change date, Project differences (Project backups, existing Projects and folders), by changes.
- Installing Bundle Manifests
At the end of this workshop you will have the skills needed to begin packaging your SalesLogix Web customizations. Register now! -Brianna
|
-
2pm CDT. Join us for today's free, end-user focused workshop to learn how about your SalesLogix sales forecasting options, and how to effectively use them. Register now! -Brianna
|
-
Wednesday, March 14th, 2012 at 2pm CST.
Struggling to keep the many
components of your projects organized? Track every detail with
Power2Projects, a complete project management tool that
integrates seamlessly with SalesLogix Web. This product will help
you effectively manage your projects with features such as:
• Project Analysis. A visual indication of where projects are in
relation to authorized time, released time, and consumed time. With just a
quick glance you will be up to speed.
• Project Timeline. See when actions for a current project are
taking place, including Task related actions, with a GANTT style graphical
representation.
• Project Tasks. Project Managers and SalesLogix Administrators can
assign tasks and allocate hours and dollar amounts to individual SalesLogix
users.
• Project Documents. Add documents such as Sales Orders, Statements of Work,
etc. to your project, and allocate authorized hours and dollars to the project
when you add documents.
• Opportunity Linking. With Power2Projects every Opportunity detail view will
include a Projects tab. Any Project associated with an Opportunity
will be listed, allowing you to better manage your sales pipeline.
These features just scratch the surface of what Power2Projects for SalesLogix
Web can do. Join us to learn more. Register now! -Brianna
|
-
Learn about how the SalesLogix e-Marketing Survey feature works in your system.
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: • Creating a survey that is integrated with SalesLogix.
• Recording survey results into SalesLogix to update existing Leads or create new Leads.
• Embedding a survey in a web site or email blast.
• Modifying surveys to generate an email response, and setting the lead on a Drip Marketing campaign.
Join us to learn more about how the survey feature of e-Marketing interacts with SalesLogix. Register now! -Brianna
|
-
Today at 2pm CDT. Wondering how to you can get the most out of your SalesLogix dashboard? Are you even using the dashboard feature? Join us today at 2pm CDT for this free, end-user oriented workshop which will review the choices you have in setting up your dashboard and how to manage those choices. Register now! -Brianna
|
-
Workshop starts at 2pm CST. If you need a SalesLogix Web client refresher, or if you are brand new to using it, today's workshop is for you! We will touch on the most commonly used areas of SalesLogix Web so that you can get the information you need. Register now! -Brianna
|
-
Today at 2pm CST.
If you would like to get better at using the Knowledge Base, sign up for this free workshop that will teach you how you can search your SalesLogix
database, as well as any network folder. We will
cover the different search parameters available to you and how to best
use these parameters to find what you need. Register now! -Brianna
|
-
Today at 2pm CDT. If you've been wondering about how to correctly use the Literature Request feature in SalesLogix, we encourage you to join us for today's free end-user workshop. This workshop will last approximately 30 minutes and is a great way to break-up your Monday! Register now! -Brianna
|
-
Demo Wednesday, July 20th at 2pm CST.
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:
- Utilize
pre-built, fully integrated interactive dashboards spanning all
CRM functions.
- Define
parameters and metrics, then interact with dashboard visualizations via
filter, drill, and pivot capabilities.
- Analyze
CRM data as well as data from multiple external sources such as ERP, CTi,
spreadsheets, CSV files, and web services.
- Customize
dashboard content and manage access to sensitive data by individual
or team.
Join us for
a first look at this exciting new add-on product from Sage.
What: SalesLogix Advanced
Analytics First Look
When: Wednesday, July
20th, 2011, at 2pm CDT
Where: Online
via GoToWebinar
Cost: FREE!
Register
now!
|
|
-
Workshop today. It's not too late to sign-up for today's SalesLogix Global Replace workshop at 2pm CST. If you don't know what Global Replace is, now is a good time to find out. Register now! -Brianna
|
-
Free workshop today. If you're interested in learning about your SalesLogix Dashboard - your options, how to set it up, etc. - then we encourage you to join us today at 2pm CST for our free workshop. Register now! -Brianna
|
-
Workshop today at 2pm CDT. If you need help with your SalesLogix Web group building skills join us for today's free, end-user workshop. We'll review that different ways to build your groups and best practices. Register now! -Brianna
|
-
2pm CDT. If you're interested in learning more about Sales Processes in SalesLogix we encourage you to join us for today's workshop. Register now! -Brianna
|
-
Free training today. If you have been wondering about contact process and would like to learn how to create your own, sign up for today's workshop. We will cover how to setup a few simple contact processes so that you can begin to understand how they work and how they can benefit your organization. If you haven't already signed up there is still time. Register now! -Brianna
|
-
Workshop today.
If you are interested in learning about sales forecasting in SalesLogix Web join us for today's workshop at 2pm CDT. This free, informative workshop will get you on the right track and managing your sales forecasting options. Register now! -Brianna
|
-
Join us at 2pm CDT for a free workshop. If you are new to using SalesLogix Web, or SalesLogix Cloud, join us today at 2pm for a free end-user workshop that will help you get familiar with the main views of SalesLogix and how to get to the most commonly used areas of SalesLogix Web/Cloud. Register now! -Brianna
|
-
Learn how to create your own! At 2pm CDT we will hold a workshop that will review how to create new toolbars/icons within SalesLogix to give you quicker access to the features you use the most. Join us for this free SalesLogix workshop. Register now! -Brianna
|
-
Workshop today. In case you didn't know, today at 2pm CDT we are holding a workshop that will go over the correct way to import a group of leads and align the leads with the desired account manager. If this topic sounds interesting, register now! -Brianna
|
-
Join us for today's workshop! For today's free, end-user workshop our focus will be on navigating the SalesLogix Web Reports window, with an emphasis on the different options available to you within the reports window. If you're interested in join us today at 2pm CST there is still time to register. Join/Register now! ~Brianna
|
-
Today's workshop. Are you an end-user looking for help with the Ticket feature of SalesLogix Web? Join us for today's workshop, "SalesLogix Web - Using Tickets", and learn how to use different types of activities in the Ticket area. Workshop begins at 2pm CST and will last approximately 30 minutes. Join/register now! -Brianna
|
-
Free workshop today. Join us today at 2pm CST for a free workshop highlighting the Opportunity feature of SalesLogix Web. We will cover setting Opportunity defaults, recommended required fields, and creating new Opportunities. Register/join now! -Brianna
|
-
February 15th at 2pm CST. Curious about how using KnowledgeSync, a business activity monitoring software, in conjunction with SalesLogix can keep you ahead of the game? Then sign-up for the free, in-depth demo that will take place on February 15th at 2pm CST and will last approximately 1 hour. Register now! About KnowledgeSync: Identifying and acting on important business information is what KnowledgeSync is all about. It is an automated system that lets you tell it what conditions to watch for, and how to respond to those conditions when they occur. Using advanced Data Mining capabilities, KnowledgeSync can identify the precise conditions that are critical to the success of your organization.
-Brianna
|
-
Join us at 2pm CST. If you need to send out information such as product news, promotions, company backgrounders, etc. to one or more contacts within SalesLogix you may want to use the mail merge feature. You don't know how to create a mail merge document? Join us today at 2pm CST for our free, end user workshop, "Creating a Mail Merge Document for SalesLogix v6.2 and Above". Register/join now! -Brianna
|
-
-
Workshop at 2pm CST. Want to use the Campaign feature of SalesLogix Web but don't know where to start? A good place would be today's workshop, "SalesLogix Web - Marketing Campaigns".
This workshop will walk you through the features of marketing Campaigns
so that you have a solid foundation to start building your own. This
workshop begins at 2pm CST and will last approximately 30 minutes. Register now! -Brianna
|
-
January 11, 2011 at 2pm CST. Are you interested in getting a live demo of intelli-CTi for SalesLogix? The newest version of intelli-CTi works with SalesLogix Windows, Web, and Cloud editions and enables you to optimize your investment in your Sage SalesLogix and Telephone infrastructure - providing a seamless telephony integration with Sage SalesLogix delivered in a cost effective and user friendly manner.
The demonstration will be conducted by Dale Rolley of QGate Software. Register now! -Brianna
|
-
Join us today! For this week's free, SalesLogix workshop we are going to review
how to create a group in the SalesLogix Web client. Group building can
be tricky, and if you're used to the Windows client you have noticed
that groups are a bit different in the Web. We will begin the workshop,
"SalesLogix Web - Creating Groups" at 2pm CST. Join/register now! -Brianna
|
-
Now available. An announcement from Vineyardsoft, makers of KnowledgeSync: "Vineyardsoft is
pleased to announce the availability of the industry's first Instant
Message and Twitter™ Alerts modules in version 8.0 of KnowledgeSync.
These modules enable organizations to deliver real-time business alerts
to their employees' desktops and mobile devices, using both Twitter as
well as the industry-leading IM solutions.
Instant message delivery means that users no longer have to take any
action (such as opening email) in order to be informed. Instead,
KnowledgeSync's Instant Message Alerts (IMA) module automatically pops
up a message on the appropriate users' desktops - giving each user the
opportunity to review the contents of that message. The IMA module also
supports "extended-message delivery" so that IM alerts can contain the
extended details of any business conditions that occur.
The uses of IMA include notifying technical reps about newly-logged
support tickets, reminding finance staff about overdue invoices, and
alerting the purchasing department about stock approaching reorder
level. IM alerts may be sent via Windows Live Messenger, Google Talk,
Yahoo! Messenger & ICQ, and version 8.0 lets organizations use
multiple IM providers, such as for employees using a corporate IM system
during work hours, and a different IM system during non-work hours.
Users may also receive “IM Links” where an IM alert includes hyperlinks
to dynamically-generated analytics crucial to the decision-making
process.
Also introduced in version 8.0, Twitter Alerts operates similarly to
IM Alerts in that they allow users to be kept informed about critical
business activities. But unlike IM Alerts, Twitter Alerts are ideal for
managerial and C-level executives who wish to receive concise, periodic
updates on the performance of their business. Among the most popular
uses of Twitter Alerts include support staff load balancing, daily sales
statistics, and project completion status alerts." -Brianna
|
-
Join us at 2pm CST. Are you in a marketing position and receive requests for more
information about your product/service/company? Did you know that
SalesLogix has a feature to help you manage this request? Join us today
at 2pm CST for the workshop, "Literature Requests - SalesLogix v6.2 and Above"
and learn how this feature can help you more effectively handle
requests for information from customers and potential customers. This
workshop will last approximately 30 minutes. Join/register now! -Brianna
|
-
Sales Forecasting for SalesLogix Web. If you haven't done so already, there is still time for you to sign-up for today's workshop, "Sales Forecasting for SalesLogix Web". Today's workshop (did I mention it's free?) is a great way for you to learn about the different options for setting up your pipeline and forecasting sales. Workshop begins at 2pm CST and will last approximately 30 minutes. Register/join now! -Brianna
|
-
Free Workshop today! If you are using SalesLogix Web, you will most likely need to use Reports at some time or another. To help make sure that you get the most out of this important feature we are holding the workshop, "SalesLogix Web - Running Reports" today at 2pm CST. You can join/register here. -Brianna
|
-
|
|
|
| |