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New workshop! This week we have a new workshop for you - "Sales Forecasting for SalesLogix Web"! This SalesLogix Web workshop's goal is to help you get a better understanding of your sales cycle through use of the different options available to you. If you are in a sales
position, this workshop may be extremely beneficial. We will begin at
2pm CDT, register/join now! -Brianna
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Join us at 2pm CDT. When you know how to merge records in SalesLogix not only will you be able to keep you database duplicate free, but you will also be able to search for records without having to wonder which one to choose. Today's workshop will last approximately 30 minutes. Register/join now! -Brianna
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Today at 2pm CDT. The campaign feature of SalesLogix allows you to track all stages of your marketing efforts - from set-up to response tracking - and proper use of these feature can help to ensure that you are making the most of your efforts. Register/join now!-Brianna
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Today's workshop. If you would like to know how to run Reports in the SalesLogix Web client, then today is your day! At 2pm CDT we will hold the workshop, "SalesLogix Web - Running Reports". It's completely free and will only take 30 minutes of your time. Sounds good, right? Register/join here. -Brianna
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New White Paper from Sage. Sage recently released a white paper that details data protection for SalesLogix Cloud and covers Single Tenant Customer Systems, Backup/Restore, Disaster Recovery, Authorized Access, and Online Security. See the attachment for the full PDF. -Brianna
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Join our workshop. For those of you new to using the SalesLogix Web client we have a workshop you may be interested in attending: "Navigating the SalesLogix Web Client". This workshop is going to make sure that you are comfortable with the most commonly used areas of SalesLogix, and if you have time at 2pm CDT we encourage you to join us. Register/join here! -Brianna
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2pm CDT. Are you using the SalesLogix Web client and would like to improve your use of the ticketing functionality? Join us for today's workshop and you will be able to do just that! There is still time to sign-up, join/register here. -Brianna
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Workshop today! Happy Monday.  If you've been looking for some help with correctly creating a new Opportunity in the SalesLogix Web client, look no further. Today at 2pm CDT we will hold the workshop, "SalesLogix Web - Creating a New Opportunity", and it's free! If you have approximately 30 minutes to spare I encourage you to join us. You can register here. -Brianna
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Workshop today at 2pm. Almost all of us
have requested information from a vendor at some point in our lives.
Many of us have also had a customer/potential customer request
information. How can you make the process of sending out important
company/product/service/etc. information quick and painless? By joining
us for the workshop, "Creating
and Fulfilling Literature Requests - SalesLogix v6.2 and Above"
today at 2pm CDT and learning how to take advantage of the Literature
Fulfillment feature of SalesLogix. Register/join
now! -Brianna
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Today at 2pm CDT. For this week's free SalesLogix Workshop we will focus on building groups in the Web client. If you have to send out an email to a large group or create a calling list, the best place to start is with a group. If you don't know how to use the group building feature of SalesLogix Web I encourage you to register/join now. -Brianna
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Join us for today's workshop to learn how. At 2pm CDT we will hold the free SalesLogix training workshop, "Using the Query Builder for SalesLogix v6.2 and Above". This workshop is a great way to help you learn how to correctly build a query to get the results that you want. There is still time for you to register, you can do so HERE. -Brianna
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Join us at 2pm CDT. Using the reporting capabilities of SalesLogix Web can help you gather information and gain valuable insight into different aspects of your business, but first you need to know how to navigate and use the Reports window. That is where the workshop, "SalesLogix Web - Running Reports", comes in - after this workshop you will have the confidence to navigate the reporting area of SalesLogix. Not yet registered? Register/join now! -Brianna
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Don't miss today's workshop. If you are using the SalesLogix Web client, and you hold a support position within your company, you may want to join us for today's workshop, "SalesLogix Web - Using Tickets". This workshop begins at 2pm CDT, will last approximately 30 minutes, and will take you through what you need to know to make effective use of the tickets area of SalesLogix Web. Interested? Register/join here. -Brianna
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Join us for today's workshop and your answer will be yes. At 2pm CDT we will hold the workshop, "Creating Groups for SalesLogix v6.2 and Above". If you feel your group building skills could use a refresher, or if you've never built a group, this workshop will benefit you. There is still time to register if you haven't already. Join/register here. -Brianna
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Workshop today. If you have just begun using the SalesLogix Web client you may have noticed that it is a bit different than the Windows client. Get familiar with navigating yourself through the Web client with our workshop, "Navigating the SalesLogix Web Client". The workshop begins at 2pm CDT and will last approximately 30 minutes. Register/join here. -Brianna
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Today's workshop.
The Knowledge Base to be a helpful tool
when they need to search the database for tickets, history, items in the
library, and also network folders. Do you know how to use this helpful
search engine? Join us for today's workshop, "The
SalesLogix Knowledge Base - v6.2 and Above", at 2pm CST to learn
how to effectively use the Knowledge Base. Not yet registered? You can
do so here. -Brianna
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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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