Good Training Announcements

Register for the SalesLogix e-Marketing Surveys Demo

Brianna Tinjum — Tue, 08 Nov 2011 22:04:00 GMT

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.

-Brianna

Learn How to Manage Your SalesLogix Dashboard

Brianna Tinjum — Mon, 31 Oct 2011 14:12:00 GMT

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

Learn How to Navigate the SalesLogix Web Client Today

Brianna Tinjum — Mon, 22 Aug 2011 17:24:00 GMT

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

Still Time to Sign-up for Today's SalesLogix Knowledge Base Workshop

Brianna Tinjum — Mon, 15 Aug 2011 17:53:00 GMT

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

Join Us Today for the Creating/Fulfilling SalesLogix Literature Requests Workshop

Brianna Tinjum — Mon, 18 Jul 2011 13:16:00 GMT

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

See a Demo for Advanced Analytics - a New Product for SalesLogix

Brianna Tinjum — Tue, 12 Jul 2011 15:37:00 GMT

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!

Using Global Replace in SalesLogix

Brianna Tinjum — Mon, 27 Jun 2011 15:09:00 GMT

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

Learn About Managing Your SalesLogix Dashboard

Brianna Tinjum — Mon, 06 Jun 2011 14:16:00 GMT

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

Group Building in SalesLogix Web

Brianna Tinjum — Mon, 16 May 2011 15:12:00 GMT

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

SalesLogix Sales Process Workshop Today

Brianna Tinjum — Mon, 09 May 2011 14:50:00 GMT

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

SalesLogix Workshop - Creating Contact Processes

Brianna Tinjum — Mon, 25 Apr 2011 13:38:00 GMT

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

Sales Forecasting in SalesLogix Web

Brianna Tinjum — Mon, 11 Apr 2011 16:35:00 GMT

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

Learn to Navigate The SalesLogix Web Client

Brianna Tinjum — Mon, 28 Mar 2011 15:19:00 GMT

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

Toolbars/Icons in SalesLogixWorkshop Today

Brianna Tinjum — Mon, 21 Mar 2011 14:19:00 GMT

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

SalesLogix v7.x Leads - Importing a Group

Brianna Tinjum — Mon, 14 Mar 2011 13:25:00 GMT

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

Need to Learn More About Reports in SalesLogix Web?

Brianna Tinjum — Mon, 07 Mar 2011 14:46:00 GMT

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

SalesLogix Web Tickets

Brianna Tinjum — Mon, 21 Feb 2011 16:58:00 GMT

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

Opportunities in SalesLogix Web

Brianna Tinjum — Mon, 07 Feb 2011 15:19:00 GMT

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

KnowledgeSync Version 8 Demo

Brianna Tinjum — Tue, 01 Feb 2011 17:43:00 GMT

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

SalesLogix Mail Merge Documents - Workshop Today

Brianna Tinjum — Mon, 31 Jan 2011 15:22:00 GMT

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

SalesLogix Global Replace Workshop Today

Brianna Tinjum — Mon, 24 Jan 2011 14:56:00 GMT

Begins at 2pm CST.

Our Global Replace workshop is a great place to begin learning about a useful feature of SalesLogix. Workshop begins at 2pm CST and will last about 30 minutes. Join/register now!

-Brianna

Marketing Campaigns for SalesLogix Web

Brianna Tinjum — Mon, 17 Jan 2011 15:09:00 GMT

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

Demo of intelli-CTi for SalesLogix

Brianna Tinjum — Wed, 05 Jan 2011 22:17:00 GMT

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

SalesLogix Web Group Building Workshop

Brianna Tinjum — Mon, 03 Jan 2011 17:14:00 GMT

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

KnowledgeSync Version 8

Brianna Tinjum — Tue, 28 Dec 2010 15:11:00 GMT

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

SalesLogix Literature Request Workshop Today

Brianna Tinjum — Mon, 20 Dec 2010 15:24:00 GMT

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

Still Time to Sign-up for Today's Workshop

Brianna Tinjum — Mon, 13 Dec 2010 17:01:00 GMT

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

SalesLogix Web - Using Reports

Brianna Tinjum — Mon, 29 Nov 2010 14:42:00 GMT

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

Build Queries in SalesLogix - Today's Workshop

Brianna Tinjum — Mon, 22 Nov 2010 14:37:00 GMT

Join us at 2pm CST.

Building queries can be a challenge - understanding how to pick your conditions, the layout, sorting, appearance - and takes practice. This is precisely why we offer the workshop, "Using the Query Builder for SalesLogix v6.2 and Above". If you have 30 minutes to spare we encourage you to register/join now!

-Brianna

SalesLogix v7.5.3 Feature Comparison Chart

Brianna Tinjum — Wed, 17 Nov 2010 22:14:00 GMT

Now in Good Content

If you're wondering the differences in features and functionality in the Windows, Web, and Mobile clients of SalesLogix v7.5.3, you can stop wondering and check out Good Content. I have posted the Saleslogix v7.5.3 Feature Comparsion chart here, and now you can find out if the features you want are in the client of your choice.

-Brianna

SalesLogix Training Workshop - Sales Processes

Brianna Tinjum — Mon, 15 Nov 2010 15:19:00 GMT

Join us today!

Interested in learning how to create a Sales Process? Join us today at 2pm CST for "Creating a New Sales Process for SalesLogix v6.2 and Above" and learn how to correctly setup your process so that important steps aren't missed. Register/join now!

-Brianna

Navigating the SalesLogix Web Client Workshop

Brianna Tinjum — Mon, 08 Nov 2010 15:22:00 GMT

Today at 2pm CST.

If you've just started using the SalesLogix Web client, or SalesLogix Cloud, we encourage you to join us for the workshop, "Navigating the SalesLogix Web Client" today at 2pm CST. This workshop will last approximately 30 minutes and will be well worth your time. Register/join now!

-Brianna

Current SalesLogix LAN and Web - Special Cloud Pricing

Brianna Tinjum — Thu, 04 Nov 2010 21:25:00 GMT

Still available.

Just in case you thought the special SalesLogix Cloud pricing went away at the end of Sage's fiscal year, I am here to assure you that you can still take advantage of the fantastic discount of $35/mo/user for named users and $40/mo/user* for concurrent users. If you are considering a move to the Cloud don't forget to take into account the special pricing - Sage won't offer this deal forever.

-Brianna

*Must already own concurrent license prior to migration to receive this rate.

SalesLogix Activity Reminder

Brianna Tinjum — Mon, 01 Nov 2010 14:03:00 GMT

Workshop today!

If you've moved from a older version of SalesLogix (think v6.2 or before), to a newer version (v7.0 and up), you've most likely noticed that the Activity Reminder has changed. If you want to learn about the new features and how to use them, join us for today's workshop at 2pm CDT. Register/join now!

-Brianna

Using Tickets in the SalesLogix Web Client

Brianna Tinjum — Mon, 25 Oct 2010 13:20:00 GMT

Workshop today.

If you're using SalesLogix Web, and you hold a support or customer service position, you need to know how to use the Tickets area. If you need a refresher on this area join us today at 2 pm CDT for our free, end-user workshop, "SalesLogix Web - Using Tickets". There is still time to register, and you can do so here.

-Brianna

Knowledge Base Workshop Today

Brianna Tinjum — Mon, 18 Oct 2010 14:44:00 GMT

2pm CDT

The Knowledge Base is a great tool that can help you to find information in areas such as Tickets, History, and the Library, if you know how to use it. Join us today at 2pm CDT for our Knowledge Base workshop. Register now!

-Brianna

Start Creating Opportunities in SalesLogix Web

Brianna Tinjum — Mon, 11 Oct 2010 16:44:00 GMT

Join us for today's workshop.

If you work in sales it is important that you understand how to use the Opportunity feature of SalesLogix Web. When properly used, Opportunities can help you collect, analyze, forecast, and report on information related to sales. Join us today at 2pm CDT for the workshop, "SalesLogix Web - Creating a New Opportunity".

-Brianna

Sage Summit 2011

Brianna Tinjum — Tue, 05 Oct 2010 20:48:00 GMT

Virtual event November 18, 2010.

Sage just sent out an announcement for a virtual event for customers. See below:

For the People. By the People.
An Exclusive Virtual Event for
Sage Customers.

Sage Summit is the conference for the Sage community—bringing customers and partners together for the first time ever. The conference will take place July 12 – 15, 2011 in Washington, DC.

In order to provide a robust education experience, Sage customers will be invited to attend a complimentary virtual event on November 18th where they can preview a sampling of the sessions, VOTE on the topics and share their thoughts on how we can make Summit 2011 really work for them.

Sage Summit Virtual Event
Thursday, November 18, 2010

- Insight on Industry Trends

- Vote on Sage Summit
Topics and Content

- Network with Peers
and Sage experts

-Brianna

Start Creating Groups in SalesLogix Today

Brianna Tinjum — Mon, 04 Oct 2010 17:01:00 GMT

Workshop at 2pm CDT.

"Creating Groups for SalesLogix v6.2 and Above" is one of our most popular workshops and for good reason - most of us need to create groups in SalesLogix at some point of other. I need to create multiple groups a month and when I first began using SalesLogix I needed more than one refresher on the subject. This workshop will last approximately 30 minutes and you still have time to register. Register/join here.

-Brianna

Importing Leads in SalesLogix Workshop Today

Brianna Tinjum — Mon, 20 Sep 2010 13:49:00 GMT

Join us at 2pm CDT.

When you need to import leads into SalesLogix, whether it's 5 or 500, you want the procedure to be quick and the results accurate. That is exactly what our workshop, "Importing a Group of Lead for SalesLogix v7.x", will teach you to do. Workshops last approximately 30 minutes and we will begin today at 2pm CDT. Register now!

-Brianna

Sales Forecasting for SalesLogix Web - Workshop Today!

Brianna Tinjum — Mon, 30 Aug 2010 15:44:00 GMT

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

Merging Records - Today's SalesLogix Workshop

Brianna Tinjum — Mon, 23 Aug 2010 15:40:00 GMT

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

Don't Miss Today's Campaign Workshop

Brianna Tinjum — Mon, 16 Aug 2010 17:02:00 GMT

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

Running Your Reports in SalesLogix Web

Brianna Tinjum — Mon, 09 Aug 2010 14:30:00 GMT

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

Global Replace - Workshop Today

Brianna Tinjum — Mon, 02 Aug 2010 16:42:00 GMT

Join us!

At 2pm CDT will will offer the workshop, "Using Global Replace to Update Records", and if you're not familiar with using this feature of SalesLogix we encourage you to join us. This workshop will last approximately 30 minutes. Register/join now!

-Brianna

Data Protection for SalesLogix Cloud

Brianna Tinjum — Wed, 28 Jul 2010 21:29:00 GMT

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

New to the SalesLogix Web Client?

Brianna Tinjum — Mon, 26 Jul 2010 07:02:00 GMT

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

Workshop Today: Tickets in SalesLogix Web

Brianna Tinjum — Mon, 12 Jul 2010 15:37:00 GMT

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

Today's Workshop: Contact Processes

Brianna Tinjum — Tue, 06 Jul 2010 15:44:00 GMT

Today at 2pm CDT.

Today we will hold the workshop, "Creating a Contact Process for SalesLogix v6.2 and Above" and if you are not yet registered there is still time! Register/join now.

-Brianna

Need to Create a New Opportunity in SalesLogix Web?

Brianna Tinjum — Mon, 28 Jun 2010 15:05:00 GMT

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