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Make sure you're compatible. If you are upgrading to SalesLogix v7.5.3 Windows or Web Client you need to make sure that you meet the system requirements to avoid unnecessary problems. Visit the Good Content area of Good Training to get your hands on the SalesLogix v7.5.3 Compatibility Checklist. -Brianna
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The latest from Sage. Sage has recently made available Sage SalesLogix v7.5.3 Overview and I have added it to Good Content. As more documents for SalesLogix v7.5.3 I will be sure to make them available so keep your eyes peeled. 
-Brianna
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New release from Sage. Thinking of moving to SalesLogix v7.5.2? You'll want to make sure that you are up to snuff with the system requirements. Attached you will find a newly updated version of the SalesLogix v7.5.2 Compatibility Checklist. I have also posted the checklist in the v7.5 Good Content Folder. -Brianna
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A new addition to Good Content.
With the recent release of SalesLogix v7.5.2 Sage has updated their Compatibility Checklist. I have added this new document to Good Content for your viewing pleasure. You can view it here...
-Brianna
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Just added today!
Sage has recently updated and made available white papers for SalesLogix v7.5.2. I have just added the SalesLogix v7.5.2 Client Feature Comparison chart to Good Content, and I think you will find this helpful in determining what you can and can't do in the Windows, Web, and Mobile clients. Take a look at the chart here...
-Brianna
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New from Sage.
Sage just released an upgrade comparison chart for the newest version of SalesLogix - v7.5.2. This chart will outline the main difference between v6.2 to v7.5.2, and will be helpful for those of you that may be upgrading when the latest Service Pack is released. I've added the chart to Good Content, you can access it here...
-Brianna
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New Good Content!
Sage recently released a PowerPoint presentation that highlights some new features in SalesLogix v7.5.2 and I have added it to Good Content so that you can take a peek. SalesLogix v7.5.2 went into beta 3 this week, and there should be a release candidate shortly. Check out the PowerPoint here...
-Brianna
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New demo posted to Good Content.
I just posted a flash demo of SalesLogix Visual Analyzer to Good Content. If you are curious about the features and functionality, and would like to see a quick presentation that is straight to the point, this is a good place to start. You can take a look at the demo here...
-Brianna
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The latest and greatest from Sage.
I have just uploaded the most recent Visual Analyzer product brief from Sage to Good Content. If you aren't familiar with this add-on for SalesLogix you should give it a glance, in three pages you can find out about the main features and take a look at some screenshots. If you have questions post them to the SalesLogix User Group forum.
-Brianna
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Posted to Good Content.
Are you on a pre-7.5 version of SalesLogix? Curious about what you will find in SalesLogix v7.5? Check out the recently added SalesLogix v7.5.1 Features Tour PowerPoint presentation from Sage that is posted to Good Content. See what the interface looks like and take in the features that were added in this version. Like what you see? Talk to your Business Partner about an upgrade.
-Brianna
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More Good Content added.
I've added another file to Good Content, this time it is a PowerPoint presentation of SalesLogix Mobile v5.5 from Sage. I like this presentation because it does a nice job of calling out the new features and the direction that Sage took Mobile v5.5. There are also many screenshots, and who doesn't like screenshots? I certainly like them. :) You can access the presentation here...
-Brianna
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New information added to Good Content.
Now that SalesLogix Mobile v5.5 is available Sage has created a new product brief. I have posted this information to Good Content so that you can have the first look! This brief has a nice overview of the features and benefits of SLX Mobile v5.5 and I encourage you to take a look. You can do so here...
Have a fantastic week!
-Brianna
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Released April 2009.
Recently Sage released an updated version of their SalesLogix Mobile CRM white paper, and I have posted it to Good Content. This white paper covers topics such as general Mobile CRM, 7 key considerations when implementing mobile CRM, and SalesLogix Mobile specifically. This is a great place to start if you are thinking about implementing SalesLogix Mobile, or if you are just beginning your research. Check out the white paper here...
-Brianna
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New brochure added to Good Content.
Today I added a new brochure to the Good Content area of Good Training - SalesLogix v7.5.1 Overview. This brochure gives a nice synopsis of how SalesLogix v7.5.1 can improve your business, as well as providing some insight into what features are available in the latest version.
I encourage you to give the brochure a quick perusal. Have a great week!
-Brianna
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Updated to reflect changes.
I have added a SalesLogix v7.5.1 upgrade comparison sheet to Good Content. This sheet has been updated by Sage to reflect the changes that will be in v7.5.1 and should serve as a nice outline for those of you who may be upgrading from v6.2, v7.0, or v7.2 Windows or Web client. Take a look and feel free to post questions!
-Brianna
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Next release is right around the corner...
I just received word that SalesLogix v7.5.1 will go into Gold Release tomorrow, February 19, and will be released to customers soon after. I will also be on a business partner call regarding this release tomorrow, if I pick up any interesting information I will be sure to share. In the mean time, I have posted a SalesLogix v7.5.1 feature comparison sheet to Good Content that has the functionality for Windows, Web, and Mobile. You can read it here...
-Brianna
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A new edition to Good Content.
Happy Friday! I am looking forward to a relaxing weekend, maybe a bit of holiday shopping and some snowboarding. We shall see.
Today I added a SalesLogix v7.5 PowerPoint presentation to the Good Content section of Good Training. The slides are a nice walk through of the Web client and the callouts give additional information about the features. You can find this presentation here...
-Brianna
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New Good Content!
I have added a PDF produced by Sage Software that highlights marketing in SalesLogix v7.5 - some nice pictures and an overview of features and functionality. You should take a look and you can do so here...
-Brianna
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Mobile CRM
Today I have added a new white paper to the Good Content section of Good Training, "Mobile CRM". This white paper was recently published by Sage Software and describes the benefits mobile CRM can bring to a company.
There has been some discussion on the The SalesLogix User Group forum about SalesLogix Mobile, in particular some frustration with customization. Good Training is not meant to be a place for customization help but if you have any information to offer don't hesitate to post a response.
-Brianna
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Good Content Added.
I have added a tour of v7.5 to Good Content. This tutorial was created by Sage Software and provides a nice overview of the new features and improvements. All of the shots in this tour are of the Web client, though the LAN client has received many of the same improvements. Take a look at the SalesLogix v7.5 Tour.
-Brianna
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SalesLogix v7.5
Happy Friday, are you as excited for the weekend as I am?
I've added another PDF to Good Content which goes over the compatibility requirements for v7.5. This sheet is nice to have around for reference and you can access it here...
-Brianna
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SalesLogix v7.5 Information
Today I added a folder to the Good Content tab so that we could begin compiling helpful information about SalesLogix v7.5. I've added a PDF published by Sage Software that highlights the new features in v7.5, you can view this file here...
Have a great week!
-Brianna
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The technology that puts Visual Analyzer ahead of the pack.
For those of you who are unfamiliar, SalesLogix Visual Analyzer is a Business Intelligent tool that boasts 10 pre-built dashboards that report on important metrics as well as being customizable. Visual Analyzer is a great Business Intelligent tool but it is not the only tool available. So why would you choose Visual Analyzer over the alternatives? One reason is for the technology. I added a .PDF created by Sage Software to the Good Content area of Good Training entitled, "Sage SalesLogix Visual Analyzer Core Components and Benefits." If you are interested in learning more about the technology behind Visual Analyzer as well as the benefits I encourage you to check it out.
-Brianna
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In New On Demand Workshop Format!
Hello everyone - I want to let you know that I have posted an On Demand Workshop in the new format. You can check out "4 Easy Ways to Lookup Records for SalesLogix v6.2 and Above" On Demand here... If you have any questions or feedback after viewing this On Demand Workshop, please don't hesitate to post to a Good Answers forum.
-Brianna
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How to Make Your Life Easier Using the Tools/Options Menu for SalesLogix v6.2 and Above
We now have another training Workshop available! How to Make Your Life Easier Using the Tools/Options Menu for SalesLogix v6.2 and Above is a new addition to our On Demand offerings and it is also in our beautiful new format. Start learning and check out this Workshop here...
Have a great week!
-Brianna
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The 1st Workshop in the New Format.
After much trial and error I'm excited to say we are now ready to begin offering our On Demand Workshops in a new format! Our first On Demand Workshop in the new format is Merging Records for SalesLogix v6.2 and Above. I have to say that this Workshop is beautiful - clean, visually appealing, and has much better sound quality. Dale Richter did a great job putting this one together and we are going to continue converting all of our On Demand offerings to the new style. I'm excited for everyone to experience the new look with the same great content! Check out this On Demand Workshop here...
*Please be patient with the download of Merging Records for SalesLogix v6.2 and Above, it may take a few seconds (I'm working on this) but it is well worth the wait!
-Brianna
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A New On Demand Workshop Has Been Posted!
On Monday October 1st Good Training hosted a Workshop "Creating a New Lead and Converting Leads to Contacts for SalesLogix v7.0", presented by Dale Richter - some of you may know him from Ask Dale. Leads was a new feature that was introduced in SalesLogix v7.0 and is also available in v7.2. So what good is a feature that you don't know how to use? With many SalesLogix users unfamiliar with Leads, we thought it was important to provide a Workshop that would walk Good Training members through using this new feature to improve the user experience. Everyone has busy schedules and we know it may not be possible to attend live Workshops, so check it out On Demand.
-Brianna
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Improved Downloading
Many Good Training members know about the On Demand Workshops that we have available. Some of you may have also run into troubles downloading and viewing these On Demand Workshops due to the version of Microsoft Media Player you have on your computer or missing components needed to run the recordings. Recently we have overhauled our On Demand Workshops so that you will no longer have an issue downloading Workshops. If you experienced troubles in the past give it a shot now. Enjoy the benefits of On Demand training!
-Brianna
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Use Global Replace
Are you familiar with using the Global Replace feature of SalesLogix? Global Replace can make updating your records fast and easy and can be a great tool when you're tasked with updating fields for a large number of records. Today Good Training hosted the Workshop "Using Global Replace to Update Records" which walked through a simple update to a large number of contact records. If you were unable to attend this Workshop, or if you would like to review the steps again, you can now view this Workshop On Demand here... If you have questions as perform your own Global Replace please post your questions to the Ask Dale forum, he'd be happy to help!
-Brianna
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Automatic Instead of Manual!
Contact Processes are a seldom used but powerful feature of SalesLogix. When set up correctly, Contact Processes can make life easier for the end user. Would you like life to be a bit easier? Key features of Contact Processes include:
- Standardize and automate key elements of regular customer contact processes
- Automate scheduling of follow-up activities such as mailings and phone calls
- Add decision points and conditional requirements before events are triggered
- Assign custom processes — such as 'Trade Show Lead' — to unique prospect groups
Only SalesLogix users with administrative rights can create Contact Processes, so if you're interested speak to your administrator. If you have administrative rights and are interested in learning more about creating a Contact Process visit our On Demand training here...
-Brianna
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Territory Realignment
On Monday August 27th Good Training hosted the Workshop "Territory Realignment for SalesLogix v6.2 and Above". Many companies experience shifts in sales territories and personnel relocation and this Workshop walks the user through how to prepare for and perform a territory realignment. If you were unable to attend this Workshop or need material to reference when performing a territory realignment please view this Workshop here... To view the entire list of On Demand Workshops click here...
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New Version Available of Creating a Sales Process
This first time Good Training hosted the live Workshop "Creating a New Sales Process for SalesLogix v6.2 and Above" it was a huge success. I received many requests for another live viewing, and we performed a repeat on August 24th. We recorded this session again and decided to replace the old version with the new one. This On Demand Workshop is a great educational tool for those of you who were unable to attend the live session and can serve as a reference for those who were able to attend. Check out the new version of this On Demand Workshop here...
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Creating a Contact Process for SalesLogix v6.2 and Above
If you were unable to attend Monday's Workshop "Creating a Contact Process for SalesLogix v6.2 and Above" you can still view the valuable information that was provided. This Workshop is the newest addition to our Good Content area where you will find a folder with On Demand Workshops, Product Info, and Courseware for SalesLogix v5, v6, and v7. If you would like to view "Creating a Contact Process for SalesLogix v6.2 and Above" simply click here...
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Did you miss out?
Maybe your desk was piled high with work. Maybe you had a conflicting schedule. Whatever the case, you missed the Workshop "Saving Outlook Emails and Scheduling Follow-up Activities for SalesLogix v6.2 and Above". Don't feel too bad, there's good news - you can now watch this Workshop and learn the skills you need On Demand. Fit this Workshop into your schedule and watch it On Demand here... And if you do happen to have time, catch one of our Workshops live. You can view our upcoming Workshops here...
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Creating/Fulfilling Literature Requests
Did you miss the Workshop today? No problem - you can now view "Creating/Fulfilling Literature Requests for SalesLogix v6.2 and Above" On Demand. This Workshop is a step-by-step guide for creating and fulfilling literature requests and also provides a bit of background as to where the literature comes from and the different ways a literature request is carried out. Take a moment and view this Workshop On Demand. If you have a question about the Workshop when you are done don't worry, just Ask Dale!
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Creating Groups
A couple weeks ago Good Training hosted the Workshop "Creating Groups for SalesLogix v6.2 and Above". I think the ability to create groups is an important skill to possess and can make many tasks much easier. If you were unable to attend the Workshop you now have the chance to view it here... Are you already skilled at building groups? Check out the other Workshops that we have On Demand. Remember, you are always welcome to post any questions you have to Ask Dale . This is a great resource, take advantage of it!
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SalesLogix v7.2!
With the impending release of SalesLogix v7.2 there is a lot of buzz about the new features. To keep you informed we have posted a new white paper to Good Content entitled "What's New in SalesLogix v7.2!". This PDF, produced by Sage Software, highlights the key enhancements and new features that will soon be unveiled with the release of v7.2. Features such as the new Web Client, enhanced mobile technology, improved development environment and enhaced user experience are all touched on in this brief, but informative, PDF. Check it out and keep yourself informed. If you have any questions remember - Ask Dale!
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Creating a Mail Merge Document
If you were unable to join us for the Workshop "Creating a Mail Merge Document for SalesLogix v6.2 and Above" you now have the ability to watch it On Demand. Whether you need to brush up on your skills, or you are trying to create a Mail Merge document for the first time, I am sure you will find this Workshop helpful. The nice thing about On Demand is the ability to view the Workshop as many times as neccesary. Go ahead and download this On Demand Workshop here... If you find you have questions after your viewing please post them under the Good Answers tab.
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Global Replace
Are you familiar with using Global Replace? A few weeks ago Good Training hosted a Workshop "Using Global Replace to Update Records" and if you were unable to attend you now have a chance to learn this valuable skill! Check out the new On Demand Workshop here...
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New On Demand Workshop Available!
The ability to create a new Opportunity is an important skill and can have an influence on the success of your sales endeavors. If you were unable to attend the live Workshop you now have a chance to gain new knowledge and skills by viewing "Creating a New Opportunity for SalesLogix v6.2 and Above" as an On Demand Workshop. Check out this On Demand Workshop here... Don't forget - even though this Workshop is On Demand you can still ask questions. If you have questions after your viewing you can post them to the Working with Opportunities folder under the Good Answers tab or to Ask Dale.
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Taking SalesLogix with you
Did you know that you can take SalesLogix with you on a handheld device? Well you can! Having SalesLogix Mobile CRM allows you to use features such as adding account and contact details, completing activities, updating opportunities and much more while you are on the go. Want to learn more? Download this Good Content here...
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There's a new brief in Good Content on SalesLogix 7 Dashboards.
Sage SalesLogix Dashboards provide a single, interactive location from which to view and analyze sales automation and other performance metrics from across your entire organization. Get the brief here
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New v5.2 Courseware
We've added a new courseware module for v5.2 - Processes. Learn how to use this powerful feature and boost productivity. Get it here...-
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New Download from SalesLogix
Here's a PDF highlighting new features in SalesLogix version 7 -
- Interactive Dashboards
- Full-Featured Mobile CRM
- Enhanced Marketing
- Integrated Service & Support
- Productivity Enhancements
- .NET Customization
Download here...
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Outlook Integration for SalesLogix
This new chapter in the Good Content sectioncovers Outlook integration with SalesLogix v5.2 and covers:
- Understand Advanced Outlook Integration
- Send an E-mail and record it to SalesLogix History
- E-mail Files Directly from the SalesLogix Library
- Add Contacts Between SalesLogix and Outlook
- Configure and Synchronize Calendar and Contacts
- Understand and Utilize Outlook Calendar Integration
- Understand Outlook Meeting Requests and Appointments
- Utilize SalesLogix Activities with the Outlook Calendar
Enjoy!
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