Good Content Alert

SalesLogix v7.5 Presentation

Brianna Tinjum — Fri, 05 Dec 2008 21:20:00 GMT

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

SalesLogix v7.5 Marketing Brief

Brianna Tinjum — Wed, 29 Oct 2008 21:46:00 GMT

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

New White Paper Added to Good Content

Brianna Tinjum — Thu, 23 Oct 2008 21:52:00 GMT

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

Take a Tour of v7.5

Brianna Tinjum — Thu, 16 Oct 2008 22:07:00 GMT

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

Compatibility Checklist

Brianna Tinjum — Fri, 10 Oct 2008 20:47:00 GMT

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

New Folder Added to Good Content!

Brianna Tinjum — Mon, 06 Oct 2008 21:31:00 GMT

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

Visual Analyzer Versus The Alternatives

Brianna Tinjum — Tue, 17 Jun 2008 20:35:00 GMT

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

4 Easy Ways to Lookup Records for SalesLogix v6.2 and Above

Brianna Tinjum — Tue, 18 Dec 2007 21:06:00 GMT

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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On Demand Workshop Feedback

Brianna Tinjum — Fri, 30 Nov 2007 21:35:00 GMT

On Demand Workshops Now in Flash Format.

Hello everyone, I recently posted 2 new On Demand Workshops in Flash format. The Workshops I posted are How to Make Your Life Easier Using the Tools/Options Menu for SalesLogix v6.2 and Above and Merging Records for SalesLogix v6.2 and Above. Have you had a chance to check these out yet? I would love for Good Training members who have viewed these On Demand Workshops to provide feedback about the format - sound quality, ease of download, likes, dislikes, etc. If you have any feedback to share please post it under the Site Suggestions and Questions forum or the Contact tab.

Have a wonderful weekend!

-Brianna
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New On Demand Video Available!

Brianna Tinjum — Mon, 26 Nov 2007 23:25:00 GMT

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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Merging Records On Demand Workshop Now Available!

Brianna Tinjum — Wed, 21 Nov 2007 21:55:00 GMT

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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Can You Convert Leads?

Brianna Tinjum — Wed, 03 Oct 2007 20:42:00 GMT

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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On Demand Training - Easy Access

Brianna Tinjum — Mon, 01 Oct 2007 18:52:00 GMT

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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Update Your Customer Records Fast!

Brianna Tinjum — Mon, 24 Sep 2007 21:51:00 GMT

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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So What is a Contact Process?

Brianna Tinjum — Wed, 19 Sep 2007 21:10:00 GMT

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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New On Demand Workshop August 28, 2007

Brianna Tinjum — Tue, 28 Aug 2007 21:00:00 GMT

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...

New On Demand Workshop August 27, 2007

Brianna Tinjum — Mon, 27 Aug 2007 20:42:00 GMT

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...

New On Demand Workshop August 15, 2007

Brianna Tinjum — Wed, 15 Aug 2007 15:28:00 GMT

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...

New On Demand Workshop August 7, 2007

Brianna Tinjum — Tue, 07 Aug 2007 21:12:00 GMT

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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New On Demand Workshop July 30, 2007

Brianna Tinjum — Mon, 30 Jul 2007 20:51:00 GMT

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!

New On Demand Workshop July 17, 2007

Brianna Tinjum — Tue, 17 Jul 2007 21:43:00 GMT

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!

New On Demand Workshop July 16, 2007

Brianna Tinjum — Mon, 16 Jul 2007 21:09:00 GMT

Creating New Toolbars and Icons

Did you miss today's Workshop "Creating New Toolbars and Icons for SalesLogix v6.2 and Above"? If you did, you now have the opportunity to view this Workshop On Demand. Creating new toolbars and icons may sound daunting, but it is actually quite simple once you know the steps. Take a little time and view this on Demand Workshop here...

New Good Content White Paper

Brianna Tinjum — Fri, 13 Jul 2007 20:10:00 GMT

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!

New On Demand Workshop July 6, 2007

Brianna Tinjum — Fri, 06 Jul 2007 20:22:00 GMT

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.

New On Demand Workshop June 29, 2007

Brianna Tinjum — Fri, 29 Jun 2007 21:39:00 GMT

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...

Creating a New Opportunity

Brianna Tinjum — Wed, 13 Jun 2007 21:45:00 GMT

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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Mobile CRM

Brianna Tinjum — Wed, 02 May 2007 20:28:00 GMT

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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Brief from SalesLogix on Dashboards

Concierge — Thu, 26 Apr 2007 11:30:00 GMT

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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Good Content Alert

Concierge — Mon, 23 Apr 2007 21:00:00 GMT

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 - What's New in SalesLogix 7

Concierge — Tue, 10 Apr 2007 12:20:00 GMT

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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Using Outlook for Email and Calendar - New Courseware v5.2

Concierge — Sat, 07 Apr 2007 22:11:00 GMT

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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New Courseware in Good Content - SalesLogix v5.2 Quick Reference Card

Brianna Tinjum — Fri, 30 Mar 2007 18:13:00 GMT

Having a "cheat sheet" for all the commonly used features of SaleLogix v5.2 could save you time during your busy day. Check out the Quick Reference Card here...
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New Courseware in Good Content - SalesLogix v5.2 Contact and Accounts!

Brianna Tinjum — Tue, 27 Mar 2007 17:03:00 GMT

If you are currently using SalesLogix v5.2 and you need a review of Contacts and Accounts, check out this new courseware addition. This courseware will focus on Contacts and Accounts and their interdependencies in creating a master data set. Check out this Good Content here...

New Courseware Uploaded! SalesLogix v5.2 – Navigation

Brianna Tinjum — Fri, 23 Mar 2007 19:26:00 GMT

If you are currently using SalesLogix v5.2 there is new material in the Good Content area which you may find helpful. This new addition to Good Content focuses on v5.2 Navigation – components and functions that include the Title Bars, Menu Bars, Toolbars and the Status Bar. If you need a refresher in these areas, check out this Good Content here...
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Courseware on it's way for SalesLogix v5.2

Concierge — Thu, 22 Mar 2007 12:12:00 GMT

Starting on Friday, we're going to start posting courseware for SalesLogix v5.2 in the Good Content section of the community. Believe it or not, v5.2 is still used by a significant minority of the SalesLogix user community. Our company uses v7 and utilizes many of the new features, but 5.2 was a pretty good release in it's own right.

Anyway, we're going to break the training manual into bite sized chunks and make them available. Please be patient though, as we have to convert the files to PDF format one chapter at a time, and do some clean-up to make them presentable. We'll be posting 1 chapter per week if all goes as planned.

You'll find them here.

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