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Thursday Mar 11

Sage SalesLogix User Group

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The SalesLogix user group is a great place for SalesLogix users to exchange ideas and ask questions of each other and an experienced SalesLogix consultant.  Meetings consist of a presentation on a featured topic, followed by “what’s new” with SalesLogix, and a question and answer period.

Who Should Attend?

SalesLogix Users and System Administrators
What if I am not a SalesLogix user? Please come and talk to other SalesLogix users and see how SalesLogix can assist you with your business needs.

How do I register?

Email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

What does it cost?

 No Charge - Lunch is included
When is the next meeting: Fond du Lac, WI

Tuesday, March 16th
9:00 am — 4:00 pm

 
What is on the agenda?
Morning Session (9:00 — 12:00):
  • Remote Users
  • Tips and tricks for dealing with synchronization issues
  • How to minimize the data being sent for remote users
  • How to retire a remote user laptop
  • How to retire a remote user
  • How to convert a remote user to a network/concurrent user
  • Brief discussion on security related to remote users
  • How to destroy a remote user database
  • Word Templates and Mail Merge
  • Creating and editing templates for print and email
  • Releasing templates to users
  • Writing to an individual
  • Mail merge to a group and things to consider
    • Duplicates in the group
    • Do not solicit
    • Email server restrictions
    • Attaching document to the contact
    • Editing individual documents
  • External Database Integration
  • Discussion on when to integrate data vs simply migrating the data
  • Options for viewing data
  • Issues to consider for remote users
  • Examples of external database integration
  • Add-On Demonstration: Expenses
  • Track user expenses when scheduling or completing activities
  • Track user expenses in contact, account, opportunity, and ticket sections
  • Attach receipts to expenses
  • Approve and pay expenses
  • Gather receipts for audit
  • Add-On Demonstration: SuperSearch
  • Simple end-user query tool
  • Configurable search fields
  • Create groups from searches
Afternoon Session (1:00 — 4:00):
  • Marketing Campaign Training
    • Leads - adding, importing, qualifying
    • Campaigns - targets, stages, processes
    • Discussion