Infor CloudSuite CRM

Is there a way to set the Opportunity defaults for all users in SalesLogix?

July 13, 2010

Is there a way to set the Opportunity defaults for all users in SalesLogix? A client recently wanted to change the default estimated close date for new opportunities in SalesLogix to 1 month from 2 months. The Tools -> Manage -> Opportunity Defaults menu item was disabled for all users, so…

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Infor CloudSuite CRM

SalesLogix Group Of Opportunities Estimated To Close This Month

July 7, 2010

Today I was asked about creating an opportunity group in SalesLogix that contained opportunities estimated to close this month.

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CRM Adoption, Gamification

Why Video Games Provide A Model For User Adoption

June 24, 2010

Videogames have it right. They start you out learning some basic skills and expand on those slowly based upon your accomplishments. In other words you can't kill the monster until you can hop from rock to rock.

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SugarCRM

CRM, Open Source and helping users build better customer relationships

June 2, 2010

Sam Biardo was interviewed at SugarCON in San Francisco, California about CRM, Open Source and helping users build better customer relationships.

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Infor CloudSuite CRM

How To Create A Sage SalesLogix Provider Plugin For Custom Security

March 24, 2010

This example shows how to create a dll file that will augment security in SalesLogix by wrapping around the existing security of Saleslogix. This modifies sql statements as they come through the SalesLogix Provider. So you have: If this table is in the join, add to the where clause.

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SugarCRM

SugarCRM Version 5.5.1 Now Available

March 22, 2010

This update contains a few bug fixes and a slew of improvements to the email functionality. "The Emails module has been redesigned to improve usability and performance. New features have been added and existing features have been enhanced or removed."

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Infor CloudSuite CRM

SalesLogix Group of Contacts with Activities Completed Today

March 14, 2010

The simplest way to go about this would be to set a condition of Contact.History.CompletedDate within the last 24 hours. Even by cutting this down to 12 or 8 hours, this is not an exact formula and could cause incorrect data to show.

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CRM

There's A CRM App For That! 5 Simple Ways to Show Customers You Care

February 26, 2010

1. Share Your Knowledge 2. Ask, Listen, Respond, Adapt 3.Reward Customers 4. Hold a Customer Appreciation Event 5. Do Good

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Awards

Technology Advisors, Inc. Named Top SFA Training Company

September 18, 2009

The Sales Training Community at TrainingIndustry.com announces the “2009 Top 10 - Sales Force Automation Training Companies”. This list recognizes the leading sales training and consulting companies that provide training on sales force automation tools (SFA).

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Infor CloudSuite CRM

Sage SalesLogix Application Architect - Jump to Error

July 13, 2009

In the Sage SalesLogix Application Architect after completing all of your new web customizations I occasionally run into some errors while building the web platform. (Imagine that!)

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Infor CloudSuite CRM

Changing SalesLogix - Latest Account Parameters (or any out-of-the-box Group)

May 20, 2009

You get a handful of Groups out-of-the-box when you purchase SalesLogix - some that may be useful, and some not. If you find that they are almost useful, you can take some initiative and make them useful for your organization by copying the group, and then changing the logic.

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Infor CloudSuite CRM

SalesLogix: Using Activity -> Members

April 28, 2009

When an Activity is scheduled in SalesLogix it is automatically assigned to the user creating the Activity. This user is the Activity Leader. The Activity Leader then has the option of adding other SalesLogix users to the Activity via the Members Tab.

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Microsoft Dynamics

Simple Enhancements Using Workflow - Microsoft Dynamics CRM

April 20, 2009

Part of the Microsoft Dynamics CRM base package comes with the Windows workflow engine that allows for codeless workflow deployment. What this basically means is that you are able to update your CRM database without ever leaving Outlook.

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Infor CloudSuite CRM

Using WinMerge with the Sage SalesLogix Application Architect

April 15, 2009

To set it up in the Application Architect open the program and select the Tools -> Set Differencing Tool menu item and fill it out as follows:

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Infor CloudSuite CRM

Capturing History in SalesLogix

April 8, 2009

We recently had a request to capture the changes made to a grid on an Opportunity Tab in SalesLogix.

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Infor CloudSuite CRM

Import Leads into SalesLogix

April 6, 2009

I have found that one of the easiest ways to import leads into SalesLogix is through the use of the Import Leads tool. Being more of an end user than an administrator, I find it to be extremely user friendly and I am able to access it directly through my SalesLogix Client.

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Infor CloudSuite CRM

Hiding Tabs in SalesLogix v7.5 Web Client

March 30, 2009

SalesLogix has a handy feature that has been around through many versions of the software. Some organizations use the feature, some have never heard of it, some will never have a use for it. If you read the title, you would know that I am talking, of course, about hiding tabs.

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Infor CloudSuite CRM

How to track a Lead in SalesLogix that was converted into an Account/Contact

March 25, 2009

Leads in SalesLogix that were converted into an Account/Contact can be tracked in three ways.

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Infor CloudSuite CRM

Accessing Your SalesLogix via Remote Database vs. Remote Desktop

March 23, 2009

SalesLogix has two methods of accessing your data when you are not in the office: Remote Desktop and Remote Database.

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Infor CloudSuite CRM

Simple and Advanced Outlook Integration with SalesLogix

March 16, 2009

Many people ask me, ‘Brett, you teach the same SalesLogix classes over and over again, doesn't it get boring?' To their surprise, my answer is always ‘No!'. Why is that?

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Infor CloudSuite CRM

Sage SalesLogix v7.5 Activities in Leads

March 4, 2009

Prior to SalesLogix v7.5, I was not able to create Activities in the Leads entity in SalesLogix. This often prohibited me from actually using Leads and I would enter my leads into the regular Accounts and Contacts entities.

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