When a sales rep closes an opportunity, she should always indicate the reason for the lost sale in the CRM system. Why? Management can help teams fill gaps and ultimately improve win rates by properly addressing the underlying issues behind these lost sales. Let’s look at some best practices for tracking lost sales in your CRM.
I decided to try out the new Microsoft developer tools that come with Microsoft Visual Studio 2015 to get a feel for the software. When I downloaded the product, I received a web installer which in turn downloaded the necessary components and installed them. It was a somewhat slow install process. Once a good portion of the install completed, I was presented with the following error message:
Every year people decide whether or not they'll go to their CRM vendor's customer/partner conference. Sometimes we can't afford to take the time off work so it is not realistic but if we can afford the time, here are some great reasons to attend this year's Sage Summit, August 12-14 at the Gaylord Opryland Resort and Convention Center in Nashville, TN.
We are all living in a mobile world and all we want is to quickly and easily access all the information we can possibly get, right at our fingertips. That's not too much to ask, right?
Sage SalesLogix Mobile is quick and easy to use, as it is built on next generation web application technology. Because Sage uses its Sdata web service to communicate directly with your main database, there is no syncing of data necessary. I'm definitely not the most technical person in the world, or anywhere close, but I do know that not having to sync definitely speeds things up. Plus, with a single URL to access your data, end-user installation is not required.
I recently watched a demo of the new Sage SalesLogix Mobile v1.2 and here are my favorite/most useful take-aways:
Dave Wallace, Director of Product Management for Sage SalesLogix CRM, provided Technology Advisors’ customers a preview of the new SalesLogix v8.0 coming out next year.
Normally when data is deleted from a database, it is simple enough to have a programmer write a DELETE statement in SQL to wipe out a bunch of records from a table. This technically works okay, but has some issues that one should be aware of.
When a SalesLogix report is run, you normally see two different kinds of filter options/parameters. The purpose of this post is to explain what they are and how reporting filters in SalesLogix are different.
Sometimes all you need is a small change to convert an irritated customer. This was the case recently when one of our clients submitted a ticket about the "Check for Duplicates" button on the Insert Contact/Account screen.
It seems that even though they filled out fields on the form and pressed the "Check for Duplicates" button, the screen is displayed but no duplicates are found. I guess the argument could be made that this is a training issue, because all you need to do is check the fields you're interested in searching on and press the button again. Therein lies the source of the irritation. The client felt that filling out the form and pressing "Check for Duplicates" should do the trick.
A little sleuthing on our part resulted in a simple change involving two lines of code, also known as 'the ointment.'
Where and how to apply the ointment:
SalesLogix allows you to access your data via the new SData webservice feeds that are hosted as a part of the SalesLogix web client. Normally to enable your SData feed, all you have to do is check the "Generate Feed" option on the entity that you wish to create the feed for. The feed is normally not enabled by default, so make sure to turn it ON when you create your entity so that you can use it for external SData based data integrations.
We frequently get questions about the reporting functionality in SalesLogix. So here is some information that should give you a pretty good idea about how the reporting works and how it interfaces with the SalesLogix database.
SalesLogix actually uses the Crystal Reports software to design and output reports. So in terms of wanting to know the flexibility of the reporting software, just look at the functionality of Crystal Reports and that should tell you how easy/hard it is to design reports.