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Tips and Tricks
Sharing Groups in SalesLogix 6.2
In version 6.2, if the Administrator makes an update to shared group, he or she no longer needs to go into Architect to update the release of the group as needed to occur in previous releases. In 6.2, after modifying the group, the Group owner simply needs to select the Group in list view, right click on the Group name and then select Share Group from the Quick Menu. The next step is to highlight the User(s), Team(s) or Everyone and click OK. Note that if the Group is released to multiple Users or Teams that this series of steps has to be repeated for each one. This functionality is accessible to all users as well -- a regular user can now share and update a group.
IntelliSync Conflict Resolution and Duplicate Activities for SalesLogix 6.1
By default, when a data conflict occurs in Intellisync and the “Ignore All Conformation Items” option is checked, Intellisync will add both items to both systems, thus creating duplicates. For example:
- Enable Outlook Integration in the SalesLogix Administrator. Create a meeting in SalesLogix. The activity will be auto-created in Outlook. In Outlook, change the time of the meeting.
- Run Intellisync.
In this scenario Intellisync sees that there are two new activities that appear to be the same, but the times do not match, so Intellisync prompts the user to choose which activity is correct. With “Ignore All Confirmation Items” checked, the user has chosen not to see confirmations so the default action is to add both items. (Note: In this scenario, if Intellisync was run before the activity was edited in Outlook, it would be in the “sync stream” and editing it in Outlook would then simply update SalesLogix with the change.)
To change the default action to use when conflicts occur in Intellisync to “SalesLogix Wins” or “Outlook Wins” you can do the following:
- In the Sales Client, select Outlook > Outlook Sync Preferences. Click Configuration. Highlight the section you want to set up and click Advanced. Click the Conflict Resolution tab and choose the action you prefer.
- Repeat these steps for each section (Appointments, Events, etc.).
Industry Report
Report: Mobile CRM Up and Coming
"CRM is an up-and-coming mobile application but hasn't penetrated the market across all industries," says IDC's Lucie Draper. Despite the unevenness of mobile CRM adoption, firms clearly are gearing up for investments in the mobile area.
[More]
Trends Driving CRM Growth in 2005
CRM, ERP, and supply chains will be increasingly integrated in 2005, helping to drive the growth of CRM systems, according to consultancy and systems integrator Unisys.
[More]
Partner Updates
MCG will soon be ACCPAC certified...Stay tuned!
Congratulations to Charlie Kemmerer and the entire MCG CRM staff for going live with Med-Legal Consulting Institute, Inc. (www.legalnurse.com) The project involved the integration of both SalesLogix and Best Software MAS 200. One of MCG's largest and most comprehensive integration projects to date, the Med-Legal project was completed on time and within budget.
Upcoming SalesLogix Events
| SalesLogix CRM for MAS Customers |
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Learn more about SalesLogix CRM and the benefits of integrating your MAS 90, MAS 200 or MAS 500 accounting system with SalesLogix. |
SalesLogix® is the leader in customer relationship management for small to medium-sized businesses that require flexible, easy-to-use solutions that help acquire, retain and develop profitable relationships.
Participate in an interactive demonstration with a SalesLogix specialist to learn how SalesLogix can help your organization sell more and build lasting, profitable customer relationships. Topics include:
- Introduction to the SalesLogix CRM suite
- Account, contact, and opportunity management; calendar integration; forecasting; reporting; and campaign management
- Remote solutions including synchronization, wireless and web
- SalesLogix integration with MAS 90, MAS 200 and MAS 500
Award-winning SalesLogix is the customer relationship management solution that enables small to medium-sized businesses to acquire, retain and develop profitable customer relationships. With more than 250,000 users at 6,000 companies worldwide, SalesLogix is the CRM leader for SMBs, and is part of the Best Software family of integrated business management solutions.
Audience:
Current MAS 90, MAS 200 and MAS 500 customers.
| March 31, 2005 |
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1:00PM - 2:00PM Eastern Time |
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10:00AM - 12:00PM Pacific Time |
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11:00AM - 12:00PM Mountain Time |
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12:00PM - 2:00PM Central Time |
| SalesLogix for Pocket PC - February |
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SalesLogix for Pocket PC extends SalesLogix CRM to mobile devices, delivering rich functionality and the real-time convenience of wireless. |
SalesLogix for Pocket PC allows you to view, edit and add contact and account details, take notes, schedule meetings, complete activities, update opportunities and review ticket information, all from a handheld device.
You can quickly access key customer information using quick look-ups or filtered searches. SalesLogix for Pocket PC allows employees to always have access to the most up-to-date customer information, whether in the office or on the road.
SalesLogix for Pocket PC Key Features:
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Account & Contact Management
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Calendar & Activity Management
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Opportunity Management
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Ticket Management
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Lookups & Groups
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One-Click Dialing
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Handwriting Recognition
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Pocket Outlook Integration
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Multiple Synchronization Options
Join us for an hour-long overview of the new features and functionality of SalesLogix for Pocket PC.
Saleslogix for Pocket PC is a component of the integrated SalesLogix customer relationship management (CRM) suite, which also includes Sales, Marketing, Customer Service and Support automation solutions.
Audience: Current SalesLogix customers. Prospective SalesLogix customers are welcome to attend. Limit 250 attendees.
| February 2 , 2005 |
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2:00PM - 3:00PM Eastern Time |
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11:00AM - 12:00PM Pacific Time |
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12:00PM - 1:00PM Mountain Time |
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1:00PM - 3:00PM Central Time |
[Register]
Check out http://www.bestwebevents.com/ later
this month for additional events.
News
from SalesLogix
SalesLogix brings CRM to Pocket PCs
Best Software on Monday released SalesLogix for Pocket PC, a mobile version of the company's SalesLogix 6.2 customer relationship management (CRM) solution.
[More]
Small and Mid-Size Businesses Share Outlook for 2005
Small and mid-size business (SMB) owners have a decidedly positive outlook for 2005, according to the new “Business Minds” survey conducted by Best Software in late November. The survey, part of a planned series that will reach out to SMB owners throughout 2005, asked business owners about their business outlook, how it has changed since the recent presidential election, and what their most pressing concerns are related to business policies and technology.
[More]
Technology Corner
CardScan Pro for SalesLogix
CardScan Pro is ideal for salespeople. Now a business card can be scanned quickly, eliminating time spent typing and the associated errors. All leads are captured accurately and fast, improving follow-up time and effective program measurement. It’s an ideal marriage that increases productivity of sales and empowers the SalesLogix CRM solution for your new clients.
CardScan Pro is more than a business card reader. It’s a productivity tool that helps you do business faster, easier, and more efficiently than ever. Better yet, now it’s even more affordable.
- Save time by capturing data right off of your prospect’s business card
- Remove errors of data entry
- Improve follow-up time
- Increase the productivity of your sales team
For more information on CardScan Pro, contact your Macdonald Consulting Group
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