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Tips and Tricks
Saving Emails as SalesLogix Attachments
Most people know that you can drag an e-mail
from Outlook into SalesLogix and create a
history record. You probably also know that
you can drag a file from the desktop to SalesLogix
and create an attachment. But did you know
that you can drag an e-mail directly from
Outlook onto the SalesLogix attachments tab
and save that e-mail as an attachment? This
can be helpful if you or your customers want
to maintain the formatting of an HTML e-mail.
Color Code your SalesLogix Dates in Outlook
Do you want an at-a-glance view of all your
Outlook calendar entries that come from SalesLogix?
Outlook allows you to color code calendar entries
imported from SalesLogix. If, for example, you
want all your calendar events from SalesLogix
designated as important, you can select red
and quickly differentiate them from the rest
of your Outlook Calendar items.
| To Color Code your SalesLogix
entries: |
| • |
Go to your Outlook Calendar |
| • |
Right click anywhere on the
calendar |
| • |
Select Automatic Formatting |
| • |
Click Add
and give it a name, e.g. SLX Items |
| • |
Set Label
to your preferred color |
| • |
Click Condition…
button |
| • |
In the Search for the
word(s) field, type, SLX ID
|
| • |
In the In
field, select subject and notes fields |
| • |
Click OK,
then OK again |
Industry Articles
If You Don’t Do Surveys,
You Can’t Be Serious About CRM
In a tough economy the competition is fierce,
and the ability to leverage satisfied customers
is more important than ever. At a minimum,
CRM should help us know our customers better
and help us make our relationships with them
more profitable. [More]
The Mantra of Measurement: Measure Now and
Measure Often
CRM success measurement can be fairly complex
and time-consuming, two truths that tempt
managers to skip the step. It often begins
as a formal activity in which the company’s
customer-focused strategies are deconstructed
into a set of initiatives—what I call the
CRM Portfolio—each of which has its own list
of quantifiable success criteria. The basic
rule-of-thumb is the ability to finish the
sentence:
" We’ll know this CRM project is a success
when it…" [More]
How to Successfully Link
New CRM Technology with Legacy Systems
Most companies don’t have the luxury of completely
discarding their IT infrastructure when introducing
a new CRM technology. Integration is the linchpin
to success; it can seamlessly bridge systems,
or become a costly and time-consuming albatross.
Following are the five strategies for connecting
the new with the old. [More]
Partner Updates
Charlie Kemmerer is now with Macdonald Consulting
Group as Vice President of Front Office Solutions.
We are proud to welcome Charlie aboard. You
will be pleased to find that Charlie is as
accessible and helpful as always and with
more resources at his fingertips.
Congratulations
to Sinu Batchu for completing his Microsoft
SQL Certification. Sinu is also an MCSE and
SalesLogix Certified Engineer in our Atlanta
office
Upcoming SalesLogix Events
Let's Talk Process: Tactical Steps for Driving
Higher Sales from Your CRM Initiative
| March 16, 2004 |
| |
11:00AM - 12:00PM Pacific Time |
| |
12:00PM - 1:00PM Mountain Time |
| |
1:00PM - 2:00PM Central Time |
| |
2:00PM - 3:00PM Eastern Time |
Investment in CRM by small and medium-sized
businesses (SMB) is on the rise, but key questions
still sit in the minds of decision makers:
How do I achieve 360-degree views of my best
customers? How do I use that intelligence
to create new processes that empower sales
personnel and drive ROI?
In this event, SalesLogix and Peppers
& Rogers Group will illustrate: how to
build actionable, 360-degree customer profiles;
how sales managers can use this insight to
more precisely forecast revenue, generate
accurate propensity-to-buy analyses and collaborate
with marketing to craft targeted messaging
and drive more qualified leads; and how sales
reps can profile and meet prospect needs across
the selling cycle to capture higher ROI. [Register]
Check out http://www.bestwebevents.com/ later
this month for additional events.
News
from SalesLogix
Gartner: Best Software Tops SMB CRM
Market
According to recent research from Gartner,
Best Software is the market share leader in
the small-and-medium business CRM marketplace.
Gartner estimates that Best Software,
makers of ACT! and SalesLogix, has amassed
25 percent of the worldwide CRM market in
the small business space, besting companies
like FrontRange and Salesforce.com, which
are vying for the same space. [More]
Technology Corner
In the constantly changing
business environment, successful business leaders
realize that customer information is critical
to success. Survey Says for SalesLogix can gather
critical information about how customers view
your products and services. Gather information about the beliefs,
attitudes, knowledge, behaviors, plans and
backgrounds of your most valuable customers.
Obtain opinions and assessments of your latest
products and programs. Evaluate a process
or discover the outcomes and impacts of programs.
Survey Says provides you with critical
information when the only way to learn about
customers is to ask them.
| • |
Simple user interface for easy to create
surveys |
| • |
Pre-developed survey templates
to use or modify to create your own
surveys |
| • |
Capability to distribute surveys
to contacts or groups of contacts by
importing them from your SalesLogix
database |
| • |
Full SalesLogix integration
to track your contacts’ survey results |
| • |
Graphic reports to provide
both high level and detailed view of
results |
To
find out more, please call us or download
the Survey
Says brochure (pdf 269K).
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