Tips and Tricks

How to produce an email distribution list with Outlook and SalesLogix
Using SalesLogix (v5.2 and later), there is actually a very easy way to create an email "distribution list" of sorts with Outlook. Using either a dynamic or ad hoc group of Contacts, go into the list view and highlight all the names, then go to Write > Email... on the SalesLogix menu bar. All contacts that have email addresses will be added to the BCC line of an Outlook email and your name will be added on the To line. A practical application for this is simply and quickly generating an email with all the subscribers in the BCC line for an email newsletter.

	Template: Public Templates > Letter > Blank
	Output: File
	History Options: Fill in Result, Regarding, Category, and Notes as desired.

	On the SalesLogix menu, select Write > Templates..., then click the New button.
	Template Properties:
	» Template Type: E-mail
	» Name: My Contact Info
	» Family: E-Mail
	In the SalesLogix Template/E-mail Editor window, add a Subject that will help your email to be easily recognizable for the recipient, such as, "Contact Info for My Name of My Company".
	Add body text that has your name, phone number(s), email address, etc.

This email template can now be quickly accessed from the SalesLogix menu bar by going to Write > Email Using Template > Name of the Template you just created. (If this is your first time to use this template, you’ll have to select it from the "More Templates..." menu option, then click "Yes" when prompted to add the template to the list.

Social networking makes CRM business case
It is becoming clear that social networking will be yet another methodology embedded in a sales operation. The question is, will such applications remain viable as a stand-alone technology, or will they eventually be acquired by suite providers? [More]

Microsoft reins in Longhorn for 2006 launch
Microsoft is aiming to release Longhorn in the first half of 2006-a move that will require the company to scale back some of its more ambitious plans for the next version of Windows. [More]

Partner Updates

Charlie Kemmerer, Vice President of Front Office Solutions at Macdonald Consulting, will be speaking at our next customer meeting on Thursday, June 24th, 2004.  Charlie will be talking about how Best Software front office applications such as SalesLogix and ACT! are seamlessly integrated with back office solutions such as MAS 90, MAS 200 and MAS 500.

If you would like to attend this event, whether you are a customer or not, please click here to RSVP.

MCG is currently scheduling SalesLogix v6.2 seminars for upcoming dates to be determined. Dates will be posted in the next newsletter and in the "Events" section of the MCG web site.

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

Best Software Extends Elite CRM Industry Status:
SalesLogix honored by Information Systems Marketing Inc. and Communications Solutions for technology, vision and innovation. [More]

Midsize Companies, Mammoth Results:
"Meyer wanted to implement more reporting and analysis tools, as well as scale up to a much larger user base with a customized, internally maintained system that could process orders from the company Web site. So in March 2002, Code 3 switched vendors and implemented SalesLogix, integrated with Platinum for Windows (PFW) by Best Software, to link its sales, finance, and shipping departments." [More]

To find out more, please call us or visit http://www.corummobile.com/.

Vaultus Mobility for SalesLogix enables SalesLogix software to be quickly, easily and securely extended to handheld devices. Developers can create and deploy customized SalesLogix-based applications to run natively on a handheld device without writing a single line of code. Mobile workers can now create, modify and access all SalesLogix-related information pertaining to Contacts, Accounts, Activities, Opportunities and Literature Requests while away from the office. They can then synchronize all data directly with the SalesLogix system via wireless, cradle or dial-up connections.

Download this PDF file for more information. [Download PDF]

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