Tips and Tricks

What are all those image001.gif files in my attachments?
Many people have logos embedded in their email signatures. When you 'Send SalesLogix' or 'Apply to Notes and History' you will be asked if you want to include the attachments. If you answer OK, then the embedded graphics are added to your SalesLogix Attachment tab. Sometimes, you might notice that there are no attachments on the email and you are prompted to keep the attachments. That is usually an embedded logo or graphic. If there isn't a document attached to the email, answer no to reduce the clutter. It's ok to right click and delete these, too.

Color-code your events for easy travel management.
If your SalesLogix users travel a lot and it is important for them to easily see where they are going to be, you can color-code the events to correspond to different locations. This can be real handy to keep you from scheduling an appointment in the Boston office when you plan to be in Dallas. In the Administrator (V6.1 and earlier), select Tools, Options, then Client Events. From here, you can add different locals with different colors.

Sending a quick update to the boss
Sometimes you need to keep someone updated on a hot topic or situation. So, you complete your call and enter your notes in SalesLogix. If the other person doesn't know that the notes are there, they would have to go searching to get updates. A simple way to send your notes:

1. Select the note on the Notes/History tab

2. Click on the 'Filter' option button. Notice that you now have a couple more buttons on the right.

3. click on the 'Email button'. This opens an email dialog box with the note in the body of the email. You can then fill in the recipient's email address.

The Real Value of Data
In the quest to achieve revenue growth technology has been positioned as the great enabler of managing customer relationships. In fact, there seems to be a general sentiment that if a company wants to grow revenues and improve profit margins, it needs to make investments in technology to more effectively and efficiently manage customers. Call it emotional contagion brought about by a seductive promise of profitable growth. [More]

Increasing the Corporate Loyalty Factor
Customer Satisfaction, Customer Loyalty, Customer Centricity, Customer Care: these are the buzzwords of today. Companies clearly recognize that it costs anywhere from 6 to 10 times more to acquire new customers than it does to maintain existing customers. The result – everyone is trying to gain the attention of their customer base and trying to improve the customers' perceptions of the performance of the company.[More]

Partner Updates

MCG will soon be ACCPAC certified...Stay tuned!

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.

SalesLogix-What's New in v6.2?
Best Software presents SalesLogix v6.2, the latest release that offers significant product enhancements plus the new Customer Service module.

SalesLogix v6.2 provides significant new functionality across the product suite as well as greater ease-of-use and flexibility, with solutions designed to increase sales and marketing performance and maximize customer satisfaction and loyalty.

Topics:

• Easier implementation
• SalesLogix Customer Service
• Enhanced opportunity management
• Increased ease of use
• Customization options
• & much more!
  

Join Chris Reich, Director of Product Management, as he provides an hour-long overview of the new features and functionality of v6.2, including express implementation, an updated user interface, multi-currency support, global date/time support and single sign-on Windows authentication. There will also be a quick overview of SalesLogix Customer Service, an integrated part of the SalesLogix CRM suite that delivers powerful issue tracking and resolution tools to maximize customer satisfaction and retention.[Register]

Check out http://www.bestwebevents.com/ later this month for additional events.

News from SalesLogix

Participate in the 2004 Users Choice Awards
Recognizing excellence from CRM services and solutions providers [More]

Best Software Unveils Triple-Barrel Midmarket CRM Strategy
Best Software revealed plans to take more CRM market share in the small- and midsize business markets at its annual Insights conference, held in Orlando, FL, last week. A three-tier approach to CRM software and a new foray into hosted CRM led the agenda.[More]

Do you need to . . .

• Clean-up your databases(s)?
• Avoid importing duplicates from marketing lists?
• Integrate or cross-reference different application databases?
• Consolidate multiple databases?

With its sophisticated QMatch+ algorithms, Paribus can identify similar or matching information regardless of misspelling, case, phonetics, sequence and content, providing the means to compare similarities in data such as company names, contact names, addresses, telephone numbers and other related information.

Maximize your sales and marketing effectiveness and reduce sales and marketing costs by minimizing time spent checking and de-duplicating databases manually. Help ensure the success of your CRM initiative by using Paribus to easily identify and resolve duplicate record issues in your SalesLogix system. [Read More]