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Front Page News
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If you have ever considered adding a mobility component to your SalesLogix CRM system, now is the time to do it. Mobile CRM applications are no longer in their infancy, which means that costly and time-consuming mobile initiatives are rapidly becoming...
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Have you every copied and pasted multiple email addresses from your SalesLogix database into Outlook “and wished there was a more time-efficient way of sending emails to your Contacts? If so, this week’s “Training Corner” tip is for you. Here’s a quick...
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As I work with the Infinity team to prepare for the upcoming Executive Briefing Series on Business Analytics, I’ve noticed some interesting parallels between the challenges I personally face as a United States Swimming coach and the challenges that organizations...
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If you use the SalesLogix calendaring functions frequently, you’ve probably noticed that completed Activities disappear from your Calendar view once they are completed. With a single, quick update, however, you can easily view all of your completed Activities...
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Have you ever wished you could take your SalesLogix data “on the go” with you? If so, this week’s tip is one that you and your team will find especially useful. Did you know you can quickly export a contact’s Notes-History records into a Word document?...
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I’m sure many of you already know that the SalesLogix Quick Find feature is a simple and painless way to search your database for an Account, Contact, Lead, Opportunity or Campaign record fast, but did you also know that using the value % allows you to...
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I wanted to take a moment and let you know about two upcoming Infinity sponsored events that will provide you and your team with some fresh insight on how to take your system to “the next level” during the upcoming year. Infinity Info Systems’ SalesLogix...
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You will be reading a lot of posts in the near future regarding our Business Intelligence division, centered on Visual Analyzer. While VA is extremely beneficial for reporting on SalesLogix, many of our clients are using it to augment the SalesLogix query...
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Constantly bouncing back and forth between the multiple views of Account, Contact and Opportunity records within SalesLogix can be time-consuming, but I have a helpful hint that will allow you and your team to more productively navigate though your system....
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Welcome to the Infinity Info Systems “Training Corner” Blog. As Infinity’s lead SalesLogix trainer, I can honestly say that I am asked challenging and thought-provoking questions in each and every one of my classes. This “Training Corner” will now give...
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Without a doubt, one of the “hottest” topics in the Sage community right now is the upcoming release of SalesLogix v7.5 (code named Sahara). Interest is at such a high-level because v7.5 promises to be a state-of-the-art upgrade to the SalesLogix platform...
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Most of us here are SalesLogix end-users, so we are aware of the many benefits CRM technology has to offer. These days, however, a good CRM technology platform (think SalesLogix) can go far above and beyond sales force automation and can be used within...
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You’ve heard me say it many times before: a successful CRM initiative is an evolutionary process – it takes some work to keep it up even after the initial implementation is complete. Administrators and users alike have to maintain the database, keep the...
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After our clients have implemented a CRM system and things are running smoothly, they often ask us how they can take their CRM system to the next level. There are many, many different add-on products available that will make your system more robust and...
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We’ve all heard the old adage: garbage in, garbage out. Many clients ask me how they can keep their data clean. I thought it would be a fantastic idea to post my answer on Scott’s blog, in order to share this with all of you that are interested. It’s...
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One thing I can’t stand is double-work. I’m sure many of you are the same way. When you see something being done that has already been done by someone else or that another group is currently working on, it probably gets on your nerves just like it gets...
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NOTE: Sage just announced that Version 7.2 of SalesLogix will be delivered on August 10 th . Stay tuned for more details as they unfold. First, I’d like to say that it was great to see so many of you at our annual i3 event this past June 14th in NYC....
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Below is Part Two of Mike Hammond’s post, “The Importance of Integrated Systems.” Economics and Expectations In today’s business environment we are all often challenged to do more with less. We are required to maximize previous investments in technology...
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This week I’ve asked Mike Hammonds, formerly of Sage, to write about the importance of integrated systems. Mike worked at Sage Software for years, and is one of the most knowledgeable experts on CRM and SalesLogix. His take on integrated systems is very...
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This week’s post will continue my SalesLogix Version 7 Report Card. Let’s take a look at the upgrades Sage made to Customer Service, Mobility, and Web Enablement. Customer Service Unlike previous releases, Version 7 allows the end-user to access Customer...
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The launch of SalesLogix Version 7 last September was very much anticipated by our clients and the Infinity staff. Sage had been gearing up for this release for a while and in my opinion, did an excellent job of listening and responding to customer feedback....
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Part II There is no doubt that users who are excited about implementing a new CRM system will boost its ROI. An end-user’s willingness to embrace the new system, and dedicate time to make it work properly for them, makes it highly likely that the system...
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Part 1 It seems as though the latest buzz-phrase in the CRM industry is “end-user adoption.” It's more than just a trend in the industry, though. Achieving end-user adoption is the single most critical factor in making your CRM implementation a success....
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There is no denying that mobility is hot topic these days. You can’t get on a train or walk down the street here in New York City without seeing at least every 5 th person looking down at some sort of mobile device. Businesses – especially business using...
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Throughout the course of any given week, staff members at Infinity are repeatedly asked, “What is the best practice for (fill in the blank here with any CRM-related issue)?” and “What does Infinity do in this situation?” Best practices are ways of doing...
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