|
February 2004
SalesLogix Events
Best
Software Web Events
Newsletter Sections
CSI Update
Tips and Tricks
Industry Report
Best Software Webinar
News from SalesLogix
Technology Corner |
Welcome
Welcome to the inaugural issue of CRM &
Technology Management. This email newsletter is brought to you
on behalf of Customer Systems Inc, a SalesLogix Business Partner
and CRM Guild member. This monthly newsletter has been designed
for you, the CRM Administrator & Business Analyst, to provide
you with tips and tricks that will help you get more out of your
CRM system. We'll also do our best to keep you up to speed on
the latest industry developments and other interesting updates
we think you should be aware of.
In
the last 7 years, the most significant lesson we've learned is
the *crucial* role the Administrator plays in the overall success
of CRM objectives for their company. This is why we are enthusiastic
about providing you with what we hope will be beneficial information
from month to month. (And if there is a topic you'd like us to
discuss in a future newsletter, please send us your feedback.)
If
CSI can ever be of service to you, please contact me at 480.941.1955.
Customer Systems, Inc. Update
Customer
Systems sets a new standard for efficiency at MPEG LA.
Click
here to read the case study
Tips and Tricks
How
Do New Groups Get Their Layout?
When you create a new Contact, Account or Opportunity group in the
Sales Client, the Group's default Layout (i.e., which columns are
displayed and the order and width of each column) is determined
by the corresponding 'Latest' Group for each type. In other words,
the Layout in the Group 'Latest Contacts' determines the layout
for all new Groups.
Therefore, if you have a certain field that you want to see in all
new Groups (or a field you don't ever want to see), change the 'Latest'
Group and all new Groups that you build will have that layout. To
apply this change for all users, go into the Architect and update
the release of the Group after you change it.
What's in a Name?
When you enter a contact name into SalesLogix, SalesLogix automatically
parses the name into its logical components. For example, if you
add a contact named "John Q. Public," SalesLogix considers
"John" to be the first name, "Q." to be the
middle name and "Public" to be the last name and stores
the name as such.
There are system picklists for both Last Name Prefixes (Van, St.,
etc.) and Last Name Suffixes (MD, Jr., etc). SalesLogix uses these
picklists to determine, say, when you enter a contact named "Al
Del Greco", that "Del" is not the middle name but
it is, in fact, part of the last name. However, occasionally you
may enter contacts whose last name prefixes or last name suffixes
are not in the default system picklists and are therefore not recognized.
This may cause problems when you try to do a lookup by last name.
SalesLogix will seem unable to find the contact.
To see how SalesLogix has parsed a name, click into the Contact
name field and simply press the F2 key. You'll see the name broken
down into its components.
Prefixes and suffixes that you commonly run across can be added
to the system picklists. Contact your SalesLogix administrator for
help.
Industry Report
Involving Your CIO in CRM
Involving the head of your Information Systems function is critical
to the success of any comprehensive Customer Relationship Management
(CRM) program. The Chief Information Officer (CIO) must not only
manage the installation of new company-wide computer systems but
must also play a major role in ensuring that data is effectively
assembled to create a comprehensive picture of the company's customers.
Carol L. Johnson, a specialist in strategy development and technology
management, has written an informative article about the ways
in which the CIO’s involvement in the CRM transformation
can create long-term benefits for the entire organization.
Click
here to view article
Best Software
Webinar
Free Front Office / Back Office Integration Webinar
SalesLogix integration to back-office products combines best-of-breed
sales automation and financial management applications. Best Software
recognizes how critical timely and accurate financial information
is to selling and to supporting customers. That is why they plan
to offer a free one-hour online seminar about integrating the
front and back office to provide both sales and accounting personnel
the information they need, presented in an interface they understand.
When SalesLogix is integrated with your back-office system, orders
get to accounting more quickly, customers receive product sooner,
the company gets paid faster, salespeople get commission checks
earlier, and customers are serviced better! Webinar topics include:
-Overview of Front and Back Office Integration
-Benefits
-Integration Blueprint
-Product Features Tour
-Possibilities
Check out www.bestwebevents.com
later this month for details and sign up.
News from
SalesLogix
SalesLogix 6.2 Update
The SalesLogix Product team began releasing SalesLogix v6.2 Beta1
to registered Beta sites late in December. SalesLogix v6.2 will
represent a major product revision with significant product enhancements.
We will keep you informed as information becomes available.
Technology
Corner
Quickly
create reports without knowledge of SQL, SalesLogix schema, Crystal
or relational databases!
SalesLogix
Pivot Reporter allows users to quickly create reports using the
information in your SalesLogix database. Within minutes of installing
SalesLogix Pivot Reporter and following the 20-minute tutorial,
you can be creating your own reports.
- Designed
especially with sales and marketing managers in mind.
- No
special report writing or database skills necessary.
- One
click export to Microsoft Excel.
To
find out more or get a free 30-day evaluation,
click
here or contact Patrick Sullivan
at 480.941.1955.
And
now, save $100 on SalesLogix Pivot Reporter if purchased by February
28th, 2004!!!
UNSUBSCRIBE
INFO: This email communication contains Customer Systems Inc.
updates. If you do not wish to receive email messages from Customer
Systems Inc. in the future, simply reply to this email and put
"Unsubscribe" in the subject header.
SUBSCRIPTION INFO: If you know of someone else who would like
to receive this newsletter, please reply to this message and add
their email address in the body of the message.
This message
was sent by Customer Systems Inc.
8777 E. Via De Ventura, Ste 340
Scottsdale, AZ 85258 USA |
