Zoho Tips & Tricks webinar – October 2017

October 31, 2017, 10:00am - 10:30am EST
Join us each month for Zoho CRM tips and tricks that can greatly enhance your Zoho CRM experience. Featured this month:
  • Get a list of contacts that opened email
  • Import Improvements
  • Generate mailing lists using related Account and Potential Info

Salesforce.com Tips and Tricks – October 2017

October 31, 2017, 11:30am - 12:00pm EST
A half-hour webinar jam-packed with ways to optimize your Salesforce experience! In this session we'll cover:
  • Working with Bookmarks (Lightning)
  • Working with Views in Lightning Edition
  • Working with Campaigns
Free to Clients and Invited Guests- This series enables clients and specially invited guests to see and hear a live online demonstration of topics discussed in our monthly Salesforce.com newsletter.
Free to Clients and Invited Guests- This series enables clients and specially invited guests to see and hear a live online demonstration of topics discussed in our monthly Microsoft Dynamics CRM newsletter. Featured this month:
  • Change the Default Form for a given Entity
  • Make a Field Searchable in Global Search or View Search
  • Hide Subgrid Buttons using Ribbon Workbench
Join us each month for our new Office 365 tips and tricks that can greatly enhance your Office 365 experience! Featured this month:
  • MS Teams: External/Guest Access is now a Reality!
  • Hide Annoying Page Break Lines in Excel
  • Pin Files to Taskbar

Dynamics 365 Meetup – Fall 2017

November 14, 2017, 9:00am - 12:00am EST

Join the Marks Group for the quarterly training session with our Microsoft Dynamics experts!

Dynamics 365 v9.0 is coming soon so we'll provide an overview of the features being released. We'll introduce Microsoft Flow and provide an example of how it can be used to automate processes in Dynamics 365. Finally, we'll review the basics of Dynamics 365 for Phones and Tablets.

Coffee and bagels will be out at 8:30, with the session kicking off at 9. Look forward to seeing you there!

2017 is nearly over, and smart business people are already looking ahead to the next year.  They’re making investments, planning out their next moves, and creating strategies to grow both sales and profits in the months ahead.  Hopefully, you’re doing the same.
In this webinar, national small business columnist Gene Marks will share the marketing moves you can do right now to profit next year, including:
  • Investing in customer relationship management: What apps they’re using and what pitfalls they’re avoiding
  • Creating more online content: The best practices for starting your own video or podcast series
  • Revisiting their website and social media: The latest SEO and advertising tools and how they’re working with consultants
  • Moving towards marketing automation: The latest marketing automation technologies and how they’re generating leads
  • Establishing metrics: How data is driving their decision making and what metrics are most useful
  • And, you’ll walk away with great ideas and concrete strategies for creating a 2018 marketing plan specifically for your business
Brought to you by SCORE LIVE Webinars

Free CRM Summit: Fall 2017

December 12, 2017, 8:00am - 12:00pm EST

Are you researching a Customer Relationship Management application for your company? Want to know more about a few of the market leaders?

At the Marks Group, we sell and implement some great CRM applications.  And we'd like to take a morning and show them to you.  We'll personally review the pros and cons of each application, including costs, investment and future trends.

During that time we'll do an in-depth review of the latest CRM tools and the three very popular CRM systems that The Marks Group sells and implements - Salesforce, Microsoft Dynamics and Zoho.

Whether it's for two users or 200 users, we'll walk you through the pros, cons, good, bad and ugly of these three applications and compare them to other popular CRM systems on the market that you also might be interested in. We'll also share with you the three things that our most successful clients have done to succeed with their CRM systems.

You can take the time to ask whatever questions you want and really kick the tires.  At the end of this morning, you'll know what you need to know about four of the top CRMs out there.


8:00 - 8:30 - Continental breakfast, check-in 8:30 - 9:00 - An overview of the CRM market (Gene Marks) 9:00 - 9:45 - A review of Zoho CRM (Gene Marks/Suzanne Kirkland) 9:45 - 10:30 - A review of Microsoft Dynamics (Kelsey Petersen) 10:30 - 10:45 - Break 10:45 - 11:30 - A review of Salesforce.com (Corey Babka) 11:30 - 12:00 - The 3 Laws For CRM Success (Gene Marks)


Sales and Marketing Technologies: CRM and Beyond

January 23, 2018, 9:00am - 12:00pm EST

Join the experts at The Marks Group as we explore and discuss:

CRM Systems

  • When am I ready and what do I need to consider?
  • The major players
  • Verticals vs. the normal ones

 Marketing Automation Software

  • What is it and why would I need it?
  • Who are the players?
  • What should my considerations be (cost, integration, etc.)?
  • When am I ready for it?

We'll open with coffee and bagels, and then really dive in so you can find out all you need to know about these applications!

Join us on Feb 13th, 2018 in Plymouth Meeting to learn all about Zoho’s Reporting web-based application, called, applicably, Reports.  Reports greatly expands the reporting capability offered in Zoho CRM and can be used with your CRM data as well as other data sources to create beautiful, graphical dashboards and reports that provide insight into your business at a glance.  Features of Zoho Reports include the ability, like the Reports module within CRM, to automatically schedule and email your reports and dashboards, but with Zoho.Reports you can also publish and embed reports and dashboards across websites, intranets, blogs and more making the information accessible to people without logins! Following our presentation on Zoho Reports we’ll open the floor to any Zoho related questions you have.  Looking forward to seeing everyone at the Meet-up! Coffee and bagels will be out at 8:30, and Suzanne will kick off at 9. Look forward to seeing you there!