Co-hosted by The Marks Group and Zoho Corp.

Topic: CRM Blueprints and Layout Rules

If you haven’t yet discovered Zoho CRM’s Layout Rules and Blueprint features, you will be amazed at how these additional automation tools, introduced in 2017, can greatly improve and simplify the use of your CRM system. Blueprints and Layout Rules give you the power to build in your sales process! Instead of having to remember each step of the process, your sales people will be walked through the process by simply pushing buttons and being presented with instructions or data fields to populate. Other aspects of the sales process can also be automated through the Blueprint. Take that next leap forward in your CRM use and experience with Blueprints and Layout Rules!

Coffee will be out at 12:30, with the session kicking off at 1. Look forward to seeing you there!
 

Zoho Tips & Tricks webinar – July 2018

July 31, 2018, 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:
  • Beware – Importing records now affects your pick lists!
  • Make the Task Record Subject field a pick list!
  • Share ONLY specific records!
 

Salesforce.com Tips and Tricks – July 2018

July 31, 2018, 11:30am - 12:00pm EST
A half-hour webinar jam-packed with ways to optimize your Salesforce experience! Featured this month:
  • Changing Themes in SF
  • Creating custom themes
  • Tracking Your Lightning Change Over
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.
 
Featured this month:
  • Two Ways to Reassign Records
  • How to Troubleshoot Workflow Issues
  • Clear the Cache in Dynamics 365 Portals
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.
 

Goldmine Tips & Tricks – July 2018

July 31, 2018, 2:30pm - 3:00pm EST
Join us each month for GoldMine CRM tips and tricks that can greatly enhance your GoldMine CRM experience. Featured this month:
  • Viewing the Process Monitor
  • Adding Comments to the Contact Record
  • Automatically Scheduling Followups
 
Join us each month for our new Office 365 tips and tricks that can greatly enhance your Office 365 experience! featured this month:
  • Change your Office 365 Password
  • Install Software from the Office 365 Portal
  • Change Notifications Settings in the Office 365 Portal
 
Presented in conjunction with Ooma Inc. American businesses have learned to do more with less. And it’s because of technology. Smart business people know this. And the managers of today are looking to capitalize on the trends of tomorrow. So what technology trends will impact your business in 2018? And for the next five years after that? What should you be doing now to profit in the future? In this presentation, national columnist, best selling author and successful business owner Gene Marks will discuss the latest tools, technologies and web based services that smart business people are investing in today to make themselves more efficient, productive and profitable in the years to come. During this session Gene will discuss:
  • The latest technologies for keeping yourself and all of your employees productive when mobile
  • Web based services for lead generation and marketing that will generate more revenues
  • New applications for improving customer service and product delivery
  • Advances in searching and buying technologies to find the lowest priced goods around the world and help customers find your products and services
  • The next generation of powerful cloud based and mobile applications for customer relationship and project management, time and billing, job costing and collaboration
Still working in the old world? Afraid of losing the competitive edge? New startups are appearing every day, run by a generation of people that understand how to use these technologies to operate more efficiently and profitably. Isn’t it time to get up to speed?
 

Microsoft Dynamics 365 Training Meetup – Fall 2018

September 14, 2018, 1:00pm - 3:00pm EST
Join the Marks Group for the quarterly training session with our Microsoft Dynamics experts! Topics TBD - stay tuned! Coffee will be out at 12:30, with the session kicking off at 1. Look forward to seeing you there!