Zoho Tips & Tricks webinar – September 2018

September 25, 2018, 10:00am - 10:30am EST
A half-hour webinar jam-packed with ways to optimize your Zoho CRM experience!

Featured this month:
- Appointment booking integration with Calendly
- Phone numbers with extensions
- Changing the radius on the Contacts Near Me view

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 Zoho CRM newsletter.
 

Salesforce.com Tips and Tricks – September 2018

September 25, 2018, 11:30am - 12:00pm EST
A half-hour webinar jam-packed with ways to optimize your Salesforce experience!

Featured this month:
- Creating a Custom Report Type
- Adding a Formula Field to Calculate Age from Another Date Field
- Lead Settings

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.
 
A half-hour webinar jam-packed with ways to optimize your Microsoft Dynamics CRM experience!

Featured this month:
- Make a View Editable (In-Line!)
- Change the Displayed Fields in Dynamics 365 Mobile App Views
- Throwback Tip! Make a Field Searchable

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 – September 2018

September 25, 2018, 2:30pm - 3:00pm EST
A half-hour webinar jam-packed with ways to optimize your GoldMine experience!

Featured this month:
- Shortcut Keys!
- View Completed Activities on the Calendar
- E-mail Attachments Location

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 GoldMine newsletter.
 
A half-hour webinar jam-packed with ways to optimize your Office 365 experience!

Featured this month:
- Update the Offline Global Address List in Outlook
- Reply All with a Meeting in Outlook
- Create a Geographical Chart in Excel

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 Office 365 newsletter.
 
Co-hosted by The Marks Group and Zoho Corp.

Topic: Zoho CRM Reporting and Dashboards

CRM Reports and Dashboards give you the ability to monitor, measure and analyze all aspects of your business, providing the information you need, to make better decisions.

Join us at our October meet-up where we’ll demonstrate how to build custom reports and dashboards in Zoho CRM using real-world examples that take advantage of some recently added features.

We’ll also touch on some of the additional capabilities offered by Zoho Reports.

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

GoldMine Meetup: Fall 2018

November 16, 2018, 1:00pm - 5:00pm EST
Join the Marks Group for a meetup with our GoldMine experts!

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

Free CRM Summit: Fall 2018

December 14, 2018, 1:00pm - 5:00pm 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.

Agenda:

1:00 - 1:30 - An overview of the CRM market
1:30 - 2:15 - A Review of Zoho CRM
2:15 - 2:30 - Break
2:30 - 3:15 - A review of Dynamics CRM
3:15 - 4:00 - A review of Salesforce.com