Zoho Tips & Tricks webinar – May 2018

May 29, 2018, 10:00am - 10:30am EST
Join us each month for Zoho CRM tips and tricks that can greatly enhance your Zoho CRM experience. Topics for this month include:
  • Introducing PORTALS!
  • Validation Rules
  • Scoring Rules
 

Salesforce.com Tips and Tricks – May 2018

May 29, 2018, 11:30am - 12:00pm EST
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. Topics for this month include:
  • Discussing 2 Factor Authentication
  • Report Charts in Lightning
  • Lightning for Gmail
 
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. This month's topics include:
  • Using the Charts Pane
  • Add a Filter to an And/Or Group in Advanced Find
  • Use Excel Online to make Importing or Editing Read-Only Records a Breeze
 

Goldmine Tips & Tricks – May 2018

May 29, 2018, 2:30pm - 3:00pm EST
Join us each month for GoldMine CRM tips and tricks that can greatly enhance your GoldMine CRM experience. THis month's topics include:
  • Setting the Default Username
  • Enabling/Disabling Universal Search
  • Max Records to Show
 
Join us each month for our new Office 365 tips and tricks that can greatly enhance your Office 365 experience! This month's topics include:
  • Research from within Microsoft Word
  • Change your Outlook Calendar Working Hours
  • Use @mentions in Outlook Emails
 

Free CRM Summit: Spring 2018

June 15, 2018, 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.

Agenda:
  • 8:00 - 8:30 - Continental breakfast, check-in
  • 8:30 - 9:00 - An overview of the CRM market
  • 9:00 - 9:45 - A review of Zoho CRM
  • 9:45 - 10:30 - A review of Microsoft Dynamics
  • 10:30 - 10:45 - Break
  • 10:45 - 11:30 - A review of Salesforce.com
  • 11:30 - 12:00 - The 3 Laws For CRM Success