Zoho Tips & Tricks – August 2017

August 29, 2017, 10:00 am - 10:30 am EDT

A half-hour webinar jam-packed with ways to optimize your Zoho CRM experience!

In this session we'll cover:

  • Data Sharing Rules, User to User
  • Updating Data Privacy Settings
  • SALESIQ – troubleshoot the visibility of your chat widget

**Please be sure to register for the GoToWebinar session here!   (or copy and paste this URL if the link doesn't work: https://attendee.gotowebinar.com/register/5825122828258448642)

Join us each month for Zoho CRM tips and tricks that can greatly enhance your Zoho CRM experience.

Sign up to get our monthly Zoho newsletters here!

Salesforce.com Tips & Tricks – August 2017

August 29, 2017, 11:30 am - 12:00 pm EDT

A half-hour webinar jam-packed with ways to optimize your Salesforce experience! In this session we'll cover:

  • Adding a custom URL (LinkedIn) to a contact page
  • Creating a default subject for a task
  • Advanced validation using roles

**Please be sure to complete GoToWebinar registration here prior to start time! (or copy and paste this URL if the link doesn't work: https://attendee.gotowebinar.com/register/2775720787110610945)

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.

To subscribe to our newsletter, please click here.

Microsoft Dynamics 365 Tips & Tricks – August 2017

August 29, 2017, 1:30 pm - 2:00 pm EDT

A half-hour webinar jam-packed with ways to optimize your Microsoft Dynamics experience! In this session we'll cover:

  • Navigate Forms with Keyboard Shortcuts
  • Duplicate a Business Rule
  • Service Health and Diagnostics

**Please be sure to complete GoToWebinar registration here! (or copy and paste this URL if the link doesn't work: https://attendee.gotowebinar.com/register/8758101981188951041)

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.

To subscribe to this newsletter, please click here.

GoldMine Tips & Tricks – August 2017

August 29, 2017, 2:30 pm - 3:00 pm EDT

Join us each month for GoldMine CRM tips and tricks that can greatly enhance your GoldMine CRM experience. In this session we'll cover:

  • Setting Default Alarm Behavior
  • Showing Completed Activities on the Calendar
  • Contacts without History

**Please be sure to complete GoToWebinar registration here prior to start time! (or copy and paste this URL if the link doesn't work:  https://attendee.gotowebinar.com/register/1787253236672811267)

Sign up to get our monthly GoldMine newsletters here!

Microsoft Teams Tips & Tricks – August 2017

August 29, 2017, 3:00 pm - 3:30 pm EDT

A half-hour webinar jam-packed with ways to optimize your Microsoft Teams experience! In this session we'll cover:

  • Tips for Meetings
  • Manually Check for Updates
  • Edit Existing Messages or Comments

**Please be sure to complete GoToWebinar registration here! (or copy and paste this URL if the link doesn't work: https://attendee.gotowebinar.com/register/4243686457938369539)


Sales and Marketing Technologies: CRM and Beyond

September 19, 2017, 9:00 am - 12:00 pm EDT

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!