Zoho Tips & Tricks – September 2017

September 26, 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:

  • Custom Links
  • Restrict Access to Specific Fields
  • CREATE ONE HOME PAGE FOR ALL!

**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/5441733020053456643)

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 – September 2017

September 26, 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:

  • Setting up a Kanban page
  • New Home Page for Lightning
  • Dates on imports

**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/3145895566652398851)

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 – September 2017

September 26, 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:

  • Column Missing Option to Filter in View
  • Create Top Opportunities Chart with Detailed Revenue
  • Redesigned Documentation Website

**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/3113566626261435649)

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 – September 2017

September 26, 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:

  • Modifying your Toolbar
  • Hiding Unused Menu Items
  • Hiding Unused Tabs

**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/1958902395747313411)

Sign up to get our monthly GoldMine newsletters here!

Microsoft Office 365 Tips & Tricks – September 2017

September 26, 2017, 3:00 pm - 3:30 pm EDT

A half-hour webinar jam-packed with ways to optimize your Office 365 experience! In this session we'll cover:

  • Copy Text from an Image with OneNote
  • Share or Send a OneNote Notebook
  • Quick Access Toolbar and AutoSave

**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/1016476894719389697)


Zoho CRM Training Meetup – Introduction to Zoho Books, Fall 2017

October 17, 2017, 8:30 am - 12:30 pm EDT

Introduction to Zoho Books

Join the Marks Group for a training session with our Zoho expert, Suzanne Kirkland! 

A less costly alternative to Quickbooks online ($29/mo instead of $50/month), Zoho Books is a full scale Accounting platform. With Zoho Books you can keep track of your Inventory, Banking (including automatic feeds from your bank!), Sales, Purchases, and more!  Easily create projects, log related time and expenses, and with a click of a button, generate invoices to send to your customers with links to pay online.  Zoho Books also provides a full suite of Accounting reports.  Join us to learn more and see just how friendly Zoho Books is to use!

Coffee and bagels will be out at 8:30, and Suzanne will kick off at 9. Look forward to seeing you there! 

**Please also RSVP at our Meetup page in addition to signing up on EventBrite

Microsoft Dynamics 365 Meetup: Fall 2017

November 14, 2017, 8:30 am - 12:00 pm EST

Please register for the event on this page, then click here to complete the full registration.

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!


Free CRM Summit: Fall 2017

December 12, 2017, 8:00 am - 12:00 pm 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 (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, 9:00 am - 12:00 pm 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!