Salesforce.com Tips and Tricks – July 2019

July 30, 2019, 11:30 am - 12:00 pm EST
A half-hour webinar jam-packed with ways to optimize your Salesforce experience!

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:
  • Customize Navigation in Salesforce Lightning
  • Lightning Density Settings
  • Visual Summaries with Kanban View
 

Microsoft Dynamics CRM Tips and Tricks – July 2019

July 30, 2019, 1:30 pm - 2:00 pm EST
A half-hour webinar jam-packed with ways to optimize your Microsoft Dynamics CRM experience!

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.

Featured this month:
  • Pin Records, Views, and Entities for Quick Access
  • Preview Upcoming Features
  • Microsoft Adds Teams Integration
 
 

Goldmine Tips & Tricks – July 2019

July 30, 2019, 2:30 pm - 3:00 pm EST
A half-hour webinar jam-packed with ways to optimize your GoldMine experience!

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.

Featured this month:
  • Add Holidays to the Calendar
  • Adding the Read Only User
  • Merge or Delete Contact Records
 
A half-hour webinar jam-packed with ways to optimize your Office 365 experience!

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.

Featured this month:
  • Create an Announcement in Teams
  • Team and Channel Mentions
  • Use Multiple Accounts with Office 365
 

Zoho CRM Meetup – Summer 2019

August 20, 2019, 12:00 pm - 5:00 pm EST
We’re elated to announce the next Zoho User Group meetup in Philadelphia to be held on August 20, 2019. In this meetup, we’ll walk you through some of the interesting tips and tricks of Zoho CRM. Detailed agenda TBD.

See you all soon!

Location:
SpringHill Suites by Marriott Philadelphia
Plymouth Meeting
430 Plymouth Road
Plymouth Meeting, PA 19462
 

GoldMine Meetup – Fall 2019

September 20, 2019, 8:30 am - 11:30 am EST
Join the Marks Group for our free quarterly session with our GoldMine experts! Agenda TBD.

Look forward to seeing you there!

Location:
SpringHill Suites by Marriott Philadelphia
Plymouth Meeting
430 Plymouth Road
Plymouth Meeting, PA 19462
 

Microsoft Dynamics 365 Meetup – Fall 2019

October 22, 2019, 8:30 am - 11:30 am EST
Join the Marks Group for our free quarterly session with our Microsoft Dynamics experts! Agenda TBD.

Look forward to seeing you there!

Location:
SpringHill Suites by Marriott Philadelphia
Plymouth Meeting
430 Plymouth Road
Plymouth Meeting, PA 19462
 

Zoho CRM Meetup – Fall 2019

November 20, 2019, 12:00 pm - 5:00 pm EST
We’re elated to announce the next Zoho User Group meetup in Philadelphia to be held on November 20, 2019. In this meetup, we’ll walk you through some of the interesting tips and tricks of Zoho CRM. Detailed agenda TBD.

See you all soon!

Location:
SpringHill Suites by Marriott Philadelphia
Plymouth Meeting
430 Plymouth Road
Plymouth Meeting, PA 19462