Salesforce.com Tips and Tricks – May 2019

May 28, 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:
  • Enabling Salesforce Email
  • Creating Personal E-mail Templates
  • Sending E-mail using Templates
 
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:
  • When in Doubt, use Decimal Field Types Instead of Whole Numbers
  • Format Single Line of Text Fields as Phone Numbers, URLs, Emails, and More
  • Bulk Edit Records
 

Goldmine Tips & Tricks – May 2019

May 28, 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:
  • Adding a Picture to the GM+View Tab
  • Adding Google Maps to the GM+View Tab
  • Creating a Group Based on a Filter
 
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:
  • Manage Tasks with Microsoft To-Do
  • Pin Apps to the App Launcher
  • View New or Upcoming Features, Issues, and Updates in the Message Center
 

Zoho CRM Philadelphia User Group Meetup – May 2019

May 29, 2019, 12:30 pm - 5:00 pm EST
We’re excited to announce the next Zoho User Group Meetup in the Philadelphia are to be held on Wednesday, May 29, 2019. In this meetup, we’ll walk you through some tips and tricks of Zoho CRM (for both beginners and advanced users).

Agenda:
12.30 pm to 1:00 pm: Configure Zoho CRM to best fit your business. [Recommended for beginners]
1:00 pm to 2:00 pm: Learn easy and advanced tips/tricks to use Zoho CRM better.
2:00 pm to 2:15 pm: Q&A
2:15 pm to 2:30 pm: Learn what the Zoho Community is all about.
2:30 pm to 3:00 pm: Networking/Break
3:00 pm to 5:00 pm: Review of Zoho Campaigns and Marketing Hub

In the beginner's track, you'll learn:
  • User management best practices
  • Basic customization tips and tricks
In the advanced user's track, you'll learn how to:
  • Connect your email inbox with Zoho CRM using POP3 and IMAP configurations.
  • Organize your emails and CRM information in a single view using SalesInbox.
  • Monitor email response and track email template performance using Email Insights.
  • Stay on top of all your communication channels using SalesSignals.
  • Organize your records using Tags.
  • Customize your KPIs graphically using Analytics.


The tips/tricks sessions will be followed by a review of Zoho Campaigns and the new Marketing Hub from 3:00 pm to 5:00 pm. We highly recommend this meetup for those who’d want to qualify, reach and engage your customers with personalized campaigns and manage leads across marketing channels.

This is a user group session where are experts and your peers will hopefully share new and interesting ways to use the Zoho product suite. Looking forward to seeing you!
 


Since 1994, The Marks Group PC has implemented CRM systems in more than 600 small and medium sized companies around the country. We’ve learned a lot.

Join us for a morning where we'll share with you our insights on the best CRM applications available, pitfalls to avoid and the best practices for implementing.

Your Takeaways:
-Knowledge of some of the best CRM systems on the market today, their strengths, weaknesses and pricing.
-Tips for evaluating and buying
-Best practices for getting the most value from your CRM

Who Should Attend:
Current CRM users (it doesn't matter what system you have) or those thinking of buying a CRM system in the next 12 months including:
-Business owners
-Sales, Marketing and Customer Service Managers
-Power users

Our Agenda:
8:15 AM - Continental Breakfast
8:45 AM - The Top 10 CRMs On The Market Today (Gene Marks)
9:15 AM - A Deep Dive Into Zoho CRM (Corey Babka)
9:45 AM - A Deep Dive into Microsoft Dynamics (Corey Babka)
10:15 AM - Break
10:30 AM - A Deep Dive into Salesforce.com (Corey Babka)
11:00 AM - How To Get The Most From Your CRM System (Gene Marks)
11:30 AM - Wrap up

Our Presenters:

Gene Marks
Gene is the owner of the Marks Group PC and writes columns on CRM and technology for both Forbes and Inc. Magazines. Gene also writes weekly for The Philadelphia Inquirer and regularly for The Guardian and Entrepreneur.com. Gene frequently speaks to business groups across the country on economic, tech and other trends affecting their businesses.

Corey Babka
Corey Babka is the VP of Operations at The Marks Group, where he is responsible for the success of our clients and their projects. Having over 15 years’ experience in the business systems space, Corey focuses on technology and process analysis, making sure that clients are able to translate their process to the right software and not vice versa. He is currently certified in multiple CRM systems, specializing in sales process and helping our clients get the most out of their software and other business technologies.

Date: June 21, 2019
Place: Marriott Springhill Suites - 430 Plymouth Rd, Plymouth Meeting, PA 19462
Cost: $99 per organization/company (you can have as many people as you'd like attend from your organization)