GoldMine Meetup: Fall 2018

November 16, 2018, 1:00 pm - 4:00 pm EST
Join the Marks Group for a meetup with our GoldMine experts!

Highlights will include:
-A review of GoldMine reporting (dashboards, reports, Crystal)
-A deep dive into opportunities and sales tracking options
-Open questions on all things GoldMine

Coffee will be out at 12:30, with the session kicking off at 1. Look forward to seeing you there!
 

Salesforce.com Tips and Tricks – November 2018

November 27, 2018, 11:30 am - 12:00 pm EST
A half-hour webinar jam-packed with ways to optimize your Salesforce experience!

Featured this month:
Restoring records from the Recycle Bin (classic edition)
Creating a Sandbox for Backup
Exporting a Full Backup

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.
 

Microsoft Dynamics CRM Tips and Tricks – November 2018

November 27, 2018, 1:30 pm - 2:00 pm EST
A half-hour webinar jam-packed with ways to optimize your Microsoft Dynamics CRM experience!

Featured this month:
Update the Opportunity ‘Reason for Loss’ Options
Quick View Forms
Lookup Field Filtering

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.
 

Goldmine Tips & Tricks – November 2018

November 27, 2018, 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.
 
A half-hour webinar jam-packed with ways to optimize your Office 365 experience!

Featured this month:
Disable Event Reminders for Past Events in Outlook
Display Outlook Messages as Conversations
Take Private Notes in Microsoft Teams

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.
 

Free CRM Summit: Fall 2018

December 14, 2018, 1:00 pm - 5:00 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:

1:00 - 1:30 - An overview of the CRM market
1:30 - 2:15 - A Review of Zoho CRM
2:15 - 2:30 - Break
2:30 - 3:15 - A review of Dynamics CRM
3:15 - 4:00 - A review of Salesforce.com
 

Zoho Meetup, Winter 2019: Zoho CRM

January 18, 2019, 9:00 am - 12:00 pm EST
Co-hosted by The Marks Group and Zoho Corp.

Topic: TBD

Coffee will be out at 9, with the session kicking off at 9:30. Look forward to seeing you there!

SpringHill Suites Philadelphia
Plymouth Meeting
430 Plymouth Rd
 

Microsoft Dynamics 365 Training Meetup – Winter 2019

February 15, 2019, 9:00 am - 12:00 pm EST
Join the Marks Group for the free quarterly training session with our Microsoft Dynamics experts!

Coffee will be out at 9:00, with the session kicking off at 9:30. Look forward to seeing you there!

SpringHill Suites Philadelphia
Plymouth Meeting
430 Plymouth Rd