Goldmine Tips and Tricks – September 2016

September 27, 2016, 9:30 am - 10:00 am EDT

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

Sign up to get our monthly GoldMine newsletters here!

Zoho Tips and Tricks – September 2016

September 27, 2016, 10:00 am - 10:30 am EDT

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 and Tricks – September 2016

September 27, 2016, 11:30 am - 12:00 pm EDT

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 CRM Tips and Tricks – September 2016

September 27, 2016, 1:30 pm - 2:00 pm EDT

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.

Free GoldMine Training

October 19, 2016, 9:00 am - 12:30 pm EDT

Spend a morning with Corey Babka from The Marks Group to learn more about better using your GoldMine system. Topics covered will include:

  • Managing your calendar and activity list with your team
  • Making the best use of GoldMine's email and Outlook integration
  • Creating forecasts and opportunities
  • Importing, exporting data 
  • How to setup and use GoldMine Mobile


Who's Invited:  Business owners, sales and marketing people using GoldMine

Your laptop is not required.  Coffee and bagels will be provided beginning at 8:30 during registration. See you there!

Free Microsoft Dynamics Training from The Marks Group

November 8, 2016, 8:30 am - 11:00 am EST

Join us in person Nov 8th to learn about What's New in the 2016 Update for Microsoft Dynamics. There's quite a bit! 

A few of our favorite new features: 

Office 365 Groups- Available with Dynamics CRM Online, provides a new environment for collaboration with Microsoft Office 365 users who don’t use CRM.   Office 365 Groups provides a single location to share documents, emails, calendars, and notes.

Voice of The Customer- Distribute surveys to your customer to collect customer feedback. Design surveys, invite people, retrieve results, trigger workflows, and analyze the results in Dynamics CRM.

Project Service Automation- provides an end-to-end solution that empowers organizations to deliver project-based engagements on time and within budget. 

Self-Service Portals for External Non-CRM Audience (CRM Online only)- This release introduces the first Microsoft-published version of portal capabilities for CRM.   Out of the box portal solutions include:

  • Custom portal
  • Customer Self-Service portal
  • Employee Self-Service portal
  • Community portal
  • Partner portal

Looking forward to seeing you there!