Simplesoft Solutions Blog

How to Add a License to Sage SalesLogix

September 29th, 2011 by Paul
  1. Open Start | Programs | Sage SalesLogix | Administrator.
  2. Log into application as the Admin user.
  3. Select Systems from the navigation bar.
  4. Select the Licenses Tab
  5. Right- click and add the license number

If you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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Using the History Tab while doing SalesLogix Mail Merges

May 26th, 2011 by Janetta

I received this SalesLogix question the other day and I thought I would share my answer in case it helps someone else.

“We have a list of ~400 contacts for which we are creating a physical mailer.   We will be exporting the group/list out for printing of labels.  The question I have is the following.   Is there a way to add a note/history entry to the contacts in this group in some method other than manually entering one?”

Yes, you can add mass notes/history to a group of records by running a mail merge and using the History tab.  In the case where an actual mail merge is not needed,   I have defined the output of the mail merge to be a file and then deleted the file in order to record a history note or schedule a follow up activity.

In the example shown below (click to enlarge), a history entry will be added to each Contact record to show an email invitation has been sent to each Contact.  In the Schedule Follow up section a timeless phone call will be scheduled for each Contact on 2/29.   The notes section of the Phone Call Activity will remind you to get a commitment for this training event.

If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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Tips on Creating a Faster SalesLogix Environment

May 24th, 2011 by Paul
The purpose of this article is to give you some helpful tips to improve the environment that SalesLogix runs in while at the same time piquing your interest on this topic. On Tuesday, June 14th the Heartland SalesLogix Users Group Event – Grilling Burgers and Blazing SalesLogix will address this topic in much more detail. A BBQ lunch begins at 12:00 p.m. and the topic will begin at 1:00 p.m. EST. We will have Sage and Simplesoft consultants providing not just the What you need to do (as in the article)  but How to do it. Discover how you can improve SalesLogix speed with navigation and group lookups in this article and at the meeting by fine tuning the database and Web server.  I have also included  tips to enhance your SalesLogix configurations and  performance.   
 
 
Listed below are some suggestions for optimizing the Windows environment for speeding up SalesLogix.  The recommendations are in order of greatest impact to speed up the server, to lesser impact, including items that will take a lot of time.  My suggestion is to make each change one a time and measure between changes to determine which item makes the biggest impact. Some of these improvements might need to be long-term projects because they are not short-term fixes and take time to properly implement.  The key is to have a baseline test and measure against the test consistently. The Windows environment and SalesLogix configuration adjustments can have a huge impact with the operational results.  Always keep the client speed in mind to give them the best experience.

1.  Maximize RAM (huge impact and an easy change to make with today’s virtual machines and affordable hardware)

- The more memory, the better (especially with 64 bit environments).

- Don’t rely on RAM alone for optimization, because it may be covering up areas that would be considered a bottleneck.

2. Maximize the database settings (huge impact, see enclosed scripts)

- Back up the database and run base SalesLogix database optimization scripts (30 minutes).
– Back up database before
– See v7.5 DVD media in the database folder  for the sql file and run in query analyzer
– back up database afterwards
- Review primary keys, indexing and clustering v. stock database (takes longer to review and implement).
- Check database maintenance jobs (backups, indexing, truncate logs, etc.).
- Run SLXProfiler to review slow queries and diagnose further and optimize (takes longer to review and implement).

3.  Browser version and optimizations (high impact)

- Recommend using FireFox 3.x or above v. Internet Explorer 7 or above
- Optimize browser settings

4. Maximize Windows network settings

- Review and adjust services and network settings
– Turn off what can be turned off
- Maximize data throughout
- Defrag hard drives

5. Optimize IIS  configurations

- Turn on compression (this is the equivalent of zipping large files before sending them)
- Adjust other IIS settings (turn off logs, separate the application pools, etc.)

6.  Work on SalesLogix configurations for optimizations (these items can take a while to implement)

- Reduce unneeded, unrelease and/or bundle and remove older groups (high impact)
- Reduce unneeded, unrelease and/or bundle and remove older plugins (reports, etc.)
- Reduce data/duplicates/archive, etc.
- Optimize customizations (using SLXProfiler, etc.)

7. Adjust firewall network throughput settings

The trick to performance tuning is to make your changes one at a time then monitor the results. Just remember one registry setting, such as disabling, caching can have a tremendous impact on your server. Once you are happy with the results move the configurations and settings from your SalesLogix TEST environment to your PRODUCTION server. Continue to use performance tuning regularly over time because when your database grows and more users are using the Web site things might need to be reviewed again.

Life is like a ten speed bicycle. Most of us have gears we never use.
Charles M. Schulz

If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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New Sage SalesLogix Mobile Quick Tutorial

May 10th, 2011 by Janetta

Click on the Mobile image to view a Sage SalesLogix Mobile Quick Tutorial.  Be a master in minutes!  Simple to deploy and easy to use.  Call us if you need help.

If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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It’s Here, It’s Here! – Sage SalesLogix Mobile

March 16th, 2011 by Janetta

We have been telling our clients since the fall of last year that Sage SalesLogix Mobile is coming.  We had seen several demos at various Sage events and were just waiting to get the final release date.  It is here!  This new Mobile client is browser based so available for iPhone®, iPad®, Android™, and BlackBerry®2.

Please join us to learn how to implement at your company based on whether you  currently have Web or LAN implementations.

Simplesoft will have Gene Arnold, Sage Sales Engineer,  hosting webinars for our clients to learn how to implement the new Sage SalesLogix Mobile.

Register for the session appropriate for your company:

Sage SalesLogix Mobile – for Current Web Users – March 29th at 2:00 pm

Sage SalesLogix Mobile – for Current LAN Users – March 31st at 2:00 pm

Requires Sage SalesLogix v7.5.3. Supports iPhone 3.x and higher, iPad, Android v2.1and higher, and Blackberry v6.0 and higer, and HTML5/CSS3-compliant browsers.

If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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Sage Summit – Special Simplesoft Invite and Discount

March 3rd, 2011 by Janetta

Summit_11_Promo_205x136

I wanted to send out a special invite to all our clients to attend 2011 Sage Summit.  Being held July 12-15, 2011 at the Gaylord National Hotel and Convention Center in Washington, DC.  As a Sage business partner,  we are able to offer our clients an additional discount (see below).  Don Menrisky, President and Managing Partner of Simplesoft Solutions, will be in attendance along with several of our consultants.  We will host a dinner event for our clients who attend Summit.  Look for more details after you register for the event.  See you there!

Use our special discount
code to save $200.*

Promo Code: PTOC10Register Today!

*$200 discount may not be combined with
other discounts or promotional rates.

Real value from the moment you arrive, including:

- Concrete knowledge and skills to help take full advantage of your use of Sage solutions

- Valuable information and real-world experiences from other organizations using Sage solutions

- Expert answers to specific product questions you’ve been wrestling with

- Technical direction on how best to implement and optimize your Sage solutions

- Trends, insight, and guidance from thought leaders in your industry

- Product roadmaps and insider knowledge on new features and enhancements

We encourage you to take a close look at the conference agenda. With all the labs, customer case studies, panel discussions, roundtables, and product deep dives, the challenge isn’t finding something relevant or attention- grabbing—it’s narrowing down your choices.

If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

Comment on this Post

Heartland Users Group plans Spring meeting with fitting topic – SalesLogix Spring Cleaning

February 14th, 2011 by Janetta

Tuesday, March 8th will be the next Heartland SalesLogix Users group meeting and the topic is very fitting to the time of year; SalesLogix Spring Cleaning.  Have you ever considered the weekly, monthly, and yearly tasks necessary to keep SalesLogix running smoothly not only from a data perspective but from a system wide standpoint?  What about tasks you can teach and reinforce to your users?  Come join us for lunch, networking, and this very appropriate topic presentation.  Questions call 937-885-1204 x3204

Sage SalesLogix Heartland Users Group

Sage SalesLogix Heartland Users Group

Date:  Tuesday, March 8th

Time:  12:00 pm – 3:00 pm

Location:  Simplesoft Solutions HQ at 550 N. Main Street, Suite A, Springboro, OH 45066

Cost:  Free and lunch is provided!

Register:  Sign Up Today!

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Don Menrisky Receives Appointment to Sage Business Partner Advisory Council

January 31st, 2011 by Janetta

Don Menrisky, President and Managing Partner of Simplesoft Solutions, Inc., received an appointment to Sage’s Business Partner Advisory Council on a two year assignment.  This is a huge honor for Don and the whole Simplesoft team!  BPAC is a Sage CRM Business Solutions Division wide council and consists of the top business partners in each of Sage’s software lines.  The purpose of the BPAC is to set direction and gain feedback from key business partners into the needs and requirements of Sage’s customers along with the programs needed for the business partner channel.

We are a Sage SalesLogix business partner and we have consultants who have worked with the CRM solution since the beta versions of the software.  We have achieved President’s Circle for 3 of the last 4 years.  Don is honored to have been nominated by his peers and chosen to serve on the council.  “It is the best feeling to have your work appreciated by Sage and to know that keeping your focus on the customer has paid off in company growth and this outside recognition.”

Congratulations, Don!

If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

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Sage SalesLogix Cloud Enhancements Now Available

January 25th, 2011 by Lisa

I am pleased to announce a couple of enhancements for Sage SalesLogix Cloud and the Sage SalesLogix Web client!


Sage KnowledgeSync for SalesLogix Cloud

Enhance the intelligence of your CRM system with proactive CRM Alerts.

  • Now, Sage SalesLogix Cloud customers can enjoy the proactive monitoring and alerts available with Sage SalesLogix KnowledgeSync. Customers can define alert criteria and dynamic business rules and sit back as Sage SalesLogix KnowledgeSync proactively monitors their CRM system, sending alerts or triggering an action in the system when business conditions are met.
  • Sage SalesLogix KnowledgeSync is available to Sage SalesLogix Cloud customers beginning at $350/mo for a system license. Please contact Simplesoft Solutions for additional pricing details and terms.

Customer Portal for Sage SalesLogix Cloud
Empower customers with convenient self-service options.

  • Now your customers can empower their clients to get the support they need 24×7 with Sage SalesLogix Customer Portal, improving the customer experience and reducing service and support costs.
  • The Sage SalesLogix Customer Portal is available to Sage SalesLogix Cloud customers beginning at $350 per month for a system license.

Sage SalesLogix Cloud is a next-generation Cloud-based CRM offering built upon the Amazon Elastic Compute Cloud™ (EC2™) infrastructure. Sage SalesLogix Cloud customers enjoy the flexibility and rapid time to value of on-demand systems, combined with the security, control and data ownership associated with traditional on-premise solutions.

If you would like to learn more tips or have a CRM topic you would like us to write about please contact Simplesoft Solutions, Inc. in one of our Cincinnati/Dayton (OH), Charleston (WV), or Charlotte (NC) surrounding area office locations:

Dayton, Ohio Office:
Simplesoft Solutions, Inc.
550 N. Main St. Suite A
Springboro, OH 45066
Phone: (937) 885-1204 x 3204
Fax: (937) 885-3580
sales@simplesoft.net

Ripley, WV Office:
Simplesoft Solutions, Inc.
710 Random Rd.
Ripley, WV 25271
Phone: (304) 521-2387
Fax: (937) 885-3580
sales@simplesoft.net

Charlotte, NC Office:
Simplesoft Solutions, Inc.
3635 Eastover Ridge Drive
Charlotte, NC 28211
Phone: (704) 910-3872
Fax: (937) 885-3580
sales@simplesoft.net

1 Comment - Click here to join the Discussion!

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