Simplesoft Solutions Blog

Sage SalesLogix Heartland Users Group

November 29th, 2010 by Kyle

Sage SalesLogix Heartland Users Group

Sage SalesLogix Heartland Users Group Logo – Revealed!
It’s now official! The Sage SalesLogix Heartland Users Group logo has been voted on by the members and is now finalized. Thanks to all SalesLogix users who have participated and contributed feedback because you make all this happen.

What is the Heartland Users Group?
This regional Sage SalesLogix users group provides a unique experience for SalesLogix users, administrators, trainers, and developers to increase their knowledge and effective use of SalesLogix within their organizations. This group is run by the members, whose privileges include choosing topics as well as selecting their new name – Heartland SalesLogix User Group.

What can I expect attending the meetings?
Topics and Discussions Covered in just the first year…

  • Outlook integration options
  • Opportunity management and sales process
  • Data management and services including 3rd Party Tools (i.e. Inaport, Scribe, and Intelli CTi)
  • Business Analytics (i.e. QlikView, Visual Analyzer, Dashboards, and Crystal Reports)
  • Workflow and Notification Alerts (i.e. KnowledgeSync)
  • Strengthening user adoption

What is a typical agenda?

  • SalesLogix Customer Solution Spotlights
  • Sage SalesLogix user tips and tricks
  • Networking with other Sage SalesLogix users
  • Networking with all the Simplesoft Solutions employees
  • Free prizes and gifts (iPods and gift cards)
  • Food and fun!

Future Topics

  • Sales quoting automation
  • SalesLogix in the Cloud
  • Project management
  • Territory realignment and Teams/security
  • SpeedSearch

Who should attend?

  • Sales and Marketing
  • Management
  • SalesLogix Administrators and users
  • Internal training staff

Your opportunity to attend is coming up soon! The next Sage SalesLogix Heartland Users Group meeting is scheduled for December 7th and will be an open house hosted at Simplesoft Solutions Springboro, OH facilities. There will be learning sessions that attendees will need to be preregistered to confirm seating availability. Please register below for any sessions you would like to attend:

Register for Heartland Users Group meeting

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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Simplesoft meets Dayton Business Spotlight and says “Thanks”

May 13th, 2010 by Janetta

We recently had the opportunity to meet Phil Herzing and the folks at Dayton Business Spotlight  in our office at Simplesoft Solutions.  They chose Simplesoft Solutions as the latest business they wanted to interview and highlight in their Spotlight series and we would like to tell others what a great service they are providing the Dayton business community. They spend their time and resources visiting businesses in the greater Dayton area to learn more about why those businesses have chosen Dayton as their home. They know that Dayton has a long history of innovation and promotes an entrepreneurial culture and, as a result, are doing their part to communicate their belief in the strength of the area and its strong heritage and future.

Don Menrisky, the President and Managing Partner of Simplesoft Solutions, had the opportunity to speak with Phil about why he believes the Dayton region is an ideal place for his Customer Relationship Management (CRM) consulting firm. They discussed Simplesoft Solutions’ relationship with Sage as a valued added reseller of their Sage CRM applications, and how our strongest marketing source for new clients is through our relationship with current clients and their referrals.

Thanks so much Phil, Jeff, and Aaron. Come back and visit us anytime!

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