While working on Sage SalesLogixs Visual Analyzer project for a client, I arrived at the conclusion that there are a lot of SalesLogix users that are unaware of the Reporting abilities that come with a standard SLX implementation. In the next few posts I hope to detail out this easy to use capability and provide some exposure to the content of the SLX standard reports.

The remaining KPI's we have not discussed are Wins, # Opps, Losses, Accounts, and finally Customers.

In the SalesLogix 7.5 web, you can add a radio group control to allow for selection of options on screen. This control can be bound to either write to a field in the database upon the selection being made or it can be unbound to prompt the user to make a choice that can then drive other on screen actions.

Today I encourage you to take some time out for the workshop, "Sending a Mass Email Using an Ad-Hoc Group - SalesLogix v6.2 and Above"

I recently had a project where I had to configure an account-level datagrid which displayed a list of related opportunities. Aside from standard opportunity level fields, I also needed to include a simple count of products for each opportunity. In order...

Just Announced. As a valued Sage SalesLogix customer we want you to be aware of upcoming version retirements for Sage SalesLogix v6.2 and v7.0 and encourage you to begin planning for your upgrade to Sage SalesLogix v7.5.

Today we are hosting the workshop, "Using The Query Builder for SalesLogix v6.2 and Above", and it is a great opportunity for you to brush up on your query building skills.

Today's featured workshop, "The SalesLogix Knowledge Base - v6.2 and Above", is meant to help you gain the skills to search for important information in SalesLogix and in your network folders.

Out of thousands, only a few are chosen. Customer FX Corporation is awarded the Sage Software President's Circle award for being a top performer in 2008!

Our client wanted to expand the standard marketing functionality of SalesLogix to include a custom entity for tracking customer testimonials. These testimonials are recorded in a new main and reference the Contact and Account that made the reference. Tracking these testimonials allows users the ability to search through the testimonial list and use them in their marketing or sales efforts. Users may also add new testimonials. The testimonials must be authorized by the source before the client uses them with other clients.

November 2008 marks the 15 year anniversary of Customer FX Corporation. Back in 1993 when we started, there was no such thing as CRM. Not even Sales Automation really. Just contact management, as typified by Act!, TeleMagic and GoldMine. DOS programs.

Today, Tuesday October 28th at 12pm CDT If you need an advanced quoting module that is seamlessly integrated with SalesLogix it is time for you to take a look at Power2Quotes . Today's workshop, "Advanced Quoting Capabilities with Power2Quotes"...

I announced a while ago that we will be offering some public developer training classes for SalesLogix Web. We will be making some changes to the class outline I posted earlier.

One of our clients sells and manages complex and expensive medical equipment and as part of their sales process they may place a loaner or long term demo unit into a medical clinic. They needed a way to reserve, schedule and track these company owned...

Don't miss today's workshop! Today you have a wonderful opportunity to learn proper technique when creating opportunities.

Today we are hosting a workshop which will focus on performing territory realignments and if you are unfamiliar with this feature of SalesLogix, or you need a refresher, we encourage you to join us.

Import leads quickly and easily! The ability to import groups of leads is a feature that introduced in SalesLogix v7.0, and thank goodness it was! Join us for today's workshop "Importing a Group of Leads - SalesLogix v7.0 and Above" and learn how to utilize this feature to its full potential. Register here...