Microsoft Webcast - Improve Productivity & Time Management with Dynamics GP, CRM and Outlook

Bill Hoffman, Microsoft's Productivity and Time Management expert, is working with NexTec Group to deliver a series of FREE webcasts designed to help organizations get more done in less time through the tools companies may already have in place including Dynamics GP, CRM and Outlook.

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Creating Custom SQL Based Sage CRM SalesLogix Groups for SalesLogix Territory Realignment

I manage our internal installation of Sage SalesLogix CRM (we still use SalesLogix for Sales and Marketing; we currently use Microsoft Dynamics CRM for Service and Support. We are in the process of migrating all of our xRM activity to Dynamics CRM as our single xRM solution). One of the things I’m frequently asked to do is re-align accounts and contacts from one rep. to another. Reasons vary for this, but most frequently it’s to accommodate some sort of ad hoc marketing activity.

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