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Winter/March 2006 |
Product UpdatesACT! For more information, please contact Jay Rivard at (781) 530-3736, Ext. 102 or at jrivard@harvestsolutions.net. GoldMine Interested in learning more about GISMO? Join us at our upcoming GoldMine Client Forum on March 16th. Please visit our website for more information and to register: http://www.harvestsolutions.net/events/ShowEventDesc.asp?ci=77 Microsoft CRM  Microsoft
CRM 3.0's live Excel integration allows users to analyze business performance
and trends entirely with an always-on connection to Microsoft Excel. Sales,
Service and Marketing professionals as well as business decisions makers
will find this feature useful. The live Excel integration gives users a
dynamic snapshot of business performance and has an "always-on"
connection between Microsoft CRM and Microsoft Excel. This means when the
data changes in CRM, the Excel spreadsheet is automatically updated! So,
now that it's possible to do this, how do you do it? Please review our the
Microsoft CRM Tip & Trick below for instructions.
For more information, please contact Jack Bender at (781) 530-3736, Ext. 104 or at jbender@harvestsolutions.net.
Sage CRM v5.8 includes:
For more information, please contact Sid Lejfer at (781) 530-3736, Ext. 101 or at slejfer@harvestsolutions.net. Salesforce.com .gif) By
now, you've probably noticed some of the new features of the Winter '06
release in salesforce.com. This new release has significant changes to several
areas of salesforce.com: Sales Force Automation (SFA), Marketing, Service
& Support, among others.
In Salesforce SFA, the most noticeable change is to the interface. It is a sophisticated new interface to help improve navigation and promote productivity. If you prefer the old style, you can revert back to the Classic version. Salesforce SFA also offers territory management, customizable forecasting, custom fiscal year and recurring events. Salesforce Marketing also offers some new features. Users can now build target lists directly from campaigns and reports, perform mass updates of target member data and identify members that require follow-up activity (express follow-ups). Salesforce Service & Support now boasts the new agent console - a central view of all relevant information combining a list view, detail view and a mini view with related information on one screen. The Customer Service Rep now has all the pertinent customer information at his or her fingertips. Service & Support also has enhanced self-service, historical tracking and suggested solutions. If you would like more information about this exciting new release, please contact Jay Rivard at (781) 530-3736, Ext. 102 or at jrivard@harvestsolutions.net. SalesLogix For more information, please contact Jack Bender at (781) 530-3736, Ext. 104 or at jbender@harvestsolutions.net. |
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ACT!
by Sage Premium for Web 2006 is now available and provides real-time Web
access to customer information. ACT! Premium for Web can be installed
on a company server and deployed easily with no end-user client software
installation required. ACT! Premium for Web can also be used in conjunction
for ACT! Premium for Workgroups 2006 which gives companies both online
and offline access to ACT! data.
A
new release of GoldMine Integration Services for Outlook (GISMO) is now
available - Build 120. With this release, users can easily re-link a previously
linked Outlook mail to a different GoldMine contact. If the user decides
to unlink an existing e-mail, selecting the Link Message to GoldMine contact
provides option to either create a new contact or link to existing record
instead of automatically linking the e-mail to the contact it was recently
linked to. Also, GISMO now respects the settings under Internet/More Options/Advanced,
where the user can suppress the file overwrite prompt and choose a default
action.
Sage
Software is happy to announce the availability of Sage CRM v5.8. With
this release Sage CRM delivers key new features, enhanced system usability,
and improved product quality. The new administration capabilities dramatically
improve the process for adding new users, managing security profiles,
and monitoring system usage. 
Sage
Software is pleased to announce the next version of SalesLogix Mobile
(formerly SalesLogix for Pocket PC). This is a major release with many
new and updated features for Pocket PC users. Also, SalesLogix Mobile
now supports Blackberry devices as well as Pocket PC! Blackberry and Pocket
PC applications are built, customized, and deployed on the same platform
(same server) and can be mixed and matched according to the environment
- you simply specify the user's device when you install. SalesLogix Mobile
V4 is now available.