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Upcoming Events

Sage Intelligence Reporting

Live Webinar | Sage Intelligence Reporting

Feb. 20, 2018, 3:30 PM - 4:30 PM (EST)

Join us for this live webinar and learn how to:

– Get timely, automated reports that can be run at your convenience
– Gain Control with accurate, Excel-based reports containing data from your Sage Solution
– Get immediate access to insightful information that you can view any way you choose

Register for the event »

Salesforce VS SugarCRM

Live Webinar | Salesforce VS SugarCRM

Feb. 28, 2018, 2:00 PM - 3:00 PM (EST)

Join us for this live webinar where we will show a side-by-side feature, functionality and pricing comparison of Salesforce and SugarCRM. The webinar includes a live Q&A with a non-biased panel of industry experts.

Register for the event »

Webinar Recordings

Salesforce VS Microsoft Dynamics 365 CRM

Webinar Recording | Salesforce VS Microsoft Dynamics 365 CRM

Watch this webinar recording where we show a side-by-side feature, functionality and pricing comparison of Salesforce and Microsoft Dynamics 365 CRM. The webinar recording includes a Q&A session with a non-biased panel of industry experts.

Watch this webinar recording »

SugarCRM

Webinar Recording | What’s new in Sugar 7.10

Watch this webinar recording to check-out the latest release of Sugar 7.10 edition:

* Drill-through reports
* Shareable Dashboards
* Retooled Contract Module
* Global Search Updates

Watch this webinar recording »

PandaDoc

Webinar Recording | Generate Customized Quote and Templates Inside your CRM

Watch this webinar recording and see a demonstration of one of the hottest CRM add-ons from 2017, PandaDoc.

What You Will Learn:

– How to automate your document workflow
– How to build compelling quotes and templates
– How to collect signatures and track changes all from the cloud

Watch this webinar recording »

ClicData

Webinar Recording: Cloud Dashboards and Reporting for your CRM

View this webinar recording and see a demonstration of one of the hottest CRM add-ons from 2017, ClicData.

What You Will Learn:

– No more complex pivot tables — create point and click reports by dragging and dropping
– Mash up data from all of your systems, Salesforce.com, SugarCRM, Google Analytics, QuickBooks, ERP and more…
– Customize the look of the dashboards
– View all of your valuable reports across systems in ONE PLACE – A Web Page!
– Share your Dashboards out on a live URL for all team members

Watch this webinar recording »

Got Dynamics? Why you need Marketing Automation, Too.

Webinar Recording | Got Dynamics? Why you need Marketing Automation, Too.

In this webinar recording, we discuss why Microsoft Dynamics 365 users prefer Act-On as their Marketing Automation solution and show a demonstration of both tools working together.

Watch this webinar recording »

Tenfold

Webinar Recording | How to Connect your Phone and CRM

Watch this webinar recording and see a demonstration of one of the hottest CRM add-ons from 2017, TenFold.

– Automate Call Logging
– Gather Voice Analytics
– Rapid Response to incoming and outgoing calls
– Call Analytics & Dashboards

Watch this webinar recording »

Best Productivity Enhancing Apps for your CRM

Webinar Recording | Best Productivity Enhancing Apps for your CRM

Watch this webinar recording and see a demonstration of the hottest CRM add-ons from 2017. In this webinar recording you will see:

– Cloud Reporting and Dashboards with ClicData
– Phone Integration with TenFold
– Quotes, Templates and eSignature with PandaDoc

Watch this webinar recording »

Sage Intacct

Webinar Recording | Meet the Tech-Savvy CFO

View this webinar recording to learn the technologies and skills you need to move to a digital, data-driven world; the risks of not implementing a modernization strategy; big data’s impact on planning; and new valuation metrics for digitally-centric businesses.

Watch this webinar recording »





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