Are you being social with your CRM strategy?

Are you being social with your CRM strategy? In a week that saw many people’s social interaction severely curtailed courtesy of the Blackberry outage, we asked about the use of social tools and CRM. In addition to our own thoughts on the subject we sought out other thought leaders within the CRM community.

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SalesLogix Tips: Creating an Ad-Hoc Group

SalesLogix Tips: Creating an Ad-Hoc Group [embedplusvideo height=”300″ width=”600″ editlink=”http://bit.ly/1sg6Wca” standard=”https://www.youtube.com/v/AmZ2LYgWkrY?fs=1&vq=hd720″ vars=”ytid=AmZ2LYgWkrY&width=600&height=300&start=&stop=&rs=w&hd=1&autoplay=0&react=1&chapters=&notes=” id=”ep7889″ /] Using Ad-Hoc Groups to Manage Contacts One of the most powerful SalesLogix features is the ability to create groups, be they conditional, based on a commonality or ad-hoc. The ad-hoc group can be created with just a few key clicks and can serve any number of different purposes. Perhaps you need to call a number of people in the next week or so, then create an ad-hoc group. You could build an ad-hoc group to use with a mail merge or just a list of your

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