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Infor CRM Insights Blog

Sage SalesLogix Version 7.2.x Retirement Announced

Sage SalesLogix Version 7.2.x Retirement Announced Beginning in July 2012, Sage SalesLogix will cease maintenance for all 7.2.x versions of Sage SalesLogix CRM. Technical support will continue to be provided on a limited basis only.

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Sage SalesLogix Version 7.5 SP4 Web Update 03 Pre-release Released

Sage SalesLogix Version 7.5 SP4 Web Update 03 Pre-release Released Sage has released Web Update 03 Pre-release for Sage SalesLogix Version 7.5 Service Pack 4.

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Sage SalesLogix Version 7.5 SP3 Web Hot Fix Package 07 & 08 Released

Sage SalesLogix Version 7.5 SP3 Web Hot Fix Package 07 & 08 Released Sage has released Web Hot Fix Packages 07 and 08 for Sage SalesLogix Version 7.5 Service Pack 3.

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Sage SalesLogix Version 7.5 SP4 Web Update 02 Released

Sage SalesLogix Version 7.5 SP4 Web Update 02 Released Sage has released Web Update 02 for Sage SalesLogix Version 7.5 Service Pack 4.

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Conference Season in Barcelona

Conference Season in Barcelona Herbal Life chose the Olympic stadium, Maximizer Software chose the beach and Collier Pickard chose the Gaudi quarter. Barcelona is The destination for a conference.

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Client Satisfaction in Metis Legal CRM

Client Satisfaction in Metis Legal CRM The forthcoming SRA regulations will see client satisfaction measurement become an important part of regulatory compliance. The good news is that Metis Legal CRM already has you covered with its client satisfaction module.

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SalesLogix Tips: How to use Email Templates

SalesLogix Tips: How to use Email Templates

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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

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About Collier Pickard

Collier Pickard has been trading since 2004. The core team, however, has been together for more than 20 years – which means we have a great deal of experience as an independent CRM consultancy.

Head Office

Collier Pickard Limited
The Old Calf House
Chevening Road
Sundridge
Kent
TN14 6AB
United Kingdom

t: +44 (0)1959 560410