I was asked to participate in the CRMUG 4x4 webinar series. These are quick webinars with multiple speakers sharing tips and answering questions. I also wanted to document my tips here for future reference.Upgrades are exciting but they can be a lot of work especially in very customized systems. Check out these tips and let … Continue reading 4×4 Series: Planning your Upgrade
Tag: 4×4 Webinars
4×4 Series: Workflows
I was asked to participate in the CRMUG 4x4 webinar series. These are quick webinars with multiple speakers sharing tips and answering questions. I also wanted to document my tips here for future reference.Workflows are a great way to quickly and easily provide automation to help your users and your business process. It is very … Continue reading 4×4 Series: Workflows
4×4 Series: Training Your Users
I was asked to participate in the CRMUG 4x4 webinar series. These are quick webinars with multiple speakers sharing tips and answering questions. I also wanted to document my tips here for future reference.Training is an integral part to any implementation because you cannot have user adoption if they do not know what to do! … Continue reading 4×4 Series: Training Your Users
4×4 Series: Security Suggestions for the New Administrator
I was asked to participate in the CRMUG 4x4 webinar series. These are quick webinars with multiple speakers sharing tips and answering questions. I also wanted to document my tips here for future reference.There are so many tasks for a new CRM administrator. Security is a key area to focus on. The administrator needs to … Continue reading 4×4 Series: Security Suggestions for the New Administrator