TCM CRM SIG

TCM CRM SIG (Special Interest Group) Library

Webex recordings of SIG meetings:

Email Blasts and Marketing Campaigns: Jeanette Turner, Quick Cable 30 min

Mail Merge templates, Outlook Synchronyzation, Linking documents: Vicki Ziesemer, 1 hr  ppt slides

CRM WES session: 1 hr

Preview CRM v6.3 and Reporting Tips for Sales Execs - 45 min

Oncontact v6.3 Release notes (pdf)

Crystal Reports Samples:  Key Exces by Sales Rep, New Account Prospects, New Account Activities, New Accounts All Contacts with emails, New Account Activity by Rep, Pipeline by Month/Rep, Pipeline by Product, Pipeline by Rep with Interest, and Quarterly Pipeline by Month/Rep

 Security and Creating Special Queries - 30 min

Tips and Tricks (Word docs):

Using Deduplication to avoid duplicate records

Adding Add Edit Toolbar button

Adding Security Filters

Adding a Query to Quicklaunch

Set up Activity Chains

Running Reports

For Oncontact Administrators:

Administrator Guide

Outlook Integration Install Setup

Windows Security for Delete

Port Objects

Adding Add Edit Tool Bar button

Ex: Set up Activity Chain based on Process Flow Chart

Adding Security Filters for territory

Customizing the Configuration File

For Oncontact Users

Oncontact User Guide

Oncontact End User training PPT

Oncontact Quick Ref sheet

Outlook Integration User

How to convert TCM Prospect to TCM Customer

Using Query Builder and Mail Merge

Query Builder and Mail Merge v6.2 user guide 

Oncontact Project Management

Project Management v6.2 User Guide