Type | Name | Topic | Presenter(s) | Meeting Date | File Size |
|---|
 | | Modifying the form using the SDK | Andrew Zimmer and Bill Goergen | | 434 KB |
| | Financial Services CRM Overview - Using CRM to Cross Sell/Up Sell | Bill Goergen, Tom Feher (Microsoft), Bart Sneary, Bryan Wilkens (Bank Midwest) | | 7118 KB |
| | Salesforce.com comparison with Microsoft CRM | Bart Sneary | | 1123 KB |
| | Marketing Automation - Making Campaigns Work | Bill Goergen | | 1222 KB |
| | CRM Online Dashboards | Bart Sneary | | 580 KB |
| | CRM Online and Internet Marketing wth AdCenter | Jeremy Winchell & Bart Sneary | | 508 KB |
| | CRM Integration Essentials Slide Deck | Josh Dean, Jim Duevel, and Andrew Zimmer | | 561 KB |
| | CRM Essentials-Email & CRM | Dana Sosa | | 1535 KB |
| | Relationships in CRM | Ilja Gregor | | 596 KB |
 | | Optimal Customer Service Contact Center | Jeremy Winchell and Tim Bakke | | 1420 KB |
| | Optimal Customer Service Contact Center | Jeremy Winchell and Tim Bakke | | 1271 KB |
| | Optimal Customer Service Contact Center | Jeremy Winchell and Tim Bakke | | 3022 KB |
| | Advanced Find Tips and Tricks | Bill Goergen | | 903 KB |
| | Using CRM to track Enhancement Requests | Ilja Gregor | | 1523 KB |
| | Extending the CRM platform through custom code | Andrew Zimmer and Jeremy Winchell | | 372 KB |
 | | Extending the CRM platform through custom code | Andrew Zimmer and Jeremy Winchell | | 9029 KB |
| | Event Management Accelerator | Dana Sosa | | 269 KB |
| | eService and Event Management Accelerators | Ted Hajnasiewicz, Josh Dean, and Dana Sosa | | 803 KB |
| | CRM and SharePoint - Better Together | Eric Raarup | | 4338 KB |
| | CRM Analytics Accelerator v1.0 | Eric Raarup and Josh Dean | | 4177 KB |
| | CRM 4.0 Workflow Engine | Jeremy Winchell | | 1487 KB |
| | CRM 4.0 Reporting Tips and Tricks | Jessica Noaeill | | 269 KB |
| | CRM Marketing Automation | Ryan Toenies | | 1374 KB |