Dovetail offers a series of webinars based on real-world experience. We cover topics about service and support delivery for many industries and industry segments. Our webinars can help you learn how to better serve customers, business partners, or employees through best practices or proven hands-on techniques.


Clarify and Dovetail Schema 201

In this complimentary webinar, we'll build on the previous Schema 101 session, and dive into more advanced schema topics. Schema 201     SQL Views Many-To-Many Tables Role Objects Pseudo Relations Exclusive Relations Change Fields Closer look at the ADP tables     When Wednesday, August 24, 2011 (This webinar has ended) Presenter: Gary Sherman, CTO and VP of Products  

Clarify and Dovetail Schema 101

In this complimentary webinar, we’ll be covering the basics of your Clarify/Dovetail schema.   This will be a good overview for those who are new to a Clarify/Dovetail system, and a good refresher for those who have been around for a while. Topics Schema and database concepts Viewing your schema Editing your schema Schema tools A walkthrough of customizing your schema using SchemaScript Assorted tips and tricks for working with your schema When Thursday, May 17, 2011 11:00 AM -…

Mobile Solutions for Clarify & Dovetail Systems

Organizations are constantly challenged with increasing employee productivity and decreasing costs, while simultaneously increasing customer satisfaction. Customer expectations from vendors are higher than ever – expecting near real-time support by knowledgeable agents.   Mobile CRM solutions allow organizations to stay connected to their customers – anytime, anywhere. Mobile CRM apps allow for real-time access to customers, support information, and your knowledgebase, all in the palm of your hand. Mobile applications can help in the quest for decreased costs, increased customer…

Contemporary Search for Clarify / Dovetail Systems

This webinar covers traditional search tools (as well as their associated challenges), contemporary approaches to search, and non-traditional search approaches.   In this session, the following items were covered:        Search usage    Search technologies – traditional and contemporary    Use of search in different applications    Search as part of workflow    Architecture    Extensibility    Demonstrations   Presenter: Gary Sherman, CTO and VP of Products Related Links: Dovetail Seeker Product Information Dovetail Seeker Support Page Try…

Advanced Business Rules (Part 2)

This webinar covers:     User-defined Business Rule Events     Business rules based on custom object types     New Event Creation Times and Calendars     Custom Notification Methods     Time Bombs     Tips & Tricks     Troubleshooting Tips     And more Presenter: Gary Sherman: VP of Products Date & Time: Thursday, July 29, 2010, 11:00 AM CDT Registration: This webinar has ended.

Advanced Business Rules (Part 1)

This webinar is about Advanced Usage and Customization of Business Rules.   Understanding Rule Properties Understanding recipient aliases Creating your own rule properties Better ways to search/view business rules Tips & Tricks     Presenter: Gary Sherman: VP of Products Date & Time: Thursday, July 22, 2010, 11:00 AM CDT Registration: This webinar has ended.

Rulemanager and Business Rules

Dovetail will be hosting a webinar that will be an introduction and overview of Rulemanager and Business Rules. What is Rulemanager? What is a Business Rule? What can business rules do (and not do)? Examples Extensibility Clarify Rulemanager vs. Dovetail Rulemanager Presenter: Gary Sherman: VP of Products Date & Time: Thursday, July 8, 2010, 11:00 AM CDT Registration: This webinar has ended.

Simplified Infrastructure Upgrades for Clarify

Dovetail will be hosting a webinar that will highlight an alternative approach for completing Clarify infrastructure upgrades. This topic should be of interest to any organization running an older version of Clarify that needs to upgrade their CRM infrastructure. This method allows you to:   Avoid upgrading Clarify (the application itself) while upgrading the database and server OS/hardware Avoid Amdocs maintenance back payments Reduce upgrade complexity and cost Improve performance and supportability system wide   Common amongst organizations that have…

Delivering Cost Effective Clarify Access Beyond the Support Center

Putting Clarify CRM in the hands of employees outside of the support center in a cost effective way has traditionally had its challenges: high software license costs, solution and architecture complexity, and difficulty in keeping pace with new technologies to name a few. Most companies have chosen to avoid the matter all together.   Over the past 14 years, more than 100 Clarify customers have come to Dovetail for help in leveraging their Clarify systems in new ways and segments…

Clarify Data Management & Optimization

Dovetail will be hosting a webinar that will present how to develop a Clarify data management strategy that incorporate archival software to provide a more efficient way to     Manage database growth Ensure data integrity Maintain system performance     Presenters: Rusty Coleman: VP of Sales and MarketingGary Sherman: VP of Products   Date & Time: Tuesday, September 1, 2009, 11:30 AM EST   Registration: This webinar has ended.   Slides from this webinar: