Webinars

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.

 

 

  • 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 – 12:00 PM (Central Time)

Presenter:

Gary Sherman, CTO and VP of Products

Links

More Info on Dovetail SchemaEditor: 
More Info (and free download) for Dovetail BOLT:

 


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 satisfaction, and even improved employee satisfaction.

 

In this session, the following items were covered:

 

  • Uses for mobile applications within your support team
  • Using mobile and other light-weight applications to extend system access to others in your organization
  • Mobile web versus native applications
  • Use of SMS and other mobile and telephony technologies
  • Co-existence with existing client applications
  • Dovetail Mobile – an overview and demonstration

Presenter:

Gary Sherman, CTO and VP of Products

Related Links:

Dovetail Mobile

Dovetail Seeker Support Page

Date & Time:

Tuesday, March 1, 2011 2:00 PM – 3:00 PM (Central Time)

 


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 it out

Date & Time:

Wednesday, February 2, 2011 11:00 AM – 12:00 PM (Central Time)

 


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 implemented Clarify over the last 20 years is the tendency to lag behind on the Clarify version they are running. Companies have little incentive to undertake the often forebodingly complex process of a Clarify upgrade because most versions of the application are very stable and the features offered in new versions often don’t fit their business.

This creates a problem after a time, of course, when the underlying infrastructure needs to be updated to improve supportability and performance. Since older versions of Clarify are not supported on the newer database versions, organizations are often forced into completing costly upgrades of Clarify just so they can upgrade the underlying infrastructure.

Dovetail believes there is a better way.

Join us to learn more about how your organization can achieve better performance and supportability of your Clarify system with far less effort and cost than the standard approach.

Presenters:

Kent Valentine: Director of Sales

Gary Sherman: VP of Products

Date & Time:

This webinar has ended.

 


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 of their businesses. This upcoming webinar details a few ways Dovetail has been helping our customers put valuable customer support information in the hands of anyone, anywhere, and anytime.

 


Specific topics to be covered are:

  • UI Considerations for various user profiles such as field service agents, managers, users with limited training, and other occasional users.
  • Traditional delivery methods and technologies
  • Using new technologies to improve utility and application life span
  • Business case examples

Join us to learn more about how it’s easier than ever to expand access to your Clarify system and why it should matter to your business.

Presenters:

Rusty Coleman: VP of Sales and Marketing
Gary Sherman: VP of Products

Date & Time:

Tuesday, January 12, 2010, 3:30 PM EST

Registration:

This webinar has ended.


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 Marketing
Gary Sherman: VP of Products

 

Date & Time:

Tuesday, September 1, 2009, 11:30 AM EST

 

Registration:

This webinar has ended.

 

Slides from this webinar:


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