SalesLogix Training Courses

Learning how to effectively use SalesLogix is an integral part of ensuring a successful CRM implementation. We provide high quality training courses, which gives each student the individual attention they need.

At DMC Software offer we offer Bespoke SalesLogix Training courses tailored to meet your business needs and business processes to ensure you get the most from your SalesLogix Training Day. In addition, we can provide the following SalesLogix training courses:

SalesLogix End User Training

The SalesLogix End User Training Course exemplary topics:

Navigating the SalesLogix Workspace

• Create new database connections
• Log on SalesLogix
• Use the SalesLogix Sales menus, toolbars, and views in each client

Managing Accounts and Contacts

• Find out if the contact or account is in SalesLogix
• Add a contact and account
• Create an account association
• Schedule a literature request
• Add a note and schedule a follow-up phone call

Managing Sales Activities

• Respond to an unscheduled activity
• Complete an activity and schedule a meeting
• View scheduled activities using the Calendar and Activities views
• Use the Library to access pricing information
• Run a report

Managing Opportunities

• Add an opportunity including product and contact information
• Create a template for a proposal, and use Mail Merge to e-mail the proposal to the Contact
• Close the opportunity and associate products to the account

SalesLogix Administrator Training

The SalesLogix Administrator Training course exemplary topics:

Managing Users

• Understand Database Archiving procedures
• Manage Users and Security
• Add New Licenses
• Maintain the Sales Library

Advanced Outlook Integration

• Understand Email Integration
• Understand Contact Integration
• Understand Calendar Integration
• Configure Outlook to synchronise with SalesLogix

Understanding IntelliSync

• Understand Data Exchange
• Determine the Direction of Data Transfer
• Understand Priority Code Translations
• Customise IntelliSync
• Understand Factors Affecting Synchronisation
• Configuring IntelliSync for SalesLogix
• Running Contacts and Activity Synchronisation
• Resolving Conflicts
• Understanding Advanced Synchronisation Concepts
• Understanding IntelliSync for SalesLogix Field Mapping
• Mapping Fields Between SalesLogix and Outlook

Customising Menus and Toolbars

• Customise Standard Menus
• Customise Navigation Bar Menus
• Customise Status Bar Menus
• Customise Main Views Shortcut Menus
• Customise the Standard Toolbar
• Customise the Standard Navigation Bar

Database Maintenance

• Merge Records
• Use the Database Maintenance Wizards
• Group Maintenance

Importing Data

• Understand the Import process
• Prepare to Import Data
• Create Custom Tables and Field Maps

Synchronisation

• Synchronisation Overview

For more information on SalesLogix Training call now on 08000 652 2423 or email enquiries@dmcsoftware.co.uk.