DMC Software

SalesLOGIX

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.

Our SalesLogix training courses are hosted from our high technology purpose-built training room, which offers each student their own workstation in a relaxed training environment. Training may also be provided off-site where adequate training facilities are available.

We provide the following exemplary SalesLogix training courses:

SalesLogix End User Training

The End User training course includes the following topics:

Navigating the SalesLogix Workspace

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

Get more help.

  • 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 Administrator training course includes the following 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.

 

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Find out more by calling FREEPHONE 0800 652 2423 or make an enquiry at Enquiries@dmcsoftware.co.uk

 


Find out how DMC Software Solutions can help you to grow your business, call Freephone 0800 6522423 and speak to one of our dedicated specialists.