SalesLogix Training Courses

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

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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