Sage Circle of Excellence Overall Winner 2009
SalesLogix Business Partner of the Year 2009
ACT! Business Partner of the year for 6 consecutive years
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
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- 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
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Download SalesLogix Brochure
Find out more by calling FREEPHONE 0800 652 2423 or make an enquiry at Enquiries@dmcsoftware.co.uk
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SalesLogix Brochure
SalesLogix Case Study
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