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

• 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

Contact DMC

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0800 6522 423

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info@dmcsoftware.co.uk

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