Course Aims:
- To introduce basic usage of the SalesLogix CRM program.
- This course enables you to use the main features that are common to everyday use.
- We recommend it to all SalesLogix users as essential training because it covers many routines that are fundamental to problem-free day to day use.
Prerequisites:
- Basic computer knowledge and familiarity with Microsoft Windows.
Course content:
Account & Contact Information
- Learn to access and record detailed information about customer accounts and contacts
- How to Track all customer interactions and add files, notes or literature requests
- Assign ownership, establish account hierarchies and track lead sources and status
- Share information captured at all points of interaction for a complete customer view
Opportunity Management
- Manage all key opportunity data for maximum sales productivity & effectiveness
- Track probability of close, products, lead source, status and competitors
- Generate sales proposals automatically reflecting native customer currency
- View Opportunity Snapshot and e-mail key summary data to managers with one click
Calendar & Activity Management
- Manage schedules and keep track of activities and events for multiple users
- Track phone calls, meetings, to-dos, events and literature requests
- Schedule international activities and display dates and times in users’ local regions
- Record completed activities automatically within customer records
Advanced Outlook Integration
- Manage contacts, e-mail and calendars using Microsoft Outlook within SalesLogix
- Share contact information between Outlook and SalesLogix address books
- Send e-mail and attachments using Outlook and record to SalesLogix activity history
- Check availability and send meeting requests using Outlook within SalesLogix
Sales Processes
- Drive opportunities to a close and improve forecasting using standardized sales processes
- Define stages and steps and assign objectives, activities, results and close probability
- Launch activities such as literature requests, e-mails, proposals or custom forms
- Assign unique processes based on product line, deal size, territory or lead type
Contact Processes
- Standardize and automate key elements of regular customer contact processes
- Automate scheduling of follow-up activities such as mailings and phone calls
- Add decision points and conditional requirements before events are triggered
- Assign custom processes – such as ‘Trade Show Lead’ to unique prospect groups
Advanced Routines in SalesLogix
Course Aims:
- This course is the second stage of essential training for SalesLogix users. It focuses on the more advanced features within SalesLogix.
Prerequisites:
- Attendance on our SalesLogix Level 1 course or equivalent.
Course content:
Sales Forecasting
- View opportunity totals and key metrics for quick analysis of sales pipeline
- Segment opportunities by account manager, region or probability of close
- Review average days open, close probability, weighted sales potential and more
- Export information to Excel or launch various opportunity report instantly
Reporting
- Gather critical business intelligence via standard or custom Crystal Reports
- Analyze sales campaigns, pipeline efficiency, revenue by lead source and more
- Evaluate sales team performance and guide strategic improvements
- Manage access to reports to distribute information to appropriate parties only
Customer Communications
- Communicate effectively with customers and prospects via multiple mediums
- Create custom HTML e-mail templates, then personalize and send using Mail Merge
- Archive letters, e-mails, faxes or proposals within customer account records
- Attach marketing literature, product info and other resources from the Library
Competitor Tracking
- Record competitor product information as well as strengths and weaknesses
- Utilize on-the-spot notes and strategy to perform in competitive situations
- Track sales team members, sales strategies and reasons for win/loss
Literature Fulfillment
- Fulfill customer and prospect requests promptly and efficiently
- Select cover letter, item, priority, send date, quantity and shipping options
- Identify specific individuals or groups of contacts for select mailings
- Utilize the Literature Request Manager to view and complete transactions
Territory Realignment
- Realign sales territories based on multiple business conditions you define
- Create new teams to handle special accounts such as “West Region, 50K+”
- Assign new account owners, regional managers and divisional managers
- Analyze and save hypothetical realignment scenarios before executing
Integral Modules within SalesLogix
Course Aims:
- This course is essential for users of SalesLogix who will have involvement with the various Integral modules.
Prerequisites:
- Attendance on our SalesLogix Level 1 course or equivalent.
Course content:
Integrated Marketing
- Plan, manage and track all aspects of targeted marketing campaigns
- Record campaign name, type, code, objectives, target audience and notes
- Access key campaign metrics real-time, such as responses and related sales
- Manage campaign tasks and budget in one place as data rolls up automatically
Integrated Customer Service
- Create tickets and track type, status, urgency, assignment, contacts and date needed
- View contract details such as service level, price, end date, and remaining balance
- Utilize advanced SpeedSearch to quickly locate and communicate resolutions
Integrated Support
- Arm sales reps with a history of their customers’ support issues and details
- View the status, urgency, issue, ticket ID, and dates for open and closed tickets
- Access support contract ID, amount, start/end date or remaining balance
- View problem description and resolution then follow up with a call or letter
Integration with Sage MMS
- Integrate with leading back-office applications to access key customer information
- View accounting data such as credit status, activity, A/R balance, aging and terms
- Access current product information, inventory, pricing and discounts
- Reference orders, invoices, payments and shipping info within customer records
SpeedSearch
- Locate required information, resources and resolutions quickly and efficiently
- Perform an advanced search of any SalesLogix table or shared network directory
- Search prior tickets, notes, history, attachments, library documents or white papers
- Scan search results efficiently with advanced filtering, scoring, sorting and preview
Windows, Web & Wireless
- Accessing SalesLogix conveniently via multiple access methods
- The principles of Synchronizing rapidly and work offline, or working over the Web
- How to utilize wireless phones and PDAs for quick access to customer data in the field
- Providing customer portals over the web
System Administration and Customisation
Course Aims:
- This course is essential for System Administrators and Support Personnel. Also very useful for SalesLogix power users.
Prerequisites:
- Attendance on our SalesLogix Level 1,2 and 3 course or equivalent.
Course content:
Business Alerts / Notification
- Monitor data proactively and automatically receive alerts when conditions are met
- Notify Sales Managers of opportunities due to close or inactive accounts
- Alert Customer Service & Support staff to expiring maintenance contracts
- Receive alerts via e-mail, fax, pager, PDA, phone, or Web Browser
Multi-Currency Support
- Conduct sales and business operations internationally using local currencies
- Designate a system-wide base currency and manage multiple alternate currencies
- Lock currency exchange rates if individual sales opportunities require
- Generate proposals reflecting native customer currency
System Administration
- Optimize all aspects of your SalesLogix system and its resources and tools
- Configure user profiles, reports, tables, passwords and field-level security
- Manage team and territory assignments, Library contents and Admin tasks
- Tailor to accommodate standard ‘new customer’ or ‘new employee’ processes
Advanced Customization
- Customize the design and functionality of your SalesLogix solution
- Modify views, picklists and tabs, or add tables and fields via the SalesLogix Architect
- Assign unique views for specific users or groups for ease of use and security
- Create sales processes and configure stages, steps and required actions
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