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.

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 complet 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

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.

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

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.

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

• 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

• 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

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.

Business Alerts / Notification

• Monitor data pro-actively 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

• 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

• 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