TrainerQuest | custom SalesLogix training and consulting

Home: Solutions: CRM Training: SalesLogix

Our trainers and consultants deliver generic or customized courses at your location, either in a classroom or at your employee's desk.

The topics below are guidelines to the course structures. After speaking with you we will tailor course content to suit your specific needs and arrange course delivery at a time convenient to you.

SalesLogix Training Areas:

- SalesLogix End User
- SalesLogix System Administrator

SalesLogix End User

Navigation
- Navigating the SalesLogix Workspace
- Using Shortcut Menus
- Examining the SalesLogix Components
- Using Help

Contacts, Accounts, Opportunities, Activities & Calendar
- Utilizing the Account, Contact & Opportunity screens
- Developing Associations
- Viewing the Activities & Calendar windows

Lookups & Groups
- Utilizing Lookups and Creating Groups
- Performing Queries
- Creating Ad-hoc Groups

Communication
- Confirming an Activity
- SalesLogix E-Mail
- Sales Library
- Phone Dialer

Notes & Letters
- Inserting a Note
- Attaching Files
- Performing a Mail Merge
- Creating a Template
- Scheduling a Literature Request

Remote Client Features
- User Synchronization
- What's New
- Subscription
- Sales Library

SalesLogix System Administrator

Overview
- Navigating the SalesLogix Workspace as an End User
- Overview of Relational Databases and SalesLogix Tables
- End User SalesLogix Components and Functions

Templates & Reports
- Using the SalesLogix Editor
- Creating a Template
- Generating IQ Reports

Processes - Assigning & Triggering
- Process Overview
- Assigning an Existing Process
- Triggering Processes
- Process Manager & Features

Administrator
- Understanding the Administrator
- Adding New Licenses
- Controlling the Administrator
- Managing Users
- Creating Sales Teams
- Realigning Territories & Activities
- Examining the Sales Library

Tables, Fields & Data
- Understanding Table Relationships
- Examining the Database Manager
- Executing a SQL Query
- Checking Database Integrity
- Using the Replace Data Wizard
- Exploring Joins
- Managing Lookups

Architect
- Creating an Alias
- Utilizing the Borland Database Engine
- Utilizing the Plugin Manager
- Building a Process
- Modifying a Pick List
- Building a View
- Creating Advanced Views
- Designing a Data Grid
- Creating a Calculated Field
- Updating Releases Overview
- Exploring Client Options
- Utilizing the Tab Manager
- Customizing Strips

IQ Reports
- IQ Reports Overview
- Defining the ODBC Connection
- Understanding the Knowledge Base Manager
- Understanding the IQ Report Features
- Creating a Report

Bundles
- Understanding Bundles
- Creating a Bundle
- Using the Bundle Manager

Synchronization
- Synchronization Process
- Sync Server Profile
- Conflict Resolution
- Activating Synchronization

Manage Remote Users and Offices
- Subscription Rules
- Remote User Database Maintenance
- Agents
- Sending Remote Tasks
- Territory Realignment
- Remote Office Configuration
- Remote Office Database Creation

Troubleshooting
- Exploring Administrative Functions
- Evaluating Sync-related Issues
- Investigating Error Messages