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Free SalesLogix Workshops
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Looking to sharpen your skills to get the most out of SalesLogix? These workshops are for you. Look over the list and click a few to view the information covered in the workshop. Take a look at the scheduled list to the right for upcoming scheduled workshops to register! |
Workshops
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Would you like to use the Query Builder but lack the necessary training to put it to proper use? Than this is the Workshop for you! The SalesLogix Query Builder is a powerful tool that allows the user to create personalized groups. U...
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The Knowledge Base is a search engine that allows the users to search Tickets, History, and the Library for pertinent information. A user also has ...
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The SalesLogix Dashboard is a great tool that allows for real-time insight in...
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The ability to create and launch a successful Campaign is essential for marketing. SalesLogix has Campaign functionality that allows users to create, edit, and delete Campaigns. A user can also create Stages and Tasks needed for a Campa...
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Reports are an integral part of SalesLogix, they provide a simple way to incorporate data for a quick snapshot of important information. There are many types of data that you can run reports against, including but not limited to: Accounts, Contrac...
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Are you forgetting something important? Maybe that is because the Activity Reminder has c...
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Unlike standard groups that are based on a set of conditions, ad-hoc groups contain records that are static. The accounts, contacts, or opportunities remain the same unless you edit the group. Ad-hoc groups are useful for many reasons, ...
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Saving an email to SalesLogix account/contact records is an important part of keeping accurate, up-to-date information of daily correspondences. There are many things you can do with the email feature of SalesLogix - emails can be created for one ...
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A literature request is a specialized activity that allows a user to select quantities of marketing materials, documents or technical information for a contact, or group of contacts, that can be sent via email, letter or fax. Even if your compan...
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SalesLogix Support Tickets record customer inquiries or complaints. Tickets can contain virtually all information necessary to report, investigate, and close an inquiry or problem. With this feature the user can insert new tickets for an acc...
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Do your Toolbars and your Icons reflect the functions you use most often to perform your job? They should and this Workshop will teach you how. This Workshop will focus on creating Toolbars and Icons to access features of SalesLogix t...
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Want to save time during your work day? Create a Group! Groups are a collection of accounts, contacts, or opportunities that share a common value or characteristic. Groups allow a user to work with a subset of records to accomplish a t...
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The ability to create a merge template and perform a mail merge is a quick, efficient way to execute correspondence for an individual or a group of people. SalesLogix provides mail merge capabilities using templates created with Microsoft Word.&nb...
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Why CRM? Why SalesLogix? These are two of the questions that will be answered in the New User Orientation Workshop. This Workshop is specifically designed for the new, inexperienced user. This Workshop will focus on navig...
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Commonly a user learns one way to lookup records and continues to use that method forever. There are several different ways to lookup records in SalesLogix, some of which a user may have never been exposed to. In this workshop users will l...
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Have you been tasked with updating your client list? Using the Global Replace feature you can update many records quickly and easily. Global Replace allows you to change contents of a field based on criteria that you set up. In this ...
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The Tools/Options section of SalesLogix never gets a glance. This workshop will demonstrate why knowledge of this feature will be beneficial in setting up the workspace in SalesLogix. This workshop will focus on setting up user preferences...
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Every company has a sales process that reflects the needs of the business. Sales processes are a series of stages and steps that help a sales person close an opportunity. In SalesLogix you have the ability to create sales processes based on ...
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In SalesLogix an Opportunity is a potential sale to an account. The ability to accurately enter and track Opportunities can mean the success or failure of a sale. Opportunities enable sales people and sales managers to collect, analyze, fore...
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The ability to import groups of leads is a new function available in SalesLogix v7.0. This function allows you to quickly perform an import for groups of leads - whether you have 30 new leads or 300. This workshop will focus on functionali...
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