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Sage CRM Saleslogix Training Courses

We offer both Sage Software University courses as well as our customized training courses tailored to your specific business needs.

Customized Saleslogix Training

Our Canadian Saleslogix training courses are grouped into five packages, each with course segments that can be added or removed depending upon training requirements and assessed weaknesses.

General Saleslogix Training. These course segments are designed to provide trainees with a broad immersion into Saleslogix Customer Relationship Management. The goal is to enable competent, efficient, and comfortable usage of Salilder

  • Saleslogix Data Maintenance Procedures and Routines
  • Maximizing Mail Merge
  • Using Saleslogix Campaign Management
  • Using Saleslogix Sales Processes
  • Using Saleslogix Contact Processes

 

Saleslogix Administrator Crash Course

  • Working with lists in Swiftpage Saleslogix
  • Adding Customer Information
  • Lead Management
  • Target Lists
  • Managing Documents
  • Campaign Management
  • Outbound Call Handling
  • Running Reports in Saleslogix CRM
  • Using Swiftpage Saleslogix CRM Core Features

Saleslogix Administrator Training. These course segments are designed to assist the individuals tasked with supporting Saleslogix CRM within your organization. In-house administration training can save thousands of dollars in outsourcing simple tasks, in addition to being able to more quickly make simple modifications to keep the company’s daily operations running smoothly. Some of the course segments are:

  • Managing Users in Saleslogix CRM
  • Advanced Outlook Integration in Saleslogix
  • Understanding IntelliSync
  • Customizing Saleslogix Menus and Toolbars
  • Saleslogix CRM Database Maintenance
  • Importing Data into Saleslogix
  • Synchronization
  • Saleslogix Server Administration
  • System and Security Overview in Swiftpage Saleslogix CRM
  • Using SpeedSearch
  • Contact and Sales Processes
  • Saleslogix CRM Menus and Toolbars

Saleslogix Information Manager Training. These course segments are designed for users responsible for analyzing data, creating reports, and for light Saleslogix customization. These course segments are not as focused on customizing Saleslogix CRM as the Saleslogix Administrator training would consist of. Some of the course segments are:

  • Multicurrency support
  • Field customization in Saleslogix CRM
  • Data Upload
  • Managing documents
  • Document templates in Swiftpage Saleslogix
  • Embedded e-mail editor
  • Products and Timings
  • Summary reports
  • Key attribute profiling
  • Campaign management
  • Outbound call handling
  • User administration
  • Workflow customization
  • Advanced tab customization

Saleslogix End User Training. These course segments are designed for sales staff with a general Saleslogix or similar customer relationship management software experience. These course segments are tailored to your business processes so that users can quickly apply the training directly in everyday tasks. This training is essential for obtaining higher user-adoption rates and reducing the stress that some users may feel about using a CRM. Some of the course segments are:

  • Managing contacts and accounts in Saleslogix CRM
  • Managing Sales activities (leads, opportunities, Saleslogix dashboards)
  • Managing opportunities
  • Service and Support (Tickets, Contracts, Returns, Defects) in Saleslogix
  • Marketing Training (lead management, campaign management, outbound call handling)
  • Saleslogix CRM Customer Care (customer support and knowledgebase training)

Saleslogix Remote Client Training. These course segments focus on maximizing the use of the Saleslogix Remote Client. The Saleslogix CRM Remote Client is a complimentary software solution ideal for sales persons on the go. Some of the course segments are:

  • Using Saleslogix synchronization
  • Using What’s New
  • Using Subscription
  • Using Library Items and Attachments
  • Using SpeedSearch

Saleslogix Training Courses

We offer Saleslogix training that are not customized. These courses are not tailored to your company’s business processes specifically but do cover the Saleslogix CRM software in depth. Customized Saleslogix courses are meant for single company audiences, these Saleslogix training courses may contain representatives from several companies, single company only Saleslogix training courses are available.

Saleslogix Official Marketing End User
This official Sage CRM Saleslogix course is 2 days in duration and will cover:

  • Introduction to Saleslogix
  • Accounts and Contacts in Saleslogix
  • Campaign Management and Marketing Services
  • Saleslogix Calendar and Saleslogix Activities
  • Saleslogix Notes, Attachments, and Library Items
  • Saleslogix and Email, Outlook Integration, and Links
  • Contact Processes in Saleslogix
  • Saleslogix Reports

Saleslogix Official Sales End User
This official Sage CRM Saleslogix course is 2 days in duration and will cover:

  • Introduction to Saleslogix
  • Accounts and Contacts in Saleslogix
  • Saleslogix Lead Acquisition, Qualification, and Conversion
  • Saleslogix Opportunities Management, Statistics, and Sales Processes
  • Saleslogix Dashboards for Calendar, Content Sets, and Analysis Views
  • Saleslogix Calendar and Saleslogix Activities
  • Saleslogix Notes, Attachments, and Library Items
  • Saleslogix and Email, Outlook Integration, and Links
  • Saleslogix Document Templates and Mail Merge
  • Contact Processes in Saleslogix
  • Saleslogix Reports

Saleslogix Architect / Deployment Specialist
This Swiftpage Saleslogix CRM course is 1 day in duration and will cover:

  • Creating a Test Environment for Saleslogix
  • Saleslogix Database Data Structures
  • Saleslogix Database Architecture and Security Capabilities
  • Saleslogix User Customization for Lookups, Pick Lists, and Query Builder
  • Saleslogix Programming Customization / Tailoring
  • Saleslogix Customization Deployment using Bundles

Saleslogix Turbo Charged
This Swiftpage Saleslogix CRM course is 1 day in duration and is aimed at creating Saleslogix power users and will cover:

  • Saleslogix Client for the Administrator
  • Unleashing the Saleslogix Query Builder
  • Saleslogix Data Maintenance Procedures and Routines
  • Maximizing Mail Merge
  • Using Saleslogix Campaign Management
  • Using Saleslogix Sales Processes
  • Using Saleslogix Contact Processes

Saleslogix Administrator Crash Course
This Swiftpage Saleslogix CRM course is 2 days in duration with the goal of being able to do general problem solving and supporting Saleslogix deployments and will cover:

  • Deploying the Saleslogix Environment
  • Configuring the Saleslogix Administrator
  • Saleslogix User and Team Security Configuration
  • Saleslogix Client Components
  • Saleslogix Integration with Microsoft Outlook and Microsoft Exchange Server
  • Customizing Lookups and Groups within Saleslogix

Saleslogix Official Administrator Certification
This official Sage CRM Saleslogix course is 4 days in duration and will cover:

  • Deploying the Saleslogix Environment
  • Configuring the Saleslogix Administrator
  • Saleslogix User and Team Security Configuration
  • Saleslogix Client Components
  • Saleslogix Integration with Microsoft Outlook and Microsoft Exchange Server
  • Customizing Lookups and Groups within Saleslogix
  • SpeedSearch
  • Saleslogix Synchronization Configuration
  • Saleslogix Remote Client
  • Saleslogix User and Data Maintenance Routines and Functionality
  • Customizing Saleslogix Menus and Toolbars
  • Deploying a Development Environment
  • Custom Software Development of Saleslogix

Sage Software University Courses

These courses are offered through Sage Software University and are divided into three options:
  • Classroom
    CRMX-6-72000 – Sales End User for Swiftpage Saleslogix LAN v7.2
    CRMX-6-72001 – Service/Support End User for Swiftpage Saleslogix LAN v7.2
    CRMX-6-72002 – Marketing End User for Swiftpage Saleslogix LAN v7.2
    CRMX-6-72003 – Power End User for Swiftpage Saleslogix LAN v7.2
    CRMX-6-72010 – Administering Swiftpage Saleslogix LAN v7.2 – CUSTOMERS ONLY
    CRMX-6-72030 – Developing for Swiftpage Saleslogix LAN v7.2
    CRMX-6-72041 – Developing for Swiftpage Saleslogix Web v7.2
    CRMX-6-72051 – Developing for Swiftpage Saleslogix Mobile 5.0
    CRMX-7-70000 – Sales End User for Swiftpage Saleslogix LAN v7.0
    CRMX-7-70001 – Service/Support End User for Swiftpage Saleslogix LAN v7.0
    CRMX-7-70002 – Marketing End User for Swiftpage Saleslogix LAN v7.0
    CRMX-7-70003 – Power End User for Swiftpage Saleslogix LAN v7.0
    CRMX-7-70010 – Administering Swiftpage Saleslogix LAN v7.0 – CUSTOMERS ONLY
    CRMX-7-70030 – Developing for Swiftpage Saleslogix LAN v7.0
    CRMX-7-70040 – Implementing & Customizing for Swiftpage Saleslogix Web v7.0
    CRMX-8-62000 – End User for Swiftpage Saleslogix v6.2
    CRMX-8-62001 – Customer Service for Swiftpage Saleslogix v6.2
    CRMX-8-62030 – Developing for Swiftpage Saleslogix v6.2
  • Realtime Learning and Anytime Learning
    CRMX-6-72231 – Introduction to Developing for Swiftpage Saleslogix LAN v7.2
    CRMX-7-70231 – Introduction to Developing for Swiftpage Saleslogix v7.0
    CRMX-8-62200 – 12 MONTHS – Swiftpage Saleslogix v6.2 LAN Client End User
    CRMX-8-62200 – 6 MONTHS – Swiftpage Saleslogix v6.2 LAN Client End User
    CRMX-8-62203 – 12 MONTHS – Saleslogix Marketing Feature Pack for v6.2.3
    CRMX-8-62203 – 6 MONTHS – Saleslogix Marketing Feature Pack v6.2.3
    CRMX-8-62211 – 12 MONTHS – Creating Contact Processes for Saleslogix v6.2
    CRMX-8-62211 – 6 MONTHS – Creating Contact Processes for Saleslogix v6.2
    CRMX-8-62221 – Swiftpage Saleslogix Product Retirement: Upgrading to v6.2
    CRMX-9-61200 – 12 MONTHS – Swiftpage Saleslogix v6.1 LAN Client End User
    CRMX-9-61200 – 6 MONTHS – Swiftpage Saleslogix v6.1 LAN Client End User
    CRMX-9-61201 – 12 MONTHS – Swiftpage Saleslogix v6.1 Web Client End User
    CRMX-9-61201 – 6 MONTHS – Swiftpage Saleslogix v6.1 Web Client End User

The below courses are offered directly through Sage Software University, our Canadian Swiftpage Saleslogix training team can also facilitate these exact courses locally.

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Sage CRM Saleslogix Training Courses

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