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SalesLogix 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. Using the Query Builder Read More...
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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 the ability to search any network folder to find needed information. The specific search areas are set up Read More...
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The SalesLogix Dashboard is a great tool that allows for real-time insight into important information for all levels of an organization. The Dashboard features pipeline analysis, top opportunities, closed sales to date, win/loss analysis, key performance Read More...
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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 Campaign. Once a Campaign Read More...
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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, Contracts, Read More...
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Are you forgetting something important? Maybe that is because the Activity Reminder has changed in v7.0. The ability to organize your Meetings, Phone Calls, Events, and Personal Activities is a great feature of SalesLogix; receiving a minder when an activity Read More...
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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, for example during Read More...
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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 or many Read More...
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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 company is not Read More...
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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 account or contact, Read More...
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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 that are most commonly Read More...
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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 task or perform job Read More...
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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. Mail Merges Read More...
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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 navigating the SalesLogix workspace. Read More...
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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 learn to lookup Read More...
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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 workshop you will Read More...
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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 to maximize Read More...
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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 business size, Read More...
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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, forecast and report Read More...
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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 functionality within SalesLogix Read More...
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The Leads area is a new addition in SalesLogix v7.0 and a great tool for keeping your database clean. Now you can keep potential customers separate from actual customers. This workshop will focus on Managing Lead Qualifying questions, creating new individual Read More...
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Has your company restructured sales territories or have personnel moved to different locations? If so, this workshop is for you! Whether this is your first time using this feature or you need a refresher, the ability to quickly and correctly realign territories Read More...
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SpeedSearch allows users and external customers to search for information stored in the SalesLogix database, such as tickets, standard problems, procedures, attachments, Library items, and external documents on your network. Let us show you the benefits Read More...
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In SalesLogix a Process is a series of tasks executed according to a defined path. Using this feature of SalesLogix will increase the power users ability to stay informed during the sales process and never miss a beat! This workshop will show the power Read More...
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Do you ever look up a contact only to find more than one record for the same contact? If you answered yes, then this workshop is for you! The ability to take two or more records for the same contact and create one seamless record without losing pertinent information will improve the quality of the data in your system and will help to ensure important information isn’t lost. This workshop will focus on a quick and easy way to Merge contacts on the fly giving the user a more complete picture of contacts. Read More...
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