9 New SalesLogix Training Classes

New Role Based Training Classes for SalesLogix


Our new role based classes are designed for delivery over the web but can be classroom based on request.  Generally speaking, each class is made up of 1 or more modules, each module being about 2hr maximum in length. 


Overview of SalesLogix:  This class is for the user that has not had any exposure to SalesLogix. It will focus on navigating the SalesLogix interface and introducing the user to all of the features available within SalesLogix. The class does not go into detail on any of the features covered. Separate classes are available for in depth training on any specific feature.
Full Class Description


Sales Admin User:  The role of the SalesLogix Sales Admin User is to ensure that Sales Representatives and Sales Managers are able to use SalesLogix in a way that fits their role.  The Sales Admin User accomplishes this by being knowledgeable and able to assist in many areas that are important to a person in a sales role.  Some examples of areas that the Sales Admin User should be competent in are: data clean up, reports and mail merge templates.  The Sales Admin User course contains the following modules.
Full Class Description


Sales Representative: As a Sales Representative you are responsible for qualifying leads, creating opportunities, and ultimately closing the sale.  To do this you must be organized, efficient, and never drop the ball.  The ability to correctly use SalesLogix will translate into a better sales cycle with happier customers.  If this is something that you strive for take the Sales Representative course!  This course includes the following modules that are guaranteed to make day-to-day tasks easier and more fruitful.
Full Class Description


Sales Manager: As a Sales Manager it is important to understand the processes your Sales Representatives use in SalesLogix as well as being able to see the big picture and get the information you need to stay on top of things.  The Sales Manager course consists of modules that are important for Sales Representatives as well as specific modules to help you do your job and get information that is pertinent to a manager.  Below are the modules included in the Sales Manager course.
Full Class Description


Support User: When there are issues the Support User is the go to person.  You’re charged with solving customer problems, no matter how big or small,  in order to retain customers and keep them happy.  This is a big task and it is important that you know how to use SalesLogix correctly so that you can handle customer issues appropriately and efficiently.  The Support User course consists of the following modules that will give you the tools you need to provide great support.
Full Class Description


Support Manager: As a Support Manager you are tasked with making sure your support team is operating efficiently and solving customer issues in a timely manner.  To do this it is important that you know the processes your support team is using to solve issues and be able to use them as well.  The Support Manager course consists of the same modules as the Support User but each module is expanded upon to give you a better view of the big picture and what is happening with your support staff.
Full Class Description


Marketing User: Advertising, lead generation, anticipating customers’ future needs and wants, these are all things that the SalesLogix Marketing User is tasked with.  Luckily we’ve put together a Marketing User course with modules that will help you manage and achieve all of your goals.  The Marketing User course contains the following modules so that you can do your job better and more efficiently.
Full Class Description


Data Management User: A clean system makes everyone happy which is why data management is so important.  The ability to keep the information in your system up-to-date and duplicate free is crucial to providing other users with the relevant information they need to use everyday.  Take our Data Management User course to learn the skills you need to manage your SalesLogix system.  The Data Management User course contains the following modules.
Full Class Description


SalesLogix Administrator: The SalesLogix Administrator has a big job with many different facets.  To be successful at administering the system it is important to be knowledgeable in multiple areas and to understand your system.  We’ve put together a SalesLogix Administrator course with modules in all the areas you must know to perform your job.
Full Class Description

ABOUT THE AUTHOR

David Tinjum

Dave is Founder and President of Customer FX Corporation. We all feel sorry for Dave - he's a wanna be geek who can't write a single line of code. How pathetic! Lucky for him, he's surrounded by a whole team of Alpha Geeks. Dave has been an industry insider since 1987 and is called the "Godfather of CRM" by some of his long time peers. He served as Chair of the GoldMine Channel Partner Council from 1993-2000 and Chair of the SalesLogix Business Partner Advisory Council from 1998-2004.

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