Sage SalesLogix Course Description
Training Center • Cleveland
Training Class Information:
Hours: 8:30 a.m. to 5:00 p.m.
Location: 6800 W. Snowville Rd. • Brecksville, OH
Contact: Lori Ramsey
Phone: 800.837.2427, ext. 3214
Fax: 800.649.6783
Sales End User for Sage SalesLogix LAN v7.2
Two-Day Class, $795 per student
Overview: This classroom course introduces you to the core components of the SalesLogix Client. You will learn how to:
- Navigate the SalesLogix Client workspace
- Manage accounts and contacts
- Manage sales tasks such as leads, opportunities, and sales dashboards
- Create activities for phone calls, meetings, to-dos, and literature requests
- Send e-mail from SalesLogix
- Add notes, use attachments, and use the library
- Write letters using templates and mail merge
- Use contact processes to streamline contact with customers
- Generate, filter, and export reports
Note: This course will not cover the SalesLogix Client Support or Marketing components, or the SalesLogix Web Client.
Course Level: Basic
Prerequisite:
- A working knowledge of Microsoft Windows (2000 or later)
- Experience with Microsoft Outlook
Attendees will receive a class workbook when they arrive to the training center. The workbook contains step-by-step exercises, workshops, and reference material.
16 CPE Credits
Service/Support End User for Sage SalesLogix LAN v7.2
Two-Day Class, $795 per student
Overview: This classroom course introduces you to the core components of the SalesLogix Client. You will learn how to:
- Navigate the SalesLogix Client workspace
- Manage accounts and contacts
- Manage service/support tasks such as tickets, contracts, returns, and defects
- Create activities for phone calls, meetings, to-dos, and literature requests
- Send e-mail from SalesLogix
- Add notes, use attachments, and use the library
- Write letters using templates and mail merge
- Use contact processes to streamline contact with customers
- Generate, filter, and export reports
Attendees will receive a class workbook when they arrive to the training center. The workbook contains step-by-step exercises, workshops.
16 CPE Credits
Course Level: Basic
Prerequisite:
- A working knowledge of Microsoft Windows (2000 or later)
- Experience with Microsoft Outlook
Marketing End User for Sage SalesLogix LAN v7.2
Two-Day Class, $795 per student
Overview: This classroom course introduces you to the core components of the SalesLogix Client. You will learn how to:
- Navigate the SalesLogix Client workspace
- Manage accounts and contacts
- Manage marketing tasks such as leads and campaigns
- Create activities for phone calls, meetings, to-dos, and literature requests
- Send e-mail from SalesLogix
- Add notes, use attachments, and use the library
- Write letters using templates and mail merge
- Use contact processes to streamline contact with customers
- Generate, filter, and export reports
Note: This course will not cover the SalesLogix Client Sales or Service/Support components, or the SalesLogix Web Client.
Course Level: Basic
Prerequisite:
- A working knowledge of Microsoft Windows (2000 or later)
- Experience with Microsoft Outlook
Attendees will receive a class workbook when they arrive to the training center. The workbook contains step-by-step exercises, workshops.
16 CPE Credits
Power End User for Sage SalesLogix LAN v7.2
Three-Day Class, $995 per student
Overview: This classroom course introduces you to the core components of the SalesLogix Client. You will learn how to:
- Navigate the SalesLogix Client workspace
- Manage accounts and contacts
- Manage sales tasks such as leads, opportunities, and sales dashboards
- Create activities for phone calls, meetings, to-dos, and literature requests
- Send e-mail from SalesLogix
- Add notes, use attachments, and use the library
- Write letters using templates and mail merge
- Use contact processes to streamline contact with customers
- Generate, filter, and export reports
- Manage service/support tasks such as tickets, contracts, returns, and defects
- Manage service/support tasks such as tickets, contracts, returns, and defects
- Manage marketing tasks such as leads and campaigns
Course Level: Basic
Prerequisite:
- A working knowledge of Microsoft Windows (2000 or later)
- Experience with Microsoft Outlook
Attendees will receive a class workbook when they arrive to the training center. The workbook contains step-by-step exercises, workshops, and reference material.
24 CPE Credits
Administering Sage SalesLogix LAN v7.2 - CUSTOMERS ONLY
Four-Day Class, $2,150 per student
Overview: This classroom course introduces you to the SalesLogix Administrator and the Architect tools. You will learn how to:
- Prepare for implementation
- Configure the SalesLogix Administrator and use the Administrator workspace
- Install the SalesLogix Client Create users and establish security
- Create teams and establish security Use core client components
- Configure SpeedSearch
- Configure Marketing Services
- Configure the Synchronization Server
- Install the Remote Client and use Remote features
- Manage users and data using administrative roles and realignment
- Create contact and sales processes
- Create menus and toolbars
Course Level: Intermediate
Prerequisite:
- Knowledge of SQL Server and relational databases
- Knowledge of client/server architecture
- Basic networking skills such as sharing folders and setting user permissions
- Experience using the SalesLogix Client (preferred)
Attendees will receive a class workbook when they arrive to the training center. The workbook contains step-by-step exercises, workshops, and reference material.
Certification: When you complete the course, you will receive instructions for taking an optional certification assessment. Successful completion of this course and certification assessment allows you to obtain Sage SalesLogix LAN Administrator certification for version 7.2 (SLXLANA7).
Note: This course is designed for customers only. Business partners should take the Implementing Sage SalesLogix course for appropriate certification.
32 CPE Credits
All courses qualify for CPE Credit
Reserve your seat today! 1-800-589-6614 ext. 2019
Prerequisite for All Classes:
Socius requires that all persons attending End User training be familiar with Microsoft® Windows 95/98/Me or Windows NT/2000 and Microsoft Internet Explorer version 5.x.
Continuing Professional Education (CPE) Credit is available
for Sage CRM SalesLogix Classroom Training
Socius is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for the CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417.