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SalesLogix Training -- Technology Advisors' Chicago Training Center

Technology Advisors offers a variety of SalesLogix training programs to meet your needs. SalesLogix training is available at our training facilities in Chicago or arrangements can easily be made to move SalesLogix training to your orgainzation's location.

Certified Training - Versions 7.0 and 7.2

Administering SalesLogix

This classroom course is designed for system administrators who are responsible for maintaining SalesLogix in their organizations. You will learn how to use the Administrative workspace, install and configure Remote and Client components, manage users and understand account security, maintain the database, and create contact and sales processes.

Successful completion of this course and certification assessment allows you to obtain Sage SalesLogix LAN Administrator certification for version 7.2.

Also available with version 6.2.

Sales End User for SalesLogix

This classroom course is designed for sales professionals and administrative staff who use the SalesLogix Client to manage customer relationships. You will learn how to use accounts and contacts, track sales opportunities, use dashboard views to measure performance, manage activities and calendar, perform various searches and create meaningful groups of data, generate reports, and more.

 

Marketing End User for SalesLogix

This classroom course is designed for marketing professionals who use the SalesLogix Client to manage leads and campaigns. You will learn how to use accounts and contacts, import and qualify leads, track campaigns and use e-mail marketing, manage your activities and calendar, perform various searches and create meaningful groups of data, generate reports, and more.

 

Service/Support End User for SalesLogix

This classroom course is designed for customer service and support professionals who use the SalesLogix Client to manage customer issues. You will learn how to use accounts and contacts; use tickets, contracts, returns, and defects to track customer issues; manage your activities and calendar; perform various searches and create meaningful groups of data; generate reports; and more.

 

Power End User for SalesLogix

This classroom course is designed for professionals who need to use SalesLogix to manage all aspects of their business--sales, marketing, and support. You will learn how to use accounts and contacts, track sales opportunities, use dashboard views to measure performance, manage your activities and calendar, perform various searches and create meaningful groups of data, generate reports; use tickets, contracts, returns, and defects to track customer issues; track campaigns and use e-mail marketing.

 

Also Available
End User for SalesLogix v6.2

This classroom course is designed for sales professionals and administrative staff who use the SalesLogix Client to manager customer relationships. You will learn how to use accounts and contacts, track sales opportunities, manage your activities and calendar, perform various searches and create meaningful groups of data, generate reports, and more.

 

SalesLogix for Sales "Getting Started" v6.2, v7.0

This course is designed to help your Sales Team understand the fundamental aspects of SalesLogix. Your team will benefit from this class by learning about Navigating SalesLogix, Accounts, Contacts and Opportunities, Outlook Integration, and more.

 

Sales Management v6.2

This course is designed to teach your advanced sales users and Sales management team the “how to” of SalesLogix higher functions. Students will get hands on training on Sales Processes, Contact Processes, Marketing, Forecasting and more.

 

Developing for SalesLogix

This course is designed to provide the resources and skills required to customize the SalesLogix Client.