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The final, crucial component in a successful CRM
implementation is training.
The Ascendix approach to training combines technology,
comfort and proven adult learning techniques to make learning
as efficient as possible. You'll find that our state-of-the-art
training center defies the stereotypical views of other
computer training facilities.
Students have ample working space and sit in comfortable,
ergonomically correct chairs. Desktop monitors are partially
recessed providing unobstructed views of the nine-foot instructors
screen. A break room is provided with a dining area and
semi-private desktops complete with telephone and modem
lines.
Why all the creature comforts? Students learn better when
they are not preoccupied with trying to see what the instructor
is doing, struggling with a manual that won't fit in the
desk space allotted, trying to get comfortable in a conference
room style stacking chair.
Our training is also unique because we pay attention to
the principles of adult learning. We give students the opportunity
to explore the reasons why learning the new technology is
useful, explore places where this may have been useful in
past experiences and how it will be beneficial in the future.
The student sees what is being done on the screen, hears
what the instructor is saying about the action, and is allowed
some self-directed practice on a fully functional PC in
front of them. The training identifies specific tasks that
the software will be used for and those tasks are practiced
by the student. The goals of the users' organization in
purchasing the solution are also communicated, thus making
it clear to the students why they are expected to learn
and use the tools.
WHY TRAINING?
Training is one of the most important components of the
CRM implementation. Its importance lies in the value of
time. If the people expected to use the tool are not properly
and adequately trained, they will typically take one of
two actions. They will either spend extraordinary amounts
of time away from their sales or support responsibilities
trying to learn the product by trial and error, or they
will not use the product at all. The most common response
observed by poorly trained or untrained users is the latter.
This refusal to use the product causes the solution to fail
and the organization loses considerable amounts of valuable
time in the research, selection, customization, and implementation
of the solution.
Training significantly shortens the learning cycle and
raises the users' comfort level immediately. Armed with
a solid understanding of the fundamental functionality of
the product, users are able to gain efficiencies and productivity
very quickly. This fast success causes increased usage,
which in turn multiplies the benefits of the product to
the organization.
CLASS OFFERINGS
| CLASS |
END
USER |
POWER USER |
ADMINISTRATOR |
| CLASS SIZE |
Minimum 6 Students
Maximum 12 Students
The class sizes are designed to meet the individual
needs of the students |
Minimum 6 Students
Maximum 12 Students
The class sizes are designed to meet the individual
needs of the students |
Minimum 3 Students
Maximum 5 Students
The class sizes are designed to meet the individual
needs of the students |
| PREREQUISITE |
Basic Windows
knowledge recommended prior to enrolling |
SalesLogix End User experience
recommended prior to enrolling |
SalesLogix
End User experience recommended prior to enrolling |
| CONTENTS |
- Contact Functions
- Activities Log
- Calendar
- Email (Outlook)
- Templates
- Mail Merges
- Library
- Reports
- Synchronization
- Outlook
- Attachments
- Editing Group Layouts
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- Account Functions
- Opportunity Lesson
- Marketing Campaigns
- Emails from SalesLogix
- Advanced Lookups
- Groups Usage
- Reports
- Literature Request
- Group Manager
- Template Creation
- Merge Options
- Exporting to Excel
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- Configure Outlook
- Customizations
- Adding Users / Teams
- High Level Searches
- Installing Clients
- Synchronization
- Contact Processes
- Sales Processes
- Development Environment
- Maintaining Data
- Conflict Resolution
- SalesLogix Licenses
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| PRICING |
Special rate
of $195 per student
Manuals included with this training session. |
Special rate of $295 per student
Manuals included with this training session. |
Special rate
of $650 per student
Includes lunch, manuals, and handouts. |
| DURATION |
Approximately
4 hours |
Approximately 4 hours |
Approximately
6.5 hours |
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CLASS SCHEDULE
All Classes are scheduled to be held between 9:00am
and 4.00pm. Other Software training and custom classes
are available.
CLASS DESCRIPTIONS
- Sage CRM SalesLogix Sales Client End User
This class gets the end users to the keyboard and exposes
them to the foundational features of the Sage CRM SalesLogix
program. With the knowledge base developed in this class
the end user can utilize the system and develop an understanding
of what they want to gain from the advanced end user's
class.
- Sage CRM SalesLogix Administrator
This class familiarizes the person(s) that will be responsible
for the day to day administration of the system with the
end user features of the products and some of the elementary
administrative functions. It is held to begin building
the client organization's knowledge base about the system.
This knowledge is a prerequisite to the Advanced Administrator
class.
- Sage CRM SalesLogix Advanced Administrator
This class follows the Administrator Introduction class
and gives the administrative personnel the necessary knowledge
to operate, maintain, and lightly customize the system
in support of the end users. The instructor gives ample
real world examples to reinforce the relevance of the
training to the administrator's responsibilities within
the system.
- Crystal Reports for Sage CRM SalesLogix
Crystal Reports training focuses on the skills necessary
to create Crystal Reports for use in your Sage CRM SalesLogix
CRM system. The course is designed to increase report
design skills and release reports for use with Sage CRM
SalesLogix. Advanced topics will be covered and include
cross tab reports, subreports, SQL queries, and web reporting.
- Scribe Integrate for Sage CRM SalesLogix
This course was designed to familiarize the user with
all features of Scribe's Integrate. The users will create
a job from start to finish. By the end of this course
the user should be familiar with the planning, implementing
of a migration/integration job using the appropriate features,
functions in Migrate/Integrate.
- Sage CRM SalesLogix Synchronization
This course is designed to meet the needs of companies
with multiple remote users that would therefore rely heavily
upon the synchronization technology.
- Sage CRM SalesLogix End User Advanced
End User-Advanced training builds on the skills first
covered in End User Intorductory training, but in much
greater depth. In the introductory end user training,
we have limited time to cover each skill in the system.
End User-Advanced training allows us to spend much more
time on advanced skills like queries, creating mail merge
templates, integration with other applications like Microsoft
Word, Excel, Outlook and other popular business applications,
as well as focusing on "real-world" activities that incorporate
multiple steps and program functions.
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