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Thursday March 11, 2010 | How can we help?  
  Training Services

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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 is Crucial

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
  • 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
  • Configure Outlook
  • Customizations
  • Adding Users / Teams
  • High Level Searches
  • Installing Clients
  • Synchronization
  • Contact Processes
  • Sales Processes
  • Development Environment
  • Maintaining Data
  • Conflict Resolution
  • SalesLogix Licenses
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


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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