|
Untitled Document
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.
|
Untitled Document
| |
| Register for a free
Real Estate Advantage™ Demo, and see the advantages of our
solution live!
Split View
Dashboard
Editable Grid
Relationship Navigator
Quick Search
and more! |
|
| News
& Events |
Ascendix participates in Hotter'n Hell Hundred Read More |
| Press
Release SRS Real Estate Partners selects Real Estate Advantage™
|
Case Study
Download Summit Realty Group Success
Story
Read how Summit was able to increase CRM user adoption rate by 90%... |
Case Study
Download Highwoods Properties Success
Story
Read a case study about our successful implementation at Highwoods... |
Ascendix
Named to 2008 Microsoft Dynamics President’s Club
Microsoft Honors Ascendix Technologies for Outstanding Customer Commitment
and Sales Achievement...
SEE ALL » News | Events |
|