At QI SalesLogix Professional Services, we offer End-user and Administrator training conducted in groups and in a one-on-one setting. In particular, you can choose from:
- onsite group training,
- online group training,
- onsite one-on-one training,
- online one-on-one training and
- refresher training over the phone.
Such a wide range of support and training options available from QISYS SalesLogix and nearly two decades of our industry expertise, allow your company to take full advantage of the opportunity to make the most of your talents and technology and compete more effectively in your marketplace. Training can balance out poor data quality and system underusage with better reporting accuracy, reduced user frustration, and increased end-user adoption. SalesLogix training can identify and satisfy new business requirements and needs in addition to getting feedback and value out of what you have paid for.
Without training, users are left to their own devices to figure out how to use SalesLogix, typically, in context with an incomplete understanding of the business process driving their work. This generally means degraded data quality (misunderstanding of which data goes in what fields, duplicates, etc.), system misusage patterns (users go through a round-a-bout path instead of leveraging built-in shortcuts and time savers, or they are afraid to use the software) and general frustration as the tool they are asked for to do their job seems too complex. In many cases, this can cascade problems to other areas of the business such as reporting, key performance indicators, dashboard summaries, integration, and impact other business groups and their job. However, training, when done interactively, can be a good medium to gather user feedback and identify new requirements and areas requiring troubleshooting or support.
SalesLogix Training Class Size
QISYS SalesLogix group training is usually conducted with groups of 15-25 people, 80% of which would most likely be too shy to ask questions during the group training. With our highly recommended one-on-one training, your employees can now benefit from individualized attention to specific pains, where we are also able to answer and allocate more attention to any questions people usually held back during QISYS SalesLogix group training.
Skill Level Based SalesLogix Training
End-user and Administrator training can be basic (beginner level) or advanced depending on your skill level, and geared towards your industry. SalesLogix IT and Database hands-on training involves implementation, installation and configuration of SalesLogix and its components in addition to configuring Outlook Integration with SalesLogix. Best of all, classes are customized to your business, using your database. QISYS SalesLogix training is tailored to your existing knowledge of SalesLogix, company processes and industry specific scenarios, customizations done to SalesLogix, and your data.
SalesLogix Refresher Training
SalesLogix refresher training is usually conducted one-on-one, customized to each user’s need. Once the user begins using the system and accumulates questions on how to perform certain actions within their database, a month or so after, one-on-one refresher training is typically scheduled. SalesLogix refresher training can also be used as intermediate training between beginner and advanced level training or performed after each upgrade providing great training for reps making sure everyone is up-to-date and in sync.
Types of support and training QYSIS SalesLogix offers:
- Telephone Support –for instant problem resolution
- Remote PC Support –allows us to work with your PC real-time
- On-Site Support – best when a face to face meeting is required
- Train the User – basic training for a new user
- Train the Trainer – intermediate training for your in-house trainers.
- Train the Administrator – advanced training for your system administrator and Power User.
QI SalesLogix Professional Services trainers are knowledgeable and responsive, full of tips and tricks to help your staff get the most from their training. Our history of training gives us unique insights into how people learn new software, and how to get your system up and running quickly. We believe that training is a relationship, not an event and QISYS SalesLogix is dedicated to making your SalesLogix training experience produce a significant difference in the way you use your software, handle and resolve database problems, support your sales and business processes and fight with competitors overall.
QISYS SalesLogix is a solution-based organization. When delivering, training from QISYS SalesLogix is always done in context with the solution as a whole, as opposed to a general review of the core product. We find that the most effective training program is tied directly to what people need in order to do their job, and we are in a position to work with your internal team to define the optimal schedule. To find out more about the training solutions available in your region, contact QISYS SalesLogix at (416) 253-5555.
Getting Started and Moving Around |
Managing Users |
Multicurrency support |
Managing contacts and accounts |
Using synchronization |
Working with Microsoft Outlook |
Advanced Outlook Integration |
Field customization |
Managing Sales activities (leads, opportunities, dashboards) |
Using What’s New |
Using My Preference and My Dashboard |
Understanding IntelliSync |
Data upload |
Managing opportunities |
Using Subscription |
Finding Information |
Customizing Menus and Toolbars |
Managing documents |
Service and Support (Tickets, Contracts, Returns, Defects) |
Using Library Items and Attachments |
Working with lists |
Database Maintenance |
Document templates |
Marketing Training in lead and campaign management and outbound call handling. |
Using SpeedSearch |
Adding customer information |
Importing Data |
Embedded e-mail editor |
SalesLogix Customer Care training in caring for customers and Knowledgebase training |
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Lead Management |
Synchronization |
Products and Timings |
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Target Lists |
Server administration |
Summary reports |
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Managing Documents |
System and Security overview |
Key attribute profiling |
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Campaign Management |
Using SpeedSearch |
Campaign management |
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Outbound Call Handling |
Contact and Sales Processes |
Outbound call handling |
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Running Reports |
Menus and Toolbars |
User administration |
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Using Core Features |
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Workflow customization |
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Advanced tab customization |
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