Argenta Systems offers a variety of training options—both structured classroom training sessions and one-on-one targeted training. We offer customized training to fit your company’s situation. Training can be conducted at our modern training center, at your location, or at an off-site location. As part of our comprehensive approach to training, we can create customized training manuals, using examples and instructions specific to your organization or use a standard manual. Training is conducted using your company’s database with your customizations, not an out of the box database.
Please contact us for more information and pricing.
Sage SalesLogix – Sales End User
This course is designed for sales professionals, managers and administrative staff who use the SalesLogix Client to manage customer relationships. You will learn how to:
• Create and use accounts and contacts
• Create and track sales opportunities
• Use dashboard views to measure performance
• Manage activities (phone calls, meetings, and to dos)
• Manage your calendar
• Add notes, use attachments and use the library
• Send e-mails and letters
• Use templates and mail merge
• Perform various searches
• Create meaningful groups of data
• Generate reports
Sage SalesLogix – Customer Service/Support End User
This course is designed for customer service and support professionals and managers who use the SalesLogix Client to manage customer issues. You will learn how to:
• Create and use accounts and contacts
• Create and use tickets, contracts, returns, and defects to track customer issues
• Manage activities (phone calls, meetings, and to dos)
• Send e-mails and letters
• Manage your calendar
• Perform various searches
• Create meaningful groups of data
• Generate reports
Sage SalesLogix – Marketing End User
This course is designed for marketing professionals who use the SalesLogix Client to manage leads and campaigns. You will learn how to:
• Create and use accounts and contacts
• Import and qualify leads
• Create and track campaigns (including budgets and tasks)
• Use e-mail marketing
• Manage activities (phone calls, meetings, and to dos)
• Send e-mails and letters
• Use templates and mail merge
• Manage your calendar
• Perform various searches
• Create meaningful groups of data
• Generate reports
Sage SalesLogix – Power End User
This course is designed for professionals who need to use SalesLogix to manage all aspects of their business--sales, support, and marketing.
• Create and use accounts and contacts
• Create and track sales opportunities
• Use dashboard views to measure performance
• Create and use tickets, contracts, returns, and defects to track customer issues
• Import and qualify leads
• Create and track campaigns (including budgets and tasks)
• Send e-mails and letters
• Use templates and mail merge
• Use e-mail marketing
• Manage activities (phone calls, meetings, and to dos)
• Manage your calendar
• Perform various searches
• Create meaningful groups of data
• Generate reports
Sage SalesLogix System Administrator
This classroom course is designed for system administrators who are responsible for maintaining SalesLogix in their organizations. You will learn how to:
• Configure and use the Administrator
• Install and configure Remote and Client components
• Understand the Sage SalesLogix Client
• Sage SalesLogix integration with Outlook
• Manage users and understand account and team security
• User and data maintenance
• SpeedSearch configuration
• Menus and toolbars
• Synchronization
• Create a development environment
• Import wizard functions
• Create contact and sales processes
• Customizing Sage SalesLogix using the Architect
Successful completion of this course and certification assessment allows you to obtain Sage SalesLogix LAN Administrator certification for version 7.2 (SLXLANA72).
Sage SalesLogix Developer Training
This classroom course is designed for developers who are responsible for customizing the SalesLogix Client. You will learn how to:
• Use create various SalesLogix views and forms
• Implement data validation
• Customize activities
• Create image controls
• Create funnel charts
• Customize the dashboard
Using Object Oriented concepts, you will also learn how to:
• Use .NET extensions
• Web services
• Extend the SalesLogix security with your own custom security component.
Successful completion of the assessment allows you to obtain Sage SalesLogix LAN Developer certification for version 7.2 (SLXLAND72).
Train the Trainer
Our trainers will work with your staff to become the expert in SalesLogix. The new trainer can train new users, new offices, offer end-user support and conduct ongoing refresher classes.
SageCRM – End User
Session 1 of a 3 part series. This course is the essential training option for the sales, support, or marketing professional who is new to SageCRM or wants to brush up on skills. In this session, you will learn an overview of SageCRM, including system requirements, navigation, finding information through searches, modifying your dashboard, managing your calendar and contacts, and working with shared documents.
Session 2 of a 3 part series. This course is the essential training option for the sales, support, or marketing professional who is new to SageCRM or wants to brush up on skills. In this session, you will learn how to create and manage new records, converting sales leads into opportunities, and progressing customer cases to their closure.
Session 3 of a 3 part series. This course is the essential training option for the sales, support, or marketing professional who is new to SageCRM or wants to brush up on skills. In this session, you will learn about communications, appointments, tasks, managing e-mails, document templates, and the SageCRM Reporting Tool.
