Sage SalesLogix End User's Subscription

Insert a SQL Field into a Merge Template

2009/11/20

This video shows you how to insert a SQL field into a merge template used for writing letters and performing mail merges. You might need to create a custom field for a merge template if you want to add something other than the default Contact and Address merge fields included in the template. For example, if you want to reference a product name in your letter that your contact owns, you could access that field through a few joins through the OpportunityProduct table.

Create a Lookup with a Join

2009/11/19

This video shows you how to the Query Builder to create custom lookups that require joins. When might you require a join? If you want to create a lookup using data that is not available in one of the tables you see in the Query Builder. For example, imagine you want to do a mail merge to a group of contacts who own a particular product of yours. Because products are saved at the Opportunity and Account level, you need to create a join in a custom lookup in order to query product data at the Contact level. This video shows you how to create a group of contacts who own a BlackBerry.

Use Lookups and Groups

2009/07/22

This video shows you how to use lookups and groups. You will learn how to:

Use a predefined lookup.
Use an advanced lookup.
Use the Query Builder.
Use SpeedSearch.
Create an ad hoc group.

Use Contracts

2009/07/22

This video shows you how to use contracts. You will learn how to:

Create a contract.
Associate a ticket with a contract.

Use Tickets

2009/07/22

This video shows you how to use tickets. You will learn how to:

Create a ticket.
Assign a ticket to another user.
Add a ticket activity.

Use Dashboards

2009/07/22

This video shows you how to use the SalesLogix Dashboard. You will learn how to:

Use a Content Set with an Analysis View.
Use the KPI Content Set.

Use Opportunities

2009/07/22

This video shows you how to manage your opportunities. You will learn how to:

Add a new opportunity.
Update multiple opportunities.
Close an opportunity.
View opportunity statistics.
Use a sales process.

Use Leads

2009/07/22

This video shows you how to manage your leads. You will learn how to:

Import a lead list.
Manually add a lead.
Qualify a lead.
Delete a lead.
Convert a lead.

Use Accounts and Contacts

2009/07/22

This video shows you how to manage your accounts and contacts. You will learn how to:

Add a new contact and account.
Associate contacts.
Move a contact to another account.

Use Reports

2009/07/22

This video shows you how to use reports. You will learn how to:

Generate a report.
Apply conditions to a report.

Use Returns

2009/07/22

This video shows you how to use returns. You will learn how to:

Create a return.
Assign a return to another user.
Monitor a return and schedule a shipment.

Use Templates and Mail Merge

2009/07/22

This video shows you how to use templates and mail merge. You will learn how to:

Create a template.
Write a letter using a template.
Perform a mail merge.

Use Defects

2009/07/22

This video shows you how to use defects. You will learn how to:

Create a defect.
Create a defect task.

Use E-mail

2009/07/22

This video shows you how to use e-mail. You will learn how to:

Send e-mail from SalesLogix using Outlook.
Send a link to a main view.

Use Notes, Attachments, and Library Items

2009/07/22

This video shows you how to use notes, attachments, and library items. You will learn how to:

Add a campaign.
Add a note.
Use the Activity Notepad.
Add an attachment.

Use Calendar and Activities

2009/07/22

This video shows you how to use the SalesLogix Calendar and manage your activities. You will learn how to:

Add a campaign.
View another user's calendar.
Schedule a phone call.
Confirm an activity.
Complete an unscheduled activity.
Schedule a literature request.

Use Campaigns

2009/07/22

This video shows you how to use marketing campaigns. You will learn how to:

Add a campaign.
Complete a campaign task.
Launch a campaign.
Add a response.

Log on to SalesLogix

2009/07/22

This video introduces you to the Sage SalesLogix Client. You will learn how to:

Log on to SalesLogix.
Navigate the SalesLogix Client workspace.

Use Contact Processes

2009/07/22

This video shows you how to use contact processes. You will learn how to:

Schedule a process.
Trigger a task.
Purge a process.

Send an E-mail Blast Using SwiftPage Integration

2010/03/15

This video shows you how to use SwiftPage to send an e-mail blast using the SalesLogix LAN Client. You will learn how to:

Select a target list.
Design an e-mail template.
Send or schedule an e-mail blast for delivery.

View SwiftPage Reports, and Take Action on the Results

2010/03/15

This video shows you how to access SwiftPage reports after sending out an e-mail blast. You will learn how to:

View responses per SalesLogix contact.
View responses per e-mail blast.
Create call lists based on the results.

Use SwiftPage Survey Tools to Capture Data

2010/03/15

This video shows you how to use SwiftPage to create valuable surveys to interact with your customers. You will learn how to:

Create a survey.
Integrate a survey into an e-mail blast.
Import survey results into SalesLogix.

Create SalesLogix Groups Using SwiftPage Data

2010/03/15

This video shows you how to use leverage SwiftPage data inside the SalesLogix Query Builder to discover and create groups of bounced, opted-out, suppressed, or invalid e-mail addresses as well as survey responses. You will learn how to:

Design custom queries for e-mail history.
Design custom queries for survey responses.

Use SwiftPage Drip Marketing Campaigns in SalesLogix

2010/03/15

This video shows you how to use the SwiftPage Drip Marketing feature inside SalesLogix. You will learn how to:

Create a drip marketing campaign.
Add stages and launch a campaign.
Access drip marketing reports.
Sync drip marketing data between SwiftPage and SalesLogix.

Use the KPI Dashboard

2009/07/22

This video shows you how to use the Visual Analyzer KPI Dashboard. The KPIs Dashboard is the main summary dashboard for Visual Analyzer. A Key Performance Indicator (KPI) is a data point or data set that is considered a critical measure of the effectiveness of a process. You will learn how to:

View sales goals for a specific date range.
View sales goals for a specific territory.
View sales goals for a specific sales rep.

Use the Cust Service Dashboard

2009/07/22

This video shows you how to use the Visual Analyzer Cust Service Dashboard. The Cust Service Dashboard allows you to analyze your organization's customer service statistics. You will learn how to:

See the statistics for ticket volume trends.
See the Days Open trend to see how many days on average tickets remain open.

Use the Marketing Dashboard

2009/07/22

This video shows you how to use the Visual Analyzer Marketing Dashboard. The Marketing Dashboard allows you to analyze your marketing campaigns and lead generation activities to help determine where your marketing efforts are most effective.You will learn how to:

See the statistics for the most effective campaign.

Use the Forecast Dashboard

2009/07/22

This video shows you how to use the Visual Analyzer Forecast Dashboard. The Forecast Dashboard provides a historical analysis of past sales to more accurately estimate future sales. Forecasts can be segmented by Account Manager, Product, Region, and more. You will learn how to:

See all deals for a given quarter.
See all deals for a given close probability.
See all deals by a specific opportunity manager.

Use the Opportunities Dashboard

2009/07/22

This video shows you how to use the Visual Analyzer Opportunities Dashboard. The Opportunities Dashboard provides insight into the types of opportunities, sales processes, products, and competitors in the pipeline. You will learn how to:

See all deals over a given dollar amount.
See all deals in a particular set of stages in your sales process.

Use the Win/Loss Dashboard

2009/07/22

This video shows you how to use the Visual Analyzer Win/Loss Dashboard. The Win/Loss Dashboard shows you the win/loss ration as well as detailed information about opportunity wins and losses. You will learn how to:

See all deals over a given dollar amount.
See all deals in a particular industry by region.

Use the Visual Analyzer Workspace

2009/07/22

This video shows you how to use the Visual Analyzer Workspace. You will learn how to:

Make selections on a tab.
Make multiple selections on a tab.
Clear a selection on a tab.

Use the Rankings Dashboard

2009/07/22

This video shows you how to use the Visual Analyzer Rankings Dashboard. The Rankings Dashboard shows performance of Accounts, Account Managers, Products, or Industries in a ranking format. Using this dashboard, you can analyze top or bottom metrics from a percentage or total count perspective. You will learn how to:

View top accounts by total sales
View a percentage of top accounts

Explore Sheet Objects

2009/07/22

This video shows you how to use the Visual Analyzer sheet objects. You will learn how to:

Use list boxes.
Use tables.
Use charts.
Use gauges.
Use buttons.

Use the Maps Dashboard

2009/07/22

This video shows you how to use the Visual Analyzer Maps Dashboard. The Maps Dashboard provides a geographical view of your data by overlaying analysis data onto geographic maps. You have the ability to drill from Region, Country, State, City, and Metropolitan Area. As you make selections on the chart, the maps drill to each level. You will learn how to:

Analyze sales data by region.
Analyze sales data by date range.

Use the Details Dashboard

2009/07/22

This video shows you how to use the Visual Analyzer Details Dashboard. The Details Dashboard offers you a single screen view of selected records. You will learn how to:

Use the Details dashboard to show current selections.
Make selections from the Details dashboard.

Use the Activities Dashboard

2009/07/22

This video shows you how to use the Visual Analyzer Activities Dashboard. The Activities Dashboard shows you how activities affect revenue. If you are in Account Management, you can select a single customer record and get a printout of just how often you interact with that customer. You will learn how to:

See a comparison of total sales vs. number of activities for a particular account.
See a comparison of total sales vs. number of activities for a particular user.

Use Sales Orders

2009/12/11

This video shows you how to manage sales orders. You will learn how to:

Add a sales order related to an opportunity.
Add a sales order not related to an opportunity.
Close a sales order.

Use the Filters Pane to Export Selected Records to a Group

2009/11/11

This video shows you how to use the Filters pane in the Web Client. You will learn how to:

Apply multiple filters to a view.
Select records in a view.
Save selected records to a file, and open the file in Excel.

Use Returns

2009/07/22

This video shows you how to use returns. You will learn how to:

Create a return.
Monitor a return and schedule a shipment.

Use Templates and Mail Merge

2009/07/22

This video shows you how to use templates and mail merge. You will learn how to:

Create a template.
Write a letter using a template.
Perform a mail merge.

Use Contracts

2009/07/22

This video shows you how to use contracts. You will learn how to:

Create a contract.
Associate a ticket with a contract.

Use Tickets

2009/07/22

This video shows you how to use tickets. You will learn how to:

Create a ticket.
Assign a ticket to another user.
Add a ticket activity.

Use Campaigns

2009/07/22

This video shows you how to use marketing campaigns. You will learn how to:

Add a campaign.
Complete a campaign task.
Launch a campaign.
Add a response.

Use Opportunities

2009/07/22

This video shows you how to manage your opportunities. You will learn how to:

Add a new opportunity.
Update multiple opportunities.
Close an opportunity.
View opportunity statistics.
Use a sales process.

Use Leads

2009/07/22

This video shows you how to manage your leads. You will learn how to:

Import a lead list.
Manually add a lead.
Qualify a lead.
Delete a lead.
Convert a lead.

Use Accounts and Contacts

2009/07/22

This video shows you how to manage your accounts and contacts. You will learn how to:

Add a new contact and account.
Associate contacts.
Move a contact to another account.

Use Reports

2009/07/22

This video shows you how to use reports. You will learn how to:

Generate a report.
Apply conditions to a report.

Log on to SalesLogix

2009/07/22

This video introduces you to the Sage SalesLogix Web Client. You will learn how to:

Log on to SalesLogix.
Navigate the Web Client workspace.

Use Lookups and Groups

2009/07/22

This video shows you how to use lookups and groups. You will learn how to:

Create a lookup and save as a group.
Modify a group using the Query Builder.
Create an ad hoc group.
Use SpeedSearch.

Use Calendar and Activities

2009/07/22

This video shows you how to use the SalesLogix calendar and manage your activities. You will learn how to:

View another user's calendar.
Schedule an activity.
Confirm an activity.
Complete an unscheduled activity.
Schedule a literature request.

Use Notes, Attachments, and Library Items

2009/07/22

This video shows you how to use notes, attachments, and library items. You will learn how to:

Add a note.
Add an attachment.

Use Defects

2009/07/22

This video shows you how to use defects. You will learn how to:

Create a defect.
Create a defect task.

Use Contact Processes

2009/07/22

This video shows you how to use contact processes to manage your correspondence. You will learn how to:

Schedule a process.
Trigger a task.
Purge a process.