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Moderator
Posts: 31
Registered: ‎04-26-2010

Get Training and Support

[ Edited ]

1.800.944.5709

Moderator
Posts: 16
Registered: ‎04-15-2014

Re: Step 2: Get Training

[ Edited ]

Getting Started with Training:


Now that you have purchased your Saleslogix Cloud, it’s time to get started with your training benefits! With your Cloud subscription, you are eligible to access that Saleslogix Cloud Library at no additional cost. Follow the steps below to successfully register for and access your training.

 

Sign up for free training by first creating a user profile  at:

http://training.saleslogix.com/

 


Create a Training User Profile (Select the orange “Profile Logon” button in the upper right hand corner of the page.). 

Your User Profile will track all of your learning.  Select the link to “Create a new user profile”.

 


Now it’s time to register for your training.

To easily locate your training, select the appropriate category listed in the webpage footer, or you can browse the full Course Catalog (quick link located within the webpage header). OR, here is the link to to directly access the Saleslogix Cloud Library: training.saleslogix.com/courses/saleslogix-cloud-subscription
(Additional advanced courses are also available at a cost)



Once the appropriate training is located, select the orange “Register” link under the course. OR, you can learn more about each course by selecting the respective title.


When logged in, your information should pre-populate. If you are not already logged in, enter your User Name and Password. Payment is due if a cost is associated with the training.


Select Continue to complete registration. If you registered for an Anytime Learning course, select the orange “View Anytime Learning” button to begin your training. If you registered for a Virtual Classroom course, further details will be communicated via email.
If multiple users at your company need to access the Anytime Learning, please contact the Training Team at the contact information listed below.


Any additional questions or concerns can be direct to the Saleslogix Training team at:
Training@saleslogix.com
888-765-6662

 


©2013 Swiftpage ACT! LLC. All rights reserved. Swiftpage, Act!, Saleslogix, and the Swiftpage
product and service names mentioned herein are registered trademarks or trademarks of Swiftpage ACT!
LLC, or its affiliated entities. All other trademarks are property of their respective owners.

Moderator
Posts: 16
Registered: ‎04-15-2014

Re: Step 2: Get Support

Your Role Within the Cloud

Although the Cloud environment provides you with the freedom to configure server settings and manage your data, an implementation of Saleslogix in the Cloud requires minimal interaction and maintenance. Automated processes and configuration allow you to get up-and-running quickly and easily. Saleslogix issues each Cloud implementation a set of logon credentials for managing your Cloud Server.

  • Your Business PARTNER, can use the bpuser logon credentials to Remote Desktop Protocol (RDP) into the Cloud Server to perform engineer-related tasks—such as transferring data, backing up and restoring a database, and installing bundles.
  • You, the CUSTOMER, are also issued a set of cloudcustomer logon credentials, should you choose to have your own designated technical person to access the Cloud Server.
  • Your END USERS, on the other hand, access the Saleslogix Web Client or Mobile Client from within a Web browser using a SSL secure (https) connection. You can even designate your own internal WEB ADMINISTRATOR to perform basic administrative tasks—such as adding users or managing pick list items—using the Web Administrator toolset, which is available through the same Web Client interface when logged on with a username that is assigned to the Administrator role. Training for using the Saleslogix product (for both the end users and Web administrators) is available as an included benefit of any Saleslogix Cloud implementation.

The entire implementation is monitored 24/7 by the OPERATIONS TEAM, which works directly with AMAZON.

 

Support Resources

Application Support

You or the Saleslogix Cloud customer’s designated contacts may contact the Saleslogix Support Team for application support during regular business hours either by phone or by creating a ticket in the Customer Portal. You also have 24/7 access to the Saleslogix Community where you can post questions, share your own experiences, and learn from other customers and partners. For information about business hours, how to contact Support, and how to access online support resources, visit the Saleslogix Product Support page (see below).

Emergency Outage Support

All customer systems in the Cloud are monitored 24 hours a day, 7 days a week. If an outage occurs, the Cloud Operations team will begin immediate investigation and remediation activities. The customer’s designated contact(s) on file will receive notification of the incident and any actions taken to resolve the issue. If you experience an interruption in service that has not already been identified by the 24/7 operations team, please report the issue to Saleslogix using the options outlined in the Saleslogix Resource Center (see below).

Customer Service

Saleslogix Customer Service provides non-technical assistance to customers and partners. They can assist you with a variety of inquiries, including changes to your company’s Designated Contact list, Partner Portal site access, and expedited access to managers for escalation purposes.

 

Moderator
Posts: 16
Registered: ‎04-15-2014

Re: Step 2: Contact Information Quick Guide

[ Edited ]

Saleslogix Resources


Main Toll Free #: 800-643-6400
Option 1 = Sales Account Managers, New Sales, Customer Care, Support Plan Renewals, Portal Access, Partner Services
Option 2 = Support Saleslogix Technical Support for OnPremise (LAN/Windows) and Saleslogix Cloud
Option 3 = Training Saleslogix and Act! Training
Option 4 = Extension Use this option select an extension number. For assistance with routing select Ext 563 for reception.


Sales Direct number: 866-898-2378 (Mon thru Fri 9:00am to 8:00pm EST)
Option 1: New Customers
Option 2: Existing Customers (Support Plan Renewals, Portal Access assistance
Customer Care Email: CustomerCare.Saleslogix@Swiftpage.com Routes to all Sales and Customer Care Reps


Technical Support Direct: 800-944-5709 (Mon thru Fri 9:00am to 7:00pm EST) Option 1: Technical Support for Saleslogix Cloud
Option 2: Technical Support for OnPremise (Local/LAN/Windows)


After-Hours Support: SalesLogix-Cloud-AfterHoursSupport@swiftpage.com


Customer Portal Site: https://slxinternal.saleslogixcloud.com/Customers/
Customization Support: slxsdk-vm@swiftpage.com
Technical Support Mgt: SLXTS.Management@Swiftpage.com


Training: 888-765-6662
Email: Training@Saleslogix.com
Web Site: HTTP://Training.Saleslogix.com


Reception: 480-304-4300 or Ext 563

Moderator
Posts: 31
Registered: ‎04-26-2010

Support - Quick Guide

The attached document helps define Support coverage for various scenarios.

Moderator
Posts: 31
Registered: ‎04-26-2010

FOR PARTNERS - Get Training and Support

Get your Saleslogix Certification in Less Time

Do you have years of Saleslogix experience but haven’t taken the time to get certified?

Are there only one to two people in your company authorized to call Support and open tickets?

 

Your Saleslogix experience counts! Register today to “test out” of the Saleslogix Implementer or Saleslogix Web Developer course and obtain your certification for only $395.

 

If you do not pass the assessment, you will have to register for the full virtual classroom course to become certified.

http://community.saleslogix.com/t5/North-America-Marketing-Sales/Get-your-Saleslogix-Certification-i...

 

Saleslogix Partner Training

This is the one place you need to be for all Saleslogix partner product training opportunities, certification information and requirements and all partner training announcements.

http://training.saleslogix.com/partner/

Moderator
Posts: 16
Registered: ‎04-15-2014

Required Training for BPs

Required training for BPs (we are not able to support you if this training has not been completed)

 

Saleslogix v8.0 Cloud Certification: Implementer

This Anytime Learning course introduces you to the Saleslogix Cloud environment. This series of pre-recorded videos covers technical topics for managing the Cloud environment.   

After completing this course, you will be able to:

  • Log on to the Cloud Server, and identify system configuration and policies.
  • Identify acceptable tools for transferring data to the Cloud Server.
  • Describe the process for configuring Saleslogix for new Cloud customers.
  • List the types of data backups that occur automatically in the Cloud, and identify scenarios where you may need to create a manual backup.
  • Summarize the process you should take in order to customize Saleslogix in a Cloud environment.
  • Explain how upgrades work for a non-customized and a customized Saleslogix environment in the Cloud.

Prerequisites

  • You must have Saleslogix Implementation Consultant v8.0 certification before attending this course
Employee
Posts: 4
Registered: ‎06-28-2011

Re: Required Training for BPs


sgreenburg wrote:

Required training for BPs (we are not able to support you if this training has not been completed)

 

Saleslogix v8.0 Cloud Certification: Implementer

This Anytime Learning course introduces you to the Saleslogix Cloud environment. This series of pre-recorded videos covers technical topics for managing the Cloud environment.   

After completing this course, you will be able to:

  • Log on to the Cloud Server, and identify system configuration and policies.
  • Identify acceptable tools for transferring data to the Cloud Server.
  • Describe the process for configuring Saleslogix for new Cloud customers.
  • List the types of data backups that occur automatically in the Cloud, and identify scenarios where you may need to create a manual backup.
  • Summarize the process you should take in order to customize Saleslogix in a Cloud environment.
  • Explain how upgrades work for a non-customized and a customized Saleslogix environment in the Cloud.

Prerequisites

  • You must have Saleslogix Implementation Consultant v8.0 certification before attending this course

Saleslogix v8.0 Cloud Certification: Implementer - FREE once you complete your Saleslogix Implementation Consultant v8.0 certification



Moderator
Posts: 16
Registered: ‎04-15-2014

Guidelines for Authorized Contacts

[ Edited ]

Each customer identifies and approves Authorized Contacts (AC) allowed to work with Saleslogix Support.

 

Two AC’s are assigned for the first 100 licensed users of the Saleslogix Software.  For each additional 50 licensed users, one additional AC is assigned.  For example, a customer with 75 seats is assigned two AC’s.  A customer with 110 seats is assigned three: one for the first 100 and one additional. Customers with fewer than 100 seats are assigned two ACs at a minimum.

 

It is best to select AC’s who have or will be trained as Saleslogix Administrators. A customer also may select individuals not employed by his/her company. For example, if a customer outsources IT management, the customer may add a member of the third party organization as an AC on the customer’s account.

 

Reassignment must be approved via email by the customer’s Primary Contact of record for Saleslogix or any current AC.

Moderator
Posts: 16
Registered: ‎04-15-2014

Re: Required Training for BPs

Yes, Cloud certification is FREE once the Implementor certification is earned