Our public and private training content caters to four audiences: sales users, sales managers, marketing users, and System Administrators. 


In 2013, Logical Operations commissioned our president, Annette Abell, to author what she quickly labelled the SMART System Administrator course. Painstakingly written based on over 10 years firsthand experience and over 30 implementations, Annette knew exactly what would make for a course that she would willing associate her name to*. The course is built on the enormous, yet rarely understood (let alone appreciated) responsibility that comes with the System Administrator profile.


SMART is an acronym for:

  • Strategically Sound- Whether a user request or configuration change you are planning on practical? Does it dovetail well with the existing objects, relationships, etc in your current configuration? Are you trying to circumvent an existing business process with a custom field because of low user adoption when the real issue is a lack of training? Throughout the course we’ll discuss how seemingly simple decisions can jeopardize the stability and practicality of your configuration.
  • Me Factor – It is very easy for a System Administrator to consistently honor the requests on company managers without regard to the effect those requests will have on users. The Me Factor remind us that a balance must be struck between getting management what is wants or thinks it needs and user adoption. Any form of obstruction or burden will lower user adoption. A SMART System Administrator will constantly ask herself if there is an easier way for the user to do something. Often as the trainer, a SMART System Administrator will also demonstrate to users how they can get things in return for their data inputting efforts, e.g. using a Scheduled Report so a specific user receives an email every Monday morning of her open pipeline allowing her to properly plan the week ahead.
  • Architecture – The Core Architecture is a proven data model that can be customized as needed to accommodate the unique business processes and information your company needs to manage. In having such enormous flexibility, System Administrators can often forget that there is almost always more ways than one to accomplish the same goal. If your solution involves the editing of standard or creation of custom objects, then you’ll want to ensure that that approach does, in fact, make sense. In the course we’ll provide examples of questions you should ask yourself when considering a path that involves editing or adding onto the architecture.
  • Reporting – If you cannot run a report to give you the necessary information about a relationship, a business process, or a set of records then you are not a SMART Administrator. Using reports is foreign and intimidating to many users. Users—especially executives—often request new fields or other mundane   configuration changes because they want something but don’t know how to find it. The solution may not be a new field that tells the executive is the Account within a 100 mile radius of an upcoming trade show. Instead it may be a report that summaries all accounts in based on zip codes surrounding the trade show location’s zip code.
  • Trustworthy Data – No level of data stewardship is ever too much. Using redundant fields, the wrong field formats, changing existing field formats, or editing picklist field values without thought to how it will affect existing records—these are all common mistakes even sage System Administrators make. Whether trustworthy data is maintained using a sound configuration, security (e.g. Roles and Profiles), record types, and much more it is your responsibility to be the last line of defense when it comes to the integrity of your data.


Preview the Instructor’s introduction and the first few lessons  in the SMART System Admin Sample Lessons PDF.

Click here to see only the course content and lesson structure.

This course is written assuming that the student does not know the vast lexicon nor the core assumptions (rightfully) made when building this powerful CRM platform. Even the seasoned System Admin will likely be surprised by all the nuggets of information she’ll learn that are not shared in today’s Help & Training content (self-paced online tutorials, implementation guides, etc).


While this course has been licensed by numerous training facilities in the United States, New Horizons appears to offer a wide variety of locations to select from here. (Use visual guide below if you need help navigating the New Horizons page link providednavigating new horizons.)


Class registration appears to range between approximately $1200 and $1900 for the 5-day, instructor-led course.


Fortunately for those who are not able to attend a 5-day System Administrator Course taught by one of the national training centers like New Horizon, this content is available for purchase by other Partners like Able Cloud Advisors and by companies that use and want materials for internal training. While the course is built for in-person, instructor-led environment, the content can easily be used by those who prefer a self-paced approach. We promise you’ll find immense explanation and detail for why is constructed the way it is and what that means to you, the System Administrator.


Option 1: Buy online from Logical Operations HERE

Option 2: Purchase directly from Logical Operations to receive a discount courtesy of Able Cloud Advisors

  • Christopher Powers
  • 585-350-7041
  • Rochester, NY USA

* Able Cloud Advisors and Annette Abell are not associated with the 1-day Sales User course that is sold separately and in a bundle with the 5-day SMART System Administrator course.

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