Training

A CRM system is only as good as the people
using it. Once you’ve implemented SugarCRM, you can take advantage of our live online training, and empower your administrators and sales teams to use it to its fullest capacity. Each session is 3 hours, and you can train as many users from your company as you like.

Training

Sessions designed to maximise the benefits of your SugarCRM investment.

Selling with SugarCRM
Session Name: SugarCRM in the Sales Process
What We Cover
  • Overview of the CRM philosophy
  • The relationship between leads, accounts, contacts, opportunities, and other CRM records
  • Managing activities and the sales process using SugarCRM
  • Tracking history of communications
  • Managing the sales process using SugarCRM
Who should attend

Users involved with sales and business development.

Reporting
Session Name: SugarCRM Reporting
What We Cover:
  • Single module reporting
  • Cross-module reporting
  • Row and column reports
  • Summary reports
  • Filters, groupings, and summaries
  • Charting and the Dashboard
  • Tips and tricks
Who Should Attend:

Typically power users and managers who conduct data analysis

Campaign Management
Session Name: Using SugarCRM for Campaign Management
What We Cover
  • List selection
  • Targets, leads, contacts, and users
  • Email content
  • Email trackers
  • Anti-spam considerations
  • Closed loop marketing
Who should attend

Users who need to understand the process of running and managing a print or email marketing campaign with SugarCRM. Reporting is a prerequisite for this session.

Administration
Session Name: SugarCRM Administration including Users, Teams, Roles, Workflow, and Custom Fields
What We Cover
  • User management
  • Security - roles & teams
  • Customisation and the studio
  • Workflow automation
Who should attend

Power users, product champions, and department leaders with administrative access.

For more information about training and tailored training options, please contact your SugarCRM account executive.