SugarCRM Training
Training in SugarCRM is available via two methods.
Online Self-Paced SugarCRM Training
Online training is ideal for understanding how features and modules of SugarCRM work, how to manage accounts, run campaign, write reports etc.
All this training material is available online at http://www.sugarcrm.com/university/library.php
Instructor-led SugarCRM Training
For more difficult concepts Insightful can provide Instructor-led training, tailored to the particular needs of your organisation.
Subjects ideal for Instructor-led training include Selling with SugarCRM; Reporting; Campaign Management, and; Administration. These areas are outlined below.
Selling with SugarCRM
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
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
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
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.
