SugarCRM Training for Sales

Class: SugarCRM Training for Sales
Duration: 8 hours
Product: SugarCRM versions 6.x and 7.x as needed
Editions: Professional, Corporate, Enterprise, Ultimate, Community
Class Type: Available Online
Cost: $295 Online/$345 Live Classroom

Upcoming Schedule For this Class:

Class Online
(All times are CST)
TAI Training Center
(All times are CST)
SugarCRM Training for Sales    
Length: 8 hours
Online: $295
TAI Training Center: $345

January 18-19
9:00 AM - 1:00 PM

June 6-7
9:00 AM - 1:00 PM

September 6-7
1:30 - 5:30 PM

December 5-6
9:00 AM - 1:00 PM

Suggested Audience: SugarCRM end users with sales responsibility or in a sales role

Prerequisites: None

Description: This class is designed for anyone in a sales role and covers the entire sales process from start to finish. In addition to learning how to use the essential features of SugarCRM as a sales end user and track a sale from lead to won opportunity in SugarCRM, you will also learn how to set up your dashboard, create custom reports, and use mail merge and email templates to easily stay in touch with your contacts.

In addition to the PowerPoint slides and hands-on labs completed in the class, you will also receive the complete Kindle version of our Getting Started with SugarCRM guide.

What’s covered/what you will learn:

- Navigating the SugarCRM workspace - Quotes & Products
- Setting Up a Dashboard - Forecasting
- Searching - Creating Reports
- Sales Workflow - Mail Merge
- Leads - Outlook Integration & Mobile Access
- Accounts & Contacts - Email Templates
- Opportunities - Documents & Attachments

Payment Policy
Payment is due upon registration for a class. Full payment is required prior to attendance. We accept corporate credit cards and company checks. Upon completion of the registration form, our Training Registration Coordinator will be in touch with you or you can register directly by calling 847-655-3400.

Cancellation Policy
We reserve the right to cancel a class if it does not meet minimum attendance requirements, as determined by Technology Advisors, Inc. If an attendee is registered for a class that is canceled, notification will be made 5 working days before the class date.