Technology Advisors, a SugarCRM Certified Learning Partner, offers comprehensive, hands-on SugarCRM training for end users, administrators, marketing, and sales. Choose from online, live classroom, or custom training classes. Quickly gain full advantage of your SugarCRM investment and maximize your user adoption.
View our current *schedule of training classes below. Don't see a time that works for you? We'll create a session that does. Contact us at 847.655.3428 or firstname.lastname@example.org.
*Times listed are in Central time zone
SugarCRM Training for Administrators
Manage your SugarCRM effectively and efficiently. This class will give you an overview of how to use all the administrative tools for making configuration changes to your SugarCRM instance. You will learn how to create and manage users and teams, add new fields, change dropdown lists, create workflows, and much more.
Length: 12 hours
TAI Training Center: $1,195
SugarCRM End User Training
The most comprehensive of the End User training classes, this course is designed for individuals who need an in-depth understanding of the features and functions of SugarCRM in order to train, guide and/or support others within their department or across their organization. The in-depth class teaches you how to use all of the sales, marketing, and support tools available in SugarCRM.
Length: 16 hours
TAI Training Center: $545
SugarCRM Training for Sales
This class is designed for SugarCRM users in a sales role. It covers the entire sales process from start to finish, from using the essential features of SugarCRM as a sales end user to tracking a sale from lead to won opportunity. 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.
Length: 8 hours
SugarCRM Training for Marketing
This class is designed for any SugarCRM users in a marketing role. The course covers the essential features of SugarCRM as well as how to master the marketing tools that are built in to Sugar. You will also learn how to set up a campaign, create web to lead forms, and use mail merge and email templates to nurture and market to prospects and customers.
Length: 8 hours
SugarCRM Training for Support
This class is designed for anyone in a customer service, customer support or help desk role and covers all the essential features of SugarCRM as well as teaching you how to master the customer support tools that are built in to Sugar to enter, track and resolve customer issues. You will also learn how to set up a dashboard, create custom reports, incorporate documents and attachments into tickets, and integrate with Outlook.
Length: 8 hours
Administering SugarCRM, $49.99
Setting up your CRM to match your business processes can help you get the most out of your CRM investment and increase user buy-in. The administrator tools in SugarCRM make it easy to configure your SugarCRM environment to fit your needs. In Administering SugarCRM, learn how to use all of the administrator tools. Become empowered to create new fields, add custom modules, automate processes with workflows, and set up security rules. Endorsed by SugarCRM, it is the second in the CRM Foundation Series.
Getting Started with SugarCRM Version 7
Getting Started with SugarCRM Version 7, $19.99
Getting Started with SugarCRM Version 7 is a comprehensive guide for navigating the SugarCRM workspace. Following up on 2013’s Getting Started with SugarCRM Version 6.x, this updated eBook addresses the new user interface and features in Sugar 7. Readers will gain an in-depth understanding of Sugar’s sales, marketing, and support tools. Whether the end user is reading this as an introduction to SugarCRM or they are already familiar with the software, this guide will help cover their CRM role and responsibilities within their organization. Endorsed by SugarCRM, this is the third book in Technology Advisors’ CRM Foundation Series.