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SugarCRM Training

Basic Training Advanced Training Pack “QuickStart”
Duration Webinar (4 hours) 2 days 5 days:  2 days training +  3 days consulting service
Type Online On-site On-site
Project Implementation Consulting Service Not included 3 days of consulting service for the development of a CRM initial project which includes:

  • Requirements analysis.
  • Parametrisation of SugarCRM according to the established requirements.
Price Free* 1.200€** 3.000€**
Outline /contents of the training
  • SugarCRM Login
  • Dashlets and Dashboard
  • Web browsing and searching fundamentals
  • Modules (Edition, creation y filters)
  • Lead-Customer conversion
  • Marketing campaigns management
  • Reports
  • Activities modules (calls, meetings…)
SUGARCRM LOGIN

  • Delegated Authentication

DASHBOARDS

  • Dashlets
  • Customisation

USER SETTINGS

  • User information
  • Password change

FUNDAMENTALS

  • Web browsing
  • Views (list and detail views)
  • Module structure
  • Mass actions
  • Filters
  • Activity stream
  • Global searching

MODULE

  • General modules: overview (17 modules)
  • Activities modules

CUSTOMER CONVERSION 

  • From Lead to Customer
  • Conversion process

MARKETING CAMPAIGNS MANAGEMENT

  • Campaigns creation
  • Customers segmentation
  • Sendings creation
  • Analysis

REPORTS
FORECASTS

SUGARCRM LOGIN

  • Delegated Authentication

DASHBOARDS

  • Dashlets
  • Customisation

USER SETTINGS

  • User information
  • Password change

FUNDAMENTALS

  • Web browsing
  • Views (list and detail views)
  • Module structure
  • Mass actions
  • Filters
  • Activity stream
  • Global searching

MODULES

  • General modules: overview (17 modules)
  • Activities modules

CUSTOMER CONVERSION 

  • From Lead to Customer
  • Conversion process

MARKETING CAMPAIGNS MANAGEMENT

  • Campaigns creation
  • Customers segmentation
  • Sendings creation
  • Analysis

REPORTS
FORECASTS

* In the calendar dates of Intelligence Partner training courses.
** The price doesn’t include travel expenses. 

Download the informative PDF  (Spanish)