SugarCRM Public Classes

We believe that you will benefit immensely from our public SugarCRM training classes, which are packed with best practices as well as time-saving tips. You will accomplish much more and achieve clearer results!

What CRM trainings are offered?

* Note: All classes are from 9:00am-4:00pm in our Training Lab near LAX

Sugar CRM – Beginner (Feb 8, Apr 5, June 28, Aug 23, Oct 19)

Overview and navigation within CRM
Outlook Integration
Working with Leads, Accounts, Contacts
Searching and Finding
Calendaring
Managing and converting Leads
Creating and managing Opportunities
Managing Notes and Attachments
Advanced Queries
Using CRM's workflow to automate the Sales Process
Analyzing data within Sugar as well as with Microsoft Excel
Tips and tricks for productivity and efficiency

Sugar CRM – Advanced (Dates TBD)

Reporting within CRM (including graphs and charts)
Maximizing the Dashboard
Strategies for Leads, Accounts, Contacts and Opportunities
Creating and using Saved Searches and filters
Advanced Calendaring methods
Labeling, customizing, and sorting report output
Overview of the SugarCRM quotation system
Tracking products quoted and sold by customer
Advanced sales forecasting with the Forecasting module
Customer support management with the Cases module
Setting-up and using the Knowledge Base module
Managing projects with the Projects module

Contact

For any questions regarding public, onsite or online trainings fill out our Contact Form or Contact:

Karin Shaw - Director of Training

Director of Training
Accent Gold Solutions
Phone: (310) 645-0006
Email