CRM Education
Providing a complete range of CRM Solutions tailored perfectly to fit your business
Sugar CRM Introductory Training
Introduction to Sugar CRM
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Log in and system access types (laptop, tablet, phone)
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Overview of default dashboards or module at point of log in
Navigation
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Setting personal user options
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Using the main navigation bar
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Orientation of Dashlets (including drill to data)
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Overview of the key CRM modules (bespoke to client)
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Navigating around records including (sub panels)
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Viewing and editing data in the intelligent panes
Searching the program
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Using the global search functionality
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Activating a view to work with data
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Basic search functionality
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Creating and saving custom filters
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Changing view columns
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Working with tagging and making bulk changes to data
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Exporting view data to excel (if required)
Entering New Account and Contact Data
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Entering new Account and Contact data including data entry rules
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Using recently viewed records to locate data
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Working with sub-panel data and changing sub-panel orders
"Swiftpage ACT! Resellers, CRM Consultants and Trainers"
Entering New Lead Data and Conversion Process
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Working with the principles of Lead data
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Entering new Lead data
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The Lead qualification/disqualification process
Additional Sugar Functionality
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Working with Favourites
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Following Records
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Entering supplemental data
Activity Scheduling
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Scheduling Calls Incoming, Outbound and Future
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Scheduling and working with Tasks
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Locating scheduled activity using the dashboard activity list views
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Scheduling Meetings and Outlook diary integration
Outlook Integration
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Synchronising outlook data with Sugar CRM
Reporting in Sugar
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Working with standard reports
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Creating personal dashboards and dashlets
* Note: If additional modules and business process has been built around the solution then additional topics will be structured into this course to ensure that they are fully covered in the training.
