Sugar CRM Training
User adoption is key to the success of any CRM project. Training is key to adoption. The Sugar Refinery offers several different levels and styles of training to suit all budgets.
- Self-Paced Videos
- Remote On-line Training
- On-Site Classroom style Training
Self-Paced Video Tutorials
Our collection of short, self-paced, video tutorials enable you to get to grips with the basics of using and administrating Sugar. They are ideal for deployments which are relatively “out-of-the-box”.
On-Line Training
Our on-line training is conducted via the Internet using webinar technology. Your team can join a live session with one of our technical experts who will guide you through using your own version of Sugar.
On-Site Instructor Led
For the most in-depth training, our skilled technical resource can visit your offices and perform face-to-face training. We cover an entire syllabus, on your application, with your entire team.
Sugar Courses
The Basics
Covers a background to CRM and how to access Sugar, log in, and perform basic navigation.
Sales Force Automation
Covers working with Leads, Accounts and Opportunities as well as Activity Management and Forecasting.
Marketing with Sugar
Covers planning, building and executing a marketing campaign within Sugar.
Sugar as a Support System
Covers how to manage tickets (Cases) within Sugar, automating workflow responses, raising cases from inbound email, standard response templates and more.
Sugar Admin Training
Covers managing users, teams and roles, adding custom fields, amending drop-down lists, building new modules, workflow definitions and more.