SugarCRM is a feature rich CRM system. The goal of The Sugar Refinery's training consultants is to ensure you maximise the potential of your staff when using, administering or even customising the system.

The Sugar Refinery offers custom on-site training in any area of SugarCRM. Our training consultants will plan and prepare a course around your company's individual needs and then visit your site to present the course.

SugarCRM Administration Training

• Installation and configuration of SugarCRM
• Managing Users and Roles
• Managing Teams
• Inbound and Outbound Email integration
• Managing Schedulers
• Customisation tools such as the Studio and Module builder

SugarCRM User Training

• Overview of CRM, key concepts, the sales lifecycle
• Conceptual overview of the SugarCRM system
• General navigation
• Working with records, including Leads, Accounts, Contacts, Opportunities,
• Importing and Exporting data
• Mass updates
• Duplicate management
• Calendar management, including scheduling meetings and calls
• Managing email

SugarCRM Marketing Focused Training

• Creating email templates
• Managing Target Lists
• Tracker URLs
• Creating an Email campaign
• Managing Email campaigns
• Campaign diagnostics and return on investment (ROI) reporting

SugarCRM Developer Training

• Overview of the customisation and extensibility framework
• Vardefs
• Metadefs - listview, editview, detail view etc
• Beans and data persistence
• Upgrade safe development
• Deployment practices

"A good overview of how SugarCRM works which was well presented and clearly explained"  - Anthony Whale, Fab & Fix Ltd. 

For more information about how The Sugar Refinery can produce a SugarCRM training package tailored to your individual needs, please contact us.