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Sage CRM Training

At Wizard Systems, we understand the critical role Sage CRM Training plays in maximising the value of your Sage CRM Software investment. We work with our customers to develop a complete end-to-end Sage CRM Training plan that achieves meaningful and specific deliverables for your organisation. This approach enables administrators, managers and end users to obtain the knowledge and skills needed - minimising training time, maximising solution capabilities, and increasing overall business value.


Our Sage Training covers both the cloud version of Sage and also 'on premise' installations.

Formal Sage CRM Training benefits your staff by...

  • Building confidence with Sage CRM
  • Get up to speed quickly
  • Improving Accuracy and efficiency
  • Good work practices and consistency of Sage CRM use with repetitive exercises
  • Learn the latest Sage CRM tips and tricks to improve productivity
We provide a range of fully authorised Sage CRM Training courses. We can also provide Sage CRM Training tailored to your requirements, where you decide the topics you want us to cover. Training can be provided either on-site or at our fully equipped Sage CRM Training Centre. Every delegate gets a Training Manual or other documentation which can prove to be a helpful resource for future use of Sage CRM.

Standard Sage CRM Training Courses include...

Sage CRM Introduction Training

Navigation
  • Finding your way around Sage CRM MME
  • Menus, toolbars, navbars, right-click
 Basic Lookups
  • Find a person, company and opportunity
  • Combining Search Criteria
  • Wild card search
  • Saving searches
 Companies
  •  The company view in detail
  • Company tabs
  • Adding new companies and contacts and editing
  • Alternate addresses
  • Company teams
 People
  • The people view in detail
  • Adding additional people, editing, associating and deleting
  • People tabs
  • Alternate addresses
 Opportunities
  • The opportunity view in detail
  • Enter an opportunity
  • Adding quotes
  • Closing opportunities
  • View opportunities
My CRM
  • Calendar
  • Dashboard
  • My contacts
Communication
  • Scheduling a Call
  • Scheduling an appointment
  • Reassigning activities
  • Perform a basic mail merge
  • Send an email
Reports
  • Overview of reports
  • Modify a report
sage_crm_introduction_training_agenda.pdf
File Size: 142 kb
File Type: pdf
Download File

Sage CRM Advanced & Systems Admin Training

Introduction
  • Administration
  • CRM Structure
User Administration
  • Adding and Changing Users
  • User Templates
  • Disable Users
  • Deleting Users
Teams
  • Creating Teams
  • Assigning users to a Team
  • User access to team CRM
  • Security Management, Profiles and Territories
  • User Configuration
Customisation
  • Adding a New Field
  • Placing New Fields on Screens
  • Modifying Screen Layout
  • Advanced Customisation Scripts
  • List Customisation
  • Adding a New Column to a List
  • Modifying the Layout of an Existing List
Document Management
  • Merging a Document
  • Creating a Merge Document
  • Placing a Template on the Server
Target Lists
  • Creating a Target List
  • Merging a Target List to a Document
Email
  • Creating an E-Mail Template
  • Sending Email using an Email Template
  • Creating an email to send to Lists
Reports
  • Creating a New Report (List)
  • Running a Report
  • Creating a New Report (Cross Tab)
  • Creating a New Report (History)
sage_crm_advanced_training_agenda.pdf
File Size: 194 kb
File Type: pdf
Download File

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