Sage CRM Training

Sage CRM is an easy-to-use, fast-to-deploy on-site CRM solution which can be used as an out-of-the-box solution or configured to your specific business processes.

It provides enterprise-wide access to vital customer information, anytime, anywhere so you can manage your business with an integrated approach to inside and field sales automation, customer care, and marketing.

Course Content:

• Navigation
  • Finding your way around
  • Menus, toolbars, navbars, right-click
  • Examining each main view
  • Looking at preferences
  • Finding records
• Working with Company Records
  • The company view in detail
  • Company tabs
  • Adding new companies and contacts and editing
  • Alternate addresses
  • Working with People Records
  • The people view in detail
  • Adding additional people, editing, associating and deleting
  • People tabs
  • Alternate addresses
• Opportunity Management
  • The opportunity view in detail
  • Enter an opportunity
  • Adding quotes
  • Closing opportunities
  • Converting a quote to an order
  • View opportunities
• Tracking Case (if you have this option)
  • Overview of cases
  • Calendar and Activities
  • The calendar and activities tabs in detail
  • Scheduling phone calls, meetings etc and completing them
  • Invite attendees, make recurring activities
  • Viewing team calendars and activities
• Communication
  • Accepting invitations
  • Declining activities
  • Create a new template
  • Perform a basic mail merge
  • Send an email
  • Additional Functionality
  • Look at sales library, reports and campaigns
• Basic Lookups
  • Find a person, company or opportunity
  • Add to your contacts group
  • Build a target list
• Team CRM
  • Overview of team CRM
  • Look at team information
  • Compare teams
• Reports
  • Overview of reports
  • Modify a report