Sage CRM Training

Training is essential for a successful Sage CRM implementation. DMC Software provide two levels of training for Sage CRM to address different user roles. Alternatively a bespoke agenda can be tailored for the individual requirements of each organisation.

Sage CRM Example Agendas:

Sage CRM Basic Training

The End User training course includes the following topics:

Navigation

  • Finding your way around Sage CRM
  • Menus, toolbars, navbars, right-click
  • Examining each main view
  • Looking at preferences
  • Finding records

Companies

  • The company view in detail
  • Company tabs
  • Adding new companies and contacts and editing
  • Alternate addresses

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
  • Converting a quote to an order
  • View opportunities

Cases

  • 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

Sage CRM Administrator Training Agenda

System Overview

  • Client software
  • Architecture

The Admin Workspace

  • Overview of admin workspace
  • Different areas explained
  • Understanding main views

User Administration

  • Add a new user - copy templates
  • Access privileges
  • Changing user details
  • Disabling a user
  • Deleting a user

The Teams View

  • Teams in your organisation
  • Creating a new team
  • Assigning Users to Teams
  • Setting User Access to the Team CRM button
  • Deleting a team

Security Management

  • Adding profiles
  • Assigning profiles
  • Deleting a profile
  • Territories and their Rules
  • Assigning a territory to a user

Sales Library

  • Overview
  • Adding/deleting documents
  • Librarian administrative role

De-Duplication

  • Enabling de-duplication
  • Using de-duplication

Target Lists

  • Introduction
  • Creating a new target list
  • Refreshing a target list
  • Sending mass emails

Document templates

  • Creating a new document template
  • Changing an existing document template
  • Merging a document
  • Pre-defined mail merge templates

Reports

  • Creating basic reports
  • Seeing reports

Pick Lists

  • Overview of picklists
  • Locate a picklist
  • Edit a picklist

For more information about Sage CRM Training call now on 0800 652 2423 or email enquiries@dmcsoftware.co.uk

DMC Software Accolades