Sage Circle of Excellence Overall Winner 2009
SalesLogix Business Partner of the Year 2009
ACT! Business Partner of the year for 6 consecutive years
Sage CRM Basic End User Training
A one day course designed to give the trainee basic knowledge and confidence to use Sage CRM. This course can be held either at your premises or or our pupose built traning centre in the midlands. Maximum delegates, eight for any one session.
An Advanced Sage CRM Administrator Training course is availiable for delegates who have completed the end user training course.
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
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
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Download Sage CRM Brochure
Find out more by calling FREEPHONE 0800 652 2423 or make an enquiry at info@dmcsoftware.co.uk