To help all users gain the maximum benefits from Sage CRM software and achieve a rapid return on investment , Preact offer a selection of training solutions.
Our team of highly skilled trainers are always ready to advise on the best methods for achieving results with Sage CRM. Continuous interaction between the trainer and delegates using practical skill building exercises ensure the topics we cover are relevant to your training needs and consistent with the way your organisation will use Sage CRM.
When you consider the diversity of teams who can use Sage CRM, the modular nature of the software plus the almost limitless scope for database customisation there’s really no such thing as ‘standard’ Sage CRM training. By working with your CRM team leader, we’ll create a bespoke training structure to address all user requirements.
To provide an outline of the type of content we can include within Sage CRM training we’ve listed below some sample courses for end-users and administrators.
Please note these outlines represent suggested course structures as the majority of courses that we deliver are tailored to meet precise training needs.
Download our Sage CRM training guide
Sage CRM Introduction Training - 1 Day Course
Provides a solid foundation in the principles of using Sage CRM and focusing on the core features and functionality for end users. The course is designed for new Sage CRM users.
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Introduction to Sage CRM
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Navigating Sage CRM - logging on, navigating the database, Sage CRM menu’s, working in the ’My Dashboard’ view, explaining the main view summary, using the recent menu and Sage preferences.
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Searching for information - running basic searches for people, companies and opportunities.
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Companies - working in the company view, adding / amending company records, explaining company tabs, using alternative company addresses.
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People - adding people, editing / associating people with companies, using people tabs, applying alternative addresses.
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Opportunities - Using the opportunity module, logging new opportunities, creating quotes, converting quotes to orders, viewing opportunities and sales forecasting.
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Marketing - building / editing lists and sending mass email
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Calendar & Activities - calendar & activity tabs, scheduling activities, assigning activities, activity notifications, recurring activities, team scheduling and viewing the team calendar.
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Communication - working with Microsoft Word / Email templates, performing mail merges, using document drop and synchronising information with Outlook.
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Team CRM - overview of Team CRM, reviewing team information and comparing teams.
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Sage CRM Reports - overview of reports.
Sage CRM Systems Administrator Training - 2 Day Course
Providing Sage CRM Administrators with the key skills and knowledge they need to effectively manage, maintain and customise their CRM database. Delegates attending this course will have attended the Introduction training and will already be competent users of Sage CRM.
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Administrator Overview - explaining the Sage CRM database architecture.
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Admin Workspace - overview of the administration workspace and using the different admin views.
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General CRM Administration - adding new users, defining access privileges, amending user details, disabling / deleting users and de-duplication settings.
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Controlling CRM Teams - Defining CRM teams, adding new teams to CRM, changing team membership, controlling user access permissions and removing teams.
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Database security - adding / assigning / deleting user security profiles, defining territories and applying rules, allocating users to territories.
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Reports - creating basic Sage CRM reports.
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Sales Library - library overview and managing file storage.
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Screen & field customisation - adding / changing database fields, using field drop-down lists, changing search field options.
Bespoke Sage CRM Training
We also offer bespoke Sage CRM courses including in depth training focused on the Sage CRM campaign planning, sales automation, case management and report designing.
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More Information
As accredited consultants we help businesses implement and benefit from ACT! software. To discuss your business requirements call us on 0800 381 1000.
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