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. We would stress these very much represent a sample course outline because in the majority of cases courses will be tailored to meet precise training needs.
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.
