Book your Sage CRM Onsite Training

When training with Reality Solutions the results are simple; better performance, better productivity.

Whether it's a new system or you need some specialist training, we can help. All versions of Sage CRM and all abilities are catered for.

What topics can the Sage CRM [Basic] training cover?

• Introduction - logging on, navigation, menu’s, ’My Dashboard’, main view, preferences
• Companies - company view, adding / amending records, company tabs, company addresses
• Opportunities - module, new opportunities, quotes, quotes to orders, viewing, forecasting
• Calendar - tabs, scheduling, assigning, activity, recurring, viewing, team scheduling
• Communication - templates, mail merges, document drop, synchronising information
• Searching - basic searches for people, companies and opportunities

What topics can the Sage CRM [Advanced] training cover?

• Advanced Overview - database architecture
• Workspace - administration workspace, administration views
• Administration - users, access privileges, de-duplication
• Controlling Teams - define teams, membership, permissions
• Security - assigning profiles, territories, rules, allocating
• Marketing - lists, email marketing
• Team CRM - reviewing team information, comparing teams
• Customisation - adding & changing fields, drop-down lists

If you would like to discuss booking some Sage CRM training please fill out the form below: