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: