When training with Reality Solutions the results are simple; better performance, better productivity. So, who is it for? - Anyone who uses or is thinking about using Sage CRM - Any level of skills or field of business - Setting up your own business - First time Sage CRM users - Experienced users wanting to get more out of the software

Sage CRM training really makes the difference between working adequately and working effectively.

Sage CRM Basic training topics can include:

- Introduction - logging on, navigation, menu’s, ’My Dashboard’, main view, recent menu, 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.
- People - adding, editing, associating people, using tabs, addresses.
- Searching - basic searches for people, companies and opportunities.
- Sage CRM Reports - overview of reports.

Sage CRM Advanced training topics can include: - 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. - Reports - creating reports. - Marketing - lists, email marketing. - Team CRM - reviewing team information, comparing teams. - Sales Library - library overview and managing file storage. - Customisation - adding & changing fields, drop-down lists. 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.

Question:
How do I get prices and more information on the Sage CRM Training services you offer?

Answer:
It's easy! Just fill in the form below and we'll call you straight back. Or you can call our support team on 0113 350 2873 or 01482 778914 for friendly assistance.

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Tel: 01482 828000  -  Fax: 01482 373100  -  Email: info@realitysolutions.co.uk

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