Understand the basics of Sage CRM in the following areas;
Sales Force Automation - Understand how to add customers, manage leads and opportunities, and how to setup and use the "My Dashboard" and "My Preferences" features.
Information Manager - Learn user setup and maintenance, key attribute profiling and workflows.
Administrator - Learn how to configure and setup the features available in the Administrator rights of CRM. Setup and maintain the settings of the system, user configuration, web to leads.
Technical Administrator - Learn how to configure and setup email management, workflow and escalation rules and how to customize Sage CRM.
Customer Care - Understand the importance of taking care of your customers and how you can use Sage CRM to improve customer retention.
Marketing - Introduction to Marketing Automation & Key attributes with a focus on Campaign Management concepts, including Target Lists, Key Attributes & Outbound Calling.
For more information about our Sage CRM Training class, please contact our office. There are currently no scheduled dates for Sage CRM Training, if you would like to request CRM training please contact our office.