CRM Training

Learning & using SugarCRM shouldn't be complicated. We tailor training to you.

Our clients depend on us not only for simplified and creative solutions but also straight forward training.  Our team of trainers work with our clients to help them build the right curriculum and deliver it with patience and care.  We want your team to enjoy the CRM they are using.

CRM Basics

Our introductory course for Sugar or Salesforce is a core component of our CRM Starter Kits. This course focuses on getting the bare essentials right with your new CRM.

Reporting

Our reports course helps you understand how to get the most out of the Dashboard, Dashlets and Reports features of Sugar or Salesforce.

Workflow Automation

Both Sugar and Salesforce offer powerful BPM workflow tools that puts automation into the palm of your hands. We guide you through how to make effective automations.

Get Custom Training

No two organizations are the same.  Neither would be your CRM’s.  We work with our clients to pull together custom curriculum to ensure that training matches your business processes.

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August 2022

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