SugarCRM Training

Eligeo offers comprehensive training options for on-site, group settings or one-on-one training options.

Eligeo offers a number of SugarCRM training classes for users, administrators and developers.  We have developed comprehensive CRM training services focused on two types of training which include demonstration and guided training. Our demonstration training service is typically more of a walk through for more advanced users whereas for more in depth training we provide guided full-day training sessions for customers. Guided training is highly recommended as it is more interactive and more engaging with our customers.

SugarCRM Guided Training (All-Day)

Our CRM Guided All Day training is designed to provide our customers with a more in-depth approach to training.  We combine a number of the training packages into an interactive all day session where staff will interact with the CRM for the first time, enter data on their own and use the CRM immediately.

  • CRM Basics
  • Leads, Account & Opportunity Management
  • CRM day to day Management
  • Synchronizing your CRM to Outlook or Gmail
  • CRM Report creation and management
  • Activities (logging calls, notes, meetings)

SugarCRM Basics

During CRM basics we will guide you through how to manage leads, accounts and opportunities while also learning how to handle day to day activities.  Unlike our guided training, this is an overview training session that involves walking through the features of your chosen CRM and providing an opportunity for Q&A with one of our experts.  These sessions are held virtually.

  • CRM Basics
  • Leads, Account & Opportunity Management
  • CRM day to day Management
  • Q&A

Other Training Courses

In addition to our most popular courses, we also have the following courses available:

  • SugarCRM Customization
  • SugarCRM Workflow Automation
  • SugarCRM Campaign & Email Marketing
  • SugarCRM Dashboards & Reports

Custom Training Courses

Many of our SugarCRM Implementations are highly customized for our clients.  We can create custom training courses specific to the customizations, add-on’s and requirements that you have for our group.