Training

Sage CRM Training Modules

 

 

Module Overview

 

Each module consists of a 2 hour training session on the topics outlined followed by 30 - 45 minutes of Q&A and additional examples as needed. Training is conducted by an Azamba Sage CRM senior consultant. All attendees will receive a Course Workbook that includes a summation of topics covered, tips and tricks and a list of self-directed exercises to reinforce training concepts.

 

Training Options

 

Training can be done either onsite or online based on your preferences.

 

Onsite Training

Online training allows users to connect easily from the office or remote locations. Some clients find this to be a convenient training solution in a situation where team members are traveling or work from different locations. Online training is a single fee per organization that saves on travel costs and allows all users to be trained at once.

 

Online Training

 

Online training allows users to connect easily from the office or remote locations. Some clients find this to be a convenient training solution in a situation where team members are traveling or work from different locations. Online training is a single fee per organization that saves on travel costs and allows all users to be trained at once.

 

Selecting Onsite vs. Online

 

Onsite training is usually ideal for businesses that prefer a personal, classroom style interaction and want to maximize the training investment. Online training is best suited for organizations with employees working remotely and looking to save on travel costs.

 

Custom Training Options


If you would like to customize any of our standard training options - agenda, training delivery, format, etc. - please contact us so we can best accommodate you.

 

Fees and Assumptions

 

Online training fees are $575 per module. Onsite training fees are $575 per module for the first three attendees and $125 for each subsequent attendee. This choice may be module specific - meaning you may conduct one training module online and the other onsite if you so choose.

 

 

101 General Navigation and Contact Management - This module gives users their first look at the Sage CRM system. A general overview covering day to day actions and procedures in Sage CRM for all users.

v  Navigating and using the system (including MyCRM and TeamCRM).

v  Creating, finding and maintaining Companies.

v  Creating, finding and maintaining People.

v  Using and maintaining the Calendar /Communications.

v  Managing and maintaining Documents.

v  Questions & Answer (additional examples).

102 General Navigation and Contact Management (Focus on AccPac)   - This module give users a general overview covering day to day actions and procedures in Sage CRM with a focus on AccPac.

 

v  Navigating and using the system (including  MyCRM and TeamCRM).

v  Creating , finding and maintaining Companies.

v  Creating , finding and maintaining People.

v  Using and maintaining the Calendar /Communications.

v  Managing and maintaining Documents.

v  AR Integration (A/R Inquiry, O/E Inquiry, Aging and Statistics).

v  Vendor Integration (P/O Inquiry, A/P Inquiry, Aging and Statistics).

v  Promoting a Customer or Vendor to AccPac.

v  Questions & Answer (additional examples).

103 General Navigation and Contact Management (Focus on MAS 90/200) - This module give users a general overview covering day to day actions and procedures in Sage CRM with a focus on Mas 90/200.

v  Navigating and using the system (including  MyCRM and TeamCRM).

v  Creating , finding and maintaining Companies.

v  Creating , finding and maintaining People.

v  Using and maintaining the Calendar /Communications.

v Managing and maintaining Documents.

v  AR Integration (A/R Inquiry, O/E Inquiry, Aging and Statistics).

v  Maintaining Company relationships with MAS.

v Questions & Answer (additional examples).

104 General Navigation and Contact Management (Focus on ProcessPro/SagePro) - This module give users a general overview covering day to day actions and procedures in Sage CRM with a focus on ProcessPro/SagePro.

v  Navigating and using the system (including  MyCRM and TeamCRM).

v  Creating , finding and maintaining Companies.

v  Creating , finding and maintaining People.

v  Using and maintaining the Calendar /Communications.

v Managing and maintaining Documents.

v  AR Integration (Customer Information, A/R Inquiry, and Order Inquiry Tabs).

v  Promoting a Customer to SagePro.

v  Questions & Answer (additional examples).

*Only one of 100 level courses is recommend and dependent on the type of system you currently have in place.

 

201 Sales and Opportunity Management -

This module focuses on managing all sales and sales opportunities within Sage CRM. Learn the most effective, efficient and productive ways to for all users to navigate and maintain sale status within Sage CRM.

 

v  Creating, finding and maintaining Opportunities.

v  Creating a quote for an Opportunity from CRM.

v  Creating an order for an Opportunity from CRM.

v  Viewing and filtering on the Opportunity Pipeline.

v  Questions & Answers (additional examples).

202 Groups and Marketing Management - Learn how to create lists of People and Companies and reach out to either during a complex marketing campaign or a one-time marketing effort. 

v  Creating and using Groups.

v  Creating and maintaining Email Templates.

v  Using Word Templates.

v  Creating and using Marketing Campaigns.

v  Linking and reporting on Opportunities from Campaigns.

v Questions & Answers (additional examples).

251 Customer Service Management - This module focuses on managing Cases (issues or trouble tickets) for your Customer Service department from inception to resolution. 

v  Creating, finding and maintaining Cases

v  Solving and closing a Case

v  Viewing and filtering on the Case Pipeline

v Using and adding new solutions to the Knowledgebase

v Questions & Answers (additional examples).

301 Administration and User Setup - Recommended for organizations that want to set up and maintain users on their own. This module features instructions on basic settings and customization.

  *We recommend the Sage CRM administrator takes this module first to customize Sage CRM to their business prior to company-wide training.

v  System Settings and User Lockout.

v  Maintain screens and lists (grids).

v  Adding a user and setting user preferences.

v  Overview of Administrative Menu.

v  Question & Answers (additional examples).

 

302 Customization - Learn basic customization and Sage CRM maintenance. This module gives you the knowledge to shape Sage CRM to your evolving needs.

v  Maintaining fields and selection fields (drop-down lists).

v  Maintaining screens (hiding/exposing fields to a screen).

v  Maintaining lists (adding/removing fields from a list).

v  Questions & Answers (additional examples).

 

401 Advanced Customization - Recommended for the experienced Sage CRM administrator. This module will guide you how to have complete control over Sage CRM customization and modification to fit your specific business needs.

v  Adding new fields to an Entity.

v  Data Upload.

v  Field Level Scripting (Javascript).

v  System Menu and Tab changes.

v  Workflow (modification and creation).

v  Questions & Answers (additional examples).