Sage CRM Training
Our professional Sage CRM trainers will help your teams unlock the power of Sage CRM.
Engage in more meaningful client interactions and build enduring profitable relationships. Help to fulfil your sales and marketing potential with with the right training for your Sage CRM software.
Use your CRM software effectively
Sage CRM training
Solutions for Accounting are a leading Sage Platinum Partner with over 25 years’ experience with CRM solutions.
We have helped many small to medium businesses develop the effectiveness of their sales and marketing teams through CRM consultation, training and support, and introducing them to the benefits of CRM.
We work hard to understand the specific needs of both your business and your users. We can then structure our training package to meet those requirements and deliver maximum business value. All our CRM Consultants are Sage accredited specialists with extensive CRM knowledge. They also have broad experience in customer service, sales and marketing best practices across a variety of business sectors.
Tailored to your needs
Training that works for you
We prefer to train your staff on your own premises, you just need to make a dedicated training/meeting room available. We can bring a PC projector and screen if necessary.
Because we typically cover a broad range of features, and we want users to feel comfortable with what they have learned, we include 30 days of post training support with all on-site training sessions.
Sage CRM Users may call us as often as they like during this period to refresh their knowledge or seek clarification on any related topic.
Become an expert
Tailored to your business needs
Every business uses their CRM solution differently. This is why we hold company-specific Sage CRM training. This training is delivered on your premises and is aimed to meet the needs of your business & your staff.
To ensure that your training session will have the most positive impact, please take the time to consider its objectives.
What (specifically) would you like the training to achieve? You could learn to track your customer support cases, improve business processes and improve your sales cycle, as just a few examples. It just depends on your business needs.
Your objectives might include (but are by no means limited to):
- Empowering individual users to be more effective during customer interactions
- Making users more comfortable and confident in their day to day use of Sage CRM
- Improving the adoption of Sage CRM across your business
- Setting up the CRM system to support your operational processes efficiently
- Accurately monitoring Sales Opportunities and Sales Pipeline Forecasts
- Understanding reporting to effectively manage activity
- Keep track of KPIs to support management decision making
- Establishing the most reliable and efficient technical infrastructure for Sage CRM
- Setting up remote access via Web browser or Mobile Device (online and offline)
Sage CRM Training
Make sure that everyone at your business gets the most from your customer relationship management software, with training available for both basic users and Advanced users/Administrators.
Make the most of your customer data: create compelling marketing campaigns, and strengthen existing customer relationships resulting in stronger customer loyalty.
Learn more about the two types of user training we offer below.
Basic user
Objective: To provide new Sage CRM users with an entry-level understanding of the basic features of the software.
On completion of the session, users will be able to navigate successfully around the CRM system.
- Introduction to Sage CRM: Screen navigation, menus, icons and tabs
- Create new Company and Person records
- Search for a record or group of records (using variable search mechanisms)
- Groups: Create and amend Group records. Manage dynamic membership criteria
- Calendar: Working with the Calendar including synchronisation with Microsoft Exchange
- Activities: Creating Tasks and Appointments
- Email: Recording Microsoft Outlook email Histories associated with Sage CRM records
- Opportunities: Creating and managing Sales Opportunities
- Cases: Creating and managing customer service/support Cases
- Documents: Creating (email and letter) mail merges based on Sage CRM templates
- Reports: Using Sage CRM’s standard reporting outputs and Dashboard views
Advanced/Administrator
Objective: To empower Sage CRM Administrators to exercise full local control of their own databases.
On completion of this session, Administrators will be able to configure the more complex elements of Sage CRM and manage all aspect of the system with significantly reduced external assistance.
- Database customisation including the management of entities, fields and drop-down lists
- Layout design: Customise the Sage CRM screens to present data to users in the most intuitive format
- Data security issues: setting password policies and managing user and field level security
- Advanced Searches: Data profiling and performing advanced queries
- Reporting: Customisation of report templates and Dashboard views
- Import and export: Understanding the database structure and how to import from external sources
- Configuration and management of Workflows to help maintain best-practice adherence
- Escalations: setting up automated processes, communications and alerts
Note: The above Sage CRM software training sessions may be run as a half day course.
In these circumstances, we will give an overview of each CRM tool within the Sage CRM system.
However, please note that there will be limited opportunity for discussion and Q and A at the conclusion of the session.
Award-winning service and support
Why Solutions?
Utilise our knowledge and expertise of customer relationship management software to help streamline and automate your processes, freeing up time so you can focus on achieving your business goals. Our experienced trainers will demonstrate techniques and best practices that ensure your staff can operate efficiently and effectively.
At Solutions, we take a consultative approach and work collaboratively with you to build a training plan that is tailored to meet the needs of your business and the individuals within your team who depend upon our technologies. We want to ensure staff feel confident and supported to ensure the system delivers enduring value to them personally as well as your business.
As a Sage Platinum Partner, with over 25 years’ experience delivering business management solutions for clients, our team can help you transform the way you do business. With unprecedented access to a friendly support team, industry experts and IT professionals you can focus on achieving your business goals.
