Sugar Administration | BrixCRM

Sugar Administration

The ‘Sugar Administration Essentials’ training is the training to attend for administrators to learn the basics of the backend functionalities of Sugar. During this training you embark on the journey to familiarise yourself with all the aspects of user and module management. Via test cases you will work on and learn the do’s and don’ts of Sugar application management. 

 

As an administrator you learn how to configure Sugar as efficient as possible for your users during this two-day training. All vital components of application management will be explained and via test cases you will put your newly acquired knowledge into practice. Above it all, you will receive the tools to use the Sugar Studio in order for yourself top tailor Sugar modules and their associated information fields. 

This Sugar Administration Essentials offers a thorough training in configuration of Sugar for new administrators. You will build up your knowledge, skills and confidence in working with Sugar through live and hands-on training sessions from one of our Certified Sugar trainers. The training is especially developed for beginning administrators tasked to set up, configure and maintain your Sugar platform. 

Through the live and hands-on training we will assist you in understanding the administrator features and tools that are needed to achieve both the short and long term CRM success with Sugar. At the end of the training, you are able to manage and maintain your Sugar platform for current and future usage.

Time: 09.30 - 12.00 AM / 13.00 - 16.30 PM

Agenda - Day 1

  • Introduction to Sugar Administrator
  • Creating and managing users, teams and roles
  • Configure existing Sugar modules

Agenda - Day 2

  • Creating new Sugar modules
  • Importing data in Sugar modules
  • Configure outbound e-mailing
  • Configure forecasts
  • Creating reports
  • Wrap-up and conclusions

Location: BrixCRM Office Amsterdam
Costs: € 1.495,- per participant
Max. number of participants: 8

General information about the training
The training will be held in Amsterdam from 9:30 AM - 16:30 PM with lunch. All prices are VAT excluded and overnight stay is excluded. Course material, lunch and refreshments are included. If desired, we can organize the overnight stay in a nearby hotel.

 

SUGAR SAVES US A LOT OF TIME AND HELPS US TO IMPROVE OUR CUSTOMER SERVICE. IT'S REALLY GREAT, I'M VERY HAPPY WITH IT.

Marc Smeitink - Sumis Company
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