SugarCRM Training

If you’re on this page, you’re probably struggling with some aspect of Sugar.

Creating a report? Creating email templates? Executing an email campaign? Setting up a dashboard?

Figuring out how user Roles work? Setting up quotas? Creating quoting templates? Automating with Workflows?

Well you’ve come to the right place!

Sugar has made tremendous strides in simplifying the end user interface, however, there are still some more complicated / tricky areas where an experienced adviser can save you hours and hours of trial and error.

We know what you’re going through…  And how to help!

ApexTwo provides extensive training for SugarCRM users and system administrators. All of the courses listed here can be delivered live in a classroom setting, or remotely via live web conference. Any of our classes can be customized to your unique requirements. Please use the form on the right to let us know what you’re looking for.

SugarCRM User Training – Introductory

A class targeted at first-time users of SugarCRM who will be using Sugar to automate and manage their activities and sales pipeline. Topics include:

• Introduction to CRM concepts and terminology.
• Overview of SugarCRM application structure.
• The Lead entry and conversion process.
• Note taking and notes management.
• Opportunity pipeline management.
• Calendar, task, and activity management.
• Microsoft Outlook integration.
• Course is approximately 2 hours in length.

SugarCRM User Training – Intermediate

Building on the foundation of the Level I user training class, SugarCRM User Training – Level II focuses on sales-oriented end users. This class will be more interactive as attendees are assumed to have some background in using SugarCRM. Topics include:

• Review of introductory SugarCRM concepts.
• Detailed opportunity management and classification.
• Sales forecasting with the Opportunities module.
• Best practices for keeping information current in SugarCRM.
• Basic dashboard configuration.
• Introduction to Reporting.
• Managing the sales process with SugarCRM.
• Course is approximately 2 hours in length.

SugarCRM User Training – Advanced

This class focuses on more advanced topics for sales and non-sales users as well as managers. Attendees must have attended Level I User Training or have equivalent experience using SugarCRM. Topics include:

• Configuring and customizing dashboards.
• Advanced search concepts.
• Configuring and using the Documents module.
• Advanced sales forecasting with the Forecasting module.
• Customer support management with the Cases module.
• Setting-up and using the Knowledge Base module.
• Managing projects with the Projects module.
• Course is approximately 2 hours in length.

SugarCRM System Administration – Intro

An introductory course for the first-time SugarCRM system administrator. Topics include:

• New user set-up and configuration.
• Team creation and team management.
• Role creation and role management.
• Introduction to basic Studio customization.
• Best practices for system administration.
• Utilizing ApexTwo and SugarCRM support services to resolve problems.
• Course is approximately 2 hours in length.

SugarCRM System Administration – Advanced

A more advanced course for system administrators wishing to learn more about SugarCRM or for customers planning to manage their system on-premise. Topics include:

• Configuring external data connectors.
• Importing/Exporting data.
• Creating and managing workflow rules.
• Advanced role and permission management.
• Server administration and performance tuning.
• Backups and data management.
• Best practices for system upgrades.
• Course is approximately 2 hours in length.

SugarCRM Quote and Products Modules

Designed for sales people and sales mangers, this course provides detailed training on setting-up and using SugarCRM’s quotation capabilities. Topics include:

• Overview of the SugarCRM quotation system.
• Setting-up the SugarCRM Product Catalog.
• Product types, subtypes, and categories.
• Creating quotes with the SugarCRM quote module.
• Tracking products quoted and sold by customer.
• Course is approximately 1 hour in length.

SugarCRM Campaign Management

An introductory course for marketing personnel wishing to set-up and utilize SugarCRM’s Campaign Module. Topics include:

• Overview of campaign management concepts and types of campaigns.
• Setting-up your first campaign using the campaign manager.
• Creating and understanding tracker URL’s.
• Using the HTML editor to create your first email message.
• Testing and sending your email campaign.
• Understanding email campaign metrics.
• Course is approximately 1 hour in length.

SugarCRM Reporting

An introduction to the Reporting Module for users familiar with SugarCRM. Topics include:

• Types of reports that can be created in SugarCRM.
• Using the report wizard to create your first report.
• Understanding and using filters.
• Understanding how SugarCRM stores data.
• Selecting the correct data for your report.
• Adding graphs to reports.
• Labeling, customizing, and sorting report output.
• Course is approximately 1 hour in length.

Using SugarCRM Studio

An introduction to the SugarCRM Studio. This class is targeted for graduates of the System Administration Level I or Level II classes. Topics include:

• Overview of SugarCRM Studio concepts and capabilities.
• Enabling and disabling modules in SugarCRM.
• Modifying screen layouts using the Studio.
• Custom fields and how to add them.
• Modifying search forms.
• Introduction to custom modules.
• Course is approximately 1 hour in length.

SugarCRM Module Builder

A detailed course on the powerful SugarCRM Custom Module Builder. This class is targeted for graduates of the System Administration Level I or Level II classes. Topics include:

• Overview of the SugarCRM Custom Module Builder.
• Custom module design considerations.
• Understanding data relationships.
• Creating and deploying modules.
• Modifying modules relationships.
• Course is approximately 1 hour in length.

SugarCRM Developer Training

SugarCRM Developer Training is a customizable program that can be tailored to the specific needs of your organization. From a minimum of two 2-hour introductory classes to a comprehensive developer curriculum, we can deliver an effective training program for developers of all experience levels. Topics include:

• Overview of SugarCRM application structure.
• Introduction to SugarCRM development concepts.
• Best practices for SugarCRM development.
• Coding examples.
• Managing development, training, and production environments.
• Course is approximately 4 hours in length.