SugarCRM Training

Now Available:Administering SugarCRM

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Administering SugarCRM, $29.99

Setting up your CRM to match your business processes can help you get the most out of your CRM investment and increase user buy-in. The administrator tools in SugarCRM make it easy to configure your SugarCRM environment to fit your needs. In Administering SugarCRM, learn how to use all of the administrator tools. Become empowered to create new fields, add custom modules, automate processes with workflows, and set up security rules. Endorsed by SugarCRM, it is the second in the CRM Foundation Series.

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With this book learn how to:

• Set up security
• Manage users
• Modify system setting
• Set up email
• Create and modify reports
• Import and update data

• Configure SugarCRM (adding fields, modifying field settings, customizing layouts, creating relationships)
• Add new modules
• Set up forecasting and product catalog
• Configure settings for mobile access
• Perform basic troubleshooting

The second eBook in Technology Advisors’ CRM Foundation Book Series, Administering SugarCRM includes tips for working with any version of SugarCRM, including the latest versions 7.x. The Kindle Edition of the book from Amazon can be read on any Kindle device and any device with the Kindle app. It can also be read from a computer using free Kindle software available from Amazon.

Check Out Other Books We Wrote on SugarCRM

As a 3-Star Platinum and Certified SugarCRM Training Partner, we’ve harnessed our CRM implementation expertise and in-depth knowledge of SugarCRM into a unique electronic book Getting Started with SugarCRM Version 6.x. Endorsed by SugarCRM, it is the first in the CRM Foundation Series. Whether you are new to SugarCRM or just want to learn more, this book will get you started with SugarCRM.

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Getting Started with SugarCRM Version 6.x, Interactive Edition, $24.99
Compatible with iPads® only.

With embedded videos, interactive quizzes, and how-to galleries, the Interactive Edition includes unique features that you won’t find in any other book. These features provide step by step animations and demonstrations of complex topics. Interactive quizzes allow you to assess your understanding before moving on to another topic.

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Getting Started with SugarCRM Version 6.x, $19.99
For Kindles, Androids, or desktops.

The Kindle Edition of Getting Started with SugarCRM Version 6.x available from Amazon can be read on any Kindle device and any device with the Kindle app. It can also be read from your computer using free Kindle software available from Amazon. However, the Kindle Edition is unable to include the videos, interactive quizzes or how-to galleries. Amazon, Kindle, and the Amazon Kindle logo are trademarks of Amazon.com, Inc. or its affiliates.

Technology Advisors, a SugarCRM Certified Learning Partner, offers comprehensive, hands-on SugarCRM training for end users, administrators, marketing, and sales. Choose from online, live classroom, or custom training classes. Quickly gain full advantage of your SugarCRM CRM investment and achieve high user adoption.

Class Online
(All times are CST)
TAI Training Center
(All times are CST)

SugarCRM Training for Administrators
Length: 12 hours
Cost
Online: $995
TAI Training Center: $1,195

May 5-7
1:00 - 5:00 PM

July 7-9
9:00 AM - 1:00 PM

September 2-4
1:00 - 5:00 PM

November 3-5
9:00 AM - 1:00 PM

Day 1: 9 AM - 5 PM
Day 2: 9 AM - 1 PM

June 9-10

August 4-5

October 13-14

December 1-2

SugarCRM End User Training
Length: 16 hours
Cost
Online: $495
TAI Training Center: $545

May 19-22
1:30 - 5:30 PM

July 21-24
9:00 AM - 1:00 PM

September 22-23
1:00 - 5:00 PM

November 17-20
9:00 AM - 1:00 PM

June 23-24
9:00 AM - 5:00 PM

August 25-26
9:00 AM - 5:00 PM

October 27-28
9:00 AM - 5:00 PM

December 15-16
9:00 AM - 5:00 PM

SugarCRM Training for Sales
Length: 8 hours
Cost
Online: $295
TAI Training Center: $345

May 12-13
9:00 AM - 1:00 PM

July 14-15
1:30 - 5:30 PM

September 8-9
9:00 AM - 1:00 PM

November 10-11
1:30 - 5:30 PM

June 16
9:00 AM - 5:00 PM

August 18
9:00 AM - 5:00 PM

October 20
9:00 AM - 5:00 PM

December 8
9:00 AM - 5:00 PM

SugarCRM Training for Marketing
Length: 8 hours
Cost
Online: $295
TAI Training Center: $345

May 12-13
1:30 - 5:30 PM

July 14-15
9:00 AM - 1:00 PM

November 10-11
9:00 AM - 1:00 PM

August 15
9:00 AM - 5:00 PM

October 17
9:00 AM - 5:00 PM

SugarCRM Training for Support
Length: 8 hours
Cost
Online: $295
TAI Training Center: $345

September 8-9
1:30 - 5:30 PM

June 13
9:00 AM - 5:00 PM

December 5
9:00 AM - 5:00 PM

Upcoming Product Demos with Sugar Integration


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Map to Lead
Map to Lead is a customized SugarCRM app that provides visual lead mining and target conversion. Display map locations for existing data points. View the location of an account and use the proximity search to see nearby points of interest. Create campaign lists by converting all the addresses on one map.
Demo Times:
Tuesday, May 6 at 10 AM Central
Thursday, May 8 at 3 PM Central

Advanced Support Manager
Enhance the existing customer support features of SugarCRM with the Advanced Support Manager. Assign cases based on classification and automatically display relevant knowledge base articles. Track time spent working on each case and against a contract, including the ability to see who is currently working on a case and a summary of completed work.
Demo Times:
Tuesday, May 6 at 3 PM Central
Friday, May 9 at 10 AM Central

Starfish ERP Integration
Starfish ETL (Extract Transform Load) is a premiere import/export suite of tools that provides seamless integration of data from one database with another database, whether they are hosted, on-premise, or in the cloud. It links multiple databases and systems with extreme flexibility, power, and speed.
Demo Times:
Wednesday, May 7 at 3 PM Central
Thursday, May 8 at 10 AM Central

We are excited to be featuring these products at SugarCon this year. Technology Advisors will be hosting product demos for all of these offerings after SugarCon, throughout May and June. Fill out the form below to register for these product demos.

Are you an existing SugarCRM On-Demand customer, about to be upgraded to 7.2? Sugar 7 includes many exciting new features, including a new user interface. Attend our Upgrading to Sugar 7 training course to learn how to use the newest release and be prepared when your upgrade occurs.

This 90 minute webinar is designed specifically for users who are already familiar with using SugarCRM version 6.7 and will focus on what’s new in Sugar 7. You will learn how to navigate the new user interface, use the enhanced dashboard capabilities, follow records and collaborate with your team through the new Activity Stream, take advantage of new previewing and editing capabilities, and create and use filters.

This online webinar is only $49 per person! We are also offering a special discounted price to Technology Advisors’ customers of only $25 per person. Select a date/time below to sign up!

Or, if you’d prefer customized training using your SugarCRM environment, we can do a custom session for just $300, with unlimited attendees! Contact your account manager or training@techadv.com to get started!