SugarCRM Training

Now Available:Getting Started with SugarCRM Version 7

Getting Started with SugarCRM Version 7

Getting Started with SugarCRM Version 7, $19.99

Getting Started with SugarCRM Version 7 is a comprehensive guide for navigating the SugarCRM workspace. Following up on 2013’s Getting Started with SugarCRM Version 6.x, this updated eBook addresses the new user interface and features in Sugar 7. Readers will gain an in-depth understanding of Sugar’s sales, marketing, and support tools. Whether the end user is reading this as an introduction to SugarCRM or they are already familiar with the software, this guide will help cover their CRM role and responsibilities within their organization. Endorsed by SugarCRM, this is the third book in Technology Advisors’ CRM Foundation Series.

availableonkindle

This eBook includes detailed information about how to:

• Navigate the Sugar 7 user interface
• Search for information in Sugar
• Use dashboards to organize and analyze information
• Use Activity Stream to collaborate and subscribe to account updates in your CRM
• Manage Accounts and Contacts
• Use Leads and Opportunities to track your sales prospects
• Create Quotes in Sugar
• More accurately predict future sales with Forecasts
• Create, send, and track email Campaigns

• Use custom Web-to-Lead forms on your website that pass data directly to Sugar
• Support customers through Sugar’s Cases and Bugs modules
• Share solutions to common issues internally and externally with Knowledge Base
• Access Sugar from your phone and tablet
• Send emails from Sugar using templates, signatures, and attachments
• Integrate with Outlook and other email and calendar providers
• Create custom reports to analyze your business practices and increase accountability
• Import data into SugarCRM

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

Administering SugarCRM

Administering_SugarCRM

Administering SugarCRM, $49.99

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.

availableonkindle

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.

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.

interactive.jpg

 

compatiblewithipadsonly

 

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.

generic cropped.jpg

availableonkindle

Getting Started with SugarCRM Version 6.x, $9.99
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.


To get more information and join our e-book mailing list sign up below

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

September 14-16
9:00 AM - 1:00 PM

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

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

October 12-13

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

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

November 16-19
9:00 AM - 1:00 PM

October 19-20
9:00 AM - 5:00 PM

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

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

November 2-3
9:00 AM - 1:00 PM

December 7-8
9:00 AM - 1:00 PM

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

December 7-8
1:30 - 5:30 PM

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

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

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!