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Free Sage CRM System Administration Training: Data Administration

Sage CRM is a popular customer relationship management (CRM) software solution that helps businesses of all sizes manage their customer interactions, sales pipeline, and marketing campaigns. If you're interested in developing your Sage CRM skills join this free series of instructor-led training sessions.

This series of 12 training sessions is designed to help the new System Administrator. The lessons in this series are focused on Data Administration.

Each session is 30 minutes long, so you can easily fit them into your busy schedule. The sessions are also suitable for all levels of experience, whether you're a beginner or an experienced Sage CRM Administrator.

When: Each Thursday & Friday at 4 pm (BST - UK Time) from 18th July to 13th September.

What you'll learn:

18 July 2024 Configure Pre entry Duplicate Searches for Companies and Persons how to configure Pre-entry Duplicate Searches for Companies and Persons.
19 July 2024 Configure Fuzzy Searching on Company Names within Pre entry Search how to configure Fuzzy Searching on Company Names within Pre-entry Searches.
25 July 2024 Data Uploading: Preparing Data how to prepare for a Data Upload.
26 July 2024 Data Upload: Uploading Company, Person and Lead Data how to carry out an upload of either Company, Person or Lead data.
01 August 2024 Data Management: How Product Configuration affects quotes and orders how the configuration of the products features affects the creation of quotes and orders within Sage CRM.
02 August 2024 Data Management: Product Configuration how to configure the Products feature within Sage CRM.
08 August 2024 Data Management: Building a Price List how to build a price list for the Products feature within Sage CRM.
09 August 2024 Configuring Currency Data how to configure Currency Data inside Sage CRM.
15 August 2024 Sales Forecast Configuration how to configure the Sales Forecast feature.
16 August 2024 Mass Update and Update Territories how to carry out an Mass Update of records and an Update of Territory information in Sage CRM.
22 August 2024 An introduction to the management of personal data how features of Sage CRM can be used by a business to help them meet their data protection responsibilities under legislation such as the GDPR.
23 August 2024 Managing Consent how Sage CRM can be used to gather evidence of consent (required by legislation such as the GDPR) from a contact that allows them to be marketed to via email, text, calls etc.
29 August 2024 Data Anonymisation how Sage CRM can be used to anonymise personal data (required by legislation such as the GDPR) that ensures individuals to have ‘the right to be forgotten’.
30 August 2024 Deletion of Communications how Sage CRM can be used to delete communications associated with individuals that is part of the general 'right to be forgotten' as required by legislation such as the GDPR.
05 September 2024 Deletion of Documents how Sage CRM can be used to delete library records and physical documents associated with individuals that is part of the general 'right to be forgotten' as required by legislation such as the GDPR.
06 September 2024 Flagging Data Shared Externally how Sage CRM keeps a record of which external systems personal data has been sent to help an administrator keep track of data under their control as required by legislation such as the GDPR.
12 September 2024 Related Entities: Defining the Relationships how to Define a Relationship within the Sage CRM Related Entities feature.
13 September 2024 Related Entities: Using the Relationships how to use a Relationship within the Sage CRM Related Entities feature.

 Who should attend

This training is ideal for anyone who wants to learn how to administer Sage CRM. This includes colleagues and partners who are supporting implementations of Sage CRM for their clients, as well as experienced Sage CRM Administrators who want to refresh their skills.

How to attend

To register contact [email protected] to be added to the invitation list.

Or click the link.