Free Sage CRM Core Skills Training

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 want to develop your Sage CRM skills join this free series of instructor-led training sessions.

This series of 10 training sessions is designed to help the new User and System Administrator. The lessons in this series are focused on the basic skills to effectively use the core features of Sage CRM.

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 user.

When: Each Thursday & Friday at 12:30 pm (UK Time) from 8th May to 6th June.

May 8th 2025 - Getting Started with Sage CRM

• how to get started and find your way round the screens of Sage CRM.
• how a user can control their experience of Sage CRM by setting their own system preferences.

Register here: events.teams.microsoft.com/.../bda374fa-18fa-4737-923f-053b7a799cf7@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8

May 9th 2025 - Adding and Changing Contact Data

• how a new contact can be added to Sage CRM and how their details can be edited.
• how an address can be updated within Sage CRM.

Register here: events.teams.microsoft.com/.../172048f9-f06a-4c9b-9c8e-07b2db583c89@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8

May 15th 2025 - Searching for Data

• how a user can search for records using different criteria.
• how keywords search can be carried out to retrieve data quickly.

Register here: events.teams.microsoft.com/.../c2aee4a4-3de2-44d5-a4b4-6cbadcf2622f@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8

May 16th 2025 - Advanced Find

• how complex searches can be created using the Advanced Find feature.

Register here: events.teams.microsoft.com/.../f0911314-93fe-491d-accf-bb7ec516389a@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8

May 22nd 2025 - Creating and Using Groups of Records

• how to create and use a group of records.

Register here: events.teams.microsoft.com/.../83847e05-0316-4873-b2b6-5709187aafba@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8

May 23rd 2025 - Working with Appointments and Tasks

• how to work with appointments and tasks.

Register here: events.teams.microsoft.com/.../1e1a8668-de50-442a-9c93-be2218e4243d@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8

May 29th 2025 - Working with Emails and Documents

• how to send e-mails with the internal client.
• how to manage documents within Sage CRM.

Register here: events.teams.microsoft.com/.../290e22a3-0d1a-4b04-b6e9-a5c59da5c3e6@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8

May 30th 2025 - Customer Care features

• how to log Customer Service requests.
• how to add Solutions to Sage CRM.

Register here: events.teams.microsoft.com/.../670c3024-4286-4ae0-a543-1b271f71ef2e@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8

June 5th 2025 - Leads and Opportunities

• how to process new Leads.
• how to process an opportunity.

Register here: events.teams.microsoft.com/.../0b5a07eb-07a7-4e72-b9b5-beaeb471267b@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8

June 6th 2025 - Working with Sales Forecasts

• how to create a Sales Forecast
• how a manager can review a Sales Forecast

Register here: events.teams.microsoft.com/.../ba44da7e-6542-4938-9d1c-2aae63ea06ac@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8

Who should attend

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