Join our free, instructor-led lunchtime training series and boost your Sage CRM skills in just 30 minutes a session. Running from Wednesday 27th August to Thursday 11th September 2025, these bite-sized lessons are ideal for Sage CRM users who want to master reporting and marketing features without taking time out of their busy workday.
Each session focuses on a practical skill, including how to design powerful reports, incorporate charts, use tag data, manage outbound calling, and build simple campaigns.
Schedule: Every Wednesday and Thursday at lunchtime (12:30 UK time)
Duration: 30 minutes per session
Total Lessons: 6
Whether you're in sales, marketing, support, or CRM administration, this is your opportunity to get hands-on training and make the most of your CRM data.
27th August - Running a Report
- how to run different types of reports and pass and set parameter values.
- how to run Company, Opportunity and Case Summary Reports
28th August - Designing a Report
- how to design a List report.
- how to design a cross tabulated report.
- how to design an historical report.
3rd September - Including a Chart in Report
- how to include a chart within a report.
4th September - Using Tag Data in a Report or a Group
- how to use Tag Data within a Report or a Group.
10th September - Create a Simple Campaign
- how to create a simple marketing campaign.
- how to add an External Mail Merge and External Telesales calls as a campaign activity.
- how to add Internal Mail Merge and Telesales as a campaign activity.
11th September - Creating & Using Outbound Calls
- how to create Outbound Calls as a campaign activity.