Sage CRM / Sage CRM MME Training

At Wizard Systems, we understand the critical role Sage CRM Training plays in maximising the value of your Sage CRM Software investment. We work with our customers to develop a complete end-to-end Sage CRM Training plan that achieves meaningful and specific deliverables for your organisation. This approach enables administrators, managers and end users to obtain the knowledge and skills needed - minimising training time, maximising solution capabilities, and increasing overall business value.

Formal Sage CRM Training benefits your staff by...

• Building confidence with Sage CRM
• Get up to speed quickly
• Improving Accuracy and efficiency
• Good work practices and consistency of Sage CRM use with repetitive exercises
• Learn the latest Sage CRM tips and tricks to improve productivity

We provide a range of fully authorised Sage CRM Training courses. We can also provide Sage CRM Training tailored to your requirements, where you decide the topics you want us to cover. Training can be provided either on-site or at our fully equipped Sage CRM Training Centre. Every delegate gets a Training Manual or other documentation which can prove to be a helpful resource for future use of Sage CRM MME.

Standard Sage CRM MME Training courses include...

• Sage CRM MME Introduction Training
• Sage CRM MME Advanced Training

 

Sage CRM MME Introduction Training

Navigation

• Finding your way around Sage CRM MME
• Menus, toolbars, navbars, right-click

 Basic Lookups

• Find a person, company and opportunity
• Combining Search Criteria
• Wild card search
• Saving searches

 Companies

• The company view in detail
• Company tabs
• Adding new companies and contacts and editing
• Alternate addresses
• Company teams

 People

• The people view in detail
• Adding additional people, editing, associating and deleting
• People tabs
• Alternate addresses

 Opportunities

• The opportunity view in detail
• Enter an opportunity
• Adding quotes
• Closing opportunities
• View opportunities

My CRM

• Calendar
• Dashboard
• My contacts

Communication

• Scheduling a Call
• Scheduling an appointment
• Reassigning activities
• Perform a basic mail merge
• Send an email

Reports

• Overview of reports
• Modify a report

 

Sage CRM MME Advanced and Systems Admin Training

Introduction

• Administration
• CRM Structure

User Administration

• Adding and Changing Users
• User Templates
• Disable Users
• Deleting Users

Teams

• Creating Teams
• Assigning users to a Team
• User access to team CRM
• Security Management, Profiles and Territories
• User Configuration

Customisation

• Adding a New Field
• Placing New Fields on Screens
• Modifying Screen Layout
• Advanced Customisation Scripts
• List Customisation
• Adding a New Column to a List
• Modifying the Layout of an Existing List

Document Management

• Merging a Document
• Creating a Merge Document
• Placing a Template on the Server

Target Lists

• Creating a Target List
• Merging a Target List to a Document

Email

• Creating an E-Mail Template
• Sending Email using an Email Template
• Creating an email to send to Lists

Reports

• Creating a New Report (List)
• Running a Report
• Creating a New Report (Cross Tab)
• Creating a New Report (History)