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Kickstart or Refresh your Teams SugarCRM skills in London this October by taking advantage of the following three courses being run immediately after the CRM Acceleration event in London :

  • Administrator Fundamentals
    6 & 7 October

    Course Details

    This comprehensive course provides system administrators with the skills and best practices to administer SugarCRM for optimum results. Through a combination of power point slides and hands-on exercises, students will learn and apply the key competencies needed to set up, configure, maintain, and customise Sugar. This course is designed for both on-demand and on-premise administrators.

    Audience: Administrators

    Editions: SugarCRM Enterprise, SugarCRM Professional, SugarCRM Community Edition

    Version(s): 6.0, 6.1

    Cost: £1200

    Course Agenda

    1 Course Introduction
    2 Administrator Getting Started
    3 Implementing Users, Teams and Roles
    4 Using Sugar Studio
    5 Configuring Email Settings
    6 Creating Effective Workflows
    7 Installation Best Practices
    8 Upgrading Sugar
    9 Managing Product Catalogue
    10Setting up & Managing Forecasts


    Further information

    The training is located within 20 minutes of the CRM Acceleration Event.   Register today as places are limited.   We will forward you all of the details in relation to this course once you have registered.
    Click here to register for Administrator Fundamentals

  • End User Training
    6 October

    Course Details

    This comprehensive one-day training provides your SugarCRM users the knowledge they need to use SugarCRM effectively and efficiently. Through a combination of power point slides and hands-on exercises students will become proficient at end user basics in order to fully leverage SugarCRM.

    Audience: SugarCRM End Users

    Editions: SugarCRM Enterprise, SugarCRM Professional, SugarCRM Community Edition

    Version(s): 6.0, 6.1

    Cost: £550

    Course Agenda

    1 Getting Started
    2 CRM Overview
    3 End-User Getting Started
    4 Working with Records
    5 Lead Management
    6 Opportunity Management
    7 Account and Contact Management
    8 Activity Management
    9 Creating Common Reports
    10Products and Quotes
    11Managing Forcasting
    12Email and Outlook Plug-in Overview
    13Overview of Custom Modules

    Further information

    The training is located within 20 minutes of the CRM Acceleration Event.   Register today as places are limited.   We will forward you all of the details in relation to this course once you have registered.
    Click here to register for End User Training

  • Managing Campaigns
    6 October

    Course Details

    This comprehensive one-day training shows you how to use the Campaigns module to send email campaigns to your prospects and customers by creating email templates, creating targets and target lists, testing your campaigns, and reviewing the status of campaigns. Through a combination of power point slides and hands-on exercises students will become proficient working with the Campaigns Module to fully leverage SugarCRM.

    Audience: SugarCRM Marketing Professionals

    Editions: SugarCRM Enterprise, SugarCRM Professional, SugarCRM Community Edition

    Version(s): 6.0, 6.1

    Cost: £750

    Course Agenda

    1 Introduction to Campaigns
    2 Setting up Target Lists
    3 Generating Target lists from Reports
    4 Creating Opt-Out Links
    5 Creating Tracker URLs
    6 Email Bounce Handling
    7 Email Templates
    8 Testing your Campaign
    9 Reporting on Campaigns
    10Campaign Feedback
    11Drip Marketing Campaigns

    Further information

    The training is located within 20 minutes of the CRM Acceleration Event.   Register today as places are limited.   We will forward you all of the details in relation to this course once you have registered.
    Click here to register for Managing Campaigns

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Quinn Insurance

Provident provide support and customisation services Quinn require for their SugarCRM system.  To date the system contains 500,000 accounts with over 3 million opportunities and 2000 users.  Provident provide support and customisation services.  Please contact us for further examples of Enterprise and SME Customers that Provident have aided in deploying, maintaining and customising their SugarCRM installations.