Sage CRM Advanced & Systems Admin Training

Duration: Hours


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    Training Mode: Online


    Sage CRM helps retention & growth within a customer’s base, through better data & process service design.Sage CRM is trusted by thousands of businesses from a variety of industries around the world. It is a reliable solution for small and medium businesses to handle their customer management processes with speed and precision.

    Sage CRM produces on-premises and cloud-based web application Sugar, a customer relationship management (CRM) system. SugarCRM’s functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting. SugarCRM supports multiple deployment options, including: Cloud, SaaS, Web-based, Windows, Linux, Windows, Mac, Linux. Cloud based CRM platform is packed with the features you need to provide high-definition customer experience without the hassle and cost of continuous maintenance. Sugar Cloud provides a safe, securely managed environment by leveraging best-in-class cloud infrastructure from Amazon Web Services (AWS).

    1. Sage Introduction

    a). Administration

    b). CRM Structure

    2. User Administration

    a). Adding and Changing Users

    b). User Templates

    c). Disable Users

    d). Deleting Users

    3. Teams

    a). Creating Teams

    b). Assigning users to a Team

    c). User access to team CRM

    d). Security Management, Profiles and Territories

    e). User Configuration

    4. Customization

    a). Modifying Screen Layout

    b). Advanced Customization Scripts

    c). List Customization

    d). Adding a New Column to a List

    e). Modifying the Layout of an Existing List

    f). Adding a New Field

    g). Placing New Fields on Screens

    5. Document Management

    a). Merging a Document

    b). Creating a Merge Document

    c). Placing a Template on the Server

    6. Target Lists

    a). Creating a Target List

    b). Merging a Target List to a Document

    7. Email

    a). Creating an E-Mail Template

    b). Sending Email using an Email Template

    c). Creating an email to send to Lists

    8. Reports

    a). Creating a New Report (List)

    b). Running a Report

    c). Creating a New Report (Cross Tab)

    d). Creating a New Report (History)


    For more inputs on Sage CRM you can connect here.
    Contact the L&D Specialist at Locus IT.

    Locus Academy has more than a decade experience in delivering the training/staffing on Sage CRM Advanced for corporates across the globe. The participants for the training/staffing on Sage CRM Advanced are extremely satisfied and are able to implement the learnings in their on going projects.


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    Sage CRM is trusted by thousands of businesses from a variety of industries around the world. They use our customer relationship management solution to increase sales, generate more from marketing campaigns and build valuable customer relationships.


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