SugarCRM Training for Marketing

 
Description: 

This class is designed for anyone in a marketing role and covers the essential features of SugarCRM as well as teaching you how to master the marketing tools that are built in to Sugar. You will also learn how to set up a campaign, create web to lead forms, and use mail merge and email templates to nurture and market to prospects and customers.

In addition to the PowerPoint slides and hands-on labs completed in the class, you will also receive the complete Kindle version of our Getting Started with SugarCRM guide.

 
Duration: 
1 day
 
Type: On Site
 
Editions: 
Sugar Community Edition
Sugar Ultimate
Sugar Enterprise
Sugar Corporate
Sugar Professional
 
 
Objectives: 

- Navigating the SugarCRM workspace
- Setting up Dashboards
- Overview of Leads, Accounts, Contacts, & Opportunities in SugarCRM
- Searching
- Setting Up Campaigns
- Sales Workflow
- Creating Target Lists
- Creating Email Campaigns
- Sending and Tracking Email Campaigns
- Web to Lead Forms
- Creating Reports
- Mail Merge
- Email Templates
- Outlook Integration & Mobile Access
- Documents & Attachments

 
Partner: 
 
Location: Des Plaines, IL
 

Registration Details

Thursday, October 16, 2014 - 9:00am (GMT-6:00 Central Time (US & Canada), Mexico City)
 
 

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