SugarCRM Training Overview

Users adoption has long been the Achilles’ Heel of CRM implementation.

Being appointed as the Authorised Learning Partner of SugarCRM in the region (Singapore, Malaysia, Indonesia and China), iZeno offers a range of programs to ensure Sugar customers are successful with the product. iZeno guaranteed high quality training and exclusive access to the following:

• SugarCRM Certified Instructor
• SugarCRM Certified Training Materials
• Certificate of Completion issued by SugarCRM Inc.

iZeno offers a variety of courses that help End Users (Sales, Support, Marketing) and Administrator users get the most out of their SugarCRM deployments.

Our instructors and training materials are updated with each new release or version of SugarCRM to ensure you are receiving the most up-to-date SugarCRM training. Students retain more when they are more involved in their learning. Therefore, working with Sugar University, iZeno provides interactive hands-on courses to help ensure participants thoroughly learn and retain how to use and implement Sugar.

Customers can choose to attend our standard training course hosted in hotels/training centres or at the conveniences of their office premises.Our training includes the following:

Customized End user training for specific roles in the organization

Our professional trainer will work with the users on the key training requirements and provide customized training according to your business processes.

Standard Courses

SugarCRM Administrator Fundamentals (Duration: 2 Day)

Synopsis:This comprehensive course provides the participants with the skills and best practices to administer Sugar for optimum results. Through a combination of lecture and hands-on exercises, students will learn and apply the key competencies needed to configure, maintain, and customize Sugar. This course is designed for both on-demand and on-premise administrators as well as prospects in evaluating SugarCRM.

Audience: System Admninstrator,Software developers,IT Support, IT Managers, Business Owners, CIO, IT Directors, IT Analyst

Location: Classroom (To be advised)

Course Outline

1. Course Introduction

2. Administrator Getting Started

3. Implementing Users, Teams and Roles

• Understand user types, create, edit, activate, deactivate and reassign users in Sugar
• Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices
• Define role characteristics, create roles and set privileges, duplicate

4. Using Sugar Studio

• Perform basic customizations to the screen layout of a given module
• Create custom fields for a given module
• Edit dropdown values for a standard field or a custom field
• Restore to a previous version of a screen layout

5. Configuring Email Settings

• Schedulers
• Configure inbound email settings for a personal mailbox
• Configure inbound email settings for a group mailbox
• Configure outbound email settings for system notifications
• Configure outbound email settings for a user
• Manage email queue
• Considerations for email campaigns

6. Creating Effective Workflows

• Understand when to use Sugar workflow
• Configure your system to enable workflows
• Utilize the Sugar workflow components such as conditions and alerts

7. Installation Best Practices

8. Upgrading Sugar

• Preparing for upgrades
• Walkthrough of the upgrade process
• Post-upgrade considerations

9. Review and Conclusion

SugarCRM End User Training (Duration: 1 Day)

Synopsis:This comprehensive course provides the participants with the training they need to use SugarCRM effectively and efficiently. Through a combination of lecture and hands-on exercises, they will become proficient at end user/Power Users level in order to fully leverage SugarCRM. This course is designed for both on-demand and on-premise customers / prospects in evaluating SugarCRM.

Audience: IT Managers, Business Owners, CIO, IT Directors, IT Analyst, Business Process Owners, Power Users, End Users, Sales Managers, Sales Directors, Marketing Managers, Customer Support Managers.

Location: Classroom (To be advised)

Course Outline

1. CRM Overview

2. End-User Getting Started

3. Working with Records

4. Lead Management

5. Opportunity Management

6. Account and Contact Management

7. Activity Management

8. Creating Common Reports

9. Products and Quotes

10. Email and Outlook Plug-in Overview

11. Overview of other modules as needed

Pls review our classroom training terms and conditions prior registration

About the Trainer:

Benny Ng

Director (Business Development), Co-Founder

Benny Ng, Director of Business Development and Co-Founder of iZeno, is a pioneer in the open source arena. As co-founder of iZeno, Benny manages and project lead iZeno's open source business application deployments (ERP,BI and CRM).

Benny is also the certified trainer in SugarCRM End Users and Administrator Course running the SugarCRM Authorised Learning Partner Program in Asia Pacific.

Prior to co-founding iZeno, Benny spent years in KPMG. He holds a Bachelor degree of Accountancy from Nanyang Business School and is a non-practicing member of the Institute of Certified Public Accountancy of Singapore’s.