Class
|
Course
Type
|
Description
|
Course
Duration
|
Cost/Student
|
| End-User Train-the-Trainer |
Administrator |
This course provides system administrators with the skills and best practices to administer Sugar for optimum results |
2 days |
$1,500 |
| End-User Train-the-Trainer ONLINE |
Administrator |
This course provides system administrators with the skills and best practices to administer Sugar for optimum results |
2 days |
$1,200 |
| Administrator Fundamentals |
Administrator |
This course provides users a jumping off point on how to navigate within Sugar and how to get the most out of the different modules (10 basic Sugar modules) |
2 days |
$1,500 |
| Administrator Fundamentals ONLINE |
Administrator |
This course provides users a jumping off point on how to navigate within Sugar and how to get the most out of the different modules (10 basic Sugar modules) |
2 days |
$1,200 |
| End-User Getting Started |
End User |
This course is geared for users who will be training other users on how to get the most of Sugar. The class features a “Teach Back” component to provide students with an opportunity to practice concepts that wer learned in class. |
1 day |
$875 |
| End-User Getting Started ONLINE |
End User |
This course is geared for users who will be training other users on how to get the most of Sugar. The class features a “Teach Back” component to provide students with an opportunity to practice concepts that wer learned in class. |
1 day |
$575 |
| Email Campaign Management |
Marketing |
Learn how to use the Campaigns Module to track and manage mass marketing campaigns |
4 hrs |
$300 |
| Using Sugar Studio |
Administrator |
Learn how Studio enables you to customize modules by adding new fields, editing existing fields, field labels, page layouts, sub-panels, and Quick Create forms. |
4 hrs |
$300 |
| Creating Effective Workflows |
Administrator |
Learn how to create and manage workflows and how defining a workflow allows you to track events, set out alerts, and execute any necessary actions when the specified conditions are met |
4 hrs |
$300 |
| Using Module Builder |
Administrator |
Learn how to use the Module Builder to create custom modules. |
2 hrs |
$200 |
| Implementing Users Teams and Roles |
Administrator |
Learn how to use the Users sub-panel to manage teams, users, and roles for your organization |
4 hrs |
$300 |
| Working with Records |
End User |
Viewing and Managing Record Information: Learn how to navigate inside the different record types within the modules such as accounts or opportunities. Sugar provides three types of views for every module: List View, Detail View, and Edit View. |
2 hrs |
$200 |
| Activity Management |
End User |
Tracking User Activity: Users learn how they can view a history of their actions on the tracker bar located below the module tabs. Both users and administrators can also create tracker reports to track information such as how many modules were accessed, how many files were modified, etc. |
2 hrs |
$200 |
| Contact Management |
End User |
Contat Module: Learn how to use the Contacts module to create and manage contacts for your organization |
2 hrs |
$200 |
| Account Management |
End User |
Account Module: Learn how to use the Accounts module to create and manage customer accounts for your organization. |
2 hrs |
$200 |
| Lead Management |
End User |
Leads Module: Learn how to use the Leads module to create and manage sales leads for your organization. |
4 hrs |
$300 |
| Opportunity Management |
End User |
Use the Opportunities module to create and manage sales opportunities for your organization. |
4 hrs |
$300 |
| Forecast Management |
End User |
Use the Forecasts module to view quotas and committed sales amounts based on sales opportunities for customer accounts.
Forecasts are based on sales opportunities for customer accounts. Only users who are assigned opportunities and their managers can view forecast information in Sugar. |
4 hrs |
$300 |
| Creating Common Reports |
End User |
Use the Reports module to create and manage reports on any module such as accounts, contracts, and opportunities. You can also create reports to track user activity such as viewed modules, modified records, and so on. |
4 hrs |
$300 |
| Case Management |
End User |
Use the Cases module to track and manage problems with your products or services that are reported by your users and customers. |
2 hrs |
$200 |
| Using Sugar Email |
End User |
The Emails module is an email client that enables you to manage your emails. Learn to access emails, import emails, archive emails, Compose and send emails, Search for emails based on parameters, such as keyword and subject, Create a related record, such as a bug or a lead from an email, Create an address book consisting of users, contacts, leads, and targets with whom you frequently communicate, Create mailing lists from the entries in your address book |
4 hrs |
$300 |
| Contract Management |
End User |
Use the Contracts module to create and manage contracts that you enter into with your customers and vendors. |
2 hrs |
$200 |
| Project Management |
End User |
Use the Projects Module to create and manage projects for your organization. |
4 hrs |
$300 |
| Document Management |
End User |
Use the Documents module to create and manage files that you share with users and contacts. |
2 hrs |
$200 |
| Creating Quotes and Products |
End User |
Use the Quotes module to view and manage quotes for your organization. Quotes specify the quantity and the price per unit for goods and services that you offer a customer. |
4 hrs |
$300 |
| Importing and Exporting |
End User |
You can use the import functionality to import new data into Sugar as well as to update existing data. You can export Sugar item records in .csv format to your local machine. You can use Microsoft Excel, Notepad, or other text editors to open .csv files. You can export selected records, all records on the page, or the entire list. |
4 hrs |
$300 |
| Bug Tracker |
Administrator |
Learn how to the bug tracker to maintain a list of releases for your product. |
2 hrs |
$200 |
| Tracker Settings |
Administrator |
Learn how to use tracker settings to enable the system to track user actions and other information for Sugar modules, including custom modules. |
2hrs |
$200 |
| Sugar Email Administrator |
Administrator |
Learn how to use email settings to manage inbound and outbound emails for your organization with options to configure mail settings, setup mail accounts to route inbound emails, and manage the email queue. |
4 hrs |
$300 |
