Realize Your Potential: sageu

New to Sage CRM?

We recommend the following to get you started.

Free

Sage CRM Fundamentals

Get the basic knowledge and skills necessary to work with the Sage CRM. Learn how to work with the My CRM Dashboard, navigate in the program, and use the calendar and email.

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Become a pro in Sage CRM

We have a wide selection to help you with your journey

Sales
Specialist

Learn about the Sage CRM sales process such as leads, quotes, opportunities, forecasting, plus more.

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Sales Specialist: Complete Package

BEST VALUE FOR MONEY!
A combined learning package consisting of the following: Sage CRM – Fundamentals and Sage CRM - Sales Specialist

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Customer Service Specialist

Learn about the support process in Sage CRM and how to create and work with cases, plus more.

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Customer Service Specialist: Complete Package

BEST VALUE FOR MONEY!
A combined learning package consisting of the following: Sage CRM – Fundamentals and Sage CRM - Customer Service Specialist.

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System Administrator:

Understanding Security and System Management

Learn the essential System Administrator functions like setting up users, teams, security, mobile access, and creating dashboards.

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System Administrator:

Understanding Document and Product Management

Learn the System Administrator functions like creating and monitoring documents, creating e-mail templates, Product Management, Library Management, plus more.

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System Administration:

Complete Package

BEST VALUE FOR MONEY!
A combined learning package consisting of the following: Sage CRM – Understanding Security and Systems and Sage CRM – Understanding document and product management

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Advanced User

Customizations, Workflows and Escalations

Unlock the potential for substantial business growth by embracing automation to eliminate inefficiencies and boost productivity. Discover how to customize your CRM system to perfectly align with your specific business needs. Tailor fields and screens to cater precisely to your team's requirements, resulting in improved user efficiency and reduced redundancy.

Learn how to create custom data fields, modify and create data screens, and create custom entities. Plus, workflow and escalation functionality, and more.

This self-study training is designed for on-premise CRM, although most topics apply to Cloud CRM.

Select an eBook or hardcopy.

eBook Hardcopy

Course curriculum: Please note that the eBook is not downloadable or printable.

Advanced: Reports, Views, and Dashboards

Empower yourself with Sage CRM's powerful reporting functionality and acquire the skills to craft custom reports tailored to your specific needs. Gain insights into how the CRM database stores and retrieves data using views. Create a personalized dashboard, where you can access all essential CRM data on a single screen, allowing you to make informed decisions. With these capabilities at your fingertips, you can optimize your CRM experience and boost productivity.

Learn how to create Sage CRM reports and views, including understanding the CRM SQL database structure, dashboard functionality, and more.

This self-study training is designed for on-premise CRM, although most topics apply to Cloud CRM.

Select an eBook or hardcopy.

eBook Hardcopy

Course curriculum: Please note that the eBook is not downloadable or printable.

Stage 1: Setting Up Your Payroll

Stage 2: Processing Payroll

Stage 3: Statutory Payments, Holiday Schemes and Editing Payslips

Automatic Enrolment with Payroll Pensions Module

Sage Instant Payroll

Marketing, Self-Service, and Email Management

Experience the convenience of Sage CRM's self-service functionality, offering you the ability to submit data without the need for manual data entry. Unleash the power of Sage CRM's marketing tools to track projects, seamlessly set up mail merges and conduct outbound call campaigns, enabling you to stay connected with your customers and prospects. Take advantage of Sage CRM's advanced automation capabilities by setting up mailbox monitoring, automatic email replies, communication filing, and automated case creation based on incoming emails.

Learn how to set up marketing automation, campaign management, outbound, and call handling. Plus, self-service functions, including web leads and self-service API, and advanced email management functionality.

This self-study training is designed for on-premise CRM, although most topics apply to Cloud CRM.

Select an eBook or hardcopy.

eBook Hardcopy

Course curriculum: Please note that the eBook is not downloadable or printable.

PRODUCT & SERVICES REPORTS

Stock Movements Summary. You can use this report to see a summary of the movement of your stock items during a specific time.

Stock Movements Detailed. You can double-click a stock item to open this report, which displays a breakdown of all stock movement transactions for the stock item in the specified time.

Receipts and Payments Day Book report.You can use the Receipts and Payments Day Book report to view the different banking transactions on one report. The report shows an overview of each transaction including the type, customer or vendor, net and tax amounts.

Unallocated Receipts or Payments report. This report shows the customer or vendor name, their current account balance, as well as any unallocated amounts. You can enter a date range to see transactions between specific dates.

Learning Bundle (All 4 Stages)

This course is designed to give you everything you need to know to become an expert user of Sage 50cloud Accounts. From guidance on getting started to in-depth information on core functionality, our self-study workbooks let you work at your own pace and become familiar with everything Sage 50 has to offer.

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Saving time with Sage 50cloud Accounts

Fast Start 3: What's New with Sage 50cloud Accounts

Project Costing: Stage 1

Project Costing: Stage 2

Purchase Orders

Sales Orders

Bill of Materials Webinar

Customizations, Workflows and Escalations

Learn how to create custom data fields, modify and create data screens, and create custom entities. Plus, workflow and escalation functionality, and more.

This self-study training is designed for on-premise CRM, although most topics apply to Cloud CRM.

Select an eBook or hardcopy.

eBook Hardcopy

Course curriculum: Please note that the eBook is not downloadable or printable.

Reports, Views and Dashboards

Advanced: Reports, Views, and Dashboards

Learn how to create Sage CRM reports and views, including understanding the CRM SQL database structure, dashboard functionality, and more.

This self-study training is designed for on-premise CRM, although most topics apply to Cloud CRM.

Select an eBook or hardcopy.

eBook Hardcopy

Course curriculum: Please note that the eBook is not downloadable or printable.

Marketing, Self-Service, and Email Management

This self-study training is designed for on-premise CRM, although most topics apply to Cloud CRM.

Select an eBook or hardcopy.

eBook Hardcopy

Course curriculum: Please note that the eBook is not downloadable or printable.

Already a Pro in Sage CRM?

Learn about the latest features

New product releases and updates

Each version release we create a what’s new video so that you can learn more about the new.

View Training Videos

Integration Courses

Learn how to integrate Sage CRM to Sage 100 or Sage 300.

Integrating Sage 100 with Sage CRM

This course provides instruction on how to integrate Sage CRM with Sage 100. You will learn what software is required, how to install Sage CRM, and how to perform the essential integration steps.

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Integrating Sage 300 with Sage CRM V7.3

This course provides instruction on how to integrate Sage CRM with Sage 300. You will learn what software is required, how to install Sage CRM, and how to perform the integration steps required.

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Integrating Sage 300 with Sage CRM 2018 R3 and higher

This course provides instruction on how to integrate Sage CRM with Sage 300 2020. You will learn what software is required, how to install the Sage 300 and Sage CRM integration components, how to setup the communication between Sage 300 and Sage CRM, and how to use the new functionality in Sage CRM.

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Integrating Sage 300 with Sage CRM 2019 R2 – 2020 R1

This course provides instruction on how to integrate Sage CRM with Sage 300 2020.1. You will learn what software is required, how to install the Sage 300 and Sage CRM integration components, how to setup the communication between Sage 300 and Sage CRM, and learn how to use the new functionality in Sage CRM.

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Sage CRM

Training designed for your success!

Don’t forget: Gold and Platinum Sage Business Care customers receive a 100% discount on all anytime learning.

New to Sage CRM?

We recommend the following to get you started.

Sage CRM Fundamentals

Become a pro in Sage CRM

We have a wide selection to help you with your journey

SalesSpecialist

Sales Specialist: Complete Package

Customer Service Specialist

Customer Service Specialist: Complete Package

System Administrator:

Understanding Security and System Management

System Administrator:

Understanding Document and Product Management

System Administration:

Complete Package

Advanced User

Customizations, Workflows and Escalations

Reports, Views and Dashboards

Marketing, Self-Service, and Email Management

Customizations, Workflows and Escalations

Advanced: Reports, Views, and Dashboards

Marketing, Self-Service, and Email Management

PRODUCT & SERVICES REPORTS

Learning Bundle (All 4 Stages)

Customizations, Workflows and Escalations

Customizations, Workflows and Escalations

Reports, Views and Dashboards

Advanced: Reports, Views, and Dashboards

Marketing, Self-Service, and Email Management

Marketing, Self-Service, and Email Management

Already a Pro in Sage CRM?

Learn about the latest features

New product releases and updates

Integration Courses

Learn how to integrate Sage CRM to Sage 100 or Sage 300.

Integrating Sage 100 with Sage CRM

Integrating Sage 300 with Sage CRM V7.3

Integrating Sage 300 with Sage CRM 2018 R3 and higher

Integrating Sage 300 with Sage CRM 2019 R2 – 2020 R1

Integrated applications training

Sage 100

Sage 300

Sales
Specialist