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| Course | Objectives | Pre-requisites |
| CRM Contacts and Time Management (ACST1) |
- Introduce new users to CRM concepts
- Develop confidence and effective use of Company and Person Records, Meetings, Tasks and Communications.
- Introduction to MyCRM
- Exploring SAGE CRM MME reports
- Practice using the new CRM skills to develop speed and efficiency
|
None |
| CRM Sales & Marketing (ACST2) |
- Create mailshots via letters and electronic mail.
- Learn through practice on how to set up effective templates for mailing letters and emails.
- Introduction to CRM's Campaign and Target List features
- Effective use of Key Attributes and Opportunities to create and track leads
|
ACST1 |
| CRM Administration (ACST3) |
- Setting up Key Attribute fields
- Merging duplicate records
- Learn through practice on how to set up effective templates for mailing letters and emails.
- Administering & configuring the system
- Managing security using Territories
- Maintaining Look Up lists using Translations
- Creating and Modifying reports
- Introduction to SQL Server Maintenance and Backup
|
ACST2 |
| SAGE CRM MME Refresher (ACST4) |
- An intensive overview of the main topics in ACST1 and ACST2
- The course is suitable as a refresher or top up to in-house training from another user
- Detailed practice and in-depth queries will be attended to where time allows
|
Some previous SAGE CRM MME training |