Facets Demo New Batches Starting from Saturday... 22-10-2016
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Sage CRM online training

Sage CRM


Sage CRM is an easy-to-use, fast-to-deploy on-site CRM solution which can be used as an out-of-the-box solution or configured to your specific business processes. It provides enterprise-wide access to vital customer information, anytime, anywhere so you can manage your business with an integrated approach to inside and field sales automation, customer care, and marketing.


  • Attendees should already have a working knowledge of Windows and Windows applications like Word or any Database system. .


  • It is a 08 days program and extends up to 2hrs each.
  • The format is 40% theory, 60% Hands-on.

  • It is a 2 days program and extends up to 8hrs each.
  • The format is 40% theory, 60% Hands-on.
    Private Classroom arranged on request and minimum attendies for batch is 4.

course content

  • Navigation
    • Finding your way around
    • Menus, toolbars, navbars, right-click
    • Examining each main view
    • Looking at preferences
    • Finding records
  • Working with Company Records
    • The company view in detail
    • Company tabs
    • Adding new companies and contacts and editing
    • Alternate addresses
    • Working with People Records
    • The people view in detail
    • Adding additional people, editing, associating and deleting
    • People tabs
    • Alternate addresses
  • Opportunity Management
    • The opportunity view in detail
    • Enter an opportunity
    • Adding quotes
    • Closing opportunities
    • Converting a quote to an order
    • View opportunities
  • Tracking Case (if you have this option)
    • Overview of cases
    • Calendar and Activities
    • The calendar and activities tabs in detail
    • Scheduling phone calls, meetings etc and completing them
    • Invite attendees, make recurring activities
    • Viewing team calendars and activities
  • Communication
    • Accepting invitations
    • Declining activities
    • Create a new template
    • Perform a basic mail merge
    • Send an email
    • Additional Functionality
    • Look at sales library, reports and campaigns
  • Basic Lookups
    • Find a person, company or opportunity
    • Add to your contacts group
    • Build a target list
  • Team CRM
    • Overview of team CRM
    • Look at team information
    • Compare teams
  • Reports
    • Overview of reports
    • Modify a report


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Facets Demo Training

Demo Schedule : 08:30P.M EST / 07:30P.M CST / 05:30P.M PST on 21st OCT & 06:00A.M IST on 22nd OCT
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