SugarCRM Training

Sugar OS is an open source Customer Relationship Management (CRM) application which aids the sales and marketing processes in a business.SugarCRM can run on Linux,Windows,Solaris and Mac OSX. SugarCRM enables companies to get more control and visibility into their customer relationships by automating the sales,marketing and customer support departments.Product functionality includes sales-force automation, marketing campaigns, customer support, collaboration and reporting. The SugarCRM community edition has over 300 additional modules created by individuals and companies that enable additional functionality. credativ has helped a number of companies fully utilise the power of SugarCRM Community Edition Open Source Software in varied industries such as Pharmaceutical,Telecoms,Retail and Insurance.We are able to customise the application to fit with your business requirements and together credativ and SugarCRM are able to drive down the cost of delivering world class Customer Relationship Management solutions.

credativ offers training on SugarCRM. All our training courses are modular and SugarCRM is no exception as different modules appeal to different departments within an organisation. Some of the SugarCRM modules that we train on are as follows:

  • Navigation - finding your way around SugarCRM

  • Search - how to find information in SugarCRM

  • Your SugarCRM – Dashlets and personal dashboard

  • Accounts

  • Contacts

  • Email

  • Setting Tasks, Meetings and Calls

  • Managing Tasks, Meetings and Calls

  • Dashlets & Reports

  • Opportunities, Leads and the Sales Pipeline

  • Issue Management with Cases


Training courses are available for the projects that credativ supports. Our material is created and delivered by our in house team, who themselves are experts in working with and supporting the software that the training course covers.

Course participants gain a thorough grounding in the software itself and hands on experience working through our practical exercises. Our course material is modular, allowing us to adjust the course programme to cover the topics which are most relevant to participants.

For more information about our SugarCRM training or to request a sample course outline, please visit our contact form.

Other SugarCRM services

You may also be interested in our SugarCRM support and consultancy services.

See our main training page for details of our other training courses.

See also