We want you to get the best possible ROI from SugarCRM

Education is the most critical aspect to get the fastest return on your SugarCRM investment. Loaded delivers comprehensive SugarCRM training courses to help you take full advantage of the power of your CRM, greatly increase the user adoption rate and quickly achieve high return on your investment.

Learning Modules for every role

We offer SugarCRM training courses for end-users, managers and administrators. Increase the productivity of sales, marketing and management executives. Get new employees up to speed quickly and keep administrators on top of the latest releases. To get the most from SugarCRM, trust our CRM experts to guide you.

Get custom education when you need it, where you need it

Choose the delivery method that’s right for you. We offer a combination of on-site and online training to individual users and entire teams. Get your team the tailored training they need for success, from initial training to refresher courses, face to face or online. We provide customized training on request.

CRM Consultants dedicated to your SugarCRM success

SugarCRM training courses are led by our senior SugarCRM Consultants, bringing extensive SugarCRM knowledge, practical hands-on experience and best practices from hundreds of successful implementations.
Our status of Gold partner, awarded SugarCRM’s Australian Most Valuable Partner in 2011 means we have the expertise and know-how for advising and training you on SugarCRM.

What makes our education programs more effective?

We demonstrate how to use the software functionality and provide training scenarios for users to create which gives them hands on experience. While the users are creating, our trainer is standing by to assist, thereby improving their learning outcomes.

SugarCRM Training Program:

Administration Fundamentals

3 hours - $210 per hour
Administration is the core training that ensures your success with SugarCRM. In this course, you learn best practices on how to set up, configure, and maintain your SugarCRM sales, support, and marketing functionality. 

Navigate the Sugar Admin page

• Configure common system settings
• Learn how to schedule jobs to process nightly
• Setup Connectors to improve insight on new customers

Management of Users

• Learn to create, edit, activate and deactivate 
• Understand how to control access by using teams and roles 
• Learn to reassign Accounts, Contacts, Leads and Opportunities when a user is deactivated

Module, Field and Layout Configuration using Studio

• Create custom fields for a given module
• Create and edit dropdown values
• Customize layouts of a given module
• Restore to a previous version of a screen layout

Campaign Management

2 hours - $210 per hour

• Overview of campaign management concepts and types of campaigns
• Create target, suppression and drip lists
• Create and embed tracker URL’s
• Build and format an email campaign 
• Send and test your email campaign
• Learn how to schedule your campaign 
• Mange your campaign and run campaign diagnostics

Reporting and Analysis

3 hours - $210 per hour

• Learn how the database works so that you can create reports that meet your needs
• Understand each of the four report types in SugarCRM: Rows and Columns, Summation, Summation with Details
• Understand reporting features
• Modify existing reports
• Create new reports
• Add reports to your Homepage/Dashboard

Workflow Management Module

3 hours - $210 per hour

• Understand when to use Sugar workflows to drive team efficiency 
• Create effective workflows
• Specify conditions to trigger alerts
• Create alerts and actions
• Test workflow and Check dashboard
• Create email templates