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Open Source CRM Sales Force Automation
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Description Course Number Duration Audience Pricing Purchase
Introduction to CRM Sales Force Automation USR-SugarCRM-SFA-201 4h* Users, Admins 500USD

Course Benefits

This course takes a business process approach to understanding the entire sales automation process from the instantiation of a lead record through quoting and closing the deal. Learners who complete this course will acquire the skills necessary to use your CRM on a day-to-day basis for sales related work tasks.


Who Should Attend

This class is focused for end users.  Typical roles for this type of class are: Inside Sales, Outside Sales, Sales Operations, Sales Management, and Administrators.

Learning Objectives

Lead Management

  • Understanding Leads (difference from contacts)
  • Lead Status
  • Lead Sources
  • Lead Qualification
  • Lead Conversion Process
  • Using Activities and Tasks with Leads to improve productivity

Opportunity Management

  • Understanding Opportunities
  • Creating an Opportunity through the Lead Conversion Process
  • Sales Stages
  • Opportunity Type
  • Contact Roles

Quotations and Products

  • Understanding Quotes
  • Creating a Quote
  • Sending a Quote as PDF
  • Quote stages
  • Discounts


  • Understanding the Forecast Module
  • Creating a Forecast
  • Commit
  • Worst, Likely, Best


It is recommended that students complete USR-SugarCRM-101 prior to taking this course.

*Duration includes up to 2 hours of prep and post, and up to 2 hours of training.

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