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

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

Forecasting

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

Prerequisites

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.