SugarCRM Training for End Users, Administrators and Developers

Our comprehensive, hands-on SugarCRM training for end-users, administrators, and developers helps your CRM adoption strategy. You have the flexibility to choose from an online instructor lead open for all programs or custom programs designed for your own needs.

Programs for Every SugarCRM Training Need

Comprehensive SugarCRM End Users training by Bhea

Sugar for End Users

Getting Started with
Sugar

Comprehensive Onboarding
Training for SugarCRM End Users

Sugar Reports Creation and Dashboard Setup

Deep Dive for Advanced
Users

Sugar Forecast Configuration and Usage

Deep Dive for Advanced
Users

Sugar Import
Functionality

Deep Dive for Data Migration or Data Transfer from your sources

Comprehensive SugarCRM Admin Users training by Bhea

Sugar Administration Essentials

Implement Users, Teams and Role Based Permissions in Sugar

Configure Sugar with Developer Tools

Studio and Module Builder

Configure Sugar with
SugarLogic

Studio Logic Builder

Advanced Workflow Creation with SugarBPM

Deep Dive and Practice with Practical Examples

Comprehensive SugarCRM Developer training by Bhea

Sugar Developer Essentials

Sugar Developer Framework and Directory Structure

Sugar RESTFul API Basics

Testing with Postman

Sugar RESTFul API Advanced

Extending Sugar APIs

SugarCRM Training Schedule

Course Name
Date
Course Session
Time
Days
Course Session
Monday , Wednesday and Friday
Saturday and Sunday

Challenges if you do not have a serious training strategy for your
CRM / SugarCRM implementation

Challenges in realising the full potential of CRM

Some companies that are implementing CRM do not realise the full potential of CRM due to adoption challenges from the end-user. You invested in the CRM product and implementation partner but at the end of the day, you realize the team that is supposed to use feels it is not empowered and is not really keen to use the new CRM system. 

Some users feel the CRM is not intuitive and old system is easy to use

Change sometimes feels heavy for the end-user. Even though you have one of the best intuitive CRM the end-users feel it is not intuitive. Because they have been using the old system for a long period of time they feel that it is easy to use. It is quite obvious that the new system has a learning curve and takes time to learn. During this crucial period, they spread the word that it is not easy to use. 

Don't see much productivity and efficiency increase even after implementing CRM

The moment a company adopts a CRM or implements a CRM the expectation from the management is to see productivity improvement and efficiency from the teams. But the team feels using CRM is difficult and time consuming. As the time progresses the resentment increases. 

A Systematic SugarCRM training plan makes your CRM Implementation succeed and brings productivity Improvements.

Go Live Training

As the system is ready to go live, having a go live training with practical exercises helps the team quickly learn how to use SugarCRM. The more practice that is given the better for the first time users of SugarCRM. A practice session with an external instructor with more practice makes the users understand the simplicity of using the system. 

Continuous Training

Since CRM is evolving continuously and SugarCRM is having quarterly releases, getting the new users trained helps more features being adopted by the users. This improves the productivity of the employees significantly and companies can see the efficiency level improved after the CRM is adopted.

Learning / Training Methods

Bhea offers SugarCRM training courses and most of the courses are available online as well as classroom. These courses are custom made for corporations if required. All our SugarCRM trainings are available as open programs every month so that anyone can join any program at their convenience.

Online Instructor Led - Custom Programs

Join our live virtual classroom training programs via web conferencing tools. You interact with the trainer online and your fellow learners. The custom programs are designed for your specific needs and your organisation needs.

Online Instructor Led - Open Programs

Join our live virtual classroom training programs via web conferencing tools. The open programs are standard SugarCRM training programs that are open for any individual or corporates to join.

Bhea
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