Format14CRM

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Sugar Sell User Training

Practical training designed specifically to equip sales professionals with the skills to boost performance and close deals efficiently.

Sugar Serve User Training

Specialised instruction empowering service teams to deliver outstanding customer support and swiftly resolve inquiries.

Sugar Market Training

Targeted training sessions that enable marketing professionals to leverage Sugar Market’s tools effectively.

Administrator

Comprehensive training enabling administrators to confidently manage system users, security settings and CRM maintenance.

Configurator / Advanced User

In-depth technical training for advanced users, focusing on CRM customisation, integration capabilities and streamlined process automation.

Format14CRM’s
Approach to Training

Format14CRM provides approachable, practical CRM training tailored specifically to user roles and business goals.

Expert-led sessions combine clear instruction with hands-on learning and provide comprehensive coverage of everything from core user tasks to advanced configuration and automation.

We focus on equipping your teams with the skills to confidently use your CRM through easy going training sessions that can slot into busy work schedules. Our range of formats allows you to rapidly upskill or incrementally improve your team’s knowledge ensuring that your CRM’s features are fully utilised.

Sugar Sell User Training

Lead Management

Lead Management

To ensure excellence in cold outbound or nurturing, a comprehensive training plan in lead management empowers users to efficiently identify, track and nurture potential clients throughout the sales cycle.

Opportunity Management

Opportunity Management

Training in opportunity management helps users track sales progress accurately, map strategic relationships within opportunities and ensures that your business best practices are not lost in how your sales teams address a competitive marketplace.

Quoting

Quoting

Training in Sugar Sell’s Configure-Price-Quote (CPQ) tools equips sellers with the skills to generate accurate and tailored quotations while reducing errors and streamlining the sales process.

Forecasts

Forecasts

Training on SugarCRM’s dedicated forecasts module enables users to submit commitments with ease allowing managers to comprehensively view expected revenues and sales trends to allocate resources effectively.

Reporting

Reporting

This training ensures users can confidently build and interpret insightful reports using SugarCRM’s in-built Reports module. Training focuses on the SugarCRM data structure and provides a comprehensive overview of a powerful reporting tool and the ways CRM data are related to each other.

From £200pp

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Sugar Serve User Training

Queue Management

Queue Management

This training gives customer support team leaders the confidence to use the parameters for different cases based on whatever CRM datapoint, or combination of datapoints, needs to inform the manner any given case is handled.

Escalation Management

Escalation Management

This training enables users to use Sugar optimally so that they can swiftly identify and escalate critical customer issues to appropriate team members.

Case Routing

Case Routing

Training in case routing ensures customer service managers can amend the way that inquiries are handled over time, from immediately directing cases to the most suitable support staff to triaging cases for technical or specialist support.

Knowledge Base

Knowledge Base

Knowledge base training enables users to create, manage and utilise helpful resources effectively. It supports consistent and accurate responses, boosting customer satisfaction and service team confidence.

Using AI Features

Using AI Features

Training on AI features provides users with insights on automating routine tasks and generating predictive recommendations. It empowers teams to deliver proactive and personalised customer experiences through intelligent tools.

From £200pp

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Sugar Market Training

Campaign Management

Campaign Management

The art of message delivery, sending the right message at the right time by the right channel. We make sure your team has the right knowledge and the right tools to drive significant marketing benefits and revenue.

Advanced Dynamic Audience Segmentation

Advanced Dynamic Audience Segmentation

Analysing your data to find the patterns that will enable you to successfully segment your audience means you can deliver better messages that interest the audience.

Email Design and use of Templates

Email Design and use of Templates

Defining templates that can rapidly be re-used to ensure your team can react as needed to market driven forces. No need to have teams of coders building your emails.

Dynamic Email Design

Dynamic Email Design

How to use advanced audience segmentation to deliver fresh, dynamic emails where the text and images can change for different segments of your audience.

Automation Strategies and analytics

Automation Strategies and analytics

Using the right tools to build journeys for your customers, nurturing them with timely message delivered automatically based on behaviour and interactions on other customer facing components.

From £200pp

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Sugar Administrator Training

Reporting, Dashboards and Data Migration

Reporting, Dashboards and Data Migration

In reporting, dashboards and data migration training we help users to acquire the expertise to visualise data effectively so that they can maintain the data structures that facilitate meaningful management insights. These capabilities ensure your data integrity is a central concern, while also facilitating insightful analysis.

User Privileges, Role-Based Access and Rights

User Privileges, Role-Based Access and Rights

This training equips administrators to precisely control system access and manage user permissions securely. By being provided with a foundation in safeguards to protect sensitive data, participants are equipped with the tools to provide smooth collaboration and maintain clear accountability.

Introduction to Business Processes

Introduction to Business Processes

Introductory training on business processes provides users with essential skills to automate repetitive workflows using SugarBPM. Participants are given the analytical tools to identify potential opportunities for automation as well as the means to generate multiple-steps of processes that respond to user actions to carry out background tasks.

Generating Templates and PDFs

Generating Templates and PDFs

As regulations, branding, and customer expectations change, this training equips users with the skills to effortlessly create professional templates and PDF documents directly within SugarCRM. Users will learn to streamline document production, ensuring accuracy, consistency and improved client communication.

Deploying AI

Deploying AI

Training on deploying SugarCRM’s AI features enables users to harness automated insights and predictive analytics effectively. It prepares teams to proactively anticipate customer needs and enhance decision-making processes through intelligent automation.

From £200pp

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Advanced Sugar Training

SugarCRM Studio Configuration

SugarCRM Studio Configuration

Users trained in SugarCRM Studio gain comprehensive skills in configuring CRM layouts and functionalities. This training supports users in adapting the CRM environment precisely to their organisation’s operational needs.

Working with Data and Configuration

Working with Data and Configuration

This training prepares users to manage, structure and optimise data within SugarCRM confidently. It ensures accurate data handling and efficient CRM configuration, facilitating smoother system performance and better business outcomes.

Introduction to APIs and Integration

Introduction to APIs and Integration

Training on APIs and integration provides users with foundational knowledge to connect SugarCRM seamlessly with external applications. Users will acquire the capability to enhance CRM functionality, automate data sharing and streamline business processes.

Advanced BPM and Workflow Automation

Advanced BPM and Workflow Automation

Advanced training in BPM and workflow automation enables users to design sophisticated processes that automate complex business tasks. It empowers teams to reduce manual effort, improve accuracy and achieve significant operational efficiencies.

Advanced Reporting

Advanced Reporting

Advanced reporting training equips users to generate sophisticated reports with detailed data analysis tailored to business objectives. Users will gain deeper insights and clarity, facilitating strategic decision-making and better forecasting.

From £200pp

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