You are here

SugarCRM Training : Sales and Marketing Best Practices

This one hour FREE webinar will discuss how to leverage best practices from sales and marketing perspective with SugarCRM.

Audiences: Sales, Marketing
Versions: SugarCRM 5.0 to 6.x
Duration: 1 Hour 

Learn some of the CRM techniques that will help you get the most out of SugarCRM.


  • Generate Campaigns
  • Track leads to closure rates
  • Ensure lead follow up with alerts
  • Auto Assignment Rules


  • Optimizing Call Lists
  • Funnel Management
  • Social Selling
  • Custom Quoting Capabilities

    Case Studies

    Streamlined business processes and improved collaboration.

    See Story >>

    Blue Book Building & Construction

    The Blue Book Helping to tie construction contractors to their bids, proposals and future jobs.

    See Story >>

    Keeping accurate records saves time for doctors and hospitals.

    See Story >>


    Modernization of a legacy IBMi logistics and supply chain management system.

    See Story >>

    ACCO Engineered Systems

    Empowering field engineers with mobility for excelling service.

    See Story >>


    Providing inflight services to travelers around the world.

    See Story >>

    Reducing cost by unlocking restrictive business practices.

    See Story >>

    cu solutions group

    A customized SugarCRM solution streamlining project management.

    See Story >>


    Migrating GoldMine to SugarCRM to meet growing needs.

    See Story >>

    the kabbalah centre

    Serving a global community with an international and integrated website.

    See Story >>


    Keeping travelers up-to-date with price changes and availability.

    See Story >>

    Client Testimonial

    Sue Feldman, PhD., Applied Research, Evaluation & Analytics
    Tim Bohlman,
    Sr. V.P.,
    CU Solutions
    Phil Getto,
    CTO, Orametrix, US
    Axel Ramfjord ,
    Head of Back office, Idium

    Christine Marks, PCLS

    Karl Haggard Mission Produce