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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 HourĀ 

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

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Case Studies

Streamlined business processes and improved collaboration.

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Blue Book Building & Construction

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

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Keeping accurate records saves time for doctors and hospitals.

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

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ACCO Engineered Systems

Empowering field engineers with mobility for excelling service.

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Providing inflight services to travelers around the world.

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Reducing cost by unlocking restrictive business practices.

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cu solutions group

A customized SugarCRM solution streamlining project management.

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Migrating GoldMine to SugarCRM to meet growing needs.

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the kabbalah centre

Serving a global community with an international and integrated website.

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

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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