SugarCRM training

At Synolia, a SugarCRM Elite partner, all our project managers hold the “Sugar Administrator” certification. Our goal is for the administrators we train to be self-sufficient in adapting their CRM to new ways of working.

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Training that makes your users self-sufficient

Our SugarCRM training courses are tailored to your business and your challenges. Delivered on-site or remotely, they are led by a certified trainer who guides you throughout the day. We give your users and administrators the keys to use SugarCRM easily and effectively.

In our user training, we help your key users understand the mechanisms set up in SugarCRM. Defined upfront in workshops, these mechanisms are fully aligned with your business processes. The result: your teams are operational as soon as the CRM goes live, which drives fast, effective adoption. And because SugarCRM keeps evolving, we also offer training for your more advanced users so they can discover the latest features and help you unlock their full potential. Our goal: give you concrete solutions tailored to your functional needs.

Each participant immediately puts the advice into practice through exercises tailored to their role. We also make time to answer all your questions. Finally, we train internal champions so they can pass on best practices to their own teams.

Sugar Sell administrator training

Objective: train your Sugar Sell functional administrators to:
– Understand the fundamentals of SugarCRM administration
– Master the system administration tools (users, roles, modules, Studio…)
– Design, model and maintain business processes (BPM) in Sugar
– Test, debug and evolve complex workflows
Duration: 2 days
Audience: functional and/or technical administrators of the solution
Prerequisites:
– General knowledge of sales processes and of using a CRM
– Comfortable with digital tools and web applications
– No technical skills required
Program:

System administration
Choosing configuration settings
Managing user accounts and passwords

Security
Managing access rights
Teams and roles

Configuration Studio
Adding, editing and deleting fields and field labels
Dropdown editor
Customizing views
Creating custom modules

Outlook integration
Administering Sugar Connect

Introduction to BPM (Process Author)
Terminology and key concepts (Start Event, Activities, Gateways…)
Modeling a complete business process
– Design: best practices & upfront modeling
– Building the process step by step in Sugar
Managing automatic actions

Advanced Process Management
Best practices & limits of Sugar BPM
Managing process versions
Viewing and tracking active processes
Debugging and handling common errors

Sample hands-on exercises:
Creating a custom module
Configuring a restricted role
A first simple process triggered when a record is created
Approval process for a Synolia quote

Sugar Sell user training

Objective: train your Sugar Sell users to:
– Understand the fundamentals of using SugarCRM
– Manage their leads, contacts, accounts and opportunities efficiently
– Master activity tracking (tasks, calls, meetings, emails)
– Use dashboards and reports to steer their sales activity
Duration: 2 days
Audience: end users of the solution (sales teams, sales managers, customer service teams involved in the sales cycle)
Prerequisites: basic knowledge of sales processes (prospecting, customer follow-up, opportunity management)
Program:

Getting to know the user interface
Navigation and basic personalization
Managing user preferences

Managing sales data
Leads: creation, follow-up and conversion
Accounts and contacts: management and updates
Opportunities: tracking the sales cycle

Activity tracking
Creating and managing tasks, calls and meetings
Tracking and sending emails from Sugar

Dashboards and reports
Using dashlets
Tracking key performance indicators
Generating and sharing reports

Hands-on exercises
Real-world scenarios covering a complete sales cycle in Sugar
Searching and updating customer data
Tracking actions and steering from the dashboard

Technical training

Objective: learn to use the APIs to send data to SugarCRM:
– Understand the existing endpoints
– Know how to authenticate to make API calls
– Share best practices
Duration: 0.5 days
Audience: developers
Prerequisites: trainees should ideally have some development experience and be familiar with REST APIs
Program:

Discovering endpoints:
Learn to explore and identify the various endpoints of the SugarCRM REST API. You will see how to interact with modules, records and metadata to access and manipulate data.

Understanding the authentication system:
Master the authentication processes that secure your applications. The training covers the use of application keys, access tokens and refresh tokens to establish reliable, long-lasting connections.

The “platform” concept:
Dive into the notion of “platform” in the SugarCRM context. You will understand how this setting distinguishes third-party applications from the Sugar web client, in order to manage authentication sessions and specific access.

Making REST requests:
Put your knowledge into practice by building and running HTTP requests (GET, POST, PUT, DELETE) to interact with SugarCRM data. You will learn to read, create, update and delete records.

Real-world application examples:
The training includes hands-on exercises to integrate the API into real-life scenarios. You will learn to build simple applications that connect to SugarCRM to retrieve and display data.

Using development tools:
Get familiar with development tools (such as Postman) to test and debug your API requests. These tools help you validate endpoints, parameters and response data before integrating them into your code.

Training led by our SugarCRM experts

For nearly 20 years, Synolia has trained every one of its customers. This experience makes our training more effective and ever more hands-on. Sessions are led by the project manager in charge of the workshops and of the CRM’s ongoing enhancements, so he or she knows the customer’s business context thoroughly.

Mathieu Rivière, CRM Strategy & Production Director, is a SugarCRM expert with multiple certifications from the vendor. He supports our customers every day as they get started with and customize their CRM.

"SugarCRM training is not just about learning features. It aims to give teams the means to become truly self-sufficient and to adapt their CRM as their business evolves. Our role at Synolia is to turn a tool into a real driver of performance and efficiency for every user."

Mathieu Rivière, CRM Strategy & Production Director Request your SugarAI training

Why choose Synolia for your SugarCRM training

Synolia is SugarCRM’s leading partner in France (certified “Elite partner”), and we know the Sugar solution (Sell, Market, Serve) inside out. Our team is certified by the vendor, we keep up with every change to the solution, and we help our customers get up and running so adoption is complete. Building on this expertise, our training focuses on using and administering SugarCRM effectively, with a business-driven approach.

The benefits of SugarCRM training

The goal of the training is to make your teams self-sufficient and help them create as much value as possible in their roles. Used well, SugarCRM is a simple, flexible tool that brings your business processes to life and makes users’ lives easier. After our training, you will be able to, for example:

Automate your business processes with your CRM
Set up views dedicated to your different business teams
Adapt your personal profile so you see what you need on screen, when you need it
Update the information on your accounts, contacts, deals, opportunities or quotes…
Set up alerts and notifications, assign tasks across your team and improve collaboration
Build your own reports independently

Want to train your teams?

Get in touch to discuss it and build a program tailored to your needs together. Training is a key step in your project: it drives adoption of the newly implemented solution and helps your users get the most value out of their CRM.