You are a Sage Business Partner and you are your customer's most trusted business advisor.

You know that it is easy to start using Sage CRM. The screens are clearly laid out and with just a little experimental clicking every user can find out how to add new data, search for data, record tasks and merge letters and even send emails. 

But consider the following. Choices must be made as the product is installed. Users’ rights and security have to be set up. The workflow that people will follow when recording sales opportunities and customer service requests need to be designed. New fields, screens and lists may need to be added to the system which are required to look right in both desktop and mobile interfaces. And users will need to know how to create email templates and new documents that can be used for creating PDFs for quotes and orders. Of course, much of what needs to be done is just a simple click or choice in a drop down box.

But Sage CRM is a large system, a very large system and the range of tasks that can be done and indeed need to be done can be daunting. It is one thing to know how to send an email, but another to know how to set up a marketing campaign.

If you work with Sage CRM then its range of features and very configurable interface can present a very steep learning curve but as a Business Partner you are expected to be the expert in Sage CRM. Of course when you became a Partner you went on a training course. There are excellent detailed classroom and web based courses run by each of the Sage teams around the world. But if your training was 9 months ago would you still remember how to implement a conditional workflow rule? Or could you be sure whether List gadgets in the Interactive Dashboard block get their definition from static or a dynamic groups? 

The eLearning platform within the community allows you to access free training to revise any of the technical topics that you need to know as a Partner. You can follow the exercises, check the documentation and watch the videos whenever you want. It covers everything from adding an address to configuring web services and these all cover the complete syllabus for Partners. This syllabus has been broken up into 10 different modules. Each module has several topics which cover a separate idea, concept or feature. For example within the workflow module you can study topics about escalations, notifications and types of rules and don’t worry everyone is supported by a videos, articles or exercises to guide you through the learning.

The online lessons and guides within the Technical stream are available at any time, and anywhere, allowing you to partake in training at your own pace and convenience. As you complete the examinations associated with each Technical lesson, you will earn badges, verifying your level of knowledge in that subject putting yourselves forward as an all-round expert in Sage CRM. This will be visible to all members, in all regions.

Sage CRM eLearning is available free of charge to Business Partners and Development Partners. By testing your knowledge and passing the exams associated with the Technical module content, you will be publicly recognized on the community, which is an important part of your career achievement as an exponent of Sage CRM.


By Jeff Richards - Head of Training Program Development for Sage CRM and the Technical stream sponsor for Sage CRM eLearning.