In this Knowledge Base section, you’ll find all the training materials needed to achieve certifications in Sage Sales Management. We’ve organised the learning into three main areas that cover various levels and roles within the CRM: General Sage Sales Management Certification, Admin Certification, and Team Leader Certification. Each area includes videos and resources that will help you master key Sage Sales Management tools and functionalities tailored to your specific role.
What’s in Each Section?
CRM Certification:
Designed for all users looking to gain a comprehensive understanding of Sage Sales Management’s essential features, this certification provides video guides and articles on managing contact information, recording sales activities, and optimising account and opportunity management.
Admin Certification:
This advanced level is aimed at users responsible for managing and configuring Sage Sales Management for their organisation. The videos in this section offer a complete walkthrough of admin tools, covering user management, roles, permissions, customising fields and value lists, API integration, and much more.
Managers Certification:
Geared towards sales team leaders, this certification covers tracking team activities, analysing the sales pipeline, and generating performance reports. The materials are designed to help you maximise team efficiency and productivity using Sage Sales Management.
How to Use This Section
Each certification module includes a series of videos that guide you step-by-step through the main Sage Sales Management functionalities for your role. You can watch these videos at your own pace, making sure your learning fits your schedule.
If you’re ready to expand your knowledge and gain certification inSage Sales Management, we invite you to start with the section best suited to your role and make the most ofSage Sales Management’s learning resources. Happy learning!