KickstarterForum.org

Join our free, instructor-led lunchtime training series and boost your Sage CRM skills in just 30 minutes a session. Running from Wednesday 27th August to Thursday 11th September 2025, these bite-sized lessons are ideal for Sage CRM users who want to master reporting and marketing features without taking time out of their busy workday.

Each session focuses on a practical skill, including how to design powerful reports, incorporate charts, use tag data, manage outbound calling, and build simple campaigns.

Schedule: Every Wednesday and Thursday at lunchtime (12:30 UK time)
Duration: 30 minutes per session
Total Lessons: 6

Whether you're in sales, marketing, support, or CRM administration, this is your opportunity to get hands-on training and make the most of your CRM data.

27th August - Running a Report

how to run different types of reports and pass and set parameter values.
how to run Company, Opportunity and Case Summary Reports

Register:https://events.teams.microsoft.com/even ... 8eb02cf4f8

28th August - Designing a Report

how to design a List report.
how to design a cross tabulated report.
how to design an historical report.

Register: https://events.teams.microsoft.com/even ... 8eb02cf4f8

3rd September - Including a Chart in Report

how to include a chart within a report.

Register: https://events.teams.microsoft.com/even ... 8eb02cf4f8

4th September - Using Tag Data in a Report or a Group

how to use Tag Data within a Report or a Group.

Register: https://events.teams.microsoft.com/even ... 8eb02cf4f8

10th September - Create a Simple Campaign

how to create a simple marketing campaign.
how to add an External Mail Merge and External Telesales calls as a campaign activity.
how to add Internal Mail Merge and Telesales as a campaign activity.

Register:https://events.teams.microsoft.com/even ... 8eb02cf4f8

11th September - Creating & Using Outbound Calls

how to create Outbound Calls as a campaign activity.

Register:https://events.teams.microsoft.com/even ... 8eb02cf4f8

Tried a similar short session for a CRM tool at a small marketingová agentura and it actually helped me use reports and tags without feeling overwhelmed. Half an hour focused on one skill made it easy to follow, and applying it right after stuck better than long courses.