One of the biggest reasons CRM implementations fall short isn't the technology—it's adoption. And one of the biggest blockers to adoption? People don't know what they don't know.
We hear it all the time from customers:
"I didn't know Sugar could do that!"
"I don't even know what I don't know."
Getting a CRM in place is only half the battle. The real challenge? Making sure your team actually knows how to use it to hit their goals, save time, and make work smoother—not harder. That's why investing in training isn't just a nice-to-have—it's what separates a CRM that collects dust from one that delivers results.
We get it, though. No one has time to figure things out through trial and error. And if you're a CRM manager, you've probably spent more time than you'd like trying to build training for your team.
Good news: You don't have to. We already built the training for you.
Since you're here, you're already plugged into SugarClub—but how well do you really know SugarU?
Maybe you've checked it out before, or maybe this is the first time you're hearing about it. Either way, there's a good chance SugarU has something new to offer you and your team.
Think of SugarU as your built-in learning hub—designed for busy teams who want to get more out of Sugar without wasting time. Did you know it offers multiple ways to learn—most of them completely free? Whether you're looking for quick answers, a structured learning path, or live expert guidance, there's a SugarU resource that fits your learning style:
Quick Videos – Short, straight-to-the-point tutorials. Self-Paced Courses – Learn at your own speed. Live, Instructor-Led Classes – Ask questions, get real-time answers. Admin's SugarU Podcast – CRM tips while you commute, work out, or drink your morning coffee. Skill Builders – Interactive deep dives to level up your expertise. Certifications – Show off your Sugar skills (and boost your resume).
If you knew all of these existed AND you're using them—amazing. You're ahead of the game.
But if even one of these was new to you, there's something in SugarU you could be using to make your life easier.
Beyond expanding your Sugar expertise, certification helps you:
Work smarter, not harder. Learn how to use Sugar to make your job easier. Gain confidence. Be the person on your team who knows how to get things done. Stand out as the go-to Sugar expert. Become the person others turn to for CRM know-how.
If you're onboarding new users...
Check out Skill Builders—pre-built learning pathways that guide users step-by-step. They'll complete quizzes after each section and earn badges as they go, making training structured and engaging without extra work on your part.
If you're a busy professional who's always on the go...
Try Quick Videos for bite-sized, focused tutorials or tune into the Admin Podcast Repository to learn while you commute, work out, or grab your morning coffee.
If you prefer hands-on help and live interaction...
Our Live, Instructor-Led Virtual Classes give you the opportunity to ask questions and get real-time guidance from Sugar experts. These classes require registration, but the investment pays off in personalized, expert-led learning.
Step 1: Log in to SugarClub using your Customer Portal credentials if you're not already. Step 2: Head over to SugarU and pick your learning path. Step 3: Start learning, level up, and actually use your CRM to its full potential.
You already have the CRM—now make sure you're getting the most out of it.
— Your SugarCRM Team
