Introducing Our New Course: Mastering Role-Based Dashboards in SugarCRM

We are thrilled to introduce our new course on Role-Based Dashboards, which helps you unlock the full potential of SugarCRM.

Role-based dashboard templates are powerful tools that can greatly enhance your SugarCRM experience. By leveraging these templates, you can easily access the most relevant information for your role, allowing you to work more efficiently and effectively. 

This comprehensive course is designed to equip you with the expertise to create and manage dashboards for various roles across your organization.

What will you learn?

By the end of this course, the learner will be able to:

  • Provide a dashboard template overview
  • Show how to navigate and manage role-specific dashboards
  • Understand the overall purpose and functionality of each dashlet
  • Maximize Sugar's potential by analyzing data, generating reports, and managing tasks through dashlets.
  • Duplicate and configure the role-based dashboard template
  • Develop skills needed to excel in its role

Why choose our course?

Executives need a high-level view of the organization’s performance to make strategic decisions. The Executive Dashboard covers crucial aspects such as sales, win-loss ratio, and trends in time-to-resolution for cases, ensuring you are always well-informed.

Customer Success agents or managers focus on customer satisfaction and retention. The Customer Success Dashboard offers a complete and assertive view of every customer, encompassing all their sales data and open case information.

Business Development Representatives require detailed insights into their prospecting and outreach activities. With the BDR Dashboard, users can easily monitor their marketing and sales qualified leads, lead sources, and conversion rates.

Sales Managers need to oversee the performance of their sales teams. The Sales Manager Dashboard gives a sales manager a big-picture view of newly created leads and pipelines, as well as quotes needing approval and escalated cases.

Sales Representatives need to manage their daily activities and track their progress toward sales targets. The Sales Rep Dashboard presents leads, open opportunities, and pipeline to sales representatives so they can quickly understand the state of their work and how to focus their efforts daily.

Marketing efforts must be evaluated to measure their effectiveness. The Marketing Dashboard gives users a sense of new leads coming into the CRM, where they are coming from, and how marketing campaigns work.

Who should take this course?

This course is intended for Sugar Sell and Serve customers who wish to quickly set up and operate the platform according to their role-specific needs. 

Closing Thoughts

Role-based dashboards in SugarCRM empower team members to quickly access relevant data tailored to their unique needs, improving decision-making, productivity, and business outcomes.

Whether you work in the sales or service department, role-based dashboards are excellent resources for successfully accomplishing and exceeding your job requirements and driving business growth.

Click the image below to sign up for the Using Role-Based Dashboards course. It's free, and you'll love revolutionizing your organization's data usage.