How to Use This Email Template

You can use the email template below to help your team get up to speed with sales-i as quickly and smoothly as possible.

While this onboarding series is sent directly to you as the account champion or admin, your users won’t receive these emails automatically, which means it’s up to you to share the training resources with them.

This email makes it easy to:

• Introduce your team to what sales-i is and why it matters
• Provide clear instructions for registering for SugarU, where the training course lives
• Set expectations for completing the self-paced onboarding course
• Encourage early adoption of the platform across your organization

Just copy, personalize if needed, and send it to your users. Getting your team engaged early leads to faster adoption and greater success with sales-i.

Email Subject: Get started with sales-i – Register for your training today!

Email Body:

Hi team,

We’ve officially launched sales-i, and now it’s time to get up to speed so we can start using the platform to its full potential.

To help you get started, please register for a Sugar account using the link below. This will give you access to two important resources:

• SugarU – the online learning platform where you'll complete your sales-i training

• SugarClub – the community space with resources, Q&A, and upcoming live webinars

 Create Your Sugar Account

Once your account is created, you’ll be able to enroll in the sales-i training course, which covers everything from logging interactions to using reports, Enquiries, and more.

This is your go-to training to learn how to:

 Navigate and use the sales-i platform confidently

 Make the most of your customer data

 Track and manage sales activity effectively

Let’s all aim to complete the course soon so we can start working smarter with sales-i.

Thanks!

[Champion Name]