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"Commit yourself to lifelong learning. The most valuable asset you'll ever have is your mind and what you put into it." -Albert Einstein
SugarCRM Facilitator Guide
This Instructor-Led Training (ILT) module was developed as part of a comprehensive onboarding program for new employees. Available in both print and digital formats, the module provides a high-level overview of Customer Relationship Management (CRM) principles, with a specific focus on the SugarCRM platform.
The Facilitator Guide is written in active voice to support clarity and ease of translation, making it adaptable for diverse learner groups. The session is designed to build foundational CRM knowledge and prepare participants to navigate and utilize SugarCRM in their daily workflow.
Tools: Adobe InDesign, Canva
Sugar CRM Facilitator Guide Portfolio.pdfSugarCRM Participant Guide Portfolio.pdfSugarCRM Participant Guide
SugarCRM Participant Guide
This Instructor-Led Training (ILT) module was created as part of a broader onboarding program for new employees. Available in both print and digital formats, the guide provides a high-level overview of Customer Relationship Management (CRM) concepts, with a specific emphasis on SugarCRM.
Visually engaging and easy to navigate, the module is designed to help new hires understand the purpose and functionality of CRM tools, laying the groundwork for more advanced system use in their roles.
Tools: Adobe InDesign, Canva
SugarCRM Slide Deck
Designed and developed to accompany Instructor-Led Training (ILT), this module is part of a comprehensive onboarding program for new employees. It provides participants with a high-level overview of Customer Relationship Management (CRM) software, with a specific focus on the SugarCRM platform.
Tools: PowerPoint
SugarCRM Portfolio.pptxPage updated
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