Training FAQs

Is there a Sugar training manual?

Since everyone using Sugar configures it to meet their business needs, there is no way to make a universal training manual. But, we offer other forms of training that might meet your needs (see question 6 for specifics).

How do I search for other useful Sugar learning materials?

On the SugarCRM Support page, you can perform a key work search on the specific topic. We also have Knowledge Base (KB) articles, that can help you with troubleshooting problems and how to use specific areas in Sugar. Product Documentation is also available for end-users, administrators, and developers. You can also find documentation for the Sugar plug-ins and mobile access.

For Community Edition (CE) users, you can post questions and search for answers on the SugarCRM Community Forums, a online bulletin board.

Where can I access training videos?

We offer online trianing videos on the Training Videos page.

I’m familiar with Sugar, but I want more in-depth training on Workflows and Campaigns?

SugarCRM offers two Training packages that might meet your needs. If you need more than just Workflows and Campaigns training, we provide an a-la-carte Admin Coaching Package (7 ½ hours) that covers any configuration topic you’d like to learn. If you would rather purchase an hour of training at a time, we have an Hourly Rate of $250 per hour. Both can be purchased in SugarCRM Store. Remember you will need to login to the SugarCRM website in order to purchase Professional Services and Training packages.

How do I find what edition and version of Sugar we are using?

The Edition and Version of your instance of Sugar is located on the About link in the System Links in the top right hand corner of your instance of Sugar. In some versions the System Links is located in a dropdown under your name on the navigation bar. On the About page, the Sugar Edition is at the top of the page (i.e,. SugarUltimate or SugarProfessional) and the version is listed next to it.

What Training does SugarCRM Offer?

You have the option to receive Sugar Training using four methods.

  • You can learn at your own pace using SugarCRM online Training Videos page.
  • We can train you remotely. See SugarCRM Store for Training packages.
  • We can come to you. We offer on-site training for $2,200 a day plus travel expenses.
  • If you would prefer to have someone local, we recommend locating a regional SugarCRM Partner on the Partner Directory.

What training does SugarCRM offer to Community Edition (CE) customers?

For our CE customers, we offer Training Videos at no charge.

Who do I contact if I need training?

Contact your SugarCRM Sales Rep to purchase training from SugarCRM or a regional SugarCRM Partner on the Partner Directory. If you don’t remember your SugarCRM Sales Rep, please call 877.842.7276 (or see our global offices directory) or email sales@sugarcrm.com.

Where can I submit suggestions for future training topics/classes?

Please use this link to submit your suggestions. Be sure to add your company name, detailed description of training needs, and the Edition of Sugar you are using so that we can better serve you.

I’m having a problem with my Sugar instance. Who can help me?

For SugarCRM commerical customers, contact your Sugar Administrator (at your company/organization) and they can use the Case Tracker to contact our Support Team. For our CE customers, we provide a SugarCRM Community Forum to ask and answer CE customer questions.