SuiteCRM Workshops

Keep track of past marketing campaigns and interactions with your leads. Learn how to log campaign history and gain insights into engagement trends.

• Tracking Campaign Touchpoints
• Understanding Lead Engagement
• Improving Follow-Up Strategies

Refine your campaign tracking in this SuiteCRM Workshop!

Learn how to trigger automatic follow-ups, reminders, and actions to keep your workflow efficient.

• Instant Task Creation
• Automating Follow-Ups
• Speeding Up CRM Processes

Save time by automating task creation when updating contacts in SuiteCRM!

Want to customize SuiteCRM to match your workflow? Learn how to configure layouts, adjust views, customize dashboards, and optimize usability for a smoother CRM experience.

• Customizing record views
• Rearranging fields & panels
• Dashboard customization
• Improving user experience

Watch this workshop to master SuiteCRM customization and create a setup that works perfectly for you!

Learn how to configure country and address fields properly to improve data accuracy and reporting.

• Standardized Country & Address Fields
• Clean, consistent, and structured Address data

Check out this workshop to streamline your address data!

Track past deals, monitor revenue trends, and gain valuable insights into your sales process in SuiteCRM. Learn how to analyze opportunity history to refine your sales strategy.

• Sales Stage Tracking
• Revenue Trends
• Data-Driven Decision-Making

Watch the workshop and take control of your sales performance!

Want to add your Logo, a table, and other elements to your PDF template header and footer? Check out this workshop on how to accomplish that.

• Logos / images in PDF Template header & footer
• Tables and other elements

You'll learn how to make your quotation and invoice look great with SuiteCRM PDF templates.

How to generate a custom greeting formula?

• Dear Madam, Dear Sir
• New products for women, for men

Generate individual and variable sentences for your customers to use in your communication.

Building data architecture in SuiteCRM:

• Student - Course - Enrollment
• Customer - Items - Rental
• Employee - Project - Assignment
• Doctor - Patient - Appointment
• Vendor - Product - Supply Order
• Company - Service - Contract

Do you have requirements like these? Check out this workshop on how to build this architecture in your SuiteCRM.

Unlock the potential of your HR processes by structuring Company, Position, and Applicant data effectively in SuiteCRM.

• HR Management
• Headhunting Tools
• Employer Branding Strategies
• Recruitment Analytics
• Seamless Applicant Tracking

Watch our video workshop and transform your SuiteCRM into a powerhouse for recruitment success!