Online training on Sugester — configuration, best practices and what's new.
We organize free online training sessions for Sugester users. Webinars last 30-45 minutes and are hosted live by team experts. After the training, you can ask questions and get answers from practitioners.
Below you'll find recordings from past webinars.
Sugester webinars are free online training sessions for system users. Each session lasts 30-45 minutes and is hosted live by our team experts. We discuss specific modules and features, show how to use the system effectively and answer participants' questions in real time.
Below you'll find recordings from past webinars. Each webinar focuses on a different aspect of working with Sugester — from task and project management, through the email module and marketing campaigns, to InvoiceOcean integration and advanced department and permission settings.
Department and permission management — how departments work, how they support customer service and how the system enables multiple users with different roles. You'll also learn how to measure customer satisfaction with NPS surveys.
Forms and surveys — how to create a simple contact form, landing page or complaint form, how to integrate it with CRM and how to automatically collect leads directly into the system.
Timesheet and time tracking — what a timesheet is, how to correctly fill in work cards, how to monitor employee work time and how to print cards for client billing.
Task management and projects — how to create and edit tasks, assign them to employees, set notifications and monitor progress. Calendar and timeline view overview.
Deals and sales pipeline — what Deals are in Sugester, how to create quotes and contracts based on them, how to monitor and forecast sales.
Email marketing campaigns — how to prepare and send a newsletter, how to monitor campaign performance and how to ensure emails don't end up in spam.
Sugester + InvoiceOcean integration — how InvoiceOcean works, what the integration between both systems involves and how to issue an invoice from a CRM deal with one click.
1. Create an account — webinars are available to all Sugester users, including free accounts.
2. Sign up for a session — we send information about upcoming webinars by email.
3. Join online — you'll receive the webinar link in the confirmation email.
4. Ask questions — every webinar ends with a Q&A session.
30 days free, no credit card required
