DM2 Professional Service Consultants Receive Sage Certification
Posted on Fri, Mar 25, 2011
Several of our Professional Services consultants were recently certified by Sage on SQL Server administration and management and Sage CRM.
DM2 and Sage are no strangers to SQL Server applications. DM2 introduced StoreLink, a SQL Server based application for convenience store management, five years ago and our SQL Datawarehousing and Reporting feature that was made standard in our system four years ago. The Sage CRM system is an SQL Server based application that has been on the market for several years. The SQL certification training Sage offers covered the most important aspects of working with SQL Server-based applications. This two day workshop included practical experience via virtual hands-on labs. The course covered installing, configuring and managing SQL Server, explained how SQL Server indexes work, showed how to read execution plans, described how to perform basic performance tuning and diagnostics and provided guidance on planning for high availability options such as clustering, mirroring and log-shipping. The certification training also covered deploying SQL Server and how to perform core administration and management tasks.
The Sage CRM certification training offered by Sage covered all of the aspects of implementing and using Sage CRM in the Extended Enterprise Suite. This certification training is designed for individuals responsible for setting up and implementing CRM as part of the Extended Enterprise Suite. The topics covered in this training also included:
- Understanding the System Administrator and setup requirements.
- How to define the various integration requirements between Sage MAS 90 and CRM
- How to define security profiles, territories, and policies.
- Understanding the purpose of teams and how to define teams and user templates.
- How to define user settings.
- About data upload and how it works; including importing.
- Understanding the e-mail tools and how to configure e-mail
- How to integrate with Outlook
- How to define companies and opportunities
- How to use the Dashboard and Find
- How to integrate with Outlook
- How to define the integration between Sage MAS 90 and MAS 200 CRM
- How to define security for the CRM module in Sage MAS 90 and MAS 200
- How to link a salesperson in Sage MAS 90 and MAS 200 to a user in CRM
- How to link a customer in Sage MAS 90 and MAS 200 and a company in CRM
Attending this course and passing the associated assessment testing is required to obtain Sage MAS 90 and 200 Extended Enterprise Suite Implementation Certification.
DM2, a Sage Software Master Developer and Reseller since 1991, uses Sage ERP MAS 90 and MAS 200 and Sage CRM, ERP (enterprise resource planning) and CRM (customer relationship management) systems designed for general wholesale distribution applications, to develop, sell and support Petroleum Insights, a fully integrated accounting/ERP and CRM system designed specifically for petroleum marketers. DM2’s Petroleum Insights system offers all of the core financials, fuel, lubricants, home heat/propane, cardlock, c-store, supply chain automation, advanced business analytics, customer relationship management, fixed assets, paperless office and ecommerce modules petroleum marketers need to manage and grow their businesses. For information on DM2 Software products and services, e-mail, sales@dm2.com, call (800) 866-5151, or visit the DM2 Software website at www.dm2.com.