Choose Your Path: Find the Right Session for You

If you’re looking to get more out of Sugar, live sessions are one of the fastest ways to make progress.

The challenge is not finding something to join. It is figuring out where to start.

Right now, there are several types of sessions available, each designed for a different goal. Whether you want to sharpen your reporting, build stronger habits, or get more value from your data, there is a path that fits.

Here’s how to choose yours.

Want better visibility into your data?

Working across Sugar Sell, Serve, or Enterprise? Start here: Reporting Sessions

If reporting feels underused or overly complex, this is a great place to begin.

In these sessions, you will:

• Build reports that actually support decision-making
• Learn what to track and why it matters
• Turn data into something you can act on

 Upcoming Reporting Sessions

• May 13: Report Labs Live: You Submit It, We Build It  
• June 3: Report Labs Live: You Submit It, We Build It  
• June 16: From Questions to Report: How to Build What You Actually Need in Sugar 
• July 15: Report Labs Live: You Submit It, We Build It  
• July 21: Advanced Reports without Surprises: Chart, Summation & Matrix  

Looking to build or reinforce the fundamentals?

Using Sugar Sell? Start here: Sell Foundations Series

If you want to feel confident that you are using the platform the right way, this is your path.

You will:

• Learn core workflows and best practices
• Understand how to structure your day-to-day work
• Get clarity on the “why” behind key actions

 Upcoming Sell Foundations sessions

• May 21: Start Smart: The Power of Good Lead Qualification  
• May 28: From Chaos to Clarity: Opportunity Management that Works  
• June 4: The Sales Pulse: Managing Through Activities 
• June 11: Sugar on the Go. Mobile Selling Made Easy 
• June 18: Less Busywork, More Selling - Automating Your Sugar Workflows  
• June 25: Sales Mastery: Driving Growth with Sugar 
• July 2: From Data to Direction: Mastering Reports in Sugar  

Want to get more out of sales-i with expert guidance?

Using sales-i to drive results? Start here: sales-i Success Labs

If you’re looking for a more interactive experience, this is where you’ll get the most out of it.

These sessions are live and discussion-based, allowing you to learn directly from both sales-i experts and other customers in real time. Because they are not recorded, you get a more open, engaging environment to ask questions and share ideas.

In these sessions, you will:

• Ask questions specific to your business and goals
• Hear how others are using sales-i in practice
• Learn proven approaches and best practices you can apply right away

Come ready to engage and make the most of the conversation.

 Upcoming sales-i Success Labs

• May 20: Utilizing the CRM reporting in sales-i Classic 
• June 3: Utilizing the Performance Insights in sales-i 25 
• June 17: Turn Gaps into Growth: Mastering Enquiries in sales-i Classic 
• July 1: Precision Prospecting with sales-i 25: Advanced Enquiries & Variance 

Prefer quick, practical tips you can use right away?

Looking for fast wins in sales-i? Start here: sales-i Live Learning Sessions

If you are short on time but still want to learn something useful, this path is built for you.

These sessions are:

• Short and focused
• Packed with practical tips
• Easy to apply immediately

 Upcoming sales-i Live Learning sessions

• May 14: sales-I Classic: Planning, Managing & Tracking Calls  
• June 18: sales-i 25: Logging Activity & Managing Customer Engagement  
• July 16: sales-i Classic: Managing Customer Data & Taking Action 
• August 13: sales-i 25: Understanding Customer Profiles & Key Insights  

Want something more interactive?

Looking for discussion and shared ideas? Try a Social Club session

Sometimes the best insights come from hearing how others are approaching the same challenges.

Social Club sessions:

• Bring together customers across products and roles
• Cover a range of topics and real-world scenarios
• Create space for open discussion and idea sharing

 View Upcoming Social Club sessions  

There’s More to Explore

There’s a lot here, all designed to help you get even more value from Sugar in ways that make a real impact.

Whether you’re joining a session to learn something new, connect with experts, or hear how others are approaching similar challenges, there are plenty of opportunities to keep building on what you’re already doing.

Stay close to the SugarClub calendar so you can take advantage of what’s coming up, and continue exploring the sessions that help you make the most of your experience. And with Sugar Market Academy sessions returning soon, there’s even more to look forward to!