Do I need CRM Training ?

If you can use  web-browser, Outlook, Word or Excel – then you already have the necessary computer skills to use the CRM CRM and you can do so with no training at all.  Using the software is easy – the design is intuitive making navigation simple.

However, you might need help on the best way to apply our CRM to your business, and this is where our training services are aimed.

What types of training is available?

  • Initial Training and business process review.
  • Assistance with the use of specific areas of the CRM like the quoting and selling areas, or links with Accounting systems.
  • Help with how to map your existing business processes into CRM.

We highly recommend one or more training sessions for your team. the CRM can do a lot,  so don’t view training as a one off event.

An initial training session will cover the basics of the CRM CRM operation, which is suitable for all CRM users. For users in specific roles, such as sales or marketing, we  can arrange further sessions as required.

How do I receive the Training?

Currently we offer both remote (web based) and on-site training.  For small sites of one or two staff members, one on one web-based training will be ideal, and can be completed in blocks of an hour or two as required.

However, if you require more than one or two staff members to undertake training then in-person training deliver far superior results.

What if I need more than the basics?

We can arrange on site training, business process consulting as well as a full set of customisation services.    Our smallest customers have just one user – and our largest have thousands.