CRM Training and Coaching

Your employees deserve to be prepared for your CRM implementation

No doubt you've seen the statistics about why CRM implementations fail. And you don't want to be one of them. You know that change management and training are key to your success.

If you've invested in a CRM system already, you want to make sure that your investment was worthwhile. If you're about to implement, then it's excellent news that you're already planning for training.

You can only transform your business with CRM if you teach your sales, marketing and service teams how to use it. Most people groan when they hear the word CRM. It doesn't have to be like that. We don't just teach features. We educate learners in the benefits of their CRM and enable them to perform their job even better.   

Individuals prefer training that is suited to their personal needs

We’ve been delivering CRM training on all types of CRM system in the last 16 years. We deliver fun, practical training in a relaxed environment, conducive to adult learning. We listen. We motivate. We support.

Experience has taught us what individuals primarily need and want from CRM. In a nutshell, most users prefer:

  • Short training sessions, focused on their personal needs
  • A variety of repeatable training options
  • A blend of Instructor Led Training (ILT) or coaching, supported by eLearning or online resources
  • Ongoing training at regular intervals
  • Access to support as they need it

Many training organisations say they do this. We actually do it. 

You can benefit from our industry experience

We have more than 20 years' experience in designing and developing change management and blended-learning training programmes across a range of industries.

We therefore have a good appreciation of business processes, terminology and success factors. We've delivered small and large pan-European training programmes to clients from the following sectors:

  • Arts
  • Banking
  • Chemical
  • Computer
  • Consulting
  • Financial Services
  • Health Care
  • Manufacturing
  • Pharmaceuticals
  • Publishing 
  • Technology
  • Telecommunications

You can benefit from our CRM experience

We regularly provide training on HubSpot, Insightly, Maximizer, Mothernode, Nimble, Pipeliner CRM, Salesforce, SharpSpring and Workforce.FM. However, we are adept at mastering new CRM applications, indeed any application, quickly and efficiently. So please contact us even if you have another system for which you need training. We deliver training that assists your team with their the job, regardless of the technology you're using. 

We adapt to your business needs

Your business is unique, so your training needs are also unique. We find it rewarding to work with companies of any size. So whether you're an SME or an enterprise organisation, we can provide the appropriate level of training expertise at the time you need it. 

Need help training your employees to use your CRM system?

If you need to train your sales, marketing, operations or service teams to use your new or existing CRM system effectively, please call (07967) 620215 or contact us to arrange an informal chat to discuss your needs.