CRM Training
CRM Training
To get the most out of your CRM we highly recommend one or more training sessions for your team. The CRM is a large, powerful product has a lot of so we also recommend that don’t view training as a one off event. An initial training session will cover the basics of CRM operation suitable for all users of CRM. For users in specific roles, such as sales or marketing we’d recommend further more tailored sessions in future.
How to request CRM training
You can request training using our contact form below, or if you purchased the system through one of our partners you can also make the request directly with them.
How do I receive the Training?
Currently we have 3 ways training can take place:
- Over the Web using GoToMeeting
- At your Office
- At our office, or a partner’s office
Cost of Training
You be given a tailored quote for training as we like to tailor the training to meet the needs of the client.
We have a per person pricing and group pricing. However, the length of the training will depend on each client’s installation, business model and the individual/s role and how they use the CRM. If we need to send someone to your office or offices then the quote will reflect that.
Other sources of Training
Don’t forget all users can use one of the resources below for specific ad-hoc needs which serve as a self-serve training. These are also great channels for asking questions. If you are on a support contract you can also get phone support
- Help File
- Users Forum
- Video Demo
- FAQ