CRM user training

CRM user training

Helping to make CRM systems really fly.

We’ve been working with the top teams of organisations both large and small for over two decades, helping them to understand CRM and use it to grow their businesses.

Find out more

To find out more about our training courses, please get in touch. We’ll be happy to help.

Contact us

CRM user training

For users of CRM systems

It’s at the sharp end where CRM systems often succeed or fail. We’re here to help users in marketing, customer services and sales use an organisation’s CRM systems to their full potential.

Learning topics

We help make CRM systems a seamless part of someone’s job, not something that’s a tiresome additional task.

This can have an optional intro text, or indeed just be text if needed.

  • Topic bullet one
  • Topic bullet two
  • Topic bullet three

This can have an optional intro text, or indeed just be text if needed.

  • Topic bullet one
  • Topic bullet two
  • Topic bullet three

This can have an optional intro text, or indeed just be text if needed.

  • Topic bullet one
  • Topic bullet two
  • Topic bullet three

This can have an optional intro text, or indeed just be text if needed.

  • Topic bullet one
  • Topic bullet two
  • Topic bullet three

This can have an optional intro text, or indeed just be text if needed.

  • Topic bullet one
  • Topic bullet two
  • Topic bullet three

This can have an optional intro text, or indeed just be text if needed.

  • Topic bullet one
  • Topic bullet two
  • Topic bullet three

This can have an optional intro text, or indeed just be text if needed.

  • Topic bullet one
  • Topic bullet two
  • Topic bullet three

This can have an optional intro text, or indeed just be text if needed.

  • Topic bullet one
  • Topic bullet two
  • Topic bullet three

This can have an optional intro text, or indeed just be text if needed.

  • Topic bullet one
  • Topic bullet two
  • Topic bullet three

Helping users perform their roles more effectively

For CRM systems to deliver the desired benefits, it’s vital that users understand not only their features – how they work – but their benefits – what they will do for them and their organisation. We train them to use CRM systems in context – in the context of their role, in the context of the business and in the context of the customer. We help people to understand fully how their CRM systems provide 360-degree benefits, not only how to ‘do this’ and ‘do that’.

Bespoke training for more effective results

Our bespoke approach ensures that we always deliver the most effective training. We work with organisations to understand precisely what needs to be taught, how CRM systems need to work within the team and the organisation, and structure training which is highly relevant, highly time-efficient (because we’re not wasting time teaching ephemeral topics) and highly successful.