We offer a variety of online training, please see details below:


Key Account Holder Online Training 

 

An online training session will enable you to understand and manage your CRM account.  


The training will give you a complete guide to the CRM software so that you can use this to the maximum potential of your business as well as pass on knowledge and provide valuable user support to colleagues.

 

Key Account Holder Training will cover the following topics: 

  • Managing your CRM Account 
  • User Securities 
  • Importing and Exporting of Data
  • Contact Management including setting up Tags and Custom Fields
  • Accounts Management 

 

By the end of the training session you will have: 

  • A complete overview of the CRM software and its features 
  • Knowledge and understanding of how to restrict access to contacts and features
  • Practical experience of how to Import and Export Data 
  • Management of Contacts Data
  • The ability to track team activity to improve productivity and performance 

 

Following up from the training session the Key Account Holder will receive a FREE electronic User Training Manual that includes step by step guides and links to video tutorials.

 

Key Account Holder Training Price: £40 + VAT

 

To book your Key Account Holder Training Session please contact our Support Helpdesk.  


CRM Online User Training


In order for you and your team to come up to speed quickly with your new CRM software we would highly recommend you book an online training session.  We offer a variety of training programs to suit individual requirements and budgets.

Many companies find this is a great investment in getting their new users trained up straight away to ensure they fully understand how the system works for your business needs and that they get the most from it. 


We can dedicate the time needed for them to understand the fundamentals as well as top short-cut tips too. It will not only save time it will make them more productive from the start.  

 

The training tutorial will cover: 
  • Complete overview of the account relevant to the new users status i.e. basic user or admin user
  • Refine search, segmenting and tracking of contacts
  • Work flow or pipeline tracking (especially for sales teams or those tracking orders)
  • Bulk tagging
  • Task and Calendar Management
  • Uploading new data (especially if users are part of your sales team)

 

Online Training Sessions:

 

A training session can be scheduled at a convenient date and time with one of our CRM support team members.  This would be carried out online using a screen share facility - whereby a URL link is emailed to the attendee(s) to screen share with the tutor who will call and start the training session. 


Please note a group online session will require access to our conference call facility which we can set up for you.


Following up from the training session each attendee will receive a FREE after care electronic training pack that includes the relevant quick video tutorials and step by step PDF guides.


Pricing:

 

121 Online Training sessions

Individual online training session  (60 minutes)                          £40.00 + VAT


Group Training Sessions           

Group (2-3 people) online training session (60 minutes)            £55.00 + VAT

Group (up to 5 people) online training session (75 minutes)      £75.00 + VAT


Please contact our Support Helpdesk to book your session.


e-Marketing Online Training 


e-Marketing is an integral part of the marketing process for small businesses and a really cost effective way to communicate with existing customers. It builds relationships that in turn promote referrals as well as a medium to upsell other products and services they may not realise you have. 


We have built and integrated the e-Marketing feature straight into the CRM because so many clients were fed up with running 2 systems, a database and an e-Narketing service such as Mailchimp etc.


Pricing:


121 Online e-Marketing Training sessions


Individual online training session (45 minutes) £40.00 + VAT


Individual online training to include basic email template £50.00 + VAT


We offer a variety of training programs to suit individual requirements and budgets.


Group e-Marketing Online Training Sessions


Group (2-3 people) online training session (60 minutes) £55.00 + VAT


Group (up to 5 people) online training session (75 minutes) £75.00 + VAT


Following up from the training session each attendee will receive a FREE aftercare electronic training pack that includes the relevant quick video tutorials and step by step PDF guides.


If you would like us to create e-Marketing templates we have our in-house HTML designers who are able to do this for you pricing starts from £40 + VAT, please contact our Support Helpdesk to find out more.