👥 Training Sessions

Boost CRM Adoption & User Skills

Transform your team from CRM novices to power users. Our training sessions boost adoption rates to 85%+ and dramatically improve daily productivity.

6
Sessions
4-6 hours
Duration
$1,000-$2,000
Price Range
Ongoing
Timeline

Why Training is Essential

The best CRM system is worthless if your team doesn't know how to use it effectively.

85% Adoption

Achieve industry-leading adoption rates through proper training.

50% Faster

Trained users complete tasks 50% faster than untrained users.

Higher Satisfaction

Confident users are happier users, reducing resistance to your CRM.

Available Training Sessions

From basic user training to advanced proficiency programs, we have training sessions for every skill level and role in your organization.

User Training Session (General Best Practices)

Beginner

Train your team on effective CRM usage, focusing on adoption and proficiency across all user levels.

85% user adoption rate with improved daily CRM usage across your team

4-6 hours
$1,500

CRM Onboarding for New Reps

Intermediate

Develop a streamlined process for onboarding new users to the CRM, including creating user-friendly guides and checklists.

Standardized onboarding reducing new user ramp-up time by 70%

4-6 hours
$1,500

Mobile CRM Utilization Training

Beginner

Maximize the use of the CRM mobile app through targeted training on mobile-specific features and best practices.

Mobile CRM usage increased by 300% with improved field team productivity

3-4 hours
$1,000

Training Program Development

Advanced

Develop tailored training programs for different user groups within the organization to ensure smooth adoption of the CRM system.

Comprehensive training curriculum delivering consistent user proficiency

6-8 hours
$2,000

Custom Views and Filters Creation

Intermediate

Teach users how to create and manage custom views and filters that align with their daily needs, enhancing productivity and data accessibility.

Users creating personalized workflows improving daily efficiency by 50%

3-4 hours
$1,000

CRM Game Day

Beginner

Create a fun, game-like environment where users complete tasks in the CRM based on common scenarios they face. This can help solidify their understanding and make learning more engaging.

Engaged users with practical skills and 90% training satisfaction rate

4-6 hours
$1,500

Need Role-Specific Training?

Every organization has unique training needs. We'll create custom training programs tailored to your specific roles, processes, and skill gaps.

Complement Training with Other Sessions

Training works best when combined with other mastery sessions for comprehensive CRM improvement.

Quick-Wins Sessions

Start with immediate improvements while building team confidence.

Explore Quick-Wins

Data Management

Ensure users have clean, organized data to work with effectively.

View Data Sessions
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