CRM Training

Customer Relationship Management (CRM) is a set of software applications that help an organisation determine the needs and preferences of their customers by managing, organising, tracking and storing all customer interactions.  CRM training can help you get the most out of your CRM system.

Performance Monitoring Tool

CRMs compile so much customer data and provide so many ways to interact, that you can’t expect your team to understand it right out of the box. Even staff who have used a CRM before may need some help adjusting to your workflows and CRM system. Make it easy on them by hiring a professional to provide CRM training to your team.

Why is CRM training important?

CRM training is important in an organisation because it allows the employees to improve their skills, improve the quality of work they are providing to the organisation, and work on their weaknesses. A training program allows an employee to strengthen those skills.

What's wrong with untrained staff?

Employees who feel inadequate, underachieving, or unsupported are unhappy. They aren’t satisfied in their work, which will cause them to underperform, make mistakes, and not care about their work product. That costs the business in lost time and money.

Training Options

We have a number of training options to suit your needs. Choose the type of training you are interested in.

Ad Hoc

Training by the hour



  • 1 hour training
  • Up to 8 trainees
  • You choose the topic
  • Using your own system
  • Deep dive and technical
  • Free clarification questions


Comprehensive training day



  • 8 hours training
  • Up to 8 trainees
  • Select from menu of topics
  • Use your own system or a training system
  • Deep dive and technical
  • Free clarification questions


Fully customised 2 day training



  • 16 hours training
  • Up to 8 trainees
  • Choose from a set of predefined topics or work with us to set the training agenda to your needs
  • Use your own system or a training system
  • Deep dive and technical
  • All levels – Basic, Advanced, Administrator
  • Free clarification questions