1Roles and scenarios
What each role does in the system.
CRM Team Training
Change the working habit. We teach on your deals, roles and decisions.
Sound familiar?The team sees the CRM as extra reporting, People understand the working rules differently, New employees take a long time to learn the process
CRM and Customer Systems
How we work
1
2Training on your own deals
Not on demo data.
3Standards and short guides
One page for each role.
4Check after launch
The quality of work in the system a few weeks later.
Sound familiar?
- The team sees the CRM as extra reporting.
- People understand the working rules differently.
- New employees take a long time to learn the process.
What usually lies behind it
Training that shows buttons is forgotten within a week. People keep working in a system when they understand why the data is needed and what they get from the system themselves.
What you get
A trained team with shared rules.
Short guides by role.
A repeatable onboarding process for new employees.
The cost of waiting
If nothing changes
- 01
The system will gradually degrade.
- 02
Reports will lose reliability.
- 03
The team will start keeping parallel records.
When you don't need this service
- The team doesn't use the CRM because the system doesn't reflect the process. Training won't help; the system needs to be reconfigured.
- The working rules haven't been defined yet. The CRM logic comes first.
How to tell it worked
Same rules
two salespeople put the same deal at the same stage.
Data completeness
a month after training.
Onboarding time
for a new employee.
Questions
How long does training take?
Usually a few sessions by role and a check a few weeks later.
Do you train managers?
Yes, separately: how to read the data and make decisions based on it.
Can you train people to work in any CRM?
In the working logic, yes. In the interface, only in the systems we work with.
Related
Services: CRM Implementation · Building a Sales Team · Bitrix24 Implementation
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