CRM Training Solutions

Increase User Confidence and Efficiency

Our training courses are designed to maximize the effectiveness of your CRM software and increase user adoption rates. Our CRM training services include GoldMine CRM; Sugar CRM as well as top third-party products that enhance the function of the CRM software platform.

Selecting the best CRM Training Team is essential for successfully maximizing your CRM investment. Experience is the key to the success achieved by our customers.

Detailed and customized CRM training is available upon request. Contact Us 

Maximize your CRM Training Investment with the most experienced trainers, and Online sessions when you need it.

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Sugar CRM Training
GoldMine CRM Training
Zoho CRM Training

Increase User Adoption Rates

Training & User Adoption

Learning how to work with and to use a CRM (Customer Relationship Management) can be overwhelming at first, even if moving from one CRM Software to another. The Trainer’s will help you pick the best training path and a plan to continued education for your staff.

Effective training helps to empower end users and helps them become involved. CRM Training should not merely focus on demonstrating how to use the software’s features. Instead, training should teach employees how to effectively execute the business process enabled by the CRM system.

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Onsite Training

On-Site Training

What works best for your employees is a hands-on training session where they experience and own the training when it’s complete. They get the tactile experience they need to remember the tips and tricks.

Online Training

Online Training

We have successfully used GotoMeeting for all our online training sessions for the last 5+ years. We train on your relevant database which enhances the adoption of the training we offer.

One-On-One Training


Have one of our trained specialists work together with you or one of your staff in a private one-on-one session. Training Sessions can be tailored to specific needs and done On-Site or Online.

Mixed On-Site and Online Training

We know it's almost impossible to coordinate your entire team to be in one place at one time. Our CRM Training specialists can come on-site and connect GoToMeeting and conference line for remote staff.

Ensure the Highest Levels of User Adoption

Quick Start Training Packages

Administrator Training

Your team depends on you to configure GoldMine, SugarCRM or Zoho CRM to meet your organization's business needs and setup requirements. This training course will provide introductory skills necessary for CRM Administrators

End User Training

Geared to get the everyday CRM end user started. This course will cover a series of topics from basic navigation, through searching, managing records, email and managing your calendar activities.

New User Training

An introductory training course that will get you started with the GoldMine, SugarCRM or Zoho CRM. This course will provide you with an overview of your CRM solution, getting started introduction, how to navigate, search and work with records.

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Manage your Contacts, grow your list

Custom Tailored Training with Training Expert

Cover the Topics You Need Help With

We understand, that every company is unique, and that means your training should be unique. Our training specialist works with you to build a training outlines and scenarios to cover the topics you require to succeed. It has also been proven that bite-sized training sessions provide success.

One-On-One or Group Training Options

Training requirements are forever changing, we offer CRM training services that can onboard your new employee one-on-one or take on something new as a team in group training. Our training services are geared to adapt to your environment and requirements.

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Manage your Contacts, grow your list

Online & On-Site Training

On-Site Training, Walkabouts and Lunch & Learns

Everyone is different in the way they learn and take in what is being taught to them. Our CRM Experts can come On-Site for a group session, go office to office to work through one-on-one sessions and even break out sessions to cover focused topics during lunch & learns. Take advantage of key learning processes that work.

Get Online Training No Matter Where Your Team is Located

Everyone is busy, and all over the place working hard. It's an impossible task to even think of trying to get everyone centralized for a group training. Today, with the tools and technology we have, we can facilitate a solution that brings them all together no matter where they are located.

Book an Online or On-Site Training

Manage your Contacts, grow your list

Customized Training Reference Guides

Training Material Geared to Your Processes

Business processes and with the way you use CRM is specific to you. Why should the training material you have and handout be the standard out of the box information? Training Material is a key resource that employees refer to again and again. Request our CRM Training specialist to build custom material to match your business and processes.

After Training Reference Guides

Training Manuals are read once and never referred to again. Our TRG (Trainer’s Reference Guides) are specific and concise and easy to understand. TRGs are a critical resource once the training is completed as a key resource to refer to and refresh the material from the training.

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Increase User Confidence and Efficiency

Getting Started

Why CRM Training?

It is very important to follow through with CRM user & admin training for your CRM software. CRM training sessions increase users’ awareness of features, functions and usability in order to increase their confidence in working with the system and provide greater efficiencies. A CRM training class aids in user adoption, which improves CRM usability and acceptance.

CRM training can provide all the resources and training you and your users need to help build your business around your customers.

Just a Few Training Topics to Consider

  • CRM Overview
  • Navigation and Views
  • Scheduling and Managing Activities
  • Lead and Campaign Management
  • Quotes, Opportunities & Project Management
  • Searching & Filtering
  • E-mail Marketing & E-Mail Templates
  • Dashboards and Reports
  • System Administrator
  • Users & Data Security
  • Outlook Integration: Linking Emails, Syncing Contacts, Syncing Calendar, and task
  • Data Import/Export
  • Mobile Access

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COVID-19 has imposed an unsettling situation upon our communities and businesses. Our team has been mobilized to maintain "Business as Usual" as we make service & training support available to our CRM customers. Stay Safe!