CRM Training Services
CRM capability development and tailored CRM training
80% of customers leave after 1 negative experience
- Fitsmallbusiness
Implementing a new CRM system into a business is often met with resistance, but this can be overcome with collaborative and inclusive training. Helping people overcome the CRM education curve so they have the confidence to incorporate the CRM system into their daily working practices.
The benefits of CRM training
Accelerate adoption
A CRM system is only successful if the organisation incorporates it into the daily working routines. By developing their capabilities, teams can confidently adopt CRM processes, incentivised by the time it can save them in their working day.
Minimise disruption
With any new system, a lack of working knowledge can result in business process disruption, frustration, and reduction in productivity. CRM training can bridge this gap and enable a seamless and intuitive migration into the CRM system.
Improve efficiency
Strengthening the business’s CRM capability ensures that the efficiency gains and benefits of the CRM are fully realised by the organisation.
Many businesses adopt a CRM system and expect it to be intuitively understood and immediately used, but that assumption often proves to be incorrect.
Strengthening in-house CRM capabilities with thorough training ensures a successful CRM rollout.
With a comprehensive CRM training initiative, all in-house stakeholders can confidently use the CRM system to capture leads, nurture prospects, identify the next action required to push a sale forward and track their sales targets.
Our approach to CRM training
Our approach to developing CRM competency with CRM training
CRM training programme development
Working with businesses to outline a comprehensive programme of tailored training that incorporates the business’s goals and adapts to existing competencies and needs of individual attendees.
CRM basics training
Training internal stakeholders on CRM principles, operations, sales reporting and pipeline management.
Customised CRM workflow training
Advanced training on CRM workflows, how to complete specific tasks within the CRM environment and how to integrate sales and marketing initiatives within the CRM environment.
CRM represents organisational change to many businesses and managing this change with collaborative training is an important component to ensure successful CRM rollout. As a CRM training consultant, Metranomic can help businesses achieve this.
Related Services
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CRM content development
Producing CRM email scripts, sales sequences and sales collateral
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CRM Strategy
Developing the CRM blueprint, CRM operating framework and deployment roadmap
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CRM implementation and configuration
Custom CRM configurations, third party integrations and data synchronisation
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CRM vendor selection
Developing CRM specifications, analysing CRM vendors and selecting tools
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CRM management
Managing data, reporting, CRM configurations and sales automations
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CRM integrations
CRM integrations for tailored sales workflows, data synchronisation and sales automations
The team have worked with some of the biggest brands and ambitious startups in the world
The company we keep
Our 50 years of combined experience working with over 80 global brands means we deliver at a world class standard.
Karim G
Head of Product and Growth – NuKi Health
“Professional and dedicated, always coming up with new ideas, very well informed regarding all the new developments in the field of search engine marketing and online marketing. Great to work with – I wouldn’t hesitate for one second in recommending!”
Madeline Penton
Co Founder & CEO - ICPlan
“Totally transformed our business. I would highly recommend the team to anyone, whether start-up or fully established business to 10x your marketing and sales success.”
Richard Marshall
Founder – Pall Mall Barbers
“I have worked with the team over the past few years – their strength lies in their ability to develop actionable consumer insights, get under the skin of the customer and the competition to develop a competitive advantage.”
