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CRM System End-User Training

Optimum provide effective customer relationship management (CRM) software training for end-users, including Microsoft Dynamics CRM, among others.

Introduction to CRM End-User Training

Effective customer relationship management (CRM) software allows you to record, track and monitor sales, marketing and customer account activity, campaigns and leads through one shared central system. CRM systems improve collaborative working between sales, marketing and account managers, but as data is shared across a number of departments, it is important that end-users are well equipped to input and extract data accurately.

In our experience, there is often a lot of change management required to get people to move away from individual data stores and spreadsheets, so that the true benefits of CRM can be achieved.

Optimum has supported rollouts of various off-the-shelf and bespoke CRM solutions.  Our expertise lies in quickly building an understanding of the organisation, business processes and the system, and using our expertise in end-user training and development to produce learning events and documentation that are useful to end users.

This makes us the perfect training partner for your CRM system implementation or upgrade.

Some of the CRM projects we have supported include:

  • Microsoft Dynamics CRM for Government, Manufacturing and Education
  • for Insurance and Financial
  • Update CRM for pharmaceutical and life sciences
  • Unit4 Agresso CRM for Universities
  • Oracle CRM for Universities

Bespoke CRM System End-User Training

Optimum develops training programmes that reflect the user’s perspective, analysing the degree of change and incorporating the business processes and workflows for each role group. Taking advantage of Optimum’s specialist skills and experience in delivering user-focused training will ensure that your organisation achieves full value across the lifetime of the system, as users will engage with the software and adopt the new processes.

We offer a range of training services to support the whole life-cycle of the end-user training phase, ensuring your project team can focus on the core project at a crucial stage. Every project is different and so our approach is unique to you. We can either provide a fully-managed training solution or fill the skills gap in your internal team.

Training solutions include:

  • Training needs analysis
  • Planning and design of the training programmes
  • Development of bespoke reference guides, quick cards, eLearning & video tutorials
  • Delivery in the form of classroom, presentation, eLearning & remote classroom sessions
  • Administration of the training programme
  • Localisation and translation services for global rollouts

CRM System Internal Training Programme

Many organisations plan to manage the end-user training programme using internal resources, as this is often seen as an inexpensive way to train staff. However, this can be a high risk and costly option if it is not planned correctly.

Using a combination of internal super users and a specialist training consultancy such as Optimum, can provide a very successful outcome.

We can ensure your identified super users / trainers have focused and scripted supporting documentation to enable them to cascade an effective CRM training programme to your staff at go-live. We can also develop a bespoke internal training programme for your identified super users/trainers, ensuring they are confident and fully-equipped to support during go-live and business-as-usual.


Tell us about your project…

We offer experienced, professional trainers for any end-user training platform…