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 central, shared 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
- Salesforce.com for Insurance and Financial
- Update CRM for pharmaceutical and life sciences
- Unit4 Agresso CRM for Universities
- Oracle CRM for Universities