UK +44 (0)20 7234 0380
US +1 877 406 6078
US +1 877 406 6078
CRM Systems Training
Digital transformation is less about technology, and more about people. We partner with organisations implementing or upgrading their CRM system by scoping, developing and delivering customised, role-based training programmes.
800+
Global Projects
25+
Permanent Consultants
150+
Languages
27
Years’ Experience
OUR OFFERING
Tailored CRM system change and training programmes
Implementing or upgrading a CRM system will have a big impact on your organisation. Unless you make sure that your users know how to use the application in the most effective way, you won’t achieve full return on your investment.
Optimum is an expert in CRM end-user training. Not only do we understand the way the system works but also how to best train your staff. By using a mixture of tools and methods, Optimum’s training consultants have the relevant expertise to help ensure your workforce adopt the new software and any changing business processes.
Our training consultants are experienced in developing customised, client-branded, collaborative learning solutions for CRM modules such as Sales, Marketing, Service, Analytics and more.
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 engage with the system and adopt the new processes.
We offer a range of training services to support the whole lifecycle 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 for Dr. Martens, the global footwear brand
“As a project manager I would absolutely recommend Optimum as a training partner. They have fully-trained professionals who do commit and ultimately, go the extra mile.”
WHAT WE DO
Our solutions
We partner with clients to develop customised CRM training programmes for their end-users. For over 25 years, we’ve supported hundreds of organisations across the world.
WHY CHOOSE US
Benefits of partnering with Optimum
Optimum is an CRM business transformation and change partner with deep industry expertise and a global reach. We support organisations through the user adoption phase of any CRM implementation or upgrade, producing a confident, competent workforce and ensuring return on investment.
Designed for you
Fully tailored using your build and business processes.
Flexible offering
Complete flexibility in both scope and offboarding as required.
Greater focus
Time for your project team to focus its attention elsewhere.
CRM APPLICATIONS
We support all CRM applications
Our customised training solutions are available for all CRM systems. Here is a list of additional platforms we regularly support for clients across the globe.
FAQs
Frequently Asked Questions
Our training process is system agnostic, meaning we can support any CRM system project. These include Salesforce, D365 CE and Sales, SAP C/4HANA, IFS CRM, Oracle CRM, Infor CRM and more.
We tailor our CRM systems training to your specific implementation, business processes, and industry. We develop custom training materials using your actual system configuration and true-to-industry scenarios from your business.
Our comprehensive CRM systems training covers all aspects of your system, including core functionality, customised features, and integration with third-party ISVs. We focus on role-based learning paths that align with your users’ daily responsibilities.
The length of our CRM system training programme development depends on your implementation and user requirements.
Yes, our virtual CRM systems training solutions utilise interactive learning tools and hands-on exercises to ensure effective knowledge transfer. We’ve successfully delivered remote training to global organisations across multiple time zones.
Post implementation support includes refresher training, new user onboarding, and advanced CRM systems training modules. We provide full documentation and training materials to support ongoing learning and system optimisation.
“Training is a common obstacle for most CRM implementations. Organisations are often tempted by the apparent simplicity of leveraging boilerplate training materials supplied by vendors, but these won’t get you where you need to be.”
Eric Kimberling, Industry Expert
GET IN TOUCH
We’re ready to support your CRM project!
Our experienced team are ready to support your digital transformation. Let’s add your name to our growing list of 800+ global brands.
