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.

    • Global Reach

      We’ve partnered with multinational brands across the globe.

    • 800+ Projects

      Every project we’ve completed has involved an entirely unique service.

    • Flexible Service

      Our approach allows clients to on- and off-board our services throughout.

    • Permanent

      Our permanent consultants allow us to quickly scale up or down if required.

    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.”

    Rob Green, Project Manager

    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.

    “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

    WHAT WE DEVELOP & DELIVER

    We design and develop a wide range of deliverables

    This means having a variety of supporting materials which engage end users with timely, relevant content, ensuring they retain the information.





    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.

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