What is CRM?

Customer Relationship Management (CRM) is a set of software applications that help an organization determine the needs and preferences of their customers by managing, organising, tracking and storing all customer interactions.

The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, productivity, and more.

A CRM solution helps you focus on your organisation’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.

Performance Monitoring Tool

CRM’s compile so much customer data, and provide so many ways to interact, you can’t expect your team to understand it right out of the box. Even staff who have used a CRM before may need some help adjusting to your workflows and CRM system. Make it easy on them by hiring a professional to train your team.

Why is CRM Training Important?

Training is important in an organization because it allows the employees to improve their skills, improve the quality of work they are providing to the organization, and work on their weaknesses. A training program allows an employee to strengthen those skills.

What's wrong with un-trained staff?

Employees who feel inadequate, underachieving, or unsupported are unhappy. They aren’t satisfied in their work, which will cause them to underperform, make mistakes, and not care about their work product. That costs the business in lost time and money.

Training Options

We have a number of training options to suit your needs. Choose the type of training you are interested in.


Specific functions



Ad-hoc Includes

Some great features:

  • 1 Hour Training
  • Up to 8 Trainees
  • You choose the Topic
  • Using your own system
  • High level and Simplified
  • Or Deep dive and technical
  • Free clarification questions


Preferred by professionals



Advanced Includes

Some great features:

  • 8 Hours Training
  • Up to 8 Trainees
  • Select from Menu of Topics
  • Use your own system Or a Training system
  • High level and Simplified
  • Or Deep dive and technical
  • Free clarification questions


Customise yourself



Self-Administration Includes

Some great features:

  • 16 Hours training
  • Up to 8 Trainees
  • Predefined set of Topics
  • Use your own system Or a Training system
  • Deep dive and technical
  • Free Clarification questions

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