Confidence is king

Ideally, interacting with your CRM is a big part of every user's day. A confident user is a productive user.

Confidence comes from knowing with absolute certainty what will happen if you press this button ... or that button. Frustration and apprehension are the natural enemy of confidence. Give your users a good grip on the basics through training and their confidence will build on the job. 

 

Deep or shallow

You can decide how deep you want to go with your training.

You might assemble a small team of 'super users' that you want to give a deeper level of training as a support to other users. We can teach CRM adminstration skills, even basic customisation.

But usually, the basic familiarisation training is enough for most users. You decide what's right for you.

Expect more

To train your users we need to get familiar with your CRM and how it's set up. If we see ways to improve the usability of your CRM, we'll certainly speak up.

Better usability means less training and less frustration. This can only be a good outcome for your business. 

Sometimes training issues are just usability issues in disguise. We'll fix your issue the best way.

Available

Add-ons

Access our help for additional customisations or other enhancements whenever you need. By purchasing blocks of our time as Prepaid Assistance Hours you can draw down on your 'bank' of hours for adhoc or planned work over time. When you're running low, we'll let you know and you can top up your prepaid hours for the next round of enhancements. You're in control.

Get in touch today Let’s talk about your CRM challenges.

Hopefully our website has given you a good idea about what we can do. Now, we’d love to hear from you. Call, email or use the form below. We look forward to talking about your specific situation, needs, and goals.

Our thinking

CRM for small business
January 30 2018 by Jane Davies

In the lifecycle of every business, there comes a point where you need to take the leap and invest in business enabling technologies. But when is the right time? 

October 16 2017 by Jane Davies

One of the most compelling reasons CRM buyers are attracted to Dynamics CRM is convenience of integration with Outlook.

May 24 2017 by Jane Davies

Ok, it would be fair to say that as a Microsoft Partner, we’re firmly biased on the side of Dynamics 365. But hear us out. We’re asked this question a lot – why should we go with Dynamics over Salesforce?

Our thinking

CRM for small business
January 30 2018 by Jane Davies

In the lifecycle of every business, there comes a point where you need to take the leap and invest in business enabling technologies. But when is the right time?