Offered with our implementations, including personalize time at the desk of each end user. You will understand how and why while test driving it yourself in the comfort of your own desktop environment. Adoption of your investment is the first step to success.
Each attendee, seated at their own desk, shares the same desktop view while on a conference call. Expert training is provided, questions can be asked and features tried with the benefit of hearing questions of others attending. All the benefits of classroom training without the inconvenience of traveling to a classroom and using an unfamiliar computer.
A great addition to your annual meeting is a couple hours or half day session of CRM instruction provided to your team while you have them all together. Instruction can be part of your next annual meeting. We can formulate a training agenda that will have your associates excited about the prospect of using their CRM.
Seasoned CRM users may have gaps in their knowledge. Understanding the foundational and latest features will open up ideas to faster ways of tracking business. Feature changes can be emphasized as well as possible options for new workflow.
Think about what you do daily to cultivate your business relationships, how are you attempting to grow your business, how are you keeping track of your current clientele, where are you exactly in the negotiating process and pipeline, how are you engaging with your clients? What do you wish you could do more easily? What do you want to know about your associates and their activities today or on a weekly basis? We are located in Utah and Rhode Island. We can come on-site in our locales, travel on-site to your office, or, with online remote-in access, Go To Meeting, we support companies across the country from coast to coast in all time zones.