Often, a company implements a CRM system, does a lot of work on its setup, and it seems like the hardest part is over—the system is up and running, and everything should go smoothly from here. However, some forget an important step: training employees to use the new tool. As a result, the costly CRM system might end up being useless, and the investment could be wasted. Moreover, if management continues to demand reports in the old way, the new system may never be used effectively.
We will teach you how to properly use CRM to monitor all processes in the company, allowing you to see how effectively each employee is working. You will learn how to set tasks, track their progress, generate reports, and improve workflows so everything operates like a well-oiled machine.
Training on CRM usage will provide many benefits that you’ll notice right away:
First, you’ll save a lot of time because your employees won’t have to learn how to use the system by making mistakes.
They’ll quickly learn to work properly.
They will be able to use all the cool CRM features you’ve implemented, and this will help increase sales.
Working with clients will become easier and clearer.
The employees will learn how to manage the entire system by understanding the basics of how everything works, which will make their work even more efficient.
And the best part is, you won’t have to worry about losing information.
Our company offers comprehensive training programs for working with CRM systems, specifically designed for various categories of employees. We organize both group sessions and individual sessions, ensuring flexibility and effectiveness in training. Our services include:
Group sessions for sales managers. We will teach your team how to work with the client base, manage orders, and conduct sales analysis.
Specialized programs for executives. We help leaders see the big picture and manage their team through CRM.
Each course is accompanied by practical assignments, allowing participants not only to grasp theoretical knowledge but also to learn how to apply it in practice. After completing the training, participants gain access to video materials and reference materials for reinforcing and updating their knowledge.
We strive to ensure that every employee can not only use the CRM system but also fully unlock its potential for business growth and development.
Our CRM training covers all aspects of the system, from basics to advanced features. We offer both group and personalized sessions, ensuring flexibility and maximum training effectiveness.
Our programs can be tailored to specific departments or even individual employees, providing precise alignment with your needs. Upon completing the course, you’ll gain access to extensive video materials and detailed reference resources, keeping you and your team up-to-date.
Fill out a consultation request today to create a customized training plan and unlock new opportunities for your business.
We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.
Client: a network of psychological diagnostics and cognitive rehabilitation clinics. The center deals with diagnostics and correction of mental and neuropsychological disorders in children and restoration of cognitive functions. Patients are admitted in two clinics and also online. The company has 15 employees (psychologists, administrators).
Vityaz-KB, a large security company engaged in remote control and fire protection, approached us with the task of structuring and automating the interaction of various departments of the company. The company has been on the market for more than 5 years, has an extensive network of branches and interacts with contracted rapid response services. The company has more than 20 employees in the administrative center, which includes several departments.
D4 CRM company is constantly testing Bitrix24 features on itself and uses this CRM for sales and marketing automation. In this case study we will tell you how Bitrix24 helps to work with the contacts of the audience who sign up for our webinars.
Our client, SolarBuild360, builds and maintains solar power plants across Ukraine. The company was founded in 2018 and has gained a good reputation over the years. The number of installation requests is constantly growing, and to enable the sales department to process them more efficiently, the company’s management decided to integrate Bitrix24.
We were approached by the owner of a furniture business with showrooms in several cities in Ukraine. Because of the need to clarify many details about goods and delivery with clients, the organization of joint work between warehouses and stores was inefficient. Based on the peculiarities of the client’s work, we began to automate the process: from order acceptance to the delivery stage.
We were approached by a client involved in interior design training. The main source of lead generation for the client was a YouTube channel that often hosts webinars and free courses. The Leeloo.ai platform is used to automate the customer journey through the sales funnel. There was a need to link this channel with Bitrix24 CRM system to automatically collect and store contacts of all warm leads.
We were approached by our regular client, the Robocode online programming school. When the company started to actively expand and hire new employees, the HR department became overloaded due to the lack of systematization of the selection process, a large volume of routine tasks and the lack of a common platform for storing information about candidates. The company decided to automate candidate recruitment and internal HR processes with Bitrix24.
Our client conducts all work with clients in Bitrix24: the system records enquiries from all sales channels, saves contact information about the client into a single database and records the history of communications. Managers can create new bookings directly in Bitrix24, which are displayed in PMS, and vice versa, all requests from PMS turn into deals in Bitrix24. All work with transactions is done in the portal, documents and invoices are automatically generated and sent from Bitrix24.
Let’s discuss how our individual and group training programs can help your team make the most of CRM opportunities to boost efficiency and sales. Fill out the form below to get in touch with our manager, who will prepare a proposal tailored to your business needs.
We offer flexible training options, including department-specific training and individual sessions for key employees. Let us help you navigate the nuances of CRM and teach your staff to use the system effectively to achieve maximum results.
Provide your contact information, and let’s start improving your business today!
info@d4crm.com
info@d4crm.com
+ 38 (063) 020 39 35
+ 4 (857) 356 99 65
Bulgaria, Burgas, ap.complex “Perla” 7, fl.7, ap.15
Ukraine, Odessa, 5 Greek Street
