We help businesses implement new or use
existing CRM and other software solutions
more efficiently.
Informed Training are Independent Customer Relationship Management Systems Specialists. We will inform you what a CRM is, establish if you need one, and if so help you decide as to the right solution for your business.
The great thing about being Independent is we are not tied to any one CRM provider, and we are not a preferred supplier with any CRM company. Being Independent also enables Informed Training to go into the market place and find out what is the right CRM solution for your needs in the short, medium and long term. In other words it makes no difference to us which solution the client decides to go with. (Any CRM is better than no CRM at all).
Informed Training is often asked about which systems we help our clients with.
We have a general arm which includes a number of systems including Salesforce.com, Zoho CRM, Sage, Microsoft Dynamics and more, and we have a Financial Services arm which includes Intelligent Office, Curo, Adviser Office, Synaptic Systems and more.
Sometimes we may be required to to provide services outside of our core services.
Informed Training can rely on additional specialist support, through our trusted strategic partners as additional resources. This ensures we can deliver the whole project to include Research of the Market Place, Customisation, Data Transfer, Software Development and Training as just a few of the many services we provide to our clients.
Managers often ask us how will implementing and training help me.
Your users will partake in a live case study on your live system so that it is meaningful and twice as effective, because not only does it train the user on what buttons to press, but also trains them on what the business process is, the data that needs to be completed in order to generate accurate reporting which will help to improve profitability of your Company and generate a real return on your investment.
Almost immediately you will see the benefit of all those spreadsheets, word documents, email trails and more being shared in one place. What a joy to see all the relevant information against the lead, client or supplier record, saving huge amounts of time trying to track items down, especially when for example the sales person is out on site and cannot be contacted to send information in to the office.
Although often we help clients who initially do not have a CRM we often come across Clients who have a CRM but are not using it any where near its full potential.
Again as we have mentioned, typically we find even though they have a CRM, often they are still storing valuable information in different places locally or outside of the CRM for example on Excel spread sheets, Word documents, Outlook and so forth.
Clients not using an existing CRM is usually down to 3 common areas.
- The CRM has not been customised to match the correct business process and so you find existing users revert to old ways of storing information in other areas
- The users either have had no training or have tried learning on the job, or they need refresher training.
- There may be a situation where new users have joined the organisation and not received training or they have changed roles and need to use a different side of the system they are not used to, for example, the need to generate specific reports for the management team.
Informed Training can help by tweaking the existing customisation if required, or as often is the case, integrate your business process into your system and train the users to benefit from sticking to the correct business process, so generating accurate data and reports and helping them to be more effective and less stressed in their specific role
