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Training from Wizard Systems

What's the point of getting properly trained on your CRM application?
  • Increased adoption - Hands-on training gives users the skills and confidence to fully utilize the CRM rather than avoid it. This leads to higher adoption rates across the organization.
  • Better data practices - Training reinforces best practices for entering and maintaining data in the system. This keeps CRM data clean, consistent and actionable.
  • Higher productivity - Users learn workflows and features to save time on manual tasks like data entry. This boosts individual and team productivity.
  • Quicker onboarding - New hires get up to speed faster with formal training on using the CRM system properly. This reduces onboarding time.
  • Enhanced collaboration - Training helps teams understand how to share and leverage CRM data across departments. This breaks down silos.
  • Maximized value - Comprehensive training ensures users take advantage of the full capabilities of the CRM. This derives maximum value from the investment in the system.
  • Improved customer service - Agents learn how to properly use the CRM to access customer history and provide informed, personalized service.
  • Aligned strategies - Training reinforces how CRM usage should align with overarching customer experience and sales strategies.
In summary, proper CRM training ensures users fully utilise the system to meet business objectives around customer relationships, sales, marketing and support. It's a critical part of implementation.
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The Wizard Systems Training Program has been designed using our 30+ years experience of implementing GoldMine, Workbooks and Sage CRM solutions, to cover all areas of the product from Introduction to Systems Administrator. Our objective is to give all attendees the knowledge they require to effectively use the system in their day to day environment.

Bespoke Training

In the Custom Training courses, Wizard Systems design an agenda exactly for your needs or applications. The agenda and courseware are specific to your requirement.

Private Training

Wizard Systems private training courses use the same agenda and courseware as the public courses, however private training is company specific and can be done either at your location or our training facility.

Public Training

The public training courses at Wizard Systems are open to all interested users. These courses feature a set agenda and courseware. Delegates from a wide variety of companies and organisations will be together in the same class.

Online Training

Are you pressed for time? Only want to cover a limited range of topics? Want training at a remote location? Then maybe our online training is ideal for you! As long as you have access to a PC/Internet, then we can train you wherever you are.  This can be a one-to-one session with one of our trainers or a group of attendees at different locations!  Session can be recorded for your use as well.
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