Professional training can make all the difference to your results, when it comes to using a CRM and getting the best out of it.
Here is the standard agenda:
- How to set everything up correctly
- Finding your way around Capsule
- Managing contacts, clients & prospects
- How to setup and manage your sales pipeline
- Managing & delegating to do items
- How to lookup specific groups of contacts
- Tips and ideas for getting better results
- Management reporting within Capsule
- Answering your questions
The training can be delivered on a 1-2-1 basis, for small or large groups.
Sessions are delivered via Zoom Pro and use screen sharing.
The training includes live demonstrations and step-by-step ‘how to’ guidance.
Capsule is a cloud based system and you can login to it via a website browser or via their App on your smartphone (which is very useful).
If you are new to Capsule, a setup session can be arranged and / or consultancy can be discussed.
Capsule is an easy to use CRM and we use it everyday in our business.
“Nigel is one of the best trainers you will find. I would highly recommend him. He has a seemingly unlimited depth of knowledge.” ~ Tom Evans, Shere Solutions
“Nigel has developed a reputation as one of our leading trainers. His sessions are well known to be of the highest standard. Year on year, he gets some of our best scores.” ~ Geoff Reason, The Chartered Institute of Marketing.
“Thank you for such an informative and enjoyable training session. I particularly enjoyed the vast array of practical tips your offered.” ~ Liz Danner, St Cross
“Nigel’s knowledge, experience and presenting style put him in a class of his own. Along with many others, I have learnt a great deal from him.” David Strelitz, DSVP
“One of the best seminars I have ever attended.” Stephen Hill, Consulting Alternatives
Questions / booking / ask for a quote
To find out more use the contact form below, email firstname.lastname@example.org or call: 01628 773128 / International: +44 1628 773128