Capsule CRM training

Marketing Software Map by Nigel TempleCapsule CRM training for individuals and teams, beginners to advanced.

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 setup sales processes within Capsule
  • 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 either via Zoom using screen sharing, or at your offices.

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.

“Thank you for yesterday –  we all really enjoyed your Capsule CRM training. We all got something out of the workshop. It was really helpful to learn new things about the system and how we can make it work better for us.” ~ Caroline Chalmers, ABC Life Support

“Thank you very much for the Capsule CRM training session. It was very informative and helpful.” Managing Director, fire safety company

“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.

“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

Nigel is also a Capsule CRM consultant.

Questions / booking / ask for a quote

To find out more use the contact form below, email nigel@nigeltemple.com or call: 01628 773128 / International: +44 1628 773128