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 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 or call: 01628 773128 / International: +44 1628 773128