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:

  • Overview of Capsule and what it can do
  • Setting everything up correctly
  • Finding your way around Capsule
  • The home screen and managing Tasks
  • People, Organisations and Opportunities
  • including creating and editing records
  • How to lookup specific groups of contacts
  • How to build and manage the sales pipeline
  • 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 Temple has an inexhaustible supply of professional marketing advice and ideas. He knows how to attract customers, based on a proven set of marketing strategies and techniques. We are delighted with the way that our marketing has improved, since we started working with Nigel.” ~ Janet Dexter, EcoWater

“Nigel Temple has made a big difference to our marketing. He combines strategic vision, in-depth knowledge and an eye for detail. We experienced a dramatic increase in response rates – as soon as we implemented his ideas. Highly recommended!” ~ Jack Black, MindStore

“I am inundated with business – due to Nigel Temple’s advice. He said that this would happen and he was right. If you are searching for a marketing system that works, talk to Nigel.” ~ Helen Cooke, My Plus Consulting

“I first met Nigel when he was presenting a marketing seminar and I have subsequently attended several seminars he has given, as well as joining The Marketing Compass. His knowledge, experience, expertise and presenting style put him in a class of his own. Along with many others, I have learnt a great deal and I continue to learn from him.” ~ David Strelitz, DSVP

Questions / booking / ask for a quote

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