CRM Training Program | Custom User Adoption Solutions
Starting at
$
3,500
About this service
Summary
FAQs
How long does the full training program take to deliver?
Most CRM training rollouts are delivered within 4 weeks, including curriculum redesign, live demo sessions, and post-training feedback analysis. Timelines can be customized based on your team's size and training goals.
Do you need prior experience with our CRM platform?
No prior experience with your specific CRM is necessary. I’m trained and certified in platforms like CargoWise and Salesforce, but I’ve successfully delivered CRM rollouts without prior system exposure. My process adapts quickly to any platform and ensures measurable user adoption results.
What outcomes can I expect from this training?
Clients typically see a 15–20% improvement in targeted adoption KPIs within two months post-training. The training is designed to drive faster ramp-up, improve data quality, and boost end-user efficiency.
What's included
Custom CRM Training Curriculum
A customized CRM training curriculum, structured by user role and workflows. Includes learning objectives, session outlines, and assessments.
Workflow Guides & Job Aids
Practical workflow guides and quick-reference job aids tailored to your CRM processes, designed to support post-training adoption
Live Demo Session (Optional)
60-minute live or recorded demo session walking users through core CRM functions and common use cases, with Q&A segment included.
Post-Training Feedback Summary
A summary report of participant feedback and engagement levels, highlighting key takeaways, adoption challenges, and recommendations for next steps.
Example projects
Recommendations
(5.0)
Client • Jun 11, 2025
Recommended
Michael executed one of the most impactful training initiatives I’ve seen in over two decades. He distilled a 160-slide CargoWise deck into six concise, results-driven sessions. His targeted 30-minute trainings with live demos led to a 20% improvement in invoice reversals and auto-rating accuracy across 17 U.S. offices within two months. He’s a top-tier asset for any CRM or operations rollout.
Duration
4 weeks
Skills and tools
Consultant
Instructional Designer
Executive Trainer
Articulate 360
Canva
Microsoft Office 365
Zoom
Industries