Tailored CRM Training
Upskill your team to get more value from your CRM
Tailored For Your Business or Organisation
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Designed For Your Organisational Needs
Our tailored programmes are built around how your organisation uses your CRM platform, and are best suited to organisations that want training customised to their internal Salesforce setup and business processes.
We take the time to understand your systems, workflows, and team capability needs, then design training that delivers measurable outcomes.
We offer a variety of programme types and topics to cater to your needs:
CRM Capability Areas
A selection of areas are listed below in relation to the skill level to be developed
basic → intermediate → advanced
Why Organisations Choose Us
Tailored to your business → not off-the-shelf training
Practical and applied → focused on real workplace scenarios
NZQA-registered Provider → trusted quality and outcomes
Designed with employers → aligned to industry needs
Flexible Delivery Options
We can deliver training in formats that work for your organisation:
Onsite workshops at your workplace
Live online sessions
Blended learning programmes
Team-based cohort delivery
Let’s Build Your Team’s CRM Capability
An overview of our approach to designing a tailored CRM programme, workshop, or session for your needs:
Request a Consultation
Contact us to request a Consultation, and we'll be in touch.
Understanding Your Needs
We arrange a suitable time to meet with you to better understand your needs.
Meetings can occur in-person or online.
Proposal
We tailor workshops and sessions to meet these needs, and send you a draft Proposal for you to consider and collaborate with us on
Build Capability
Training can occur virtually or in-person. Hands-on sessions using real scenarios and business context.
Depending on how these workshops are structure, staff can gain NZQA-approved Micro-Credentials aligned to their role.
⭐NZQA-approved Micro-Credentials
Your tailored programme can include the completion of an NZQA-approved micro-credential, that formally recognises your team’s skills and capability.
This gives your organisation:
Nationally recognised outcomes for staff.
A structured approach to capability development.
CRM Platform Administration ⭐
Train internal staff to manage, configure, and support your CRM
→ Reduce reliance on external support and improve system governance.
CRM App Builder ⭐
Enable your team to design and build custom apps, automations, and solutions within your CRM environment
→ Rapidly adapt your system to business needs without full-scale development
CRM Developer ⭐
Build advanced capability to extend and customise your CRM system
→ Create scalable, tailored solutions aligned to your organisation
CRM Business Analyst⭐
Develop the skills to analyse processes and define CRM requirements
→ Make better system decisions and improve project outcomes
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