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At NZALI, we offer a range of training pathways designed to meet the diverse Customer Relationship Management (CRM) needs of modern organisations.
With over 10 years of experience delivering educational programmes, and a dedicated focus on CRM capability development since 2022,
we support businesses to transform their CRM investment into a true strategic asset, enabling stronger alignment across teams and more consistent, effective ways of working.
Why CRM Capability Matters
Many organisations invest in CRM systems, with further value still to be unlocked through building internal capability and confidence in using them effectively.
Through our range of training options, your organisation can:
Improve adoption and consistency across teams
Strengthen data quality and trust in reporting
Reduce reliance on external support
Better align systems and processes to unlock CRM functionality
With the right capability in place, these challenges become opportunities for improvement and growth
Why Choose NZALI
We build CRM capability that lasts well beyond the training experience, through a practical, people-focused approach:
Industry-aligned micro-credentials that reflect real skills used in the workplace.
Hands-on bite-sized learning, designed to create real business impact, not just system knowledge.
Tailored training that is grounded in your systems, processes, and day-to-day work.
Practical expertise in Salesforce and CRM best practice.
A capability-first approach that supports and empowers your people.
The result is a more capable team, a more effective system, and stronger business outcomes
We invite you to explore our programmes, to learn more about what will work best for your organisation:
Flexible Training Options to Suit Your Needs
CRM Micro-Credentials
A structured, guided pathway to develop CRM platform capability.
Duration: 4 online workshops (2hrs each)
Optional: Certification Exam Preparation
Optional: 3-month Internship (unpaid)
Best for: Setting a solid foundation of CRM knowledge, gaining qualifications
CRM Refreshers
Short, focused online sessions to upskill or refresh your CRM knowledge.
Duration: 2-hour online workshops
Take individually, in any order
Stay up to date with platform changes and new features in Salesforce
Best for: experienced users, re-certification, and keeping pace with system updates.
Tailored CRM Training
Tailored programme aligned to your systems and business processes.
Focuses on what your business needs are
Collaborative planning
Tailored delivery
Best for: organisation-specific solutions
Who We Work With
We partner with organisations that use CRM systems to manage customer relationships, data, and day-to-day operations, particularly where adoption, consistency, or capability is still evolving.
This can include:
Growing SMEs building structure and scalability
Large enterprises driving consistency across teams
Government and public sector organisations managing complex processes
Not-for-profits seeking better visibility and efficiency
Whether you're onboarding new staff, lifting baseline capability, or embedding more advanced ways of working, we tailor our training to fit your environment.
What CRM Capability Looks Like in Practice
The following stories demonstrate what CRM capability development looks like in practice: people from different backgrounds building the skills and confidence to use CRM systems effectively in real workplace settings.
For organisations, this translates into stronger internal capability, improved system adoption, and better data and reporting outcomes. It’s about helping teams get more value from the systems they already have, and supporting more consistent, connected ways of working across the business.
Lydia
From Learning to Workplace Impact
Lydia completed NZALI’s CRM System Administrator Micro-Credential (Level 4) as part of our 2025 fully online cohort, building practical skills through a series of interactive workshops.
Following the programme, Lydia progressed into a three-month internship working directly with the Salesforce CRM platform, where she is applying her skills in a real-world environment. Through this experience, she is supporting day-to-day system use, strengthening data practices, and contributing to more consistent CRM processes.
Lydia’s journey reflects how building CRM capability at an individual level can translate into immediate value within a team, creating a pathway from learning to meaningful contribution in the workplace.
Rebecca
From Certification to Capability Leadership
Rebecca completed NZALI’s CRM training programme in 2024, building a strong foundation in CRM administration and best practice.
Following the programme, she successfully achieved the Salesforce Administrator Certification on her first attempt, demonstrating both her technical capability and depth of understanding.
Rebecca now works as a co-facilitator across NZALI’s Salesforce programmes, supporting other learners to build their own CRM skills. Her journey reflects how developing individual capability can quickly translate into broader team impact, strengthening knowledge sharing, confidence, and consistency across organisations.
Ana
From Non-Tech Background to CRM Capability
Ana joined our programme from a non-technical role with no prior experience in CRM systems.
Through building foundational CRM capability and progressing through the Salesforce Administrator Micro-Credential and Superbadges, Ana developed the skills and confidence to work effectively within a CRM environment.
She has since transitioned into a role in the tech industry, demonstrating how structured capability development can open pathways into new roles and more digitally enabled ways of working.
Kevin
From Career Change to CRM Capability in Action
At the time of joining the programme, Kevin was working as a youth worker in Australia. Motivated by the opportunity to transition into the tech industry, he made the decision to return to New Zealand and commit to building new CRM capability.
Through the programme and NZALI’s Intensive Exam Preparation Workshop, Kevin developed his Salesforce administration skills and prepared for certification. He went on to achieve his Salesforce Administrator Certification on his first attempt.
Tania
Purpose-Driven Career Transition into Tech
Tania’s motivations for doing this micro-credential were “to move my career into a different path, further Pasifika women in tech, and provide a pathway my younger family can follow.”
Through the CRM System Administrator Micro-Credential, Tania developed practical CRM capability and went on to achieve her Salesforce Administrator Certification. She is now working in the tech industry, applying her skills in a professional CRM environment.
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