At Informed Training, we provide a full range of services to help you and your team with your back office or CRM. We operate in Financial Services specific or general business CRM Training & Consultancy. It could be you need new user training or help on how to customise your existing settings to create your business process in your system with automated workflows. What ever you need, to discover how we may be able to help you and/or your teams, just give us a call on 0121 357 5944 or email us on :- [email protected]
We help our clients achieve a real return from their CRM investment by utilising their technology more efficiently by way of the below Services
Complimentary Health Check
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Business Process Analysis and Improvement Services
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Bespoke Customisation
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Bespoke Interactive Training
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Our Ongoing Analysis and A-Z Route-Planning Services
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Please click through our range of customer testimonials
"I've known Eileen for years and when we required some Intelligent Office training to be provided to advisers firms around the country she was the first person that came to mind. She has been highly engaging with both the business and the firms she was training... "
Stephen Gazard
Financial Services Business Leader | IFA / Restricted Advice / Mortgage & GI | Change Management | Crisis Management
"Eileen has a wealth of experience and knowledge when it comes to CRM systems, she has a proven track record in improving business processes both pre and post RDR. My team and I have interacted with Eileen, and Informed Training, on a number of occasions whilst looking at CRM solutions for Businesses..."
Tim GaleCircadian - Director of Account Services
"I can't recommend this lady or her company highly enough. We were introduced to Eileen on purely a training basis. Having struggled with our CRM system for quite sometime we were becoming frustrated. Eileen saw our problem, and spent a great deal of time..."
Jade Clarke-Mackintosh
Senior Group Administration ManagerBartons Group
We design and deliver bespoke training on your live system using live case studies which ensures Users not only adopt the Companies required Business Processes, but apply the learning in their own customised system, hence “Doing” and “Learning” at the same time! (Twice the value, much more meaningful to the Users role and the Company)
We offer Bespoke Workshops, Training days and Consultancy (Second pair of independent eyes), either onsite at the client’s office or chosen location or by remote desk share sessions. We do have access to private Training Rooms if required. (We may ask for a contribution to the cost where necessary).
The method of delivery will be dependent on the clients bespoke requirements, and the capacity to deliver the elements effectively.
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At Informed Training, we carry out Ongoing Analysis and A-Z Route – Planning Services to ensure as your business grows/changes, your system evolves also to match any changes required. To find out more Contact Us
We will customise the system to match your agreed Business Process requirements. These are unique to your company and so we will ensure that all the fields relate to your required Business Process protocols. We ensure that your chosen system fits around your company requirements, not making your requirements fit the system.
Analysing in more depth, your current Business Processes and how you capture these from an existing technological perspective.
We then make recommendations of how to tweak, amend to improve and streamline your Business Process within your systems to save time, reduce duplication, and improve communication visibility with your Colleagues, Prospects, Clients and Suppliers – improving your relationships even further.
Whether you have an existing CRM, considering implementing a new CRM, or even if you are not sure what a CRM is Informed Training can help.
We carry out a remote desktop share screen to analyse your existing system in relation to your current high-level Business Process. We will give hints and tips, ideas to increase automation, reduce duplication, and give you hints and often much more.