Informed Training are members of the following Professional Organisations:-
Personal Financial Society
CISI Financial Services Professional Body
Informed Training is a tradingname of Informed Training LtdEnglish Registered Company: 7258307
Areas of possible interest:
Business Process WorkshopCustomisationConsultancyCRM Business Process Health CheckExploring a new CRMService Provider OpportunitiesTrainingOther
Which Back Office/CRM system are you currently using?
Intelligent OfficeSalesforce.comSynaptic SystemsZoho CRMOther
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.