Informed Training can

show you the way to

move your prospects into


Salesforce is one of the leading CRM systems which cover every stage of the client lifecycle process. From taking an initial enquiry through to the setting up of client accounts, updating records, attaching and sending emails using the email integration with Outlook, logging follow up tasks, utilising the audit trail, reporting, documents, and so much more.

It is even more important these days to be on top of every lead, opportunity and each and every client. has the capability to make your business more profitable, if you ensure your technology investment is maximised fully.

Whether you are a new user or you may have for some time, Informed Training will complete a Training Needs Analysis with you. Fundamentally we will find out what your priorities are for your business and users. We will analyse your existing processes and how you are currently using your system, and design a bespoke training programme for you which will ensure you best utilise the functions of the software to drive your business forward.

  • Do you wish to use your system more efficiently to streamline your business process?
  • Do you wish to help your sales team close more business and be more productive?
  • Do you wish to keep on top of new enhancements?

To find out what further benefits you could achieve from your CRM system, simply contact Informed Training to discuss your requirements with no obligation.

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