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Testimonials

What our clients and others are saying

  • Sprint Enterprise are enjoying working with Eileen @informedtraining. Eileen has provided regular assistance in our use of Zoho from a Sales/Lead Management perspective. We recognised that Zoho had more to offer and could be used as a CRM tool in addition to just using it to track leads and prospects. To enable this to happen, we had an initial healthcheck that was carried out remotely by Eileen, followed by a face to face workshop delivered by Eileen to go through the functionality that was already available to us, and more importantly that we were already paying for from Zoho to satisfy some of our needs for a CRM system to provide. Following our bespoke workshop I carried out some work on Zoho by creating some new fields to capture data that we were otherwise maintaining on manual spreadsheets that didn’t allow for access centrally and was difficult to ensure version control. We look forward to further enhancing our use of Zoho to create some centralised workflows, to aid us with onboarding our new clients, and will no doubt be in contact again with Eileen, for further hints and tips!
    Client Account Manger | Sprint Enterprise Technology

    Louise Wallis

  • “Eileen has a happy combination of technical knowledge and people skills. She is able to flex her style to match the trainee, deviate from the agenda where appropriate but always stay in sight of the overall objective” With my training, I did not feel I was trapped in the sausage machine and being forced down a well-worn path: we learnt what the course promised and quite a lot besides. Eileen seemed unphased by my frequent interruptions and questions; more importantly she had the knowledge and skill necessary to satisfy my curious mind. Top notch training I would recommend to anybody.
    Managing Director of South West Invest

    Dave Penny

  • Eileen provided training for our recently installed CRM system and assisted us greatly in understanding the various features of the software. Very personable and friendly - recommended.
    Financial Planner | IFA Financial Planner, Lifestyle Financial Planner, IFA (Independent Financial Adviser)

    Damien Rylett

  • “I have recommended Eileen for her expertise in training and CRM systems to a number of clients and the feedback I have received has always been excellent. Eileen has an in-depth understanding of the sector, IFA's and technology and combining this knowledge with Eileen’s personable manner and great training skills get the right outcome. I would and do highly recommend Eileen to make a real difference to firms using CRM technology in their businesses.”
    Jigsaw Tree Limited

    Chris Baigent-Reed
    Managing Director

  • Eileen has been a wonderful resource for over 3 years and what strikes me most about this lady is that good can always get better. She is so focused on what we get from her, how she can improve it and is always open to suggestions. Her approach is honesty, quality and standards and that covers a lot in our world. If I could take the qualities that this lady possesses I would create a blue print for others to follow. UK businesses would do well to model their staff on her approach.
    Owner | Iconic Investments

    Ed Hodgson

  • I first met Eileen 4 years ago when she was a trainer for IntelliFlo. She has the benefit of working for a number of Providers and this has given her a broad depth of knowledge. In addition to her technical and training skills she also understands the everyday issues that arise in Financial Services with a Financial background. Employing the services of Informed Training will mean that you will get the most out of the CRM system as there is no point in spending money and more importantly time on a system that is used incorrectly. She will also provide a tailored solution to your personal needs which is different from the approach taken by the providers. Eileen has high standards of integrity and will work tirelessly to find a solution for her clients. Please contact me if you would like to discuss her services in more detail
    Financial Planner, Simplifying Pension and Investment Planning

    Ed Hodgson

  • 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. Clients using Informed Training benefit from them being Independent, and non bias, they have a genuine aim to find the best system that suits the client’s needs and requirements. I have always found Eileen a pleasure to deal with and I would have no hesitation in recommending Eileen to a contact whom I thought would benefit from her teams services.
    Consultant | R&D Tax Claims Ltd

    Paul Sherborne

  • Eileen helped our business choose and set up a CRM system providing great support through the whole process. Eileen developed the framework that best suited our business suggesting options and alternatives along the project implementation, her real strength is in her personable approach and guidance to what can be a daunting activity and providing first class training. I have no problem in recommending Eileen.
    Consultant | R&D Tax Claims Ltd

    Paul Sherborne

Intelligent Office

  • Eileen provided excellent support for our new business. She showed great patience and interest whilst helping to mould our back office system to our company. Rather than allow a system to dictate your business process, make it work for you – you’re paying for it!
    Owner, LWM LLP

    Andrew Leedham

  • I received training from Eileen on how to use Intelliflo for a mutual client of ours. Eileen was very thorough, knowledgeable and patient answering my questions. If you need help with understanding how Intelliflo works, what it can do and need someone to do it for you, then Eileen is the person for you.
    Director at Compliance & Training Solutions Ltd

    Mel Holman

  • My business has engaged the services of Eileen/IT Informed to provide bespoke training to new employees on Intelliflo’s Iintelligent Office back office system. Eileen has taken a great deal of time to understand our business and our aspirations before delivering her sessions. The sessions have always been delivered in a very professional and enthusiastic manner. She has a vast knowledge of the system and her attention to detail is second to none. I have no hesitation in recommending Eileen as a service provider but also as someone who WILL make a difference to your business
    Owner Brunel Capital Partners, Brunel Wealth Management

    Damien Rylett Chartered Financial Planner I IFA

  • I first met Eileen 4 years ago when she was a trainer for Inteliflo. She has the benefit of working for a number of Providers and this has given her a broad depth of knowledge. In addition to her techenical and training skills she also understands the everyday issues that arise in Financial Services with a Financial background. Employing the services of Informed Training will mean that you will get the most out of the CRM system as there is no point in spending money and more importantly time on a system that is used incorrectly. She will also provide a tailored soultion to your personal needs which is different from the approach taken by the providers. Eilleen has high standards of integrity and will work tirelessly to find a solution for her clients. Please contact me if you would like to discuss her services in more detail
    Financial Planner ► Simplifying Pension and Investment Planning

    Ed Hodgson Dip PFS

  • Eileen provided consultancy and training on the use and implementation of Intelliflo Intellignet Office software/CRM. We have struggled to make good use of this highly rated system and Eileen has really helped us map out a path to effective implementation. Its a cliche to say some one ‘goes the extra mile’ but Eileen really does – she took time to understand the business and the personnel and provided really engaging training and quality follow up. I highly recommend Eileen.
    Partner, Ethical futures llp

    Julian Parrott

Financial Services Consultancy

  • Great input and insight from Eileen when we were considering responses to our new online services website & resources hub. Very thorough and focussed with a totally impartial but experienced view. Thanks.
    Director, RSMR

    Geoff Mills

  • I would highly recommend Eileen. She was responsive and enthusiastic to offer advice and help. I would like to thank Eileen for her willingness to help and in our conversations so far Eileen has made some helpful points which I really do appreciate. Eileen and Informed Training is where to look if you are considering a software change in your business.
    Project Coordinator at MATHESON FINANCIAL CONSULTING LIMITED

    Rhea Shearer

  • I’ve known Eileen for many 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. Great communication with all stakeholders and has always sought to go the extra mile to ensure she understands the drivers behind the business / change / training. Having sought to understand the needs and requirements together with the further developments in the pipeline she has delivered truly valued training to some very sceptic ‘reluctant acceptors’ who have now become full converts following their training and development.
    Financial Services Business Leader | IFA / Restricted Advice / Mortgage & GI | Change Management | Crisis Management

    Stephen Gazard

  • I have recommended Eileen for her expertise in training and CRM systems to a number of clients and the feedback I have received has always been excellent. Eileen has an in-depth understanding of the sector, IFA's and technology and combining this knowledge with Eileen’s personable manner and great training skills get the right outcome. I would and do highly recommend Eileen to make a real difference to firms using CRM technology in their businesses.
    Jigsaw Tree Limited

    Chris Baigent-Reed
    Managing Director

  • I was a CRM user in a degree of distress. Eileen volunteered her time to help guide me through the myriad options within my crm system. She showed me how to use my system in the best possible way to suit my biz needs and in language I understood. I highly recommend Eileen to other business people using CRM systems. She definitely makes light work of it!
    Pure Protection Ltd

    Shahzadi Farrah Yousaf

  • 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. Clients using Informed Training benefit from them being Independent, and non bias, they have a genuine aim to find the best system that suits the client’s needs and requirements. I have always found Eileen a pleasure to deal with and I would have no hesitation in recommending Eileen to a contact whom I thought would benefit from her teams services. I would have no hesitation recommending Eileen to anyone
    Outsourced IFA Income Reconciliations | Intelligent Office Specialist

    Tim Gale

General Testimonials

  • Eileen’s delivery is and presentation skills are excellent. I believe that a good training session is one where the attendees are made to feel a part of the experience. Eileen is extremely adept at this, and I am speaking as someone who dialled in remotely.

  • Eileen was a breath of fresh air when it comes to data management and practical thinking around a situation. We were facing a filing structure issue that we brainstormed with Eileen and she was able to help us think in a clear way by asking relevant questions to understand our pain.
    Trentham Invest Limited

    Nicola Downs

  • Eileen delivered a great presentation at this weeks Coffee & Natter networking event. Very thought provoking and informative. Eileen has a great presentation style which can make an often ‘dry’ subject very absorbing.
    ★Helping Businesses Generate More ‘HOT’ Leads & Sales★LinkedIn Trainer & Coach★ School Governance Consultant★Speaker★

    Ian Preston

Salesforce CRM

  • Eileen delivered a very helpful, informative and engaging consultancy session for our company around CRM processes and systems. She showed real expertise as well as an ability to quickly understand her clients’ context and needs. We hope to do more work with Eileen in future. Thank you!
    Learning and Development Manager at Keystone Training Ltd

    Esther Patrick

  • I can not recommend this lady or her company highly enough. We were introduced to Eileen via a third party on purely a training basis, it became so much more. Having struggled with our CRM system for quite sometime we were becoming very frustrated. Eileen saw our problem, and spend a great deal of time listening to our companies needs and re-writing our software
    Senior Group Administration Manager at Bartons Group

    Jade Clarke-Mackintosh

ZOHO CRM

  • I would highly recommend Eileen. We had a very productive hour on the phone establishing the best way to improve our reporting from Zoho CRM.
    Sales Operations Director at MLL Telecom

    Clair Dawson

  • Eileen comes highly recommended and that is no surprise! She has moved our company out of the dark ages of XL-spreadsheets and into the magical world of CRM. Eileen is professional but personal and with her expertise we could choose the CRM system that would suit us. Her company,Informed Training, then tailored the package to fit with our needs.
    Globally Sourcing URGENT FAST TRACK PIPING PACKAGES For Our Clients In The Oil, Gas & Petrochemical Sector

    Kerstin Mitchell

  • Eileen helped our business choose and set up a CRM system providing great support through the whole process. Eileen developed the framework that best suited our business suggesting options and alternatives along the project implementation, her real strenght is in her personable approach and guidance to what can be a daunting activity and providing first class training. I I have no problem in recommending Eileen
    Consultant at R&D Tax Claims Ltd

    Paul Sherborne

Case Study

intelliflo_logoCase Study on how we at Informed Training worked with Brunel

Capital Partners to deliver training programme on Intelligent Office.

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