Specialist CRM training that drives adoption, improves processes and ensures your people get the most from your investment.
Most training problems arise from teaching the technology rather than the process. We focus on how people actually work, building lasting capability, not just ticking a box.
One-to-one sessions focused on reporting, dashboards and strategic oversight. Tailored to senior leaders who need insight, not mechanics.
Deep-dive sessions for internal champions who will support colleagues day-to-day. Includes configuration, troubleshooting and coaching techniques.
Role-based sessions that reflect real workflows, not just system features. Designed to build confidence and consistent adoption across teams.
Our training work focuses on the provision of high quality, tailored training material, training delivery and support. We have the benefit of a substantial body of existing collateral which we can use together with highly experienced staff.
In our experience, common training issues arise from training "to the technology" rather than to revised business processes. Our training is tailored to reflect and focus on improved business processes and, critically, to establish strong "business protocols" around how the CRM solution is used – e.g. how, when and where to enter data.
Cantata has a wealth of collateral, with a catalogue of standard training courses. Our training courses can be tailored not just to your specific configuration and business requirements, but to the specific needs of different user groups. For example, our training provision to Executive users is generally held on a 1-1 basis covering high level needs, such as reporting, while user training will be tailored for different user groups.
In addition to training, we have specialists who can assist in cultural change and communication strategies, to ensure greatest success for your CRM initiatives.
Training is built around how your people work, not just how the software functions. This drives adoption and reduces friction.
Build internal capability so your own staff can sustain and evolve training long after go-live.
Training is only part of the puzzle. We help with communication, messaging and ongoing engagement strategies.
In-person, virtual or blended — we adapt delivery to suit your schedule, geography and budget.
A wealth of off-the-shelf modules plus fully tailored courses that reflect your terminology, data and workflows.
Executive, front-line and back-office users don't need the same training. We design for each audience separately.
Deliver lasting user adoption and maximise the value of your CRM investment.