Capsule CRM Database Workshop
Teaching You How To Get The Best Out Of Capsule CRMCredit Control
Do you dread month end? Could you do with help to chase outstanding debts and improve cashflow?
Virtual Admin Business Support
Are you drowning in paperwork? Could you do with help to manage your business admin tasks?
Lead Generation
Are you looking to generate more leads for your business? Could you do with someone to make outbound calls on your behalf?
Social Media Management
Are you looking for help with posting social media content? Could you do with somebody posting your content for you?
Capsule CRM Database Workshop
Are you looking to get more out of your Capsule CRM System? Our workshop will help you.
Exhibition Support
Are you exhibiting? We can help with exhibition preparation or running your stand.
Business Admin Health Audit
Take our free Business Admin Health Audit. We’ll email you the results, which will give you an insight into the state of your admin processes.
Business Mentoring
Are you a business owner looking for mentoring and support? We can provide support and guidance in a number of areas relating to running a business.
Helping To Grow Your Business
Having a good CRM and getting the most out of it is so important.
Capsule CRM is a simple to use, online database for your customers and prospects. It is a great way to track your sales pipeline with some really impressive features.
You will no longer have endless business cards and attendee sheets from network meetings cluttering up your desk as you will be able to add them into your CRM system, tagging where you met them, what industry they’re in, whether you’ve connected on LinkedIn, whether they’ve opted into your mailing list, plus many more amazing features.
Attending our training course means you will know the best way to configure and use the system so it supports your business.
What Our Clients Say
“I recently had capsule training with Karen and I can highly recommend both the capsule as a CRM and Karen’s training. Karen is very knowledgeable on this system and knows the workings very well and delivered the training in a very easy to digest way.”
How do I know if your Capsule CRM Training service is right for me?
If you have multiple notebooks, attendee lists, excel spreadsheets and are losing track of possible leads and do not have a CRM set up. This Capsule CRM training workshop is for you.
If you already have a CRM but are thinking of switching, this workshop is for you as it will show you how to use and set up the CRM for you.
What is a CRM System?
A CRM or Customer Relationship Management system is a system used to record details of all your clients and potential clients. It can be used to record details of all contacts and potential marketing opportunities.
What is Capsule CRM?
Cpasule is a CRM system specifically designed for small businesses. It has a free version and a number of paid options.
More information can be found on the Capsule CRM website
What is covered in your Capsule CRM training course?
Some of the things that will be covered are:
– How to set up a new contact
– How to add tags
– How to create tracks
– How to use your Pipeline so you no longer miss a lead
– How to connect your email plus much more.
How do you deliver your training course?
The training is typically delivered online unless you prefer in person training.
How long does the training course last?
Each course lasts 90 minutes and can be delivered as a group session or one on one depending on your needs.
How much does it cost?
- £55 per attendee and must be paid on receipt of the invoice and ahead of the commencement of the training session.
What is the cancellation policy?
There is a 24-hour notice for cancellations which is non-refundable, although it comes with the option to amend the date.
Our Approach To Delivering Your Training
We offer Online training workshops to anyone who wishes to learn more about ‘Capsule CRM’ (Customer Relationship Management), and how to set it up.
The workshop will consist of an online training session (link to be issued 24 hours before the training). You will also have access to a useful training guide which is available upon completion of the training.
Capsule CRM Training Session
90-minute training session delivered online, with workbook included. Price is per person.
£55