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CRM Training & Services

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Training & Services for CRM

Read more about how we'll help you get started simple, quick, and easy. Download PDF

Our personalized implementation, deployment, and training programs make getting started with CampaignerCRM simple, quick, and easy.

We Make Your Success Personal

People are what make CampaignerCRM software successful and it's why our people are here to help your people. Our personal approach helps simplify customization, set up, and deployment of CampaignerCRM, while our training services ensure that your entire team has all the resources it needs to be successful.

Right from the beginning, our real, live implementation and training experts work with you to fully understand the unique needs of your organization and your business. We'll develop a personalized, comprehensive setup and deployment program that includes effective user training for your entire team. It's a personal program that's designed to make you and your people successful — now and in the future.

Custom Set Up and Training Options

The CampaignerCRM Implementation Team makes it all extremely simple. We give you expert guidance for importing, formatting, and organizing your data, and share our best practices. Then, our personalized and interactive hands-on training gets your entire team prepared, involved, and motivated.

With three levels of implementation and end-user trainining, you're assured of the right combination of implementation flexibility and training features that match your business needs:

  • Quick Start Training
    Get started quickly with 3 helpful hours of implementation and best-practice training, including easy-to-use self-help modules, detailed technical support, community training plus a sales process review, data migration review, and custom, detailed best practices consulting.
  • Success Start Training
    Go even further with our Success Start Training module. You get 5 hours of implementation support plus 3 hours of custom, site-specific training. We'll also cover expanded Basic Training, Advanced Training, and Management Reporting.
  • Advantage Training
    Get our complete implementation and training program featuring 12 hours of implementation support along and 3 hours of custom site-specific, personalized training. We cover everything in our Quick Start and Success Start training programs plus an expanded sales process review, data migration review, and custom, detailed best practices consulting.

Set Up and Training Features

Quick Start Training Success Start Training Advantage Training
Share best practices and get personalized set-up guidance from a CampaignerCRM Implementation Specialist 3 hours 3 hours of implementation plus 3 hours custom training 12 hours of implementation plus 3 hours of custom training
Self-help and technical support Yeah, we got that! Yeah, we got that! Yeah, we got that!
Unlimited community training Yeah, we got that! Yeah, we got that! Yeah, we got that!
Sales process review, data migration review,and custom, in-depth best practice consulting Yeah, we got that! Yeah, we got that! Yeah, we got that!
Additional 3 hours of custom, site-specific training   Basic Training
Advanced Training
Management Reporting
Basic Training
Advanced Training
Management Reporting
Contact us for specific information regarding larger deployment and training needs.

Contact your CampaignerCRM representative to learn more about how we make implementation and training simple. You can download more info, or simply call us at (866) 450- 8522.



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