CRM and AI training
Turn your CRM and AI into something your team actually uses.
A great CRM and the latest AI are wasted if no one knows how to use them. We teach your team with video courses, written guides, and live sessions, on your CRM and on using AI well, built around how you actually work.
How we train
Three ways to learn
Video courses
Short, practical lessons your team can watch on their own time and come back to whenever they need a refresher.
Guides & articles
Written, step-by-step walkthroughs for the tasks your team does most. Start with our free ones on the blog.
Live & in-person
Hands-on sessions, remote or on-site, built around your setup and the way your team actually works.
What we cover
- Day-to-day CRM for reps, admins, and managers
- Reports, dashboards, and forecasting
- Automation, flows, and workflows
- Using AI tools well: prompting, drafting, and summarizing
- The AI built into your CRM (Einstein, Copilot, and more)
- Data hygiene, security, and best practices
- Onboarding for new hires
What you get
- A team that uses the CRM and AI you pay for
- Confidence with AI, not fear or hype
- Fewer mistakes and less clean-up
- Materials your team keeps and reuses
- Training built around your setup, not generic
Questions we get
Do you train on AI, or just the CRM?
Both. We cover your CRM and how to use AI well, the AI features built into your platform and general tools like ChatGPT, so your team gets real value without the hype or the risk.
Is training for our whole team, or individuals?
Either. We do team sessions, role-specific training, and one-on-one onboarding for new hires, whatever fits.
Do you have free training?
Yes. Our blog has free tutorials and deep dives. Paid training goes deeper and is tailored to your setup.
Can training be part of a project?
Absolutely. It’s often the best way to make a new CRM or AI rollout actually stick. We can fold it into any consulting engagement.
Get your team up to speed.
Book a free consultation and we’ll put together a training plan for your team, your CRM, and the AI you want to use. No pitch, no pressure.