The Workbooks CRM has been designed to be easy to set up and intuitive to use. Feedback from our customers consistently supports this claim. However, like anything, it's only easy when you know what to do and how to do it. Which is why we provide an extensive range of training and support mechanisms.
Each approach is designed to suit different users' learning styles, helping you to boost the adoption and success of your Workbooks implementation by getting your users up-to-speed quickly.
We provide a number of CRM training resources in the Knowledge Base section of our website. The ‘System Administrator’ and ‘Getting Started’ sections of the site, as well as the videos and tutorials, can guide you through the fundamentals of setting up, configuring and managing a Workbooks system. For some staff, access to these materials will be all they need to get started with Workbooks.
Alternatively, the Workbooks team can deliver 'generic' CRM training directly to your users, covering the standard functionality offered by Workbooks CRM. This is available to cover either Workbooks CRM or Business Editions and can be delivered either at your premises or at our offices in Reading.
One of the most crucial training needs is ensuring your Workbooks CRM administrator has a proper understanding of managing and configuring the system so it is optimised for your business. The Workbooks System Administrator Training course is an intense, two-day course that provides comprehensive tutoring in all aspects of the Workbooks CRM platform.
We can offer 'Train the Trainer' CRM training courses to small groups of key ‘super-users’ who can then provide internal support to their wider user-base. This training would focus on administrative and core Workbooks capabilities, giving your power-users the knowledge needed to be self-sufficient in designing and configuring your system and help in transferring knowledge to internal users.
If you prefer, we can provide high-quality on-site training directly to your users, which can be tailored to accommodate ‘non-standard’ implementations, including the provision of customised training manuals if required. In-house training is a great way to ensure your whole team has been given the skills required to utilise key areas of the system needed to perform their job role effectively. In-house training additionally helps people to understand how their input is utilised by their colleagues in different departments or job functions for the overall benefit of the customer and business.
And of course, throughout the lifetime of your Workbooks contract you always have access to our skilled support team to help answer any queries and to assist you in getting the best out of your system.