Northwest Data Designs

CRM Training

At NWDDI, we believe in empowering your team to use the CRM to its full potential. We offer comprehensive and personalized training sessions that align with your specific business processes and the features implemented, ensuring your team is equipped with the skills to maximize the CRM’s functionality.

Whether delivered online or in person, our training sessions cater to all skill levels—from beginners to experienced users. We focus on practical applications, ensuring that your team feels confident using the CRM to drive efficiency and support business growth. With NWDDI, your business is set up for success right from the start.

Basic Training

  • Create and manage contacts

  • Use the calendar

  • Share information with other users

  • Create templates to save time with documents

  • Use Activities to track and manage appointments, meetings and tasks

  • Use Groups to communicate and follow up more efficiently

  • Use Companies to quickly access important information about prospects and clients

  • Use Opportunities to keep your pipeline full and turn more prospects into customers.

  • And, learn the basic functions of the Opportunity List, Task List, and Dashboard.

Advanced Marketing and Data Mining

  • Manage Opportunities to fill your pipeline and close sales more quickly.

  • Create Advanced Queries to target the right prospects and customers.

  • Work with Groups to save time and maximize your results.

  • Work with Companies so important data is at your fingertips.

  • Design an Activity Series to save time and ensure nothing slips through the cracks.

  • Customize document and e-mail templates to save time and produce perfect documents every time.

  • Prepare and send mail-merge materials to deliver personalized mass mailings with one click.

Training & Classes

On-Site Training

On-site customized training is fine-tuned for your business and industry needs. New employees can learn everything they need to know about to get up-to-speed quickly. On-site training is very cost effective for large groups.

Remote Training

Join Northwest DataDesigns for live and fully interactive, web-based training via the phone and an Internet connection. Perfect for companies with remote employees.

Training & Classes

Unlock Your Business Potential with Expert CRM Consultation

Contact us today to discover how we can help your team achieve success by implementing or expanding your current CRM.

Serving businesses across the US, we provide both online support and on-site evaluation and consultation with one of our certified experts.

CONTACT US