Training & Enablement

Role-based training, so the team actually adopts it

Our team, not just our software. Role-based training sessions so each part of your team, from sales and delivery to finance and admins, learns the workflow that is actually theirs, delivered by the people who build the product.

Start free trial Scope a training plan

What's covered

Sessions built around each role

Track 1

Sales & delivery teams

For the people using them daily

  1. 1Pipeline
  2. 2Proposals
  3. 3Project delivery
  4. 4Time tracking
Track 2

Finance & admins

For the people who configure and bill

  1. 1Invoicing
  2. 2Payment reconciliation
  3. 3Roles and permissions
Track 3

Owners & managers

For the people who need the big picture

  1. 1Reporting
  2. 2Utilization views
  3. 3Profitability views

Sessions can be scoped to your team's actual workflow, including vertical-specific processes.

Who delivers the training

The people who build the product, not a separate outsourced trainer.

How it fits onboarding

Training starts in week 3 and keeps going

Role-based sessions happen alongside testing in week 3, then continue as your team's usage grows.

  1. Week 1

    Discover & Configure

    Your account is set up and configured to your process.

  2. Week 2

    Migrate & Integrate

    Data is migrated in and integrations connected.

  3. Week 3

    Train & Test

    Role-based training happens here, alongside testing.

    This service
  4. Week 4

    Go Live & Hypercare

    You go live with close support on hand.

  5. Ongoing

    Support & Optimise

    Training continues as needed as your usage grows.

FAQ

Frequently asked questions

  • The professional services team: the people who build the product, not a separate outsourced trainer.

Related

Explore further

Professional Services

Our team, not just our software

All services

Get your team trained on CrmLeaf

Talk to the services team to scope a training plan for your roles.

Start free trial Book a 30-min demo