Capsule CRM Trainers

Looking for a Capsule CRM trainer for yourself or your business? Book a private session or get corporate Capsule CRM training now.

Capsule CRM Trainers

Would you prefer to get personalized Capsule CRM training via a video call at a time that suits you? By booking in a Capsule CRM training session with a Capsule CRM expert, you’ll get training that is suited to your business use case and to your training timeframe.

Book a Capsule CRM Trainer

Benefits of a Capsule CRM training session

If you’ve got a tight budget and needed training yesterday, definitely jump on the Capsule CRM YouTube channel or visit their support knowledge base to get quick, basic training. If you’re looking for more comprehensive training, the main benefits you’ll get from one-on-one training are:

  • Structured training that is in-context with your skill level
  • Question time! You’ve done the training and are wondering how it would best apply to your team? Getting to ask specific questions and get instant answers is gold
  • Team engagement as you’re all learning at the same time and you know what everyone knows about the software
  • Better user adoption. You’ll have resistance to the training because people hate change but having an engaged trainer to answer objections leads to better user adoption
  • Customised training. You’re running a unique business in a specific industry. Get training with your terminology to faster track the learning journey
  • Suits your workflow. You run your business in a specific way and the software you use needs to work in a specific way. Get workflow automation training as a bonus!

What happens in a Capsule CRM training session?

Training sessions are structured to best suit your skill level, industry, class size and learning outcome requirements.
You’ll get a booking link so you can attend the video session and the session will follow a format similar to:

  • Quick introductions
  • Putting your Capsule CRM use in the context of your organisation
  • Capsule CRM learning content i.e. basics, advanced features, specific workflows
  • Capsule CRM questions from your team
  • Clarification of any follow-up research for your trainer
  • End of session (with option to be sent additional Capsule CRM information, notes and video afterwards)

Preparing yourself or your team for the session

Ready for your Capsule CRM video training session? Make sure you that these steps before the session starts:

  • Sign up to Capsule CRM and invite any other team members to Capsule CRM so they’re able to login
  • Ensure that you and your team members have access to a solid internet connection and a quiet space
  • Consider using two screens during training (one to show your trainer and one to show Capsule CRM) or have an extra tab open in your browser
  • Prepare any questions you have about Capsule CRM
  • Ask your team to watch one of the Capsule CRM basics videos above to get a feel for Capsule CRM and how it can be used

Extra Capsule CRM training resources you can get

You’ve booked the session but we know that you might want extras. Request these extras with your training booking:

  • Customised videos for your knowledge base. Super useful for new hires and for people to refresh their knowledge
  • New hire quick start videos. Get onboarding training that is specific to the needs of your business
  • Extra sessions. Everyone busy? Split out the training into short, punchy mini-sessions to better suit training and information retention to your fast-paced workplace
  • Edited recording. Trainers are happy to record sessions but you might want an edited video for your team’s use. Request this when you make your booking


Capsule CRM Developers

Looking for a Capsule CRM developer to help you set up your Capsule CRM workspace in the right way? Get in contact and we’ll match you with the Capsule CRM developer that best suits your business needs.


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