Insightly CRM Trainers

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

Insightly CRM Trainers

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

Book a Insightly CRM Trainer

Benefits of a Insightly CRM training session

If you’ve got a tight budget and needed training yesterday, definitely jump on the Insightly 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 Insightly 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 Insightly CRM use in the context of your organisation
  • Insightly CRM learning content i.e. basics, advanced features, specific workflows
  • Insightly CRM questions from your team
  • Clarification of any follow-up research for your trainer
  • End of session (with option to be sent additional Insightly CRM information, notes and video afterwards)

Preparing yourself or your team for the session

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

  • Sign up to Insightly CRM and invite any other team members to Insightly 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 Insightly CRM) or have an extra tab open in your browser
  • Prepare any questions you have about Insightly CRM
  • Ask your team to watch one of the Insightly CRM basics videos above to get a feel for Insightly CRM and how it can be used

Extra Insightly 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


Insightly CRM Developers

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


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