Are you looking for a Highrise software trainer who can lead corporate training at your company? We can match you with an experienced Highrise trainer who can run a virtual CRM training session for your business.
Request training and a member of our team will be in touch.
Contents
There are many reasons why companies request training in using Highrise software. They might have recently signed up to Highrise and want to ensure that they’re using the software to its full potential. They might want to onboard staff members to use Highrise and want a certified trainer to answer all the tough questions that the team has.
In this article, we’ll be looking at some basic information that will help you get prepared for working with a software trainer. We’ll look at Highrise implementation steps, how to onboard new users, how to train admins and how to best set up permissions. We’ll also look at a sample one-day training schedule that you could tailor with your trainer and will outline our upcoming Highrise online course. Let’s start with implementing Highrise in your business.
To get started with Highrise CRM software, the first step is to sign up for an account and choose a plan that suits your business needs. Next, you can import your existing contacts and leads into the system. You can also customize your account settings and create custom fields to track specific information. Once your account is set up, you can start using the software to manage your customer relationships, track sales leads, and collaborate with your team. Highrise offers a variety of features, including task management, email integration, and reporting tools. To get the most out of the software, it’s important to train your team on how to use it effectively and consistently. Highrise also offers customer support and resources to help you get started and optimize your use of the software.
Highrise is a CRM software that can benefit various types of users within a company. Sales teams would greatly benefit from training in this software as it allows them to track leads, manage contacts, and monitor sales pipelines. Marketing teams can also benefit from training in Highrise as it enables them to create targeted campaigns and track customer interactions. Customer support teams can use Highrise to manage customer inquiries and provide personalized support. Additionally, managers and executives can benefit from training in Highrise as it provides them with real-time insights and analytics to make informed business decisions. Overall, any user who needs to manage customer relationships, track sales, or analyze data would benefit from training in Highrise.
1. Start by creating user accounts for new users in the Highrise CRM software.
2. Provide new users with login credentials and instructions on how to access the software.
3. Offer a comprehensive training session to familiarize new users with the software’s features and functionalities.
4. Assign a mentor or point of contact for new users to address any questions or concerns during the onboarding process.
5. Encourage new users to explore the software and experiment with different features to enhance their understanding.
6. Provide access to resources such as user guides, tutorials, and FAQs to support self-learning and troubleshooting.
7. Schedule regular check-ins or follow-up sessions to ensure new users are comfortable using the software and address any additional training needs.
8. Offer ongoing support and assistance to new users as they continue to navigate and utilize the Highrise CRM software effectively…
To train admins of Highrise CRM software, start by providing an overview of the software’s features and functionalities. Explain how to navigate the user interface, access customer data, and manage contacts. Demonstrate how to create and customize pipelines, set up tasks and reminders, and generate reports. Encourage admins to explore the software and familiarize themselves with its various modules. Offer hands-on training sessions, either in-person or through virtual meetings, where admins can practice using the software and ask questions. Provide comprehensive documentation, including user guides and video tutorials, for reference. Additionally, consider organizing workshops or webinars to address specific topics or advanced features. Regularly communicate software updates and new features to admins to ensure they stay up-to-date with the latest enhancements.
To set up user permissions in Highrise CRM Software, start by accessing the admin settings. From there, navigate to the user management section. Here, you can create new user accounts and assign specific roles and permissions to each user. Roles can be customized based on the user’s responsibilities and access needs. For example, you can grant read-only access to certain users, while allowing others to edit and delete data. Additionally, you can restrict access to sensitive information by setting up permissions for specific modules or features within the software. It is important to regularly review and update user permissions to ensure data security and maintain proper access levels for each user.
9:00 AM – Introduction to Highrise: Overview of CRM software, its benefits, and key features.
10:00 AM – User Registration: Step-by-step guide on creating user accounts and setting up profiles.
11:00 AM – Contacts Management: Exploring how to add, edit, and organize contacts within Highrise.
12:00 PM – Lunch Break
1:00 PM – Task and Activity Tracking: Understanding how to create tasks, assign them, and track progress.
2:00 PM – Communication Tools: Utilizing Highrise’s email integration and note-taking capabilities.
3:00 PM – Deal Management: Learning how to create and manage deals, track sales pipelines, and generate reports.
4:00 PM – Q&A Session: Addressing any questions or concerns from the participants.
5:00 PM – Wrap-up and Next Steps: Recap of the training, providing additional resources for further learning and support…
We have a comprehensive Highrise course on our waitlist for creation. Join the course waitlist for the below course.
Course Name: Mastering Highrise: A Comprehensive Guide to CRM Software
Description: This online course is designed to equip individuals with the necessary skills to effectively utilize Highrise, a powerful CRM software. Participants will learn how to efficiently manage customer relationships, track leads, and streamline sales processes. Through interactive modules, practical exercises, and real-world examples, learners will gain a deep understanding of Highrise’s features, including contact management, task tracking, and email integration. By the end of the course, participants will be able to leverage Highrise to enhance customer satisfaction, increase sales productivity, and optimize business growth.
Expected Learning Outcomes:
1. Proficiently navigate and utilize Highrise’s interface and functionalities.
2. Effectively manage and organize customer contacts, tasks, and deals.
3. Implement strategies to streamline sales processes and improve efficiency.
4. Utilize Highrise’s email integration feature to enhance communication and collaboration.
5. Apply best practices for leveraging Highrise to optimize customer relationship management and.
We’ve outlined above some of the basics of implementing Highrise in your business, getting staff onboard, updating settings etc and we’ve also looked at a sample online training schedule. If you’re looking for a virtual training session or in-person, on-site Highrise training, reach out using the Request Training button above. If you’d like to enrol in a self-paced, online Highrise course, join the course waitlist and you’ll be the first to know when it launches.
