CRM / training
Training amoCRM for managers
A separate CRM page for team training: video tutorials, short instructions, analysis of common errors, adaptation of new managers and a knowledge base directly on the CODE9 website.
What can be taught
Topics
- How to conduct a deal, not lose the next step and work with statuses correctly.
- How to call, write to a client, set tasks and record the result.
- How to work with documents, payments, chats and analytics inside CRM.
How to submit
Page structure
- Divided into short lessons: basic work, control, mistakes, best practices.
- A card for each video with a clear title and result for the manager.
- A separate block for repeated viewing and quick entry for new employees.
What will strengthen
Content
- Videos are 3-7 minutes long with one topic per lesson.
- Interface screen, time codes and a short description that the manager will receive after viewing.
- Link to a case or widget if the lesson is related to a specific tool.
Video for clients
Self-configuration of the CRM system
This block shows the client that part of the basic setup can be completed independently: the structure of CRM, the logic of the stages, fields, tasks and work discipline of the team. If YouTube does not open inside the page, the video is still available separately.
The video is embedded as an example for clients. For deep implementation and customization to the company’s processes, you further need a separate project with analysis of the funnel, roles, analytics and integrations.
Related Pages
What else to watch on training and control
Executive Training
If you need a separate management layer: delays, funnel, weak managers and losses by stage.
Manager's reports
A page about what numbers and signals the owner and ROP should see in CRM.
Setting up analytics amoCRM
So that training is related not only to the interface, but also to the real performance of the sales department.
Auto scripts
If training needs to be based on robots, triggers, tasks and the logic of the next step.