CRM Training

CRM Training – Ascent

Most businesses don’t struggle because their CRM lacks features. They struggle because their teams don’t know how to use the system in a way that supports day‑to‑day operations.

Ascent’s CRM training solves that problem for your business. We deliver practical, process-aligned CRM training that helps your users work confidently, consistently and efficiently – whether you’re adopting Zoho for the first time or improving an existing setup.

Our courses are delivered by certified CRM trainers with real implementation experience. Every session is tailored to your organisation’s processes, documentation standards and operational reality.

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Three Types of CRM Training We Provide

1. Ad‑Hoc CRM Training

For businesses that “don’t know what they don’t know”, ad‑hoc training provides clarity fast.

If your team needs help with a specific Zoho application such as Zoho CRM, Zoho Desk, Zoho Books or any other app – we deliver focused, on‑demand sessions that walk users through exactly what they need to do.

Training can be delivered:

On‑site at your offices
At our offices near Birmingham and London
Remotely for distributed teams

These sessions are step‑by‑step, practical and built around your real workflows. As part of the process, we ensure your Standard Operating Procedures (SOPs) align with your documentation processes, so training reinforces the way your organisation works.

2. Project‑Related Training

When training is part of a wider CRM implementation, we deliver structured knowledge transfer based on your project deliverables.

This includes:

Features and functions implemented during your project
Your organisation’s processes and requirements
The specific workflows your teams will use daily

Project‑related training ensures your users and administrators understand exactly how the system has been designed, why certain processes exist, and how to operate the CRM confidently from day one.

This is not generic product training – it is your CRM, taught in the context of your business, with clear guidance on how to use it effectively.

3. CRM Administration Training

Administration training is designed for your internal champions – the people responsible for first‑line support, configuration oversight and system governance.

This training covers:

CRM configuration
Settings and permissions
Process alignment
Best‑practice administration
Managing updates and changes
Supporting internal users

Administration training is ideal for IT professionals or nominated staff who need to understand how the CRM works behind the scenes. It equips them to maintain the system, support colleagues and ensure processes stay consistent across your business.

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How We Tailor Training to Your Business

Zoho is powerful – but its flexibility can overwhelm teams who simply want to solve a problem or complete a task. Many organisations come to us saying:

“We don’t know what we don’t know.”

When this happens, we start with your problems, not the software.

We run an information‑gathering stage to understand:

What your teams are trying to achieve
Where processes break down
What gaps exist in your current CRM
Whether training alone will solve the issue
Whether configuration changes are needed first

Sometimes the challenge isn’t a lack of knowledge – it’s a missing workflow, an outdated configuration or a process that hasn’t been implemented correctly. In those cases, we address the system gaps first, then train your teams on the improved setup.

This ensures training is relevant, practical, and immediately useful.

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