ContactBuilder offers a variety of formats of training sessions, from group face-to-face sessions to bitesize, personal webcast training.
Sessions can be catered easily to your specific requirements, across a number of ContactBuilder user profiles, including:
Marketing
- How to upload developments/plots
- Uploading HTML adverts
- Building email segments
- Sending HTML emails
- How to effectively cleanse data
Sales advisers
- Creating tasks and interactions
- Logging phone calls
- Sales progression features
- Sending bulk emails
- Bulk-completing set tasks
- Refresher one-to-one for existing users
Sales managers
- Adding/removing system users
- Correctly assigning user levels/privileges
- Monitoring tasks/interactions across multiple sites
- Master the reporting suite
Aftercare
- Raising tickets
- Assigning contractors
- Sharing important documents
- Monitoring tickets
- Keep all parties up to date
You may be able to apply for a training grant through CITB, visit their website for more details https://www.citb.co.uk/
Feedback from our clients
“What did you find most useful about the training session?”
- “We were able to cover the topics and questions that the team wanted to cover which meant it was really relevant to everyone”
- “Covered all points, feel ready to use ContactBuilder due to the practical elements of the training.”
- “The whole session, just knowing how to navigate round site and access certain topics”
- “Clear, concise training”
- “All of it!”
Meet our trainer
Meet our trainer extraordinaire, Susannah Simmons here
Arrange training
For any skill level or any number of users, be it one-to-one or group sessions, complete the form below to arrange expert training for any ContactBuilder requirements.