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Sales Professionals Training

Practical training designed specifically to equip sales professionals with the skills to boost performance and close deals efficiently.

Service Professionals Training

Specialised instruction empowering service teams to deliver outstanding customer support and swiftly resolve inquiries.

Creatio Marketing Training

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System Administrators Training

Comprehensive training enabling administrators to confidently manage system users, security settings and CRM maintenance.

Advanced (No-Code) Users Training

In-depth technical training for advanced users, focusing on CRM customisation, integration capabilities and streamlined process automation.

Format14CRM’s
Approach to Training

Format14CRM provides approachable, practical CRM training tailored specifically to user roles and business goals.

Expert-led sessions combine clear instruction with hands-on learning to provide comprehensive coverage of everything from core user tasks to advanced configuration and automation.

We focus on equipping your teams with the skills to confidently use your CRM through easy going training sessions that can slot into busy work schedules. Our range of formats allows you to rapidly upskill or incrementally improve your team’s knowledge ensuring that your CRM’s features are fully utilised.

Sales Professionals Training

Lead and Opportunity Management

Lead and Opportunity Management

Training in lead and opportunity management ensures sales professionals can effortlessly track potential customers through the entire sales journey. It provides essential techniques to prioritise leads and convert opportunities efficiently, significantly improving conversion rates.

Sales Forecasting

Sales Forecasting

This training equips sales teams to accurately forecast future sales performance using Creatio’s specialised forecasting module. Users will develop valuable skills to make informed, strategic decisions and optimise sales outcomes.

Quotes and Pricing Management

Quotes and Pricing Management

Training on quotes and pricing management empowers users to swiftly generate precise, customised quotations directly within Creatio. Sales professionals will gain confidence in delivering timely, accurate proposals, enhancing customer interactions and deal closure rates.

Sales Analytics and Dashboards

Sales Analytics and Dashboards

This training helps sales users build and interpret insightful dashboards and analytics tailored specifically to monitor sales performance. It ensures better visibility of sales metrics, supporting informed decision-making and strategy adjustments.

AI-Powered Sales Tools

AI-Powered Sales Tools

Training in Creatio’s new AI-driven sales tools provides users with capabilities to automate routine tasks and deliver personalised sales experiences. Users will learn to proactively identify trends and opportunities, greatly improving their sales efficiency.

From £200pp

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Service Professionals Training

Case and Queue Management

Case and Queue Management

Training in case and queue management allows customer service teams to handle and prioritise incoming support requests effectively. Users will develop strategies to streamline responses and swiftly resolve customer issues.

Escalation Procedures

Escalation Procedures

This training enables service professionals to quickly identify and escalate urgent cases to the correct channels within Creatio. Users become proficient in managing critical situations promptly, ensuring customer satisfaction and maintaining service quality.

Service-Level Agreement (SLA) Management

Service-Level Agreement (SLA) Management

Training on SLA management equips service teams with skills to consistently meet customer expectations through effective SLA tracking and compliance monitoring. Users will confidently manage response times, maintaining high service standards.

Knowledge Base Utilisation

Knowledge Base Utilisation

This training empowers service professionals to efficiently access and contribute to Creatio’s knowledge base, significantly speeding up issue resolution. Users will enhance their ability to provide accurate, informed customer support.

AI-Assisted Customer Service

AI-Assisted Customer Service

Training in AI-assisted customer service prepares users to utilise Creatio’s latest AI tools for predictive insights and recommended solutions. Service professionals will deliver proactive, personalised support experiences, dramatically improving customer satisfaction.

From £200pp

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Creatio Marketing Training

Campaign Management

Campaign Management

The art of message delivery, sending the right message at the right time by the right channel. We make sure your team has the right knowledge and the right tools to drive significant marketing benefits and revenue.

Advanced Dynamic Audience Segmentation

Advanced Dynamic Audience Segmentation

Analysing your data to find the patterns that will enable you to successfully segment your audience means you can deliver better messages that interest the audience.

Email Design and use of Templates

Email Design and use of Templates

Defining templates that can rapidly be re-used to ensure your team can react as needed to market driven forces. No need to have teams of coders building your emails.

Dynamic Email Design

Dynamic Email Design

How to use advanced audience segmentation to deliver fresh, dynamic emails where the text and images can change for different segments of your audience.

Automation Strategies and analytics

Automation Strategies and analytics

Using the right tools to build journeys for your customers, nurturing them with timely message delivered automatically based on behaviour and interactions on other customer facing components. Discover the most common path your customers follow through your planned marketing journeys.

From £200pp

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System Administrators Training

User Access and Security

User Access and Security

System administration training ensures users can confidently manage roles, permissions, and security configurations in Creatio. Administrators will learn to safeguard organisational data effectively and facilitate secure user collaboration.

System Configuration Essentials

System Configuration Essentials

This training provides system administrators with practical skills for customising Creatio’s user interface, layouts, and fields. Users will confidently tailor the CRM environment to perfectly match business-specific workflows and processes.

Data Management and Integrity

Data Management and Integrity

Training in data management teaches administrators to efficiently handle data import, export, migration, and maintenance tasks. It ensures ongoing data accuracy, consistency, and system reliability.

Platform Maintenance and Updates

Platform Maintenance and Updates

Training enables system administrators to proactively maintain Creatio’s performance through effective troubleshooting and routine maintenance. Users will acquire skills necessary to manage seamless system updates and version upgrades.

Activating and Managing New Features

Activating and Managing New Features

This training equips administrators with the knowledge to confidently deploy and manage Creatio’s newest features, such as Freedom UI and AI integrations. Users will ensure their CRM system remains innovative, fully utilised, and aligned with business needs.

From £200pp

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No-Code Enablement

Format14CRM’s No-Code Enablement services empower your teams to quickly and confidently customise, automate, and enhance your CRM without coding. Our practical, expert-led delivery models ensure you gain maximum value from your CRM solution, enabling rapid no-code innovation, greater flexibility, and improved business outcomes.

Advanced (No-Code) Users Training

Business Process Automation (Advanced BPM)

Business Process Automation (Advanced BPM)

Training in advanced BPM provides no-code users with skills to design and automate complex business workflows effectively. Users will significantly streamline operational processes, improving organisational efficiency.

Custom UI Design with Freedom UI

Custom UI Design with Freedom UI

This training allows advanced users to build engaging, responsive user interfaces with Creatio’s new Freedom UI Designer. Users will customise Creatio’s appearance and functionality, enhancing user experience without coding expertise.

AI Skill Configuration

AI Skill Configuration

No-code training for AI skill configuration empowers users to customise Creatio’s AI-driven recommendations, predictions, and automation tasks. Users gain skills to optimise CRM processes intelligently, enabling smarter decision-making.

Advanced Data Modelling

Advanced Data Modelling

This training equips users with the expertise to design sophisticated custom data models and modules within Creatio. Users will confidently adapt the CRM to meet specific business scenarios, enhancing data management and reporting capabilities.

Integration and API Basics

Integration and API Basics

Training in integration and APIs enables no-code users to seamlessly connect Creatio with external applications and services. Users will acquire the foundational knowledge required to expand CRM functionality and streamline inter-system communication.

From £200pp

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