Business challenges
01
Go-live training was a 4-hour session for every user in the same room
Sales, customer success, finance, and operations all trained together on everything. The training was comprehensive in coverage and useless in practice -- nobody learned what they specifically needed to do.
02
Nobody remembers anything 90 days after go-live
Training was delivered at go-live. There was no reinforcement, no role-specific reference material, and no follow-up. Ninety days later reps are doing things incorrectly because they have forgotten how to do them right.
03
New joiners onboard with no formal CRM training
The onboarding process for new hires does not include structured CRM training. New reps learn by watching colleagues who may also be doing things incorrectly. Bad habits compound over time.
04
Training materials are outdated and sometimes misleading
The training was built at go-live 2 years ago. The CRM configuration has changed significantly since then. The training materials describe a system that no longer exists.
What is included
Assess current CRM adoption and task accuracy by role -- what each user group needs to do, how well they currently do it, and where the specific gaps are. The only foundation for training that will actually change behaviour.
Deliverables
How it works
Training needs analysis
Audit CRM adoption and task accuracy by role to identify exactly where the gaps are and what each group needs to learn.
Curriculum design
Design role-based training with task-based scenarios and exercises -- not feature-by-feature platform walkthroughs.
Material production
Produce live session materials, recorded walkthrough videos, quick reference cards, and e-learning modules for the agreed formats.
Delivery
Deliver live training sessions with attendance tracking, assessment, and same-day follow-up materials distributed.
Reinforcement & refresh
30-day and 90-day reinforcement check-ins and an annual curriculum refresh to keep materials current with CRM evolution.
Success stories
We had done generic Salesforce training on two previous implementation projects. Both times adoption fell below 50% within 90 days. Celumai's role-based approach delivered 91% adoption at 30 days that has held at 88% for 12 months.
The quick reference cards Celumai designed are the most consistently used document in our sales team. Every rep has them pinned in their browser. That is what effective training looks like -- not a certificate of completion.
Healthcare
180% increase in marketing-influenced pipeline
B2B Healthcare Company
Professional Services
300% increase in qualified inbound
CRM Consultancy (60 staff)
Platforms we use for this service
Free resource
Training needs analysis template, role-based curriculum framework, and adoption measurement plan for CRM training programmes that actually change behaviour.
From our team
FAQ
Ready to start?
We respond within 1 business day with an honest assessment -- no commitment required.
Client results
