Sales rep training
Creating leads, moving stages, planning activities, preparing quotes, logging WhatsApp and phone conversations.
Services
If the team does not use it, the setup is wasted
We design training as the team doing their own work on their own screen, not as a generic product tour. No slide deck, everyone opens their own record.
At a glance
- Sales rep training
- Manager training
- Portal admin training
- Module deep dives
- New joiner onboarding
Why does most CRM training not work?
At the end of a classic CRM training the team says they understood it, and the next week nobody logs in. The cause is usually the training itself:
- The same content is given to everyone, so reps sit through manager screens they will never use
- It is demonstrated on a demo account and nobody tries it with their own data
- It happens once, support stops before the habit forms
- The "why" is never explained, so the team treats the system as extra work
- Nothing is recorded, so every new joiner is taught from scratch
Which sessions do we run?
Three main tracks: take one, two or all of them.
Manager training
Funnel reports, rep performance, forecasting, workload distribution and checking whether the team is actually using the system.
Portal admin training
Adding users, editing permissions, changing fields and stages, building automation rules and basic troubleshooting.
Module deep dives
Separate sessions for tasks and projects, documents, e-signature or time tracking.
New joiner onboarding
A shortened, repeatable starter session for people joining the team.
Refresher sessions
A few weeks later, revisiting the topics that usage data shows are not sticking.
Your portal, your data
Running training on a demo account is the most common mistake we see. The team is comfortable with demo data but goes back to their own screen where the fields are different, the stages are different and they do not know what to do.
So we always train on your portal, with your pipelines and your customer records. What a participant creates during training carries on into their real work the next day.
- Real pipeline, real fields, real permissions
- Participants log in with their own account
- Records created in training are cleaned up or turned into real ones
We explain why, not just how
A team that does not know why a field exists will not fill it in. "Tick the source field" is not enough; you have to show which report it feeds and whose decision that report changes.
In training we show the consequence of each step: this field feeds that report, this stage triggers that automation, if this record is not created that customer gets forgotten.
- Showing which report each field feeds
- Triggering automations live so people see them fire
- Sharing common mistakes and what they cost
Training ends, follow-up does not
Two or three weeks after training we look at usage: how many records were created, which stages stay empty, who never logged in.
That data shows plainly what was not understood. Where useful we run a short refresher; where useful we simplify the system; sometimes the problem is not the team but unnecessary required fields.
- Sharing the usage report with the manager
- A short refresher on what did not land
- Removing unnecessary complexity
Training content by role
Durations are per session; large teams are split into groups.
| Session | Audience | Duration | Main topics |
|---|---|---|---|
| Sales rep | Field and inside sales | 2 hours | Leads, stages, activities, quotes, WhatsApp and call logging |
| Manager | Sales / operations manager | 1.5 hours | Funnel reports, performance, forecasting, workload, usage tracking |
| Portal admin | Whoever will run the system | 3 hours | Users, permissions, fields, stages, automation, troubleshooting |
| Module deep dive | The relevant team | 1.5 hours | A single module: tasks, documents, e-signature, time tracking |
How would this work in your process?
In a free 30-minute call we listen to your workflow and map out how this would run in your company.
How training runs
We do not train unprepared; the content is written around your setup.
- 01
Portal review
Before the session we look at your setup and shape the content around it.
- 02
Role-based sessions
Each role works in its own session, on its own screen, with its own data.
- 03
Hands-on
Participants create their own records and move stages during the session.
- 04
Recording and notes
Session recordings and short usage notes are left with the team.
- 05
Follow-up session
A few weeks later we review usage data and revisit what did not stick.
What you end up with
- Role-based training delivered on your own portal
- Session recordings; reusable for new joiners
- Short usage notes written for your company
- A list of common mistakes and their fixes
- A post-training usage report and follow-up session
Features
Related features
The modules we most often roll out alongside this one; they reinforce each other in the same setup.
Lead Management
Collecting leads is the easy part. Responding quickly, assigning correctly and following up consistently is where deals are won. We build Bitrix24 around those three things.
Team Performance
A performance conversation should start from data both sides accept. We configure Bitrix24's task reports, workload charts and efficiency scores around the way your company actually works.
Knowledge Base
People come and go; knowledge should stay with the company. We structure your work instructions, checklists and manuals in the Bitrix24 knowledge base and make them genuinely searchable.
Mobile App
If a large part of your team is not at a desk, the system has to travel with them. We set up the Bitrix24 mobile app as shared working ground for field staff and everyone supporting them.
Other services
Bitrix24 Setup
Opening a Bitrix24 account takes five minutes. The real work is getting your sales process correctly placed inside that account; that is what we mean by setup.
Technical Support
Things keep changing after setup: new products, new people, new processes. A support plan lets you make those changes without opening a project each time.
Customisation
Bitrix24's standard structure is enough for most companies. Where it is not, we look at configuration before code; unnecessary development becomes a maintenance burden later.
Frequently Asked Questions
Is training online or in person?
Both work. Most sessions are online video meetings with participants joining from their own computer and account. We also run in-person sessions anywhere in Turkey.
How many people can attend?
We recommend 8–12 people per group for a productive session. Larger teams are split; it matters that everyone can ask questions and try things.
Do we get a recording?
Yes. We leave the session recordings and short usage notes written for your company. We can also place them in your Bitrix24 knowledge base so new joiners reach them directly.
Someone else did our setup; can we still take training?
Yes. In that case we review the portal first and build the training around your existing configuration. If we spot something that should be fixed, we tell you.
What if the team still does not use it afterwards?
We look at the usage data. It usually comes down to one of two things: the system was built more complex than it needs to be, or the manager is not following up. We fix the first, for the second we show the manager which reports to watch.
Let's configure this around your business
Book a free intro call and we'll walk through your process and show which settings fit you.