Training & Implementation

Meet Your Team of Experts

Let us support you in doing what you do best. Our dedicated Optera CRM Implementation Consultants are your technology partners, guiding you and your team through a smooth and successful onboarding experience with Optera CRM.

Getting Started with Optera CRM

Your Path to a Seamless Setup

Getting Started

Prepare Your Team for a Smooth Transition

The first step in your Optera CRM journey is preparing for change. Moving from paper-based processes and scattered systems to an all-in-one platform takes effort, but with the right strategy, it’s completely manageable.

Configuring Your System

Build a Strong Foundation with Hands-On Training

Now that the groundwork is set, it’s time to train your team and configure Optera CRM for your business. This step ensures you maximize the platform’s potential for streamlined operations.

Tailored Training

Personalized for Your Business and Workflows

Online learning is one thing, but hands-on training takes it to the next level. With Optera CRM Implementation Consultants, you’ll receive personalized guidance to set up workflows and processes that fit your business. Whether on-site or virtual, these sessions are designed to engage your team, address their questions, and ensure a smooth transition. Your team gets the support they need—right when they need it.

Launch & Succeed

It’s Time to Go Live!

Congratulations! After completing your training, you’re ready to officially launch Optera CRM. While going live can feel overwhelming, rest assured that you have access to ongoing training, resources, and tools to support you every step of the way.

Continuous Learning

Unlock the Full Potential of Your Investment

Keep Advancing Your Business with Ongoing Learning

After you've mastered Optera CRM, we don’t leave you hanging. We offer regular training and resources to ensure you're always ahead with the latest features and updates. Discover the key tools we provide for your ongoing success:

Online Training Sessions

Need extra help or advice implementing a new feature? Schedule a one-on-one online training session or join one of our shared workshops to deepen your understanding and skills with Optera CRM.

Onsite Follow-Up Training

Looking to refine workflows, optimize processes, or give your team a deeper understanding? Spend more time with our expert Implementation Consultants for tailored support and guidance on-site.

Learn at Your Own Pace

Utilize our Learning Toolbox to train new staff, enhance employee skills, and explore new Optera CRM features all on your schedule.