Bitrix24 training for your team
A configured portal is useless until people actually use it.
The most common reason a CRM fails is not the settings but the people: the system was set up, shown once in a group chat, and everyone wonders why deals are still in notebooks. Training is what fixes exactly that.
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What we do
Taught on your deals
Real company processes, not abstract examples.
Role by role
Managers, supervisors and administrators need different things.
Short instructions
One page per scenario, not a hundred-page policy.
Objections handled
We answer «this is inconvenient» before it becomes sabotage.
Two weeks of follow-up
We see what is filled in and what is ignored.
Materials remain
Recordings and guides for onboarding new staff.
Why training decides more than settings
Even a perfectly configured CRM stays empty if a manager does not understand why to fill the fields. «Because you must» does not work; explaining what changes in their own day does.
Second, habit. The first two weeks need support: show, correct, answer. Without it the team drifts back to the old tools.
Third, the supervisor. If they do not look at reports inside the system, managers immediately learn that filling it in is optional.
How the training runs
First with the supervisor: which reports to watch and what counts as normal. Then with managers — on their real deals, not on demo data.
A separate session for the administrator: adding staff, changing permissions, fixing routine problems without calling a contractor.
After the training, two weeks of observation: we look at what is genuinely filled in and re-train precisely where it is not.
How we run it
- Preparation. Reviewing your processes and roles.
- Supervisor. Reports, control, expectations.
- Managers. Working on real deals.
- Administrator. Permissions, staff, routine problems.
- Follow-up. Two weeks of observation and re-training.
Frequently asked
How much does training cost?
It depends on headcount and the number of roles. We estimate after a short review.
Online or on site?
Whichever suits. Online is cheaper and recorded; on site works better with teams resisting the change.
What if staff sabotage it?
We look at why: behind sabotage there is usually a misunderstood benefit or an awkward setup. Some objections are in fact bug reports.
Do materials stay with us?
Yes: short scenario guides and recordings you can use to onboard new people.
Is training needed when moving from another CRM?
Especially then: habits from the old system get in the way more than not knowing the new one.
Other Bitrix24 work
Продвижение и реклама
Train the team
Tell us about the team and the processes — we will propose a programme and an estimate.