Training that helps employees get started with your CRM
This customizable CRM training course includes sample content using a mock app to teach learners how to log in and use a CRM system.
Get a jump start on creating CRM training courses
This CRM training sample course provides a practical framework to help employees understand and navigate your company’s customer relationship management system. Using a fictional app called “Relatify,” the course walks learners through key tasks such as logging in and using core CRM features.
Course template topics include:
Sample learning objectives
Customize this training template with your company’s information to quickly build employee expertise in your CRM system. For example:
- Apply company-specific information within the CRM system.
- Demonstrate how to log, update, and manage customer data.
- Create and manage customer cards using the CRM system.
Key features used
Explore the Articulate 360 features that make this course effective and engaging
Branded palette
Customize with company colors, images, and learner-relevant content
Labeled graphic markers
Help learners identify and understand important terms through engaging graphics
Modular block-based authoring
Easily customize for longer learning paths or break into shorter micro-lessons
The Articulate difference
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Supercharged with AI
- Stay in the driver’s seat while creating content nine times faster.
- Get high-quality help from AI Assistant built for instructional design.
Designed for all skill levels
- Start right away, even if you’ve never created training before.
- Power up training with advanced tools for seasoned professionals.
Accessibility-focused
- Build inclusive e-learning in software designed for global accessibility best practices, including WCAG.
- Use robust features like keyboard navigation, screen reader support, and custom closed captions.
Global e-learning community
- Grow your skills with E-Learning Heroes, a thriving community of 1.4 million active users.
- Join empowering discussions and weekly challenges, and access hundreds of free templates and downloads.
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