CIM Pro Beginner CRM Training
Budget: $250 – $750 CAD
I need practical, easy-to-follow training materials that introduce absolute beginners to the CIM Pro CRM. The entire session must stay tightly focused on basic navigation and the user interface—menus, tabs, dashboards, and where to find the tools they will use every day. By the end, a new hire who has never opened CIM Pro should feel comfortable moving around the system without assistance.
I will provide a demo environment and test logins; you turn that access into a complete onboarding package. Please create engaging visuals, speak in plain language, and avoid overwhelming learners with advanced concepts.
Deliverables
• Session outline (60-90 minutes) with clear learning objectives
• Slide deck (PowerPoint or Google Slides) packed with screenshots and callouts
• HD screen-recorded walkthrough with voice-over (MP4)
• One-page quick-reference PDF for deskside use
I’ll review for clarity, accuracy, and flow; payment releases once the materials match the outline and run smoothly end-to-end. Let me know your experience building CRM training and which capture/editing tools you prefer so we can get started right away.
I will provide a demo environment and test logins; you turn that access into a complete onboarding package. Please create engaging visuals, speak in plain language, and avoid overwhelming learners with advanced concepts.
Deliverables
• Session outline (60-90 minutes) with clear learning objectives
• Slide deck (PowerPoint or Google Slides) packed with screenshots and callouts
• HD screen-recorded walkthrough with voice-over (MP4)
• One-page quick-reference PDF for deskside use
I’ll review for clarity, accuracy, and flow; payment releases once the materials match the outline and run smoothly end-to-end. Let me know your experience building CRM training and which capture/editing tools you prefer so we can get started right away.