Sales track
For the people who sell, follow up and manage customers.
- Creating and qualifying customers
- Quotes, orders and invoicing
- Pipeline and follow-up tracking
- Reading margins and price lists
Make your teams self-sufficient on your ERP
An ERP that is properly installed but poorly used costs more than a well-kept spreadsheet. Data becomes wrong, trust erodes, and teams end up keeping a parallel file "just to be safe". That scenario is common, and it almost never comes from the software.
We train your users and administrators directly on your own instance, with your customers, your items and your procedures. Nobody practises on a demo database that looks nothing like their daily work.
Each session is built around the actions the participant actually performs: what a warehouse operator does has nothing in common with what an accountant does, and the training reflects that.
These four symptoms almost always appear together, a few weeks after go-live.
Without mastery of the tool, everyone returns to their personal spreadsheet. The ERP becomes a shell filled in afterwards, when someone remembers.
Duplicate customers, items created twice, stock never adjusted: a few weeks are enough to make reports unusable.
Every question converges on the same person, who becomes a bottleneck and can no longer take leave with peace of mind.
Automatic reminders, reports and imports already exist, but nobody knows they are there. Manual work continues.
Each participant leaves able to run their own operations without hesitation, in the right order and in the right place.
We pass on entry rules, naming conventions and the checks to run before validating.
Your administrators can create a user, adjust a right, correct an entry and run a backup without outside help.
The materials stay with you and serve to onboard new recruits, long after we have left.
We never mix profiles in one session: the pace and the examples have nothing in common.
For the people who sell, follow up and manage customers.
For the people who receive, store, pick and ship.
For the people who keep the books and watch cash flow.
For the one or two people who will keep the system alive in-house.
A complete programme, from the first screen to genuine autonomy.
We identify the roles to train, each group's starting level and the critical operations to cover first.
Before trainingExercises are written from your own documents: your item references, your customers, your approval flows.
1 week beforeHalf a day to two days per group, alternating demonstration and hands-on practice by participants.
Track dependentEach participant handles a full typical day in the system, unaided, with the trainer observing.
Final half-dayA channel stays open for a month for the questions that only appear once training is over and normal work resumes.
30 days afterThe ERP has been installed for six months but teams keep working in Excel alongside it.
Role-by-role recovery, data cleanup and a gradual end to parallel files.
Three new recruits must become operational quickly without tying up the existing team.
A targeted onboarding session and materials left with the company for future hires.
The company depends on a provider for the smallest user creation or rights change.
Two in-house administrators trained and able to handle daily operations without outside calls.
Successful training is not measured by satisfaction at the end of the session, but by the number of calls we do not receive the following month.
No. The business tracks assume the participant is discovering the tool. Only the administrator track assumes general IT confidence.
Half a day to two days depending on the track. We are happy to split sessions into half-days so activity does not stop.
Yes, in the vast majority of cases, on a copy of your database so practice work does not affect your real data.
Yes. Remote sessions work well for the administrator and finance tracks. For logistics, in-person remains clearly more effective.
That is planned for: a Q&A channel stays open for thirty days after the last session.
Give us the roles to cover and the starting level: we will propose a track, a duration and a schedule.