Frequently Asked Questions
We have collected a lot of the common questions received over the years. If your question isn’t answered here, feel free to Contact Us
If the training is on-site, aside from the incredible knowledge you will gain in the topics to drive business impact, we will also provide cheat sheets covering the specific modules as a easy to use reference guide. Naturally we will also provide Makeitaplan pens made from recycled materials plus a seasonal branded gift.
We recommend up to 6 delegates per training session so that everyone can get the most out of the training.
Our full day training days run from 9.30 – 16.30 unless agreed otherwise
This varies depending on which CRM software you are using but we will always leave you a laminated cheat sheet covering the training you received.
The required environment in your office would be:
- Access to a computer or laptop for every person being trained
- Room large enough to accommodate all those being trained
Ideal but not essential
- A computer or laptop linked to a projector for the trainer
- Flip chart or board
Not all offices lend themselves to this environment, contact us to discuss case by case.
Training is either held in client sites or remote, however if this is required then a provision can be made for this option at additional cost.
We have specific rates designed for charities and non-charity organisations. Contact us to discuss your training needs and we can build a bespoke plan.
Daily Rate is £500
Half Day Rate £275
Remote (2 hour) sessions £175
Non Charity Rates
Daily Rate is £750
Half Day Rate £425
Remote (2 hour) sessions £275
If on-site training is required, the costs of travel will be incurred. These could be either a per mile allowance or standard train ticket.
If an overnight stay is required due to the distance or multiple training days, then the costs of a local low cost hotel will also be charged with an allowance for an evening meal.
Yes as an exception and this must be pre arranged. If we do we agree outside office hours work, the rate is 1.5 times.
Yes, providing the database you are moving from is supported. Makeitaplan can work with you and or the software supplier to assist with the migration. We can also act as the project manager of the move if you require.
Makeitaplan would generally expect the software supplier to provide the template for us to map the existing data in your database to this, however contact us if you have an reservation on this occurring and we can work with the new software provider.
This varies on a case by case basis but as a guide we have seen most complete in three to four days.
One of our consultants will need to be able to speak to a representative from each department that needs to use the CRM system and database. The feedback we have received when this happens is that it is a very thought provoking day and it is clearer on what is needed.
Generally the assessment day is around 10.00 to 15.00 but this does depend on the number of departments and topics that will be covered.
Makeitaplan will produce a report summarising the discussion with a list of quick fixes alongside medium to long terms suggestions to improve the efficiency of using the CRM system.
SUPPORTED CRM SYSTEMS