ZXY · CRM training

Training your sales team in Bitrix24 and amoCRM

An expensive CRM dies quietly at the "nobody fills it in" stage: sellers keep clients in notebooks, managers see empty pipelines, and the owner pays for licences and reports nobody trusts. Training fixes the human layer — the cheapest CRM improvement there is, because the system is already paid for.

In short

CRM training is a sales-team workshop: a curriculum built on your funnels, live practice, video lessons, SOPs and an exam. From 15 000 RUB — sellers work correctly from the first week.

How it works

A curriculum built on you

Lessons run on your funnels, fields and real deals.

Practice on live deals

Sellers work in the system from the first session.

Knowledge base

Video lessons stay with the company after the course.

Exam and SOPs

Rules written down and verified — not folklore.

Why training pays back faster than re-implementation

When CRM data is thin, the reflex is to rebuild the system — new fields, new robots, a new contractor. More often the system is fine and the habits are not: leads land in the wrong stages, tasks slip, deals close without records. Training targets exactly this layer and returns value in weeks: the pipeline reflects reality, forecasts become trustworthy, and the automations you already paid for start firing on real data. A re-implementation costs months and repeats the same trap if habits stay untouched — so we fix people and process first, then the system.

The curriculum

We do not teach "a CRM in general" — we teach your CRM: your funnels, your fields, your scripts, your edge cases. Preparation starts with dissecting the setup and interviewing managers about where the friction is. Then comes a programme of 2–4 live online sessions of 1.5–2 hours, each built around practice on real deals: logging a call, moving a stage, scheduling a follow-up, closing a sale so the report lights up. Between sessions sellers get short homework on live pipeline items — by the exam, the correct way of working is already a habit, not a lecture memory.

Formats: sessions, videos, SOPs

Three artefacts make the training stick. Live sessions with your team — recorded, so late joiners catch up. A company knowledge base of 8–15 video lessons recorded on your system: a new manager in three months watches the same course without paying for a new training. And written SOPs: one page per role on what to fill, when to move a stage, what "done" means. SOPs end the classic disputes — "I did fill it in" — because the rule is written, visible and enforced gently by robots rather than by the manager's mood.

A separate track for managers

Heads of sales need a different lens: control dashboards, funnel analytics, workload distribution, quality of records, and how to coach instead of re-entering data for people. The manager track covers reading the pipeline honestly, spotting stalled deals early, running weekly reviews on CRM data and setting up the automated control that does not humiliate anyone. This track is what turns training from a one-off event into a standing operating rhythm — the manager keeps the standard alive long after we leave.

Cost and timelines

The base package — from 15 000 RUB: 2 sessions of 2 hours, a knowledge base of 8 video lessons, an SOP, an exam. Extended — from 25 000 RUB: 4 sessions, 15 video lessons, a separate manager track, an onboarding kit for newcomers. Preparation takes 5–8 working days (we dissect your CRM and processes); the training itself runs across 1–2 weeks in slots that do not break sales hours. Several teams or branches — from 40 000 RUB. Refreshing materials after a process change — from 5 000 RUB.

Why train with ZXY

We train on the systems we implement and maintain, so lessons include the traps we know by heart — and each session ends with the team able to do the job, not impressed by features. Our metric is data quality after the course, not attendance: we check field completion and stage discipline 2–4 weeks later and report it honestly. If resistance shows up, we work with causes — usually unclear rules or double entry — rather than forcing enthusiasm. And everything we record stays yours: videos, SOPs, exam results, onboarding kit.

Workflow stages

1

Process review

Your funnels, fields and pain points from interviews.

2

Curriculum

A programme built on your real deals.

3

Materials

Videos, SOPs, exercises recorded on your system.

4

Sessions

Live online practice in sales-friendly slots.

5

Exam

Each seller works a deal start to finish.

6

Reinforcement

A quality check of records 2–4 weeks later.

Frequently asked questions

How much does CRM training cost?

Base — from 15 000 RUB (2 sessions, 8 videos, an SOP, an exam); extended with a manager track — from 25 000 RUB. Several teams — from 40 000 RUB.

Do you train only Bitrix24?

Bitrix24 and amoCRM — the systems we implement daily. The method transfers to other CRMs, but the materials are recorded on your actual system.

Online or on-site?

Live online sessions by default — recorded and convenient for distributed teams. On-site sessions for the Moscow area are possible by agreement.

What if managers resist?

Resistance usually means unclear rules or double entry. We remove the causes, show sellers what they personally gain — fewer reminders, fewer disputes — and secure the manager's backing for the SOPs.

Do you train newcomers after staff turnover?

Yes: the video course and onboarding kit let a new seller start correctly within days. Refreshing materials after a process change — from 5 000 RUB.

How do we verify the training worked?

By data: field completion and stage discipline are measured before the course and 2–4 weeks after. The typical result is 90%+ completion of key fields.

Let's discuss your project