IRIS CRM Initial Training Services

Onboarding package covering initial configuration and training on your new IRIS CRM System.

Aims of Initial Training

The aim of the initial training services included with your order are as follows:

Phase One

To confirm the connection of IRIS and IRIS CRM and demonstrate the synchronised client details
To reconfirm business objectives for CRM
To provide system orientation to one or two key users and enable them to understand the data synchronisation. Collectively, key users should be familiar with client data and understand the business objectives of the practice.

Phase Two

To provide introductory training to selected users of IRIS CRM
To confirm the first phase of IRIS CRM use is complete and
- Introduce business as usual support for the product and;
- Evaluate business objectives for CRM that are complete and those still to achieve
- Evaluate any further training needs

Need more information? Download the IRIS CRM – Initial Training Services Customer Guide

£2,200.00

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Our experience of using the IRIS Practice Audit has been extremely positive. Having experts in IRIS software who offer a wide experience of best practice in other accountancy firms was extremely valuable and highlighted a number of areas of practice improvement, on which we are now focused.

Andrew P Sinclair, Sinclair Scott, Ayrshire

Many thanks for your continued assistance.

This has been an extremely difficult time for the practice and the continued support from IRIS and yourself has been greatly appreciated. Most backups had been corrupted which meant we would have lost over 10 years’ worth of data without your expertise!

Customer whose data was restored after hardware failure

I wanted to personally thank you for all the help and support you have given us over the last few weeks whilst implementing Iris Docs on to our system.

The training we all received yesterday was extremely informative and so easy to understand. Every member of staff thoroughly enjoyed and fully understood everything you said.

Yvonne Cookson – Your Tax Shop

I just wanted to drop you a quick line to say thank you for your time yesterday, the feedback has been really positive already and I think everybody took things away from speaking to you yesterday, and that’s before we get our full report.

Emma – Practice Audit customer

Following your recent visit, I firstly wanted to thank you for the knowledge you imparted upon our collective! It was a very informative and enjoyable couple of days.

New IRIS Accountancy Suite customer – after onsite training