Learn to use Holded with confidence
100% training tailored to your company's needs
Holded's greatest potential is realized when the entire team knows how to use it correctly. Our personalized training service is designed for companies looking to implement Holded efficiently or improve their current use.
We offer practical sessions with real-life examples from your business, adapting to each person's level and role. Whether you're a new company to Holded or already using it but want to truly master it, our training gives you the tools you need to work better and more autonomously.
Practical and tailored learning
We start with a short interview to understand how you use Holded and what you want to achieve. From there, we design a fully customized training plan, which may include:
- Basic training for new users: environment, navigation, configuration.
- Management of invoices, contacts, products and quotes.
- Using CRM: opportunities, funnels, follow-ups.
- Project management: tasks, phases, times, costs.
- Human resources: time control, vacations, absences.
- Automations and workflows.
- Resolution of practical questions according to your sector.
Sessions can be individual or team-based, remote or in person (if you're nearby). They're always practical and tailored to your daily routine.