Personalized Holded training
Hands-on sessions by role, in your own account and with examples from your business, so your team works independently.
In short
Tailored Holded training is a hands-on programme that teaches each team member to use the ERP according to their role, using real examples from the company. It is designed for businesses starting out with Holded or wanting to use it better. ARTIC builds the training plan from an initial interview and each user's level.
Run your numbers- Who it's for
- Teams using or adopting Holded
- Format
- Practical sessions by role
- How it's measured
- Team autonomy in daily work
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 at our offices or yours. They're always practical and tailored to your daily routine.
Other ARTIC services
Ecommerce SEO
Is your online store not getting any organic visitors or sales? Optimize your ecommerce to appear on Google and sell more without relying on advertising.
Google Shopping
Display your products with photos, prices, and direct links on Google. Ideal for e-commerce businesses looking to sell more and better.
Google Local
Attract customers near you with geolocated ads on Google. Ideal for brick-and-mortar businesses that want more visitors or calls.
APPS
We develop custom web applications to make your business more agile, digital, and efficient.
Corporate Website
We create corporate websites that reflect your brand and convert visits into real opportunities.
Reels & Videos
We create videos that capture attention and bring your brand to life on Instagram, TikTok, or LinkedIn. More visibility, more connection.
Keyword Research
The right words can make all the difference. We research the most profitable keywords to position your business where your customers are looking for you.
PAID MEDIA
We manage profitable Google Ads campaigns. We're a Google Partner. Fast, measurable, and consistent results.
AI process automation
Back-office and sales processes automated with Claude, Holded, CRM and n8n or Make.
Meta Ads
Facebook, Instagram and WhatsApp campaigns run by a Meta Business Partner team.
What’s included?
- Initial interview to understand how you use Holded and what you want to achieve.
- Tailored training plan by profile, department and level.
- Practical sessions on invoicing, contacts, products and quotes.
- Training on the CRM, project management and HR modules.
- Introduction to automations and good practice within the ERP.
- Answers to the team's real questions during the sessions.
Who is it for?
- Companies that have just implemented Holded and need the team to adopt it.
- Teams using Holded only partially or with recurring mistakes.
- New starters who need to learn the system quickly.
- Managers who want to master reports, the CRM or projects.
Estimate what a team that hasn’t mastered Holded costs you
Hunting for features, doing by hand what Holded already does or redoing tasks after mistakes: estimate the time lost and when training pays off.
Editable assumption.
Enter the proposal amount to see when it pays back.
Indicative estimate. We prepare the sessions by role, with examples from your own account.
- Hours recovered per month
- -
- Value recovered per month
- -
- Weeks to recover the training cost
- -
- Value recovered per year
- -
Related success stories
Frequently asked questions
Let's talk?Is it a closed or personalized training?
How long does each session last?
Does it include documentation or recording?
Do you train by departments?
Do you offer hour packages?
Is Holded training delivered remotely or in person?
Holded training can be remote or in person. Remotely we work over video call, sharing screens on your own account; in person we can travel from our offices in Barcelona, Calafell (Tarragona) or Madrid. Both formats can also be combined depending on the team.
Is training worthwhile if we have been using Holded for a while?
Yes, and that is often when it pays off most. With a team already on Holded, training focuses on correcting bad habits, uncovering features nobody was using and tidying up processes such as the CRM or projects. We start from how you work today and skip what you already know.
Why train with an official Holded partner?
Because an official partner knows the tool in depth and applies it every day in real companies. ARTIC is a Holded Solution Partner Gold and runs on Holded itself, so training covers not just how each module works but how to configure and use it practically for your type of business.
What does the price of training depend on?
It depends on the number of people, the modules to be covered, the team's starting level and whether training is remote or in person. After the initial interview we propose a specific training plan or a block of hours that fits your needs.
Partners
Official partners, not just users
Four partner programmes, each with its own validation process. Few agencies in Spain hold all four, and it shows in the access to training, support and product news on every platform.
GoldHolded Solution Partner Gold
Gold-tier Solution Partner in Holded’s official directory: implementation, integration, training and support.
SelectClaude Partner Network
Spain’s first B2B marketing agency in the Claude Partner Network, Anthropic’s official partner programme.
PremierGoogle Premier Partner
Certified Google Ads specialists with access to official Google support and training.
Member
Mar Baricó
Chief Operating Officer (COO) of ARTIC
Your Holded and Kit Digital lead
Mar Baricó has been ARTIC's Chief Operating Officer since 2023: she coordinates projects and the team and is the agency's Holded and Kit Digital lead (Holded Solution Partner Gold). A law graduate with an MBA in Marketing, she is a ClickUp Expert and helps SMEs implement, automate and get support with Holded. She writes about Verifactu, e-invoicing, VAT and running an SME with Holded.
With the rest of the team
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