Seamless Training for MGI Learning with AutomateNow

Industry

Education

Challenge

An outgoing manager left MGI Learning, necessitating a smooth transition for the incoming manager who needed to get up to speed with the company's HubSpot portal, quickly and efficiently.

Results

AutomateNow provided a number of training sessions that enabled the new manager to become familiar and comfortable with MGI Learning's processes within HubSpot in a short space of time, which meant they could hit the ground running.

Service Delivered

Training

www.mgilearning.com

"Sam and Kristian's approach to the training made the learning engaging and relatable. The pace and the level of technical explanation were spot on for my needs and because of this, I was able to get up to speed more quickly than I anticipated."

Jane Jukes

General Manager - Australasia Region

"Jane and the MGI Learning team have been longstanding clients of ours, and we feel comfortable with their processes and HubSpot setup. Jane has the amazing MGI culture running through her veins so she picked up everything quickly and was lovely to deal with."

Kristian Melson

CRM Specialist - AutomateNow

Training and Development Written on Blue Puzzle Pieces. Educational Concept. 3D Render.

About MGI Learning

MGI Learning is a UK and Australia based company dedicated to providing comprehensive training and development solutions, ensuring that their clients are well-equipped to handle various business processes efficiently. They do this with by not only teaching and training, but they create a continuous improvement culture within businesses which sticks within teams.

The Challenge

MGI Learning faced a potential disruption in their operations when an outgoing manager left the company. The incoming manager needed to quickly get up to speed with the company's CRM system, HubSpot, to ensure a seamless transition and maintain business efficiency. Without proper guidance, this could have led to delays and decreased productivity.

The Solution

MGI Learning turned to AutomateNow for a tailored training solution. AutomateNow had previously helped implement HubSpot and trained the team initially in the past, so there was an existing relationship. AutomateNow's experts, Sam and Kristian, designed early morning training sessions as the manager was based in Australia, with sessions happening from 5:30am to accommodate a window where everyone was (semi) awake.

The sessions covered initial profile setup, company, contact and deal views as well as integrations with email clients.

Sam and Kristian's approach was both engaging and relatable, making the complex processes within HubSpot easy to understand. Jane Jukes, General Manager of the Australasia region, remarked, "Sam and Kristian's approach to the training made the learning engaging and relatable. The pace and the level of technical explanation were spot on for my needs and because of this, I was able to get up to speed more quickly than I anticipated."

The Results

The results were impressive. Within a short time, the new manager became highly familiar with HubSpot and comfortable with MGI Learning's processes. The early morning training sessions proved to be highly effective, ensuring a smooth transition. Metrics showed a high level of manager familiarity and increased comfort with the processes, demonstrating the success of AutomateNow's training approach.