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Training

Confident teams ship more deals

Live and self-paced training programs that turn your sales reps, CSMs, and admins into Tegrity Connect power users — fast.

What you get

Training built for the seat, not the slide deck

The fastest CRM in the world is worthless if your team does not know how to use it. Tegrity Connect Training closes that gap with role-specific, hands-on programs that make every user a power user.

Each cohort runs four weeks: a kickoff workshop, two live working sessions, and a graduation review. Between sessions, your team works through a self-paced library tied to your actual data — not generic demo screens.

 

 

Deliverables

What every training program ships with

Role-specific tracks

Separate paths for sales reps, CSMs, admins, and managers — each focused on the workflows that role actually runs.

Live workshops

Four 90-minute live sessions per cohort with hands-on exercises in your real Tegrity instance.

Self-paced video library

Searchable, captioned, regularly updated — the whole library is included with every Tegrity plan.

Certifications

A printable certificate per user when they pass the final exercises. Great for performance reviews and new-hire ramps.

Manager dashboards

See which team members have finished training, where they are stuck, and what to coach on next.

Refresher cohorts

Half-price refresh sessions every 6 months so the team stays sharp as the product evolves.

How it works

A learning path for every role

Reps, CSMs, admins, and managers each get a focused track — not a one-size-fits-all webinar.

Cohort kickoff

Week 1: a 90-minute kickoff that maps your team to tracks and sets the goals for the cohort.

Working session 1

Week 2: hands-on session focused on the highest-impact workflow for each track.

Working session 2

Week 3: deeper dives, edge cases, and the second-highest workflow per track.

Graduation review

Week 4: final exercises in production, certification, and a manager debrief on what to coach next.

Investment

Pricing that scales with the team

$750

per cohort (up to 12 seats)
Duration 4-week program

Flat per-cohort price. Additional cohorts at $750 each. Self-paced library is included with every plan.

  • Up to 12 seats per cohort
  • 4 live 90-minute working sessions
  • Self-paced video library access
  • Role-specific certifications
  • Manager progress dashboards
  • 6-month refresh discount
  • All session recordings
Real outcomes

What changes after training lands

92% certified

“Our whole 14-person sales team certified by week four. Adoption went from 60% to nearly 100%.”

— Atlas Maintenance

2x faster ramp

“New hires used to take six weeks to be productive in our CRM. After training rolled out, they are running deals in three.”

— Hartford & Co.

38% more pipeline

“Reps who finished training were building 38% more pipeline than the cohort that had not yet gone through.”

— Brightline SaaS

Train smarter

Your team is one cohort away from power-user status.

Schedule a training cohort and watch your reps ship more deals, your CSMs save more accounts, and your admins automate more of the boring work.