Informed Training

Informed Training Helping clients independently use intelliflo office/Zoho better. Training/Consultancy .

We give advice, provide customisation and training to ensure getting the most from clients existing or new CRM-mainly Intelliflo office (IO), ZohoCRM and many more.

 After a busy few weeks and with Bernard last week breaking his arm, I am catching up on lovely feedback from our April/...
22/05/2025



After a busy few weeks and with Bernard last week breaking his arm, I am catching up on lovely feedback from our April/May bespoke workshops completed with some wonderful clients.

I was truly touched to receive such lovely comments, but for now here is a snippet from one of them which has really made my day:

💬 “Eileen was very thorough and always picked up on any delegate feeling unsure and addressed their reservations immediately.”

Coming from someone who, it turns out, was a trainer themselves in the past - I am genuinely grateful for the kind observation and for them taking the time to share it.

Thank you — I feel so fortunate to work with such lovely clients 💙

April is Stress Awareness Month in the UK, and this year's theme is   - a call to approach ourselves and others with kin...
11/04/2025

April is Stress Awareness Month in the UK, and this year's theme is - a call to approach ourselves and others with kindness, compassion, and acceptance.

At Informed Training, we understand the pressures that professionals face, especially in the sector.

Balancing client needs, regulatory requirements, and personal well-being can be challenging. This month, let's prioritise our mental health by embracing empathy and support in our daily interactions.

To support this initiative, consider exploring resources provided by The Stress Management Society. They offer valuable tools and insights to help manage stress effectively. https://bit.ly/4ldVz2j

Remember, taking time for self-care and fostering supportive environments not only enhances our well-being but also improves our professional performance. Let's and make a positive impact together.



Credit for Pictures - Eileen Murphy - Founder of Informed Training Limited

💰 It’s Global Money Week! 💰Financial literacy is the foundation of a secure future - whether for individuals managing th...
18/03/2025

💰 It’s Global Money Week! 💰

Financial literacy is the foundation of a secure future - whether for individuals managing their personal finances or businesses optimising their financial processes.

At Informed Training, we believe that the right technology can play a crucial role in helping Financial Services firms manage their process to help their clients with their finance management.

A well-structured CRM helps businesses stay on top of all the tasks, track where you are in the process, track revenue, and further improve client service - all essential for long-term financial health for all.

This week is a great reminder to take control of your financial future. Whether it’s improving budgeting, seeking help from your Financial Adviser, streamlining workflows, or making smarter business decisions, small changes today lead to big impacts tomorrow.

How are you prioritising financial literacy in your business? Let’s start the conversation!

It's Pancake Day! Everyone has their own way of making the perfect pancake - maybe you're a sugar and lemon fan or maybe...
04/03/2025

It's Pancake Day!

Everyone has their own way of making the perfect pancake - maybe you're a sugar and lemon fan or maybe you prefer fruit and syrup? But just like your pancakes, a well-run CRM needs the right ingredients and a good technique. Get the balance wrong, and you’re left with a sticky mess!

🔹 The Right Ingredients: Quality data, automation, and a well-structured workflow.
🔹 The Perfect Flip: Regular training to ensure your team can confidently use your CRM.
🔹 Avoiding the Burn: Keeping your system updated and eliminating inefficiencies.

At Informed Training, we help you get the mix just right, so your CRM runs smoothly - without the frustration of a pancake stuck to the ceiling!

If you're interested in learning how we can help you and your business, head to our website!

www.informedtraining.co.uk

Photo taken by me at local park in work break - this is what utilising automated tasks/workflows allows me to do 😊💙🤗
11/02/2025

Photo taken by me at local park in work break - this is what utilising automated tasks/workflows allows me to do 😊💙🤗

📸Reclaim your time. Using our own automated tasks and workflows gives me time to get out in break times … At Informed Training, we help Financial Services…

Earlier this week, Eileen sat down with  to discuss the common hurdles companies face with CRMs; not using your CRM to i...
24/01/2025

Earlier this week, Eileen sat down with to discuss the common hurdles companies face with CRMs; not using your CRM to its full potential is one of them!

If your CRM isn’t delivering consistent, actionable insights, it might be time for a fresh approach. Let us help you unlock your system's full potential.

💻 How does your CRM compare?

Find out how Informed Training can help streamline your processes here: https://lnkd.in/djuhwFSj

🎧 Listen to Eileen’s full conversation with Alexander Vind and Annabel Gray on their Beginnings Podcast for Financial Services podcast here: https://bit.ly/42tYlcT

Exciting news! 🌟 Our very own Eileen appears on this week's Beginnings Ltd podcast episode; sitting down with Alexandra ...
21/01/2025

Exciting news! 🌟

Our very own Eileen appears on this week's Beginnings Ltd podcast episode; sitting down with Alexandra Vind and Annabel Gray to talk all things CRM.

Eileen tells us it was a real joy to spend time with the ladies - and the episode is now live for you to hear🎧https://bit.ly/3CiSQDm

Now that we’ve stepped into 2025, we’re taking a moment to reflect on the journey that brought us here. 2024 was a year ...
10/01/2025

Now that we’ve stepped into 2025, we’re taking a moment to reflect on the journey that brought us here. 2024 was a year of growth, collaboration, and continuous learning—and we’re so grateful to everyone who was part of it!

Looking back, we’re proud to have:

✅ Helped businesses streamline their CRM systems, making processes smoother and more efficient.
✅ Delivered impactful training sessions, empowering teams to work smarter.
✅ Worked closely with financial services professionals to get the most from their technology.

Each challenge, milestone, and success in 2024 has set the foundation for an even bigger and better 2025. As we move forward, we’re excited to continue supporting our clients with tailored training, expert consultancy, and innovative solutions to help you thrive.

Here’s to a productive, successful, and rewarding 2025 for us and our Clients. 💡✨

May this year bring you good health, happiness, and success in all that you do. Here is to additional opportunities, mea...
01/01/2025

May this year bring you good health, happiness, and success in all that you do. Here is to additional opportunities, meaningful moments, and making the most of the days ahead.

Wishing you and your loved ones a joyful, prosperous, and fulfilling 2025!

From Eileen, Bernard, Jane & Lisa - the team at Informed Training



Please click the image to view your ecard!

It's Christmas! 🎄As the year comes to a close, we want to thank all our clients, partners, and supporters for making 202...
19/12/2024

It's Christmas! 🎄

As the year comes to a close, we want to thank all our clients, partners, and supporters for making 2024 such a rewarding journey. Your trust and collaboration mean the world to us.

We’ll be taking a festive break to recharge and spend time with our loved ones, and our office will reopen on Monday 6th January 2025.

We wish you all a very Merry Christmas and a Happy New Year!🥂

Wishing you all the best,
The Informed Training Team 🎅🌟

Address

Birmingham

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441213575944

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