Stuart O'Leary, Implementation Trainer

Check out Stuart's expertise

I have a real passion for the art of Onboarding, training and development. I have a proven track record for delivering skills in an inclusive, intelligent & organic way, that is essential with the retention of knowledge and the encouragement of thinking outside of the box. I also have the vision to grasp new & beneficial trends in training and CRM systems with seamless integration of both into existing systems & practices.

Cloud Sauce

Implementation Trainer

DIGITAL & IT

January 2022 - December 2022 (11 months)

Preston, England, United Kingdom

Specialising in building CRM systems from blueprint to suit individual businesses from

small businesses with 6-12 employees to large businesses with 900+ employees.

• Focusing mainly on Zoho, Hubspot and Salesforce to ensure the CRM is tailored and

optimised for each individual business performance.

• Offering consultancy on the whole journey from sign-up to building to training and

reporting.

• Supporting the implementation of the new CRM and the transition from the previous

CRM.

• Delivering training and follow-up sessions to management and trainers in person or

online. Training the trainers to be self-sufficient and make further amendments to the

CRM in future.

• Running reports to analyse use of the CRM in the first few months to identify gaps in

users’ use of the CRM and highlight potential areas for improvement.

• Providing business analytics to ensure the project is on track to meet milestones on time

and within budget.

• Working closely alongside Dominic Harrington, Director of Cloud Sauce, who has written a

definitive guide to building and tailoring CRM systems using Zoho to enhance your

business revenue.

• Designing workflows and creating campaigns to improve sales reach and business

efficiency.

• Offering follow-up sessions as new functions become available