Professional Services

Our expertise at your service

Professional Services

As well as providing truly flexible CRM solutions, we also offer a range professional services such as data migration, project management, consultancy, training and support.

Our team takes great pride in delivering the highest levels of customer service for the highest levels of customer satisfaction and you will always have a direct, highly personalised contact at TriSys.



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TriSys Recruiting Software

Why Training?

Why you should invest in your staff by training them to be as productive as possible.


Increased productivity: If staff know what they’re doing and are properly trained, the Company’s productivity will increase with better quality service/products and more efficient staff.

Increased staff retention: Investing in your employees will make them feel that you are interested in developing their skills and they will stay with the Company longer.

Decreased need for supervision: Free up managers time and effort and empower employees to do the work themselves and literally learn on the job.

Increased collaboration: One well trained employee is worth his weight in gold. The immediate benefits experienced during and after training are unmistakable and often transform the perception of end users.

Increased ability to incorporate new technologies: Keeping up to date with technology is a constant battle. Ensuring that your employees are current with technology not only enables them to do their job better but also ensures that your Company is ahead of the competition.

Hitting the ground running: Training for newly promoted employees is beneficial to both the Company, the employee, clients and candidates in terms of productivity, effectiveness, efficiency and satisfaction.

Increased job satisfaction, morale and motivation among employees: A happy workforce is a productive workforce. Training increases the well-being of employees and reduces absenteeism, mistakes and stress in the workplace – always beneficial for a Company. Knowledge is the key difference.


Training Courses

Optimise your investment by training your staff


TriSys CRM Introduction Course (Cambridge)
Designed for recruitment consultants who are new to the TriSys system

09:30 - 11:00 - TriSys Overview, Dashboards, Grid Management
11:00 - 11:10 - Tea/Coffee Break
11:10 - 13:00 - Contact Management, Company Management
13:00 - 13:45 - Lunch Break
13:45 - 15:15 - Requirements, Recruitment Process
15:15 - 15:30 - Tea/Coffee Break
15:30 - 17:00 - Diary Management, Recap, Questions and Answers

Book Introduction CRM Training




TriSys CRM Advanced Course (Cambridge)
Designed for recruitment consultants who have attended the CRM introduction or have a good basic working knowledge of TriSys and want to develop their TriSys skills to get the best from the system e.g. better searching and workflow.

09:30 - 11:00 - Course Overview, Email/Diary Synchronisation, Working with "My E-Mail"
11:00 - 11:10 - Tea/Coffee Break
11:10 - 13:00 - Working with Requirements, Working with Placements
13:00 - 13:45 - Lunch Break
13:45 - 15:15 - Advanced Searching, Active Searching
15:15 - 15:30 - Tea/Coffee Break
15:30 - 17:00 - Reports, Actions, Mail Merges, Recap, Questions and Answers

Book Advanced CRM Training




TriSys System Administration Course (Cambridge)
Designed for the person who is responsible for the system administration e.g. setting up new users, updating user records and setting up the standard templates for use within the system

09:30 - 11:00 - Users, Groups, Permissions, Diary, Lookups, Attributes
11:00 - 11:10 - Tea/Coffee Break
11:10 - 13:00 - CV Indexing, CloudSync, CVAR settings, Currency tables, Radial searching
13:00 - 13:45 - Lunch Break
13:45 - 15:15 - Amending and Adding Action Templates
15:15 - 15:30 - Tea/Coffee Break
15:30 - 17:00 - Forms Design, Recap, Questions and Answers

Book Administrator CRM Training




TriSys Developer Training (Cambridge)
Designed for Visual Studio .Net /SQL developers who wish to program the internal recruitment business logic workflow and create new custom forms and third party interfaces by writing sophisticated .Net Framework code and SQL within custom assemblies.

The Software Developer training course is highly dependent upon the delegates'' experience level and their specific requirements. In general the course can be tailored to focus on specific areas as long as TriSys are notified prior to the training day.

This course is designed for software developers who wish to program TriSys to achieve the following:

- Use Visual Studio and the .Net Framework to program TriSys
- Utilise SQL to perform create, read, update and delete (CRUD) operations against the TriSys database through VB.Net/C# programming
- Enhance or alter the recruitment business logic within the TriSys dynamic link libraries (DLL)
- Create new virtual and modal virtual entity forms
- Program virtual entity forms to carry out any function
- Interface with third party systems
- Call windows API and .Net framework assemblies

Book Developer Training




TriSys Online E-Learning
Online training sessions booked on an hourly basis, designed to deliver training on the topics of your preference. Ideal as a refresher and for clarifying key questions which require a more detailed/procedural explanation. Online training is ideal for one on one training.

Book Administrator CRM Training




TriSys Onsite Training (End User)
Onsite End User training allows for a group of 6 TriSys end users to receive a full-day training course delivered at your offices, in a classroom-based, instructor-led approach, covering key TriSys usage topics.

Book End User Onsite CRM Training




TriSys Onsite Training (End User)
Onsite Administration training allows for a group of 4 TriSys Administrators to receive a full-day training course delivered at your offices, in a classroom-based, instructor-led approach, covering key administration topics.

Book Administrator Onsite CRM Training

Get in touch

TriSys Business Software
Wellington House, East Road
Cambridge CB1 1BH
United Kingdom

+44 (0)1223 451 021
sales@trisys.co.uk