Excel and Power BI reporting
Staff learn pivot tables, lookups, clean data formats and Power BI dashboards built on your own reports, so routine reporting becomes faster and more accurate.
Training & seminars
Corporate & Staff Training
Practical training for your staff on reporting, marketing, business software and AI tools they use every day.
We train office teams in Excel and Power BI reporting, digital marketing, CRM and ERP software, AI productivity tools, and handling their own website and admin panel. Training runs on-site or online, with support after the sessions so new skills actually get used.
- Businesses whose staff prepare reports manually in Excel
- Companies building an in-house digital marketing team
- Schools, coaching centres and clinics using software we set up
Overview
Why it matters
Many businesses and institutions buy good software and then use only a small part of it. Staff keep sending reports by hand, the CRM goes unused after the first month, and the website waits for a developer to change a single line. The issue is rarely the software. It is that nobody showed the team how to use it for their own daily work. Short, focused training with the tools your staff already have often saves more time than any new purchase.
Our corporate training is built around your team's actual tasks. Accounts and admin staff learn Excel and Power BI reporting, so weekly reports take minutes instead of hours. In-house marketing teams learn social media planning, Google Business Profile, Meta and Google Ads and reading analytics. Where we have set up a CRM, ERP or website admin panel for you, we train every user on their role. We also run sessions on AI productivity tools for drafting, summarising and organising work, with clear rules on data privacy.
Training runs on-site at your office anywhere we can reach, or as live online sessions for teams in different locations. We use your own reports, data formats and software wherever possible, so staff practise on what they will actually use the next morning. After the sessions, we stay available for questions on WhatsApp and can run short refresher sessions for new joiners. Certificates, if you want them, are issued by Infopearl Tech Solutions Pvt Ltd. You receive a fixed written quote with GST invoice before we begin.
Training & seminars
What you get with us
Digital marketing for teams
In-house teams learn content planning, Google Business Profile, Meta and Google Ads basics and reading results, so they can run day-to-day marketing with confidence.
CRM and ERP user training
For software we set up, such as a lead CRM or school ERP, every user learns the screens and steps for their own role, from data entry to reports.
AI productivity tools
Practical use of AI assistants for drafting emails, summarising documents and organising tasks, with clear guidance on checking output and keeping company data private.
Website and admin panel handling
Staff learn to update pages, post notices, add products or blogs and manage enquiries from your website admin panel without waiting for a developer.
Post-training support
After the sessions, staff can send questions on WhatsApp, and we can run short refresher or new-joiner sessions when your team changes.
Step by step
How we work
- 1
Understand the team
We talk with the manager about staff roles, current tools, daily tasks and where time is being lost.
- 2
Training plan & quote
You receive a session plan with topics, duration, mode and a fixed written quote with GST invoice.
- 3
Prepare with your data
We prepare exercises using your report formats, sample data and software, keeping sensitive data as you direct.
- 4
Training sessions
Sessions run on-site or online, with each participant practising tasks on their own system.
- 5
Support & refresher
We answer follow-up questions, share notes and run refresher sessions for new joiners when needed.
Checklist
What's included
- Training plan matched to staff roles and tasks
- On-site or live online sessions
- Exercises built on your own report formats and software
- Step-by-step notes and short guides for each topic
- Role-wise user training for CRM, ERP or admin panels we set up
- Ready-to-use Excel or Power BI templates where agreed
- Follow-up support on WhatsApp after training
- Optional training certificates from Infopearl Tech Solutions Pvt Ltd
FAQ
Questions people ask
Still unsure? Message us on WhatsApp and we will answer the same day.
Can you train our staff at our office?
Yes. We conduct on-site training in Gwalior and can travel to other locations, with travel included in the written quote. For teams spread across branches, live online sessions often work better.
Will the training use our own data?
Where possible, yes, because staff learn faster on familiar reports. If your data is sensitive, we can use a masked copy or sample data in the same format. You decide what is shared.
Do you train on software set up by another vendor?
For common tools like Excel, Power BI, Google Workspace and WordPress, yes. For custom CRM or ERP software built by someone else, we first check whether we can access and understand it before we commit.
How long does a training programme take?
It depends on the topics and team size. A focused topic may need two or three sessions, while a full reporting or marketing programme may run over a few weeks. We share the plan before you decide.
Is AI tools training safe for confidential work?
We teach staff what not to paste into AI tools, how to check answers before using them, and how to follow your company's data policy. If you do not have a policy yet, we can suggest simple ground rules.
What support do we get after training?
Staff can send questions on WhatsApp for an agreed period after training, and we can run refresher or new-joiner sessions later. Longer support can be added through a maintenance plan.
Explore more
Related pages
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Products · Sales & marketingLead CRMEvery enquiry from your website, ads and WhatsApp in one list, with follow-ups that do not slip.Read more →
Products · OperationsSchool & Coaching ERPAdmissions, fees, attendance and results for your school or coaching institute, managed from one panel.Read more →
Ready to get started?
Tell us about your team and the tools they use, and we will send a training plan and a fixed written quote after a short call.