Training in Holded: learn to make the most of it
Your team, autonomous and safe from day one
Holded can automate up to 95% of a company’s accounting. But that potential only materializes if the people who use it know exactly how to take advantage of it. A good implementation without training is useless
At GROUPmee we design Holded training programs tailored to each company, each team, and each user profile. We do not provide generic courses. We train your team in what they are going to use, with the real data and processes of your business.
WHAT DOES OUR TRAINING IN HOLDED INCLUDE?
Prior diagnosis of training needs
Before designing any program, we identify which Holded modules each team member uses or will use, their starting level, and the specific tasks they need to master. The training received by the financial manager is not the same as that of the sales team or the HR department.
Training by modules and profiles
- For the financial and accounting team: automated accounting, bank reconciliation, management of journal entries, tax models, period closing, and financial reporting.
- For the billing and administration team: creation and management of invoices, budgets, orders, collection and payment management, and configuration of document series and templates.
- For the commercial and sales team: Holded CRM, management of contacts and opportunities, sales pipeline, and customer portal.
- For the projects and operations team: project management, task assignment, time tracking, Kanban and Gantt views, and integration with tools like Asana.
- For HR: employee management, control of vacations and absences, and payroll.
- For management and executives: business dashboards, real-time reports, cash management, and overall ERP view.
Practical training with real data
We do not work with sample data or invented test environments. Whenever possible, we train your team directly on your own Holded setup, with your clients, your suppliers, and your real workflows. Learning is immediate and the team starts producing from the first session.
WHO IS THIS TRAINING FOR?
- Companies that have just implemented Holded and need their team to start working safely from day one.
- Companies that already use Holded but are not taking full advantage of its potential: underutilized modules, manual processes that could be automated, or teams that work with Holded «halfway.»
- New employees joining a company that already uses Holded and need to get up to speed quickly.
- Companies that have changed their plan and have access to new features that they still don’t know how to use.
FREQUENTLY ASKED QUESTIONS ABOUT HOLDED TRAINING
Is it difficult to learn how to use Holded?
Holded is designed to be intuitive and accessible, even for people with no previous ERP experience. With proper training, any team member can master the modules they need in just a few sessions.
How long does the training last?
It depends on the number of modules, the size of the team, and the required level of depth. Basic training for a small team can be completed in 2-4 sessions. A comprehensive program for large teams with multiple modules may extend over several weeks.
Can I hire only the training without the implementation?
Yes. If you already have Holded implemented and just need your team to learn how to use it better, we can start directly with the training.
Are the sessions recorded?
Yes. Remote training sessions are recorded so that participants can review them whenever needed and so those who could not attend have access to the content.
What happens if questions arise after the training?
We offer a post-training support period to resolve doubts that appear in real use, once the team starts working independently with Holded.
Do you want to know how Holded would fit in your company? Tell us about your situation and we will make you a proposal with no commitment.