Read our blog for the latest insights on sales and marketing Take Me There
Webinar: Document Merge in wMobile Desktop for GoldMine Register
Today's post is part of my continuing series on CRM User Acceptance. This time we'll look at training and orientation and why they are so important to overall CRM success. It should go without saying that complex new systems should be accompanied by comprehensive user training, but we have found that many companies short-cut new system training. I think there are three reasons for this:
At W-Systems, we bundle training services with just about every deployment we do. And we are constantly trying to convince customers and prospects to do more training. The truth is, it's hard to train too much. But training is expensive and taking employees away from their regular jobs for software training is inconvenient and costly. So how do you strike a balance?
W-Systems has developed an archive of CRM training webinars that are designed for users of SugarCRM but would be equally applicable with other CRM systems. You can access the archive here.
One final thought on training for CRM system success. Make training part of your plan right from the beginning of your new CRM system project. Document the business processes being automated using your new CRM system so they can become the basis of your user training. And keep a list of all customizations you make to your CRM system so that the training you deliver is tailored specifically to the needs of your users.
By following these steps, you'll deliver training that is more engaging and that users will willingly attend. And ultimately, that is the key to improving CRM user acceptance through training.
Sugar’s robust suite of customer experience solutions is changing the game for organizations everywhere. At the heart of Sugar's fully integrated platform is a simple and consistent experience — one that’s tailored to each user’s unique needs and ways of working across any device. It’s how two million users are already closing deals faster and creating customers for life, without spending countless hours digging for data.
W-Systems delivers sales and marketing solutions on a foundation of CRM to help customer-facing teams increase revenue and solve business problems. With over two decades of industry experience, we help organize information, create efficient processes and measure results.
W-Systems provides solutions around CRM including Marketing, Document Automation, Business Intelligence, Communications, and Cloud Computing. We are Certified Partners of top vendors including SugarCRM, DocuSign, AWS, Act-On, GoldMine, and Amazon QuickSight.