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Make training the sweet beginnings of a business transformation. Often tacked on at the end of a CRM implementation, training is, for the end users, the beginning of the CRM journey, not the end. This session will identify successes and failures in order to help add to your arsenal of knowledge and build the best training experience you can. In this session, you will learn tips and tricks to training SugarCRM at all levels. What are the five biggest mistakes companies make when training their employees on CRM? What can you do to make training effective, and how can you leverage social media to enhance the training experience? You will take away ideas and processes that are proven in the CRM arena, and can be applied to any area of your business.
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Guided Discovery Training—User Training That Sticks
CRM 101
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Best Practices aka Stuff that Works
1. Hide stuff2. Train in a “safe” environment3. Use Guided Discovery® & Scripts4. Show and Tell5. Rewards—make it fun, make it memorable
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Tips and Tricks
1. Certified Trainers2. Parking Lots3. Pairings4. Reference Guides5. Social Media
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Top 5 mistakes
1. Training as the End2. Lectures and Long Web sessions3. Assigning the Techie to teach4. Drinking from the fire hose5. Zeros or Ones
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Parting Shots
CRM is a strategy CRM is a process Training is a strategy Training is a process
04/09/2023 ©2012 SugarCRM Inc. All rights reserved. 7
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04/09/2023 ©2012 SugarCRM Inc. All rights reserved. 8
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