One of the key measures of success for a CRM system implementation is user adoption. As with many technologies and “tools of the trade” you choose to leverage within your organization, your staff will gravitate toward those they understand, become comfortable with, and believe will help them succeed in their work. CRM is no exception, so proper CRM training is a must.
CRM is a valuable sales, marketing, and customer system that should enhance everyone’s performance, not hinder it. The best planning and application of CRM becomes a waste of time and money if no one actually uses the system. As a key component of our CRM consulting and services, we provide comprehensive Salesforce and Zoho CRM training for our clients within the scope of every project.
Once we’ve completed the CRM strategy and planning and CRM implementation phases, we focus on CRM training for your staff, based on their respective roles and responsibilities. We cover everything from the basics of entering and updating lead and customer information, to specific tasks and follow-up steps, to advanced CRM analytics and reporting for managers and executives.
In order for your team to buy-in to the benefits of CRM, and thrive in their respective roles using it, the CRM system and related processes we help you develop has to make their work more efficient and provide quick access to the information they need. We want to ensure that your management and staff use CRM to their advantage, and to that of the company. Ultimately, our CRM training helps your managers and staff focus on what they do best as individuals, and as a team, to better serve your customers.
Contact us today to learn more about our CRM training services and receive your free 30-minute CRM consultation.