Creating a CRM training plan

24th June 2019

A comprehensive CRM training plan is key element of ensuring your CRM system is adopted and adopted well; after all, you’ll need your teams to get behind the system and to have the technical user knowledge to use it. Creating a training plan will help ensure you get a return in your CRM investment by dedicating time to training your staff on how to use system and all its relevant features.

Set your goals

You’ll need to know what you want to achieve from your training sessions. Establish what you want people to learn in each session, and share the expected outcomes from the training with them before you begin. Setting training goals allows you to ensure you’re not under-estimating the time you’ll need to give to each session and set realistic expectations with your teams without overwhelming them with information.

Understand your teams

Not everyone will have the same base level of knowledge, nor will every user across a variety of teams need to use every single feature and function. Think about how big groups are, how you can divide sessions up to ensure every part of each session is relevant to everyone in the room, and how to assess the existing CRM system skills each user already has (they may have previously worked in an organisation with a similar system, for example).

Don’t delay training

You’re running a business, and sometimes, things crop up. But don’t underestimate the importance of early adoption across the board when it comes to ensuring the long-term success of your CRM system. It may be useful to let teams familiarise themselves with the system for a couple of days before the training programme begins, but the longer you leave it, the more likely it is that individual will find their own ways of working with it and form bad user habits. The basic point of a CRM system is synergy and collaboration among users; don’t facilitate user-created chaos by delaying training.

Collaborate with the experts

Work with the experts to help train your staff. They’ll be up to date on all the features of the system, and they’ll understand how to apply it to your business, and how to train your teams so they can use it efficiently. Don’t be afraid to ask questions or share any concerns in advance of the training so that the trainer can be prepared.

Review your training and progress

Review your training and progress of your staff with the system to ensure you’re achieving the goals you initially set out. This can also help highlight any issues, or result in your staff coming up with some great ideas and suggestions.

The successful implementation of a CRM system relies on the successful adoption of the system by its users. To make sure you’re getting the most out of your CRM system or to find out more about how a well-implemented CRM system can benefit your business, contact us here.

Other articles from the blog

Request your callback
microsoft dynamics 365, scroll to top button