CRM 101: Session 5: Guided Discovery Training - User Training that Sticks
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CRM 101: Session 5: Guided Discovery Training - User Training that Sticks

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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 ...

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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CRM 101: Session 5: Guided Discovery Training - User Training that Sticks CRM 101: Session 5: Guided Discovery Training - User Training that Sticks Presentation Transcript

  • CRM 101Guided Discovery Training—User Training That Sticks
  • Elaine Koyama @ekatinterlinxekoyama@interlinxassociates.com 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  • Best Practices aka Stuff that Works1. Hide stuff2. Train in a “safe” environment3. Use Guided Discovery® & Scripts4. Show and Tell5. Rewards—make it fun, make it memorableTweet: #SCON12
  • Tips and Tricks1. Certified Trainers2. Parking Lots3. Pairings4. Reference Guides5. Social MediaTweet: #SCON12
  • Top 5 mistakes1. Training as the End2. Lectures and Long Web sessions3. Assigning the Techie to teach4. Drinking from the fire hose5. Zeros or OnesTweet: #SCON12
  • Parting Shots CRM is a strategy CRM is a process Training is a strategy Training is a processTweet: #SCON12
  • Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback*Prizes for attendees who submit session feedback using the Mobile App 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 7
  • #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 8