by molly frankcom
As a Database Manager or CRM specialist, you’ll know that training your internal teams to use your CRM system effectively is key to maximising your CRMs potential! At Productle, we've spent many hours training CRM users and observing various training approaches.
Using this experience in CRM consultancy and support, we've compiled strategies and practices to help you deliver effective CRM training.
Strategies for Effective CRM Training
Here are our top strategies to consider when delivering effective CRM training.
1. Promote Participation with Interactive Exercises
We've all experienced boring presentations where we're just passive listeners. For CRM training, that approach doesn't work. Instead, consider how to make your training hands-on and encourage user involvement.
Designing scenarios your employees will likely encounter whilst using the CRM helps connect theory and practice.
You could also divide your team into smaller groups and have them complete CRM-related tasks together. This reinforces learning and promotes collaboration - a win-win!
Also, don't forget about live system demos.
Get participants to follow along as you demonstrate key CRM functionalities. This hands-on approach helps users become comfortable with the system in a controlled environment. It's like learning to drive - you wouldn't just read a manual, would you?
You need to get behind the wheel.
2. Use Actual Data and Examples
Applying the CRM to actual situations helps employees see its direct relevance to their roles. Consider setting up a test/sandbox environment in the CRM where employees can work with real (or anonymised) data.
This allows practice without worrying about mistakes in the live system. It's like a flight simulator for CRM users.
Remember to adjust your examples based on the needs of departments. Your fundraising team may focus more on tracking prospects and managing leads, while your marketing folks may be more interested in monitoring campaign results.
By customising your training, you show each team how the CRM can make their job easier.
3. Include Ongoing CRM Support and Advanced Training
Here's a tip - CRM training isn't a one-time event.
It's better to think of it as a journey than a destination. So, how do you keep the learning going? Start by scheduling follow-up sessions for more advanced CRM features.
This allows users to build on their basic knowledge over time.
Another good strategy is to create CRM experts within each department. These "super users" can provide quick support and act as a link between regular users and the CRM team. Think of them as your CRM training special forces.
Don't forget to provide easy-to-access resources like guides, quick-reference sheets, and video tutorials.
These let users review their knowledge, without waiting for the next formal training session.
4. Make Training Enjoyable and Relaxed
Who says CRM training has to be dull?
Create a relaxed and pleasant atmosphere during your training sessions. This approach reduces stress and makes learning enjoyable. You could include fun warm-ups or games related to CRM tasks.
For example, how about a CRM hunt where teams compete to find specific information or complete tasks within the system?
Remember to recognise progress, too. Acknowledging progress increases morale and motivation, whether finishing a training module or learning a tricky feature.
It's like giving a gold star but for adults.
The Effect of Engaging CRM Training
Engaging in CRM training goes beyond teaching software functionality; it's about making learning enjoyable, practical, and applicable to everyday tasks.
By using these strategies, you're not just increasing user confidence and adoption rates. You're also improving productivity and data quality and creating a culture of ongoing learning.
Having continued support and advanced training help users improve their skills long after the initial sessions. This approach keeps users motivated and ensures your CRM investment is worthwhile.
Wherever you may be located, our sparkle service is designed to help you get the most out of your CRM system and provide CRM training to your teams. To learn more and schedule a training session, contact us at help@productle.com.
