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Wow a CRM training—sometimes it can feel like I am being buried under a pile of tutorials. But here’s my trick: I always ask myself, how can I make this work for me? It’s not just about checking off a training box, it’s about actively applying what I learn.
I focus on the features that’ll make my life (and my customers' lives) easier. If a training module doesn't answer a direct problem I’m facing, I skip it and move on to something more relevant. That way, it’s never a waste of time, and I’m always learning something that adds value to my day-to-day.
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In my experience a CRM system is only as valuable as the training you, and your team have undertaken.
Without knowledge it is difficult to implement new strategies, upgrade CRM system features, train others and achieve company goals.
Before undertaking training, set goals for the training & identify bottlenecks in your CRM process. Does undertaking training address these goals or clear up these bottlenecks?
If no, reassess and find the training that most aligns with your company goals. If, for example, you wish to increase sales closing rates, then training in how to close more deals would be a more optimal use of your time as opposed to training in say sales automation.
The training has to fit with the goals to be time effective.
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Pour évaluer la valeur d'une formation CRM, assurez-vous qu'elle répond à des besoins concrets et apporte des résultats mesurables. Par exemple, si l'objectif est d'augmenter l'efficacité de votre équipe de vente, mesurez les progrès après la formation en termes de productivité, de temps économisé ou d'amélioration des taux de conversion. Un bon indicateur est le retour sur investissement (ROI) : si la formation permet d'améliorer la gestion des prospects et d'augmenter les ventes, elle en vaut la peine.
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Primero debe entender a quién se va a dirigir, con esto entendera como abordar la capacitación, por otro lado pregunte cuales son los puntos debiles o en los cuales necesitamos realizar un foco.
Algo que hago, es trabajar con equipos pequeños máximo 20 personas por sesión, donde abordo la diferentes usos de CRM, como esto puede potenciar su trabajo.
Por otro lado dejo un bueno tiempo para resolver preguntas al final de la sesión, tratar de recalcar en algunos importantes y por último envío una encuesta de satisfacción después de terminar la capacitación.
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To ensure CRM training is valuable, tailor it to roles, set goals, gather feedback, and foster continuous learning. This approach maximizes ROI and ensures the training contributes to business success.