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Don’t Overlook CRM Training

CRM Implementation Tip #5 | Don’t Overlook Training


Once your CRM is up and running it can be a relatively common impulse to rush back to work using the new CRM tools you just spent so much time planning for and implementing. 

However, before you take off running back to business, it’s time to think about training.


CRM Training IdeasMake sure everybody who’ll use the system knows exactly how to do so – train them!


Even if your new CRM makes life easier all around the office, your employees probably won’t be able to sit down on launch day and navigate their way through the system without some prior knowledge and CRM training.

You can take all the mystery out of their first days on the new system by giving them training sessions, either set up by you or by a Zoho certified consultant.  You should schedule one session per employee group or department: accounting, sales, marketing, etc.


Each group of employees will likely be using the CRM to perform different functions so their training will vary slightly.


Training Your Staff for a New CRM Implementation

Make sure you allot time to answer questions when you schedule these sessions. Most of us need more than one exposure to learn something new. 


For teams that work together with certain data in the CRM, schedule a training session that includes everyone in those departments so no one is left in the dark about another’s process. For example, an Order Fulfillment team that receives data directly from a Sales team would benefit from training together.


Multi-departmental training also serves to take some strain off you. Now, employees who have questions about certain CRM processes can also rely on each other. This shared knowledge can strengthen teams and inter-departmental communication when one associate can ask CRM questions of someone from another department. If they need help understanding the implications of their specific actions on certain data you aren’t the only resource.


Click through for the rest of our implementation quick tips!


Read All CRM Implementation Quick Tips



We hope this insight is helpful, but if you want to ensure that you’re getting the most possible out of your CRM, we recommend taking this CRM Adoption Survey. Find out if you could be doing better.


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