CRM FAQ

CRM Training

On-going training is super important – to teach new functionality about the software and to continue to get people to have their CRM be where they keep track of everything they need to do and who they need to do it with.

Category: CRM Training

The number of ways that people can learn how to use a CRM is overwhelming – manuals, videos, online tutorials, etc. But what I have found is that people need personalized and customized training. All training should be hands-on. It’s one thing to watch someone else do the keystrokes but it doesn’t become learned behavior until each person does it themselves.

Category: CRM Training