8 Sage CRM training tips
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The document provides eight tips for conducting effective Sage CRM training sessions, emphasizing the importance of relevance to students' jobs and providing clear instructions. It recommends designing courses around staff roles, incorporating real-world exercises, and utilizing various learning resources to facilitate self-teaching. Additionally, it suggests to keep training sessions concise and to prepare students in advance for upcoming classes.
8 Sage CRM training tips
- 1. 8 tips for your next Sage CRM training class
- 2. Focus on content students want to learn
- 3. . Nobody likes being "talked at" about new features and processes which don't relate to their day to day job. sagecrm.com
- 4. Adults learn best when they can see the information they are given is relevant. sagecrm.com
- 5. Don’t start and end training in the classroom
- 6. Give your students plenty of notice about the upcoming training. sagecrm.com
- 7. Give your students plenty of notice about the upcoming training. Design a course outline around staff job roles so students are clear why they’re attending. sagecrm.com
- 9. Instructions for training exercises should be unambiguous so students don’t get frustrated. sagecrm.com
- 10. Instructions for training exercises should be unambiguous so students don’t get frustrated. Link to coaching videos and help files for more complex tasks. sagecrm.com
- 12. Include exercises that allow CRM users to teach themselves. sagecrm.com
- 13. Include exercises that allow CRM users to teach themselves. Cover learning resources like coaching screens, quick videos, and contextual help. sagecrm.com
- 15. Encourage conversations that allow students to reflect on what CRM will mean for their work. sagecrm.com
- 16. Build on students’ skills and knowledge
- 17. Find out as much as possible about your students experience of using CRM. sagecrm.com
- 18. Find out as much as possible about your students experience of using CRM. Allow students to see how their knowledge can be transferred even if terminology differs. sagecrm.com
- 20. Use training data that reflects real world data, and the scenarios can case studies used should be realistic. sagecrm.com
- 21. Keep training sessions as short as possible
- 22. Don't run an all day class on a Friday in case your students forget lessons over the weekend. sagecrm.com
- 23. Like this SlideShare? There are more tips in the blog post http://bit.ly/SCTrain sagecrm.com