登录查看更多内容

How do you leverage online tools and platforms to enhance your CRM training experience and reach?

由人工智能和领英社区提供技术支持

Customer relationship management (CRM) is a vital skill for any business that wants to build long-term relationships with its customers and increase its sales and profitability. However, CRM is not something that can be learned overnight. It requires ongoing training and development for both new and experienced staff. How do you leverage online tools and platforms to enhance your CRM training experience and reach? In this article, we will share some tips and best practices for CRM train the trainer, a method that empowers your employees to become effective CRM trainers themselves.

此文章中的业界达人

由社区从 5 条内容中精选。了解更多

1 Benefits of CRM train the trainer

CRM train the trainer is a cost-effective and scalable way to spread CRM knowledge and skills across your organization. Instead of hiring external consultants or sending your staff to expensive courses, you can train a select group of employees who can then train others in their teams or departments. This way, you can ensure that your CRM training is consistent, relevant, and tailored to your business needs and goals. CRM train the trainer also boosts the confidence and motivation of your employees, as they become more engaged and involved in their own learning and development.

添加您的观点

Connie Hazendonk

?? Top Voice | Experienced Salesforce Trainer | Transforming Businesses with Impactful End User Training
举报内容
Although I like the train-the-trainer approach it does come with its challenges. Employees might not always have the relevant experience to build and roll out training. My advice here is go for a blended approach. Get an external consultant in who will be responsible for creating all the training materials and the train the trainer project. The external consultant can ensure the trainers have the level of knowledge and confidence they need to roll out the CRM into your organisation. It is important to get training right. It defines how your users are going to accept and use the CRM. Many CRM adoptions have fallen due to bad user training.

已翻译

赞
Andrew Maruszewski

Strategic CRM & Sales Operations Leader | Driving the Success of Sales & Marketing Teams through effective commercial process design.
举报内容
I can't entirely agree with the train-the-trainer approach when it comes to CRM. Your CRM experts are ultimately going to be your sales team. Their time is valuable and should be protected. Time is money! Consider using a different training approach, such as developing guided virtual or video training.

已翻译

赞

2 How to select your CRM trainers

The first step in CRM train the trainer is to identify and select the employees who will become your CRM trainers. These should be people who have a solid understanding of your CRM system and processes, as well as the ability and willingness to teach others. You should also look for people who have good communication, presentation, and interpersonal skills, as well as a positive and enthusiastic attitude. You can use various criteria to select your CRM trainers, such as performance reviews, feedback, recommendations, or self-nominations.

添加您的观点

Andrew Maruszewski

Strategic CRM & Sales Operations Leader | Driving the Success of Sales & Marketing Teams through effective commercial process design.
举报内容
In my opinion, one of these examples is the only reason a Sales Representative should be a trainer: “Self-nominations.” It is essential to allow employees to diversify their work when requested. One of the best ways to do this is in a mentorship program. This can be highly effective for both the mentor and mentee. However, the organization must quantify the cost of pulling the mentor (most likely a highly skilled sales rep) out of the field.

已翻译

赞

3 How to prepare your CRM trainers

Once you have selected your CRM trainers, you need to prepare them for their role and responsibilities. You should provide them with the necessary resources and support, such as training manuals, guides, templates, checklists, and feedback forms. You should also train them on how to design, deliver, and evaluate CRM training sessions, using online tools and platforms that suit your business needs and preferences. For example, you can use video conferencing, webinars, e-learning, or podcasts to deliver CRM training remotely and flexibly. You should also coach and mentor your CRM trainers, giving them constructive feedback and recognition.

添加您的观点

Andrew Maruszewski

Strategic CRM & Sales Operations Leader | Driving the Success of Sales & Marketing Teams through effective commercial process design.
举报内容
Training is a skill and a hard one at that. A single training can have a long-lasting impact on your employees. Take the time to do it right every time.

已翻译

赞

4 How to monitor and improve your CRM training

The final step in CRM train the trainer is to monitor and improve your CRM training outcomes and impact. You should track and measure the progress and performance of your CRM trainers and trainees, using online tools and platforms that allow you to collect and analyze data and feedback. For example, you can use surveys, quizzes, tests, or analytics to assess the knowledge, skills, and satisfaction of your CRM learners. You should also use the feedback and data to identify and address any gaps, challenges, or opportunities for improvement in your CRM training content, delivery, or evaluation.

CRM train the trainer is a powerful and practical way to enhance your CRM training experience and reach. By using online tools and platforms, you can train your employees to become effective CRM trainers themselves, and spread CRM knowledge and skills across your organization. This way, you can improve your customer relationships, loyalty, and retention, and grow your business success and competitiveness.

添加您的观点

5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

添加您的观点

Andrew Maruszewski

Strategic CRM & Sales Operations Leader | Driving the Success of Sales & Marketing Teams through effective commercial process design.
举报内容
Some CRMs like Salesforce will allow you to integrate or link to training directly in the CRM itself. This is not only convenient for your team, but increases compliance with established company best practices.

已翻译

赞

Customer Relationship Management (CRM)

+ 关注

给文章评分

我们借助人工智能创建了此文章。您认为这篇文章怎么样？

很棒不太好

举报此文章

查看全部

How do you leverage online tools and platforms to enhance your CRM training experience and reach?

1

2

3

4

5

1 Benefits of CRM train the trainer

2 How to select your CRM trainers

3 How to prepare your CRM trainers

4 How to monitor and improve your CRM training

5 Here’s what else to consider

Customer Relationship Management (CRM)

给文章评分

感谢您的反馈

更多Customer Relationship Management (CRM)相关文章

更多相关阅读内容

How do you leverage online tools and platforms to enhance your CRM training experience and reach?

1

2

3

4

5

1 Benefits of CRM train the trainer

2 How to select your CRM trainers

3 How to prepare your CRM trainers

4 How to monitor and improve your CRM training

5 Here’s what else to consider

Customer Relationship Management (CRM)

给文章评分

感谢您的反馈

查看其他技能