What do you do if you're a beginner looking for the best CRM learning resources?

As a beginner, start by exploring beginner-friendly CRM tutorials and guides to understand the basics. Look for online courses on platforms like Coursera or LinkedIn Learning. Dive into official documentation provided by CRM software vendors. Attend webinars and workshops to learn from experts. Join online forums to connect with peers and ask questions. Invest in recommended books to deepen your knowledge. Practice with trial versions of CRM software to gain hands-on experience. This diverse approach will help you build a strong foundation in CRM.

Online courses are a great way to get structured learning material at your own pace. Look for courses on platforms like Udemy, Coursera, LinkedIn Learning, or even CRM software providers' own training portals.

Keep an eye on the tool's social media platforms. Sometimes, the company behind the CRM offers free courses and webinars. LinkedIn and Instagram are excellent sources for staying informed about these opportunities.

There are many books available that cover CRM from various angles, including implementation, strategy, and best practices. Look for titles from reputable authors and publishers in both print and digital formats.

Webinars and workshops can provide interactive learning experiences and opportunities to engage with experts in the field. Many CRM software vendors offer webinars on their products and related topics.

A valuable tool that is often underestimated is YouTube. There, you can find a wide range of content not only about sales approach techniques but also about specific CRM tools. By delving deeper into the knowledge of these tools, it becomes easier to achieve meaningful results.

Forums and networking with sales professionals is a huge value in learning CRM. The caution is to gain a balance between sellers (that typically dislike CRMs) and Business Development or Technical team members that either support it or require the data and process for decision making. Gaining various perspectives can help round out a new sellers views on the full lifecycle of sales vs. a myopic view of a single role and impact.

Participating in online forums and communities dedicated to CRM can be invaluable for learning from others' experiences, asking questions, and staying updated on industry trends and best practices. Look for communities on platforms like Reddit, LinkedIn groups, or dedicated CRM forums.

Use it! The company I co-founded has a CRM/CPQ built on ServiceNow. I encourage our clients to download the free trial and do a POC before purchase and after purchase, use a non-production environment to let end users test and get comfortable in the environment.

The best way to learn CRM is by actually using CRM software. Many providers offer free trials or demo versions of their software, allowing you to get hands-on experience with the tools and functionalities.

Attend industry conferences, seminars, and networking events to meet professionals in the field, exchange ideas, and learn from their experiences. Networking can also lead to mentorship opportunities and valuable connections.

Some CRM software vendors offer certifications that can validate your skills and knowledge.Finding a mentor who is experienced in CRM can provide guidance and support as you learn.CRM is a constantly evolving field, so make sure to stay updated on the latest trends, technologies, and best practices through blogs, podcasts, and industry publications.