How can you improve your CRM training program with microlearning?

Imagine improving your team's CRM skills by breaking down significant tasks into quick lessons. Think of these as mini-lessons focused on specific CRM topics. You can utilize your weekly meetings and take a few minutes to discuss tips and tricks that your team has discovered while using the CRM. This can give them more visibility and make them eager to showcase their new skills. Additionally, you can use videos, podcasts, quizzes, games, or infographics to make it easier to understand. By incorporating these short, targeted lessons into your training plan, you're not just keeping the learning process active, but you're also making it more personal and effective for your team and your company.

Me encanta la idea de aplicar el microlearning para el aprendizaje del CRM. Uno de los grandes problemas en las compa?ías es que hay muy pocas personas que saben usar el CRM y no suele haber planes formativos al respecto. . Me imagino dos cursos diferentes, uno para administradores y otro para usuarios finales. Se podría hacer cada curso separado en 30 mini lecciones de 15 minutos al día + 1 reto y que todos los participantes que lo hayan superado tengan un diploma que puedan vincular a LinkedIn. De este modo, en solo un mes la mayor parte de la compa?ía mejoraría en el uso del CRM y todo de una manera divertida y gamificada y sin invertir mucho tiempo al día.

Ideally, based upon the student and organizational goals, break CRM use into separate tasks, that once combined, make for a strategic plan. Ex: practice effective call recording techniques, ensuring relevant info is captured, with whom was the call, and agreed upon next steps. Reviewing this with the student to assist and provide guidance so better intel is garnered and more usable by them, as well as teammates who might rely upon the info for their own responsibilites.

Micro learning is indeed key to CRM adoption, but it will not work on its own. Every customer who is adopting a CRM system is unique and it is important to have a "deep dive" conversation with them to create a journey map for their adoption. No firm needs to learn all of the CRM features out of the gate, and the best thing to do is identify the top pain points in the firm and the corresponding features in the CRM and create that journey map. Repetition is essential in CRM adoption, and learning small bites of the software and giving time for it to become 2nd nature is the way to design the map. Learning a CRM is like learning how to ride a bike. The initial time you got on the bike were scary, but once you did it enough, it was easy!