What do you do if you're struggling to acquire CRM skills on the job?

If I'm struggling to pick up CRM skills at work, I reach out to colleagues or supervisors for guidance. I make use of available training resources and practice what I learn in real scenarios. Feedback helps me pinpoint areas for improvement, while self-study and peer learning supplement my development. I remain patient, setting achievable goals and embracing a mindset of continuous learning to overcome challenges.

If struggling to acquire CRM skills at work, I proactively seek training opportunities, utilize online resources, and engage with knowledgeable colleagues to enhance my understanding and proficiency in CRM, ensuring continuous improvement and effectiveness in my role.

Usually, companies have sales enablement trainers. Build relationships with them, try to implement their suggestions, and be open about any hurdles you encounter. Don't hesitate to learn by asking questions or discussing concerns. Additionally, there are plenty of groups on social media where you can seek help, as well as courses available to enhance your CRM abilities.

Avant de choisir une formation, il est essentiel d'évaluer précisément vos compétences dans le CRM que vous utilisez, qu'il s'agisse de Salesforce, HubSpot, SAP, etc. Si vous êtes débutant, privilégiez les formations en administration du CRM. Vérifiez que le formateur détient des certifications reconnues par le fournisseur de CRM. Dans mon cas, je suis expert Salesforce et formateur, il est important pour moi d'avoir les certifications nécessaires pour maintenir ma crédibilité. Un bon formateur vous aidera à obtenir les connaissances et les certifications qui valoriseront votre profil professionnel. Optez donc pour des formations qui répondent précisément à vos besoins pour maximiser les bénéfices de votre apprentissage.

1. Understand the basics of CRM and get used to learning regularly about the same and how you can do better in your job process-wise, a lot of difference can be made just by learning and doing on the job. 2. Make use of different online and offline portals to gain information and knowledge to do better in your job and meet people with expertise as well. 3. Network extensively with people in the office and out of the office to make the best of the expertise they have and will help you to achieve your goals. 4. Document everything you learn and visit it from time to time to learn as much as you can and keep track of the progress you have made and work on the gaps if any.

Newcomers often feel hesitant to ask questions, especially in front of senior colleagues, and may be reluctant to share their past mistakes or experiences. However, it's important to remember that even top sellers were once in the same position as you. They've encountered similar challenges and learned from them. Don't be afraid to ask questions and seek guidance, as you can benefit from their valuable experience. There should be no shame or hesitation in being new or admitting a lack of knowledge. Peer learning is the best way to gain experience.

En plus de poser des questions à votre entourage, explorez les communautés spécialisées du CRM en question, comme la Trailblazer Community de Salesforce, afin de bénéficier de l'expérience collective. N'oubliez pas non plus le support technique. Une anecdote, lors de l'implémentation du Manufacturing Cloud pour un client (solution de Salesforce), face au manque de documentation, j'ai pris l'initiative de contacter le support pour obtenir de l'aide directement d'un expert. Et un petit Tips, organisez des sessions de partage de connaissances régulières avec vos collègues, où chacun peut présenter un aspect du CRM qu'il ma?trise ou un problème récemment résolu, favorisant ainsi l'apprentissage collaboratif.

Usually people hesitate to ask questions, But I believe if one is struggling with any skills needed to excel in the role, then one must try asking questions. I actively seek clarification from colleagues or supervisors who are proficient in CRM systems. By voicing my concerns and asking specific questions about functionalities or processes, I gain valuable insights and guidance. Additionally, I leverage team meetings or one-on-one sessions to address any uncertainties or challenges I encounter. Open communication fosters a supportive environment where I can learn from others' experiences and expertise. Embracing a mindset of curiosity and humility allows me to overcome obstacles and improve my CRM skills effectively.

Il n’y a pas de mystère : pour progresser, il faut pratiquer, pratiquer et encore pratiquer. Pour ma part, j'aime créer mes propres scénarios pour simuler des situations concrètes, que ce soit une application utilisant l'IA ou la gestion d'une salle de classe. N’hésitez pas à présenter vos projets à vos collègues ou à un mentor pour recevoir des retours constructifs et peaufiner vos méthodes d’entra?nement.

Practice makes you curious, and curiosity urges you to seek more. Once you embrace curiosity, it will lead you to explore on your own. Self-learning may be challenging, but it always yields fruitful results.

If I'm struggling to acquire CRM skills on the job, I practice regularly. By actively engaging with the CRM system and seeking opportunities to apply what I've learned, I gradually improve my proficiency over time. Regular practice allows me to become more familiar with the tool's functionalities and gain confidence in using it effectively my day to day job.

If you're finding it tough to get the hang of CRM skills on the job, one effective approach is to practice regularly. Set aside a little time each day to explore different features of the CRM software. Try to use it in real scenarios that you encounter at work. The more you use the system, the more comfortable you'll become. Also, don’t hesitate to use tutorials and online resources offered by the CRM provider.

Dans le point 2 je citai les forums et le premier réflexe que vous devez avoir c'est de lire la documentation technique, c'est la base. Et en plus vous avez aussi des groupes d'utilisateurs (user group), du moins dans l'écosystème Salesforce, ils organisent régulièrement des événements en ligne ou en présentiel, autour des nouvelles versions du CRM, offrant des opportunités d'apprendre directement des expériences d'autres utilisateurs et de rester à jour sur les nouveautés du CRM. Dédicace au user group "Women in Tech" et celui de "Lille" ;-)

FAQs are important, but there are many other ways to find solutions. Seek help from your team and involve them in resolving the issue. If not, the internet is always available, and it will lead you to the solution of the problem with minimal research.

Si j'ai des collaborateurs de l'écosystème Salesforce qui me lisent et se disent que "il n'a pas parlé de Trailhead une seule fois", j'y viens ; j'attendais ce point. Reprenez tout le point précédent et placez-y le mot Trailhead. Salesforce est l'un des rares CRM à avoir mis en place un système d'apprentissage aussi gamifié, ce qui rend l'atteinte de vos objectifs dynamique et engageante. Donc si vous choisissez Salesforce comme CRM, inscrivez-vous et challengez-vous à être le meilleur.

Setting SMART goals for learning CRM is essential for effective skill development. By making goals Specific, Measurable, Achievable, Realistic, and Timely, individuals can maintain focus, track progress, and stay motivated. This approach ensures a structured learning journey with clear objectives, leading to successful mastery of CRM skills within a reasonable timeframe.