If you are struggling with CRM training, the most effective method is Buddy System. The buddy (who is the more experienced employee) helps the new joinee learn the ropes and acts like a constant On the Job trainer. The day to day feedback from the Buddy is also much more relatable and useful & non-intimidating than formal feedback from the supervisor

Its all about understanding human behavior and motivating the participants. A great interactive speaker or resource person who can infuse jubilation and enthusiasm among the group telling them the right and true stories about the company's past success and its market share and sharing with the group the importance of the true and rightful training feedback which will enable the company to positively improve its relations ship with the existing and potential customers through the CRM team effectively to have a win win approach.

I’d have an unorthodox approach, by trying to give a feedforward instead of feedback. What I mean is, maybe for new employees we need to connect training with their future tasks, so that may not mean they didn’t understand what was given but they are not being able to apply . That means development of practical skills in real world scenario.

Remember the 70-20-10 rule. Major learning takes place with on the job experience. Provide a sandbox environment for trainees to experiment with CRM tools without fear of making mistakes. Use examples & case studies relevant to the business. Pair new employees with experienced team members for shadowing sessions. Use walkthroughs to explain complex workflows step-by-step. Create a feedback system where employees can ask questions or share challenges they face while using the CRM. Allow employees to share success stories or innovative uses of the CRM in team meetings. Schedule periodic refresher training courses to keep engagement & motivation high.

La falta de adopción de los usuarios es uno de los problemas más comunes en cualquier proyecto de implementación. Y en ocasiones la solución es tan sencilla como garantizar un entrenamiento adecuado para los usuarios: Demostraciones, guías interactivas, sesiones de preguntas y respuestas... Y sobre todo, escucha. Escucha lo que tus usuarios necesitan, lo que les frustra, y lo que los haría saltar de alegría. Porque si tu CRM no refleja sus procesos reales, no importa cuántos colores bonitos tenga… Nadie lo usará. Y sin adopción, se trata de un proyecto fallido.