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How to Train Your Employees On New CRM Software

2 Mins read

Customer resource management software, also known as CRM for short, is an essential component for any business operating in the 21st century. This software program allows all of your employees to have quick access to customer information to provide your customers with a unique experience. Unfortunately, for CRM to be effective at your office, you’ll need to train your employees to use it properly.

How to Train Your Employees On New CRM Software

See if Your CRM Provider Offers Training

One of the best ways to train your employees on how to use a new CRM software is to simply rely on the help of the CRM provider. Many CRM providers offer on-site training for your employees. Since they know the software well and are experienced in training, they can provide a great resource for your business.

Form an In-House Resource Team

Training employees on a new CRM all starts with getting those employees on board with using it. It’s best to consider choosing an in-house resource team that will be responsible for answering questions regarding the software and seeking out information from the NetSuite provider when necessary. By having a devoted team to the integration of a new CRM software program, they can focus on enhancing employee morale and understanding where employees are having the most problems with integration.

Offer an Incentive

Having to relearn a new way of doing something isn’t always the most fun thing to do. While you’re always going to have a select few employees who embrace change for the better, the remaining employees will be the biggest challenge. An employee’s inability to be proactive in learning is one of the biggest reasons businesses fail to integrate new software. Consider offering your employees an incentive for training. Whether it be a cash bonus when they pass an efficiency course or a free dinner after the training, just ensure that you’re offering something extra for all their added work.

Ensure Consistent Training Sessions

Trying to teach employees how to utilize new software in a few hours isn’t very efficient. We all know that people start to lose knowledge just hours after learning it. For this reason, it’s best to offer multiple training sessions. Maybe start with once a week. Then, spread out consistent reminder sessions every few weeks for a while.

Training your employees to use a brand new CRM software program can be a challenge, to say the least. By implementing the four tips above, you’ll set your business and staff up for success. Just remember there’s always the human emotional factor when training and, it’s something that you’ll want to readily address each step of the way.

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