8 Sage CRM training tips
Post on 10-May-2015
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8 tips for your next Sage CRM training class
01
Focus on content students want to learn
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Nobody likes being "talked at" about new features and processes which don't relate to their day to day job.
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Adults learn best when they can see the information they are given is relevant.
02
Don’t start and end training in the classroom
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Give your students plenty of notice about the upcoming training.
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Give your students plenty of notice about the upcoming training.
Design a course outline around staff job roles so students are clear why they’re attending.
03
Challenge your students
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Instructions for training exercises should be unambiguous so students don’t get frustrated.
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Instructions for training exercises should be unambiguous so students don’t get frustrated.
Link to coaching videos and help files for more complex tasks.
04
Allow adults to learn
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Include exercises that allow CRM users to teach themselves.
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Include exercises that allow CRM users to teach themselves.
Cover learning resources like coaching screens, quick videos, and contextual help.
05
Lead students towards considering CRM
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Encourage conversations that allow students to reflect on what CRM will mean for their work.
06
Build on students’ skills and knowledge
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Find out as much as possible about your students experience of using CRM.
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Find out as much as possible about your students experience of using CRM.
Allow students to see how their knowledge can be transferred even if terminology differs.
07
Design real-world CRM exercises
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Use training data that reflects real world data, and the scenarios can case studies used should be realistic.
08
Keep training sessions as short as possible
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Don't run an all day class on a Friday in case your students forget lessons over the weekend.
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Like this SlideShare?There are more tips in the blog post http://bit.ly/SCTrain
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