8 tips for your next Sage CRM training class
8 Sage CRM training tips
May 10, 2015
In this SlideShare, you can discover 8 simple tips for getting more out of your next CRM training session.
These tips are easy for teachers and trainers to put into practice and are written with the needs of CRM students in mind.
These tips are easy for teachers and trainers to put into practice and are written with the needs of CRM students in mind.
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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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