Guided Discovery Training—User Training That Sticks
CRM 101
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Best Practices aka Stuff that Works
1. Hide stuff2. Train in a “safe” environment3. Use Guided Discovery® & Scripts4. Show and Tell5. Rewards—make it fun, make it memorable
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Tips and Tricks
1. Certified Trainers2. Parking Lots3. Pairings4. Reference Guides5. Social Media
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Top 5 mistakes
1. Training as the End2. Lectures and Long Web sessions3. Assigning the Techie to teach4. Drinking from the fire hose5. Zeros or Ones
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Parting Shots
CRM is a strategy CRM is a process Training is a strategy Training is a process
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