We at GenXwest are skilled presenters and have been in corporate educator roles for many years. We are comfortable at public speaking!
Software training research shows that attendees generally recall less than 15% of the content beyond 48 hours. Fortunately, there are proven best practices to improve CRM software training results.
Here are some tips:
- The first pre-requisite to successful training is setting aside a realistic budget.
- A CRM software system built on usability is the second influential pre-requisite to successful user training.
- One size does not fit all when it comes to training, so offer users training choices.
- Training instructors should advise why the company is adopting a new system.
- Short, bite-sized training works best.
- Adopt just in time (JIT) training.
- Invest is a sound training curriculum supported with role-based presentations, supporting collaterals and hand-out materials.
- Training should flow according to role-based business processes.
- Keep it simple.
- Spend most of your training time in the live application.
- Use real data.
- Develop training as part of UAT (user acceptance testing) an approach can identify training shortfalls and remedy them as part of a defined process.
- Timing is everything.
- Make training part of the change management program. Training is one of the most effective tools in getting reluctant staff off the fence and into the software.
- Prepare your live support options such as a help desk, designated SMEs (subject matter experts) or floor walkers with Trainer training.
GenXwest has 40+ years experience working with CRM.