Published on March 4, 2014
8 tips for your next Sage CRM training class
Focus on content students want to learn
. Nobody likes being "talked at" about new features and processes which don't relate to their day to day job. sagecrm.com
Adults learn best when they can see the information they are given is relevant. sagecrm.com
Don’t start and end training in the classroom
Give your students plenty of notice about the upcoming training. sagecrm.com
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. sagecrm.com
Challenge your students
Instructions for training exercises should be unambiguous so students don’t get frustrated. sagecrm.com
Instructions for training exercises should be unambiguous so students don’t get frustrated. Link to coaching videos and help files for more complex tasks. sagecrm.com
Allow adults to learn
Include exercises that allow CRM users to teach themselves. sagecrm.com
Include exercises that allow CRM users to teach themselves. Cover learning resources like coaching screens, quick videos, and contextual help. sagecrm.com
Lead students towards considering CRM
Encourage conversations that allow students to reflect on what CRM will mean for their work. sagecrm.com
Build on students’ skills and knowledge
Find out as much as possible about your students experience of using CRM. sagecrm.com
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. sagecrm.com
Design real-world CRM exercises
Use training data that reflects real world data, and the scenarios can case studies used should be realistic. sagecrm.com
Keep training sessions as short as possible
Don't run an all day class on a Friday in case your students forget lessons over the weekend. sagecrm.com
Like this SlideShare? There are more tips in the blog post http://bit.ly/SCTrain sagecrm.com
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