Sonoma Partners Microsoft CRM and Salesforce Blog

Don't Cut Class: 5 Reasons to Attend End User Training

Today's blog post was written by Kayla Silverstein, Marketing Specialist at Sonoma Partners.

This June, we’re offering End User Training for both Salesforce and Dynamics 365 (formerly Microsoft Dynamics CRM). Why should you and/or members of your organization attend user training?

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Here are 5 reasons you should consider signing up:

1. Get the most out of your investment.

CRM is no easy spend. A CRM deployment costs not only money, but precious time and resources.  In training, we’ll show you how to integrate CRM into your daily processes in a way that not only makes your life easier, but also contributes on a larger scale to the success of your organization. Maybe you’ve already been tracking prospective client information with some sort of data management system. Now you can learn how to take the work you’ve already been doing and multiply it across your organization by making it visible, accessible, and easy to organize in CRM. On the other hand, if you’ve never engaged with any sort of customer relationship management software before, get the knowledge you need to hit the ground running. This isn’t just a lesson in button pushing; this is about teaching you how to do your job more efficiently and with a greater, long-lasting impact to your organization.

2. Increase collaboration across your organization.

Training your team on how to use CRM can build a community of collaboration at your organization. We’ve seen pushback from some sales organizations who are hesitant to share best practices or critical information, afraid they’ll divulge their “secret sauce” and lose out on future deals to other sellers. In training, you’ll walk away with the tools to communicate a message of internal collaboration that leads to internal success. We’ll discuss techniques for combatting commonly asked questions, such as, “I’ve been winning deals with my methods for years. Why should I change things up now?” Learn how to explain CRM and its role in the broader scheme of success for your organization. If done effectively, you can see your employees engaging with a tool they understand.

3. Ease the transition.

No one likes change. Adopting an entirely new system and trying to integrate new operations into your daily routine can seem daunting. By attending a training session, you will equip yourself with the foundational knowledge to thoroughly understand the system. Training also helps ease those early adoption jitters, allowing you and your team to walk away with confidence over your investment. From there, you can relay that confidence to further encourage other early adopters to get on board. More confidence means more users, which means an overall more effective system for your organization.

4. Hear real stories from real customers in the same boat.

Training sessions offer plenty of time for discussion between users. Gain a network of people outside your organization to discuss creative solutions to the challenges you might be facing internally.

Maybe you haven’t completely rolled out CRM to your organization and are looking to vet out a new partner. Engage with CRM professionals and their current clients before you make the decision to invest with a partner and/or move forward with a complete deployment for your organization. Training can be a great trial period to feel out a consulting partner and determine whether you think their CRM philosophy and methodology is what you’re looking for.

5. Learn the language.

Certain fundamental concepts around CRM can be extremely helpful to learn before you dive in. Understanding the basic terminology of CRM, how the system is structured, how you are expected to interact with the tool can be vital to starting on the right foot when it comes to not only using the new system but explaining it to others at your organization.

We see customers with grandiose goals for their CRM implementations who are disappointed when it takes longer than anticipated to get off the ground. Just when you were learning to ride a bike – training wheels are important! Taking the time to set yourself up for success with CRM can make the difference between a tool your team understands and is willing to use vs. a solution they struggle to see value in.

Convinced yet? You can read more about our upcoming training sessions here. We hope to see you there!

Topics: CRM Best Practices