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Lights, Camera, Action: Sonoma Partners CRM Training Videos

Today's blog post and video content were created by Kristian Altuve, Business Analyst at Sonoma Partners.

Learning is not an easy process, and we all absorb and retain information in different ways. Some of us like to figure things out on our own through trial and error while others like to watch someone do it first, then practice after.

In my experience as a trainer of end users on new CRM systems, I’ve learned a variety of teaching methods.

Onsite training is always helpful to gauge audience reactions and tailor the session to meet all learning styles. I demonstrate how to efficiently navigate the system and coach users through hands-on practice. Webinars are also a popular channel for training. But learning doesn't stop there. After initial training, users may rely on their peers or software documentation to get up-to-speed. This is also why training documentation is an important deliverable when training end users.

Altuve
Kristian Altuve, Business Analyst at Sonoma Partners


But let's take a look at a real scenario from a few months ago. My project manager and I were planning a training approach for a client rolling out a new CRM system to hundreds of users. How can we best support the business and the learning needs of their users? How about a video? With some spare time, I created a general video, "Getting Started with CRM," and presented it to our client. Their reaction was so enthusiastic that we completed an entire library of training videos for the various tasks users will perform in their day-to-day business. The final delivery for the training portion of this engagement was a series of webinars supplemented by quick start guides and training videos.

A few benefits of custom training videos for your end users:

  • Improves knowledge retention and information recall.
  • Accommodates different learning styles
  • Access On-demand, bite-sized learning, when your users need it.

You can check out our promotional video on custom training below: 

If you'd like to learn more about Sonoma Partners or CRM training, contact us.

Topics: CRM Best Practices