CRM Training Revisited by Sidney C. Lejfer, President,
Harvest Solutions LLC
Introduction
I started writing about the importance
of comprehensive and continuous CRM Training in 1998. Over a five-year
period, my previous firm trained over 10,000 people on the use and
maintenance of CRM software. Although there has been considerable
technology related advancements on how training is provided, specifically
web based training, classroom training is still an important component
of a successful training program.
Companies who are implementing CRM solutions
have the ability to design a training program to meet their specific
requirements using a combination of training methods that are described
below.
Types of Training
You have a variety of options as
you determine the best way to train your sales, marketing, and customer
service personnel on the use of your CRM System. They include web
based training, instructor led web based training, CD Based Training
and Classroom Training. Each type of training meets a different
need for your organization.
- Web Based Training (eLearning)
- This type of training is available via the web and is usually
self-paced and allows the end-user to participate in training
anywhere, as long as they have an Internet connection. The training
can be designed to include testing and provide progress reports
to management on each participant. eLearning can be an excellent
way to provide consistent training to remote users and a way to
provide continuous product enhancement training. The disadvantage
is that the courses tend to be rigid and very expensive to develop.
It can also be used as a supplement to other training methods
including a prerequisite course before a classroom session or
a CRM system update, without having to organize a classroom training
session.
- Instructor Led Web Based Training
- This is a very good way to provide training for remote users
led by an instructor via the internet and telephone conference
at predetermined times. This allows the participants to take training
at whatever location is convenient; all they need is an Internet
connection and telephone. This type of training does allow interaction
between the participants and trainer. This is the next best thing
to classroom training, allowing for interaction and discussion
between the participants. We recently provided a 3-hour training
session for a Woburn based client with a national sales team located
in six major cities around the country. Although the interaction
between participants would have been better if we were face-to-face,
the cost of running this session was a fraction of what it would
have cost to bring in everyone from around the country.
- CD Based Training - This method
of training provides the material on a CD. The advantages include
self-paced training on your own individual computer without the
need for Internet connectivity. The initial development cost for
this sort of training is very expensive and will require updating
as you make modifications to your system. It can be used as a
supplemental training method for entry-level users.
- Classroom Training - Although
the cost of having all of your personnel at a centralized training
location can be expensive, I still believe that the human interaction
and discussion is as important as the technical aspects of learning
a new system. We recommend that your company provide a CRM advocate
to participate in each training session to share best practices
and build excitement and momentum for your system. It can also
be used as an opportunity to gather request and requirements for
the next phase of developing, enhancing, and deploying your system.
Summary
You need to do a cost analysis and
determine the results of each method of training, but I am still
a proponent of classroom training. It is impossible to duplicate
the interaction between the attendees of a classroom and the instructor.
It allows each person within your firm to participate in questions
and discussion and work through process and technical issues that
come up in a classroom environment. One question can generate another
question, resulting in discussions and the development and fine-tuning
of processes and procedures on how a system will be used.
Without a doubt, the other types of training provide an organization
with important alternatives but there is still value in the human
interaction of a classroom setting.
About the Author
Sidney C. Lejfer is President of
Harvest Solutions, a Customer Relationship Management Consulting
and Training Organization. He is a featured writer and speaker on
the benefits of Customer Relationship Management Technology. For
further information, call 781-530-3736, (delete extra space) email
at slejfer@harvestsolutions.net, or visit his firm's website at
www.harvestsolutions.net.
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