Using CRM Systems

The custom Using CRM Systems workshop is a fast and effective way to train support staff on using new tools. Each workshop is tailored to your requirements, both tools and processes and typically lasts a few hours.

By leveraging a common architecture and training templates we can keep the development process down to a few weeks and still deliver an effective program. Each workshop has the following characteristics to maximize learning and minimize cost.

· Task-based: each interaction with the tool is presented in terms of a task to be completed (e.g., create a new case) and not in terms of what the tool can do

· Hands-on: lectures are abbreviated and attendees are asked to interact with the tool throughout the workshop

· Targeted: the workshop focuses on the most often-performed tasks to ensure that they are fully mastered; time is not wasted on exotic features or confusing, rarely-used processes

· Includes job aids: attendees can use the training materials to review what they learned during the workshop

· Includes testing: the training includes a testing component to make sure that attendees can use the tools on their own

· Suitable for self-learning: the materials can be used "as is" for staff members who cannot attend a training session and need to learn on their own

· Suitable for remote delivery: the workshop can be delivered within a web meeting to reach remote users easily and effectively

· Ready for train-the-trainer: we can train your staff to deliver the training, making future new-hire training a breeze

For more information or to get started, please contact us.

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