Employee/Customer Onboarding, Training and Enablement

Victor Rosado

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The 4 Key Steps to Creating a CRM Training Manual

Victor Rosado - Jan 9, 2020 9:30:00 AM

This is a guest blog post by Victor Rosado, Senior Consultant, 'Salesforce Change Management and Training' at Synergetics

So you're implementing a new CRM and need to train your employees on it. You need them to know how to use it, want to use it and — most importantly — actually use it. The right training manual can help with all of the above while alleviating constant questions and emails regarding the new CRM.

While you might already be familiarized with the new CRM your company is adopting or migrating to, your employees won't be. Remember, they didn't sit through the sales process or the C-Suite meetings regarding the new CRM. They're going into this relatively blind — and they're likely going to be reluctant to change.

Topics: Training

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