Employee/Customer Onboarding, Training and Enablement

Victor Rosado

Victor Rosado

Recent Posts

The 4 Most Effective Digital Transformation Strategies

Victor Rosado - Feb 27, 2020 11:00:00 AM

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

The most effective digital transformation training doesn't focus on the cool features of new technologies. It focuses on how people can use technology to support seamless business processes — and do their jobs better. What do you need to know?

Topics: Guest Blog- Training

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The Expert Guide to Successful CRM Training

Victor Rosado - Feb 20, 2020 10:00:00 AM

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

When a company is ready to adopt a new CRM, picking the right technology is only half the battle. Even the most advanced platforms can hold teams back if they don't know how to use them — which is why effective CRM training is so important.

Without proper CRM training, companies risk low utilization rates, longer onboarding times and avoidable errors. To put it another way, effective CRM training could be the difference between a positive ROI, or an expensive, failed implementation.

Topics: Training

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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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