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How Much Employee Training is Necessary for CRM Software?

By Steve Stroz on Oct 26, 2018 3:00:00 PM

Employee training for CRM software is important, but there's a limit as to how much training is really necessary. For CRM software to be effective, it's true that employees need to understand the system and incorporate it in their daily tasks. Yet with all of the different CRM software providers on the market today, there's no reason not to choose a system that's intuitive and easy to grasp.

A recent Enterprise Apps Today article discusses several mistakes that businesses make with CRM software. According to the article, many businesses waste too much time and money on employee training, when they could have just selected a more straightforward system instead:

"Though many analysts emphasize the importance of upfront user education, Wettemann advises buying CRM software that is intuitive enough that most users won't require a great deal of training. Then rather than scheduling mass classroom training sessions, conduct small-group sessions with individuals or groups that need a little extra help, offering usage tips geared to their specific roles."

There are many important aspects to consider when selecting CRM software (ACT!, Salesforce, HubSpot) and employee training certainly isn't at the very top of the list. Businesses first need to consider the size of their company, their client base, and their budget.

But how intuitive a CRM system is should definitely have an impact on a business' final decision. CRM software is designed to make customer relations easier for the company and sales representatives in particular. There's no need to make them go through months and months of training to try and understand a complicated system.

When considering how much employee training for CRM software is necessary, keep the cost-benefit relationship of the purchase in mind. If training is starting to seem too costly and strenuous, then search for a more straightforward program.

If you would like more information about CRM software that doesn't require extensive employee training, contact us.
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How Can a Social Media Marketing Process and CRM Create a Winning Solution?

By Steve Stroz on Aug 30, 2018 3:00:00 PM

The combination of Customer Relationship Management(CRM) and social media can be a fantastic combination that will allow your brand to connect with your customers much better than before. Social media can help improve and enhance your normal CRM methods because you will be able to engage in numerous social media conversations. You can also track leads on Facebook, Twitter, and any other network you choose to interact with.

Your social media marketing process should focus on the efforts that will have content that attracts and encourages your audience. As a result, your audience will share it with their networks. A message that comes from a corporate site or page that spreads among the users will resonate because the message will be looked at as a legitimate source.

Teamwork Makes The Dream Work

There is a growing need for some type of engagement with your marketing and your social media's customer service. There is a growing pressure to come together to make social media engagement better. When the day is over, the brands will be depending on the two sides to come together, and work closer together.

Customer Experience

You are able to interact with customers based on their preferences. Whether it is Twitter, Instagram, or Facebook, you should reach out and connect with your customers. Customers are at the center of what can be the difference between a trusted relationship or a forced relationship. Instead of pushing messages out to customers, your brand should collaborate with your customers to come up with unique ideas and solutions.

What Can You Do For Your Employees?

We are all a little opposed to any kind of risks, but social media and CRM aren't new things. There are numerous conversations happening constantly, whether publicly or privately. You can't control everything, but you can add tools and other policies to show people how to do things the right way. Set certain guidelines and basic rules. Teach your employees everything you know, and then sit back and put your trust in them. The employees who are considered "social" will understand that you're not only selling to the customers, but to the community surrounding your business.

Social media is an inexpensive podium that gives you an opportunity to enhance you marketing processes.

If you would like more information on social media marketing processes and CRM, contact us.
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