CRM Michael TaylorNovember 27, 2014

4 Customer Relationship Management Training Tools to Know

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4 Customer Relationship Management Training Tools to Know

In order for you to keep your business successful, you have to embark on customer relationship management training. These courses will be instrumental in helping you manage the relationships your business has with existing and even future clients. In so doing, you will be able to sense a need in the market and meet it when the time comes.

Your employees must be trained on the management system that you will use to enhance your customer software. The tools that you can use during the training process are quite many. These are necessary for helping to enhance the learning process.

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4 Customer Relationship Management Training Tools to Know

1. Software solutions

When it comes to customer relationship management training, software solutions, refer to the software that you intend to introduce into your organization. This software product will be used as a practice tool. Your employees much interact with every aspect of your software solutions of choice before it can be implemented fully in a real working environment.

The types of CRM software solutions that can be used during the training course are many. Some of the most popular CRM products include the CRM, Microsoft Dynamics CRM, Oracle, and SAP AG.

Bear in mind that employees will be able to use a new CRM system properly if you use it as a training tool. Using a different CRM system from the one that you intend to install in your organization will mean that the learning process has to start from scratch again. Is that what you want? Do you want to waste all your resources that way?

2. Projectors and related tools

If your business does not own projectors, then it is time for you to buy some. Business projectors are great tools for teaching employees during a training course of any kind.

With a projector, you will be able to create slides and graphics and present them to the masses. All you need is the right surface and a working projector and voila?

Projectors are great because they ensure that you do not need to replicate the digital presentation work that you have already done. You can keep on moving to the next slide and let people learn about every aspect of the CRM system that you want to install. You can even present a video with instructions on what they need to do at every stage.

The good thing about projectors is that they can serve very large groups of people. Visibility of information is not going to be a problem for anyone who is undertaking the training course. You can even let people have large group discussions about the CRM you intend to install. That way, they can exchange useful ideas on how they will tackle real life complications they encounter when they start working with the new system.

If you want to train many people on how to use your customer relationship management system of choice, then get yourself a good quality large-scale projector. It can be used repeatedly without a problem.

3. Printing tools

During any business training session, on site learning must take place. That however, is no enough. There is only so much that employees can absorb on any given day. They will need more time to process the information. Your employees will also need a constant reminder of what they need to do when using a new customer relationship management system.

In addition to your projector, you need to have large scale printing tools available to those that are taking the training course in a classroom setting. These tools will enable them to print handouts of the digital content you have presented to them during the main discussions.

Handouts are great to have because they can be carried home. Your employees can refer to them whenever they want to know something about the new system they will be dealing with.

Always ensure that the handouts are arranged in a systematic and organized manner. The printed content should be easy to read and understand.

Printing tools and equipment therefore, come in very handy during any major training session. Everyone can print out a copy of what he or she needs, in the format they prefer, and when they need it. Think of the convenience!

4. E-learning Technology/Online Class Technology

Not all aspects of customer relationship management training need to be done in an offline classroom setting. It is possible for you to organize for online training sessions that will be just as good in helping your employees acquire knowledge necessary to deal with a new CRM system.

The kind of learning environment you want to create will determine the kind of online training program you end up having. If you want interactive online classes that include both text and videos, then e-learning technology is going to be a necessity. On the other hand, if you want regular classes online, you can utilize the free learning platforms like Moodle.

E-learning technology may also refer to video conferencing tools like videography equipment, high-speed internet connectors, data sticks, computer servers and display equipment and so on. These tools will be instrumental in helping you get your training content published so that all your employees, even those in remote locations, can get access to the new CRM training content.

You may also need virtual communication technology to offer support to employees who have more questions about the new CRM product that you intend to introduce. VPN tools will come in handy, because they are accessible from anywhere and can redirect any data that needs customized answers.

You need to bear in mind the fact that, your customer relationship management training course will be restricted to offline classes, if you lack technological tools to take the learning materials online. That may not be a problem for a small business. However, for a much larger business with multiple branches in different locations, e-learning technology is necessary.


There is no doubt that the CRM system you have for your business matters a lot. Successful businesses are all about anticipating the clients’ needs before they even realize that they need your product. Training is going to be part of your business success.

If your employees are not able to use a CRM system properly, no matter how good the system is, your relationship with your clients will be compromise. That is why you need to invest in the right tools for your customer relationship management training; you will get great value for your money.

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