CRM: Training
Maximising the ROI from your CRM deployment
We always remember that while the CRM solution will enable your company to maximise client retention, track marketing campaigns, support your sales and many other business processes, the system is only as good as the people who are using it. Purestone are focused on providing quality user training, giving your staff the necessary skills to get the most from your CRM solution - regardless of their previous experience.
On-Site Training
Research shows that more information is retained if learnt in the environment in which it will need to be recalled. The result of this is that the majority of training courses will take place at your offices where your users will be using the system.
Train using your Data and Database structure
The courses will typically use a copy of your database. This means that your users will be familiar with the data and will learn how to manipulate the system and the data using real-life examples specific to your requirements.
Designed for YOU
Part of the design process will involve creating and working with your customised CRM - the actual system setup to your specification.
Continued Training
Whilst the installation and roll-out of the system is often the most critical time for you, it is important that thought and provision are made for ongoing support of your users. This may take the form of regular workshops or even a simple survey each year to give the system a quick health check. Either way, we are here to support you throughout the life cycle of the system.
