Imagine buying a car before you have had driving lessons of any kind, and then sitting behind the wheel trying to figure out how to get you and the car back home. You would likely fail. Not only that, but you would most likely have an accident by either running into another car, or into a wall or something. That’s not how to learn to drive.
It’s the same with learning any system. You need proper training before you are let loose on costly equipment, delicate machinery, or sensitive software programs. It’s no different when it comes to customer relationship management (CRM) applications, such as GoldMine software or ACT! software. It’s not enough either to spend a few minutes with someone who struggled through and now knows most of what’s needed–you need training that is tailored to your company’s requirements.
This might mean that you will not be trained in certain aspects of the CRM system. This could be because your company has no requirement for that module, and supplying training that is not needed is clearly a waste of everyone’s time.
Proper implementation of any CRM solution must commence with proper...
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