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blog | June 11, 2020

Best Training Tips for ERP and CRM Providers

Searching for an ERP or CRM provider can be a tough battle. There are many factors to consider such as pricing, cloud and on-premise implementation, amount of users and...

By Courtney Perry

Searching for an ERP or CRM provider can be a tough battle. There are many factors to consider such as pricing, cloud and on-premise implementation, amount of users and of course what software provide to go with. When making these decisions, there is also another important factor to consider: does the ERP and/or CRM provider that you have your eye on provide training services?

Both ERP and CRM software have the potential to revolutionize the way a business is run. From streamlining business processes to improving the customer service experience, these software solutions are must haves. But without proper training in place, your business can suffer.

That is why ERP and CRM training is crucial. Training ensures that each software user can adopt to the new software was ease and understanding. Here are the best training tips that software providers can give to their newest trainees.


  1. Start Planning and Training Early

Training should not be an afterthought. Even if training takes place once the software goes live (or just before), a plan should be put in place in terms of how much training needs to be done and how it will be done. You want to make sure that new users know what they are doing by the end of training, and that cannot be if the training process isn’t well thought out. Have a game plan, a strong idea of how you want to go about the training process.

  1. Advocate for the Software

If software trainers aren’t excited about the software, it can be difficult to get new users to feel that way, which is why it is important to be excited about this process. Software can be dense in information to remember and in its capabilities, which can make most feel immediately overwhelmed. With that in mind, in order for training to be successful you must spark interest and intrigue amongst your newest group of trainees, providing them with all of the information they need in a simple way.

  1. Involve the Staff in Training

It is important to make sure that every user is present for training and truly takes part in the process. Everyone who will use these software’s daily, must be involved in order to know exactly how it will work and what it can do. Encourage new users to ask questions, voice their concerns and support them when needed. Remember that this is a new process for them, so exercising patience and understanding is key.

  1. Training Moves on Beyond Going Live

The training process doesn’t have to stop simply because your new ERP or CRM software has gone live. Without a complete training process, users will not know the true ends and outs of how the software works, all of its capabilities and they simply won’t know what to do with anything that lies before them.

  1. Make the Process Fun

As previously mentioned, learning a new software can be overwhelming. As a software trainer, it is important to make this process both fun and accessible for your new trainees. Search for ways to communicate to trainees that doesn’t involve heavy jargon that new software users may have never learned before. Highlight tools that trainees may find to be particularly helpful or excited about. If they know that the software works for them, they will be more receptive to training.

Training and being trained can be daunting processes for everyone involved, which is why it’s important to make the process as simple as it can be. Training should take as long as you need and should provide many tools and tips on how to better familiarize yourself with this software and eventually because an expert on it too.

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