Your CRM vendor has trained your employees to use the software. But does that mean your sales team knows how to handle customers properly?
Not necessarily.
CRM training and sales process training teach two different things.
1. CRM Training Teaches Employees How to Use the Software
For example, employees learn how to:
- Add a new lead.
- Update customer details.
- Record a conversation.
- Schedule a follow-up.
- Check pending tasks.
This helps them use the system.
2. Sales Training Explains How Your Business Works
Suppose a customer asks for a quotation but does not make a decision.
Your salesperson needs to know what to ask, when to follow up and what information to record.
These rules depend on your company’s sales process. The CRM vendor cannot decide every part of that process for you.
3. Training Should Continue After the First Session
Employees may understand the software during training but face difficulties when handling real customers.
Managers should review their work, identify gaps and provide guidance where needed.
New employees also need training on the company’s process and CRM rules.
Final Advice
CRM training teaches employees how to use the tool. Sales process training teaches them how to do their work.
Both are important if you want your team to use CRM effectively.
Want to organise CRM training for your team? Discuss your requirements with the Sukam Apps team.
