“How do you get all your employees using CRM to the full potential?”

SugarCRM Training

User adoption is key to the success of any CRM project. Training is key to adoption. At Enjay, We offer several different levels and styles of training to suit everyone's requirements.

Self-Learning VideosRemote On-line TrainingOn-Site Classroom style

Training

The Answer is...Training

The ProblemAccording to recent research that examined the struggles to a successful CRM implementation,

32% of all reported problems were people-related or linked to user adoption. While many often the real obstacles are in winning over non-believers.

Advanced User Training

By Enjay IT Solutions Ltd.

What you will learn?

This training session will ensure that all users gain the knowledge they need to use SugarCRM to the fullest extent. Training can be tailored to the business and incorporate all of the SugarCRM customizations made to enhance the user experience.

SugarCRM like a PRO

Create Reports, Make entries, Create Dashboards

Enter/Manage activities like Email, Tasks, Meetings, Notes etc..

User AdoptionWhat's in it for me ?

Process automation replaces repetitive manual tasks

Performance hotspots are quickly identified

Effective time management

Easy & Accurate Report generation.

Helps upsell & Customer Delight

Improves Productivity

Our Approach :Awareness

Understanding

Acceptance

Buy-in

Ownership

Top excuses for not using CRM….!!!

● “The spreadsheet works just fine!....”● “I’ve been the top salesperson for the past 10

years without it!”● “My company now has access to all of the

customer relationships that I built … which I feel I own. They could fire me tomorrow and keep all of the contacts and relationships I've built!”

● “I'm on the field all day selling … and then am expected to update the CRM when I get home after a long day!”

● “My boss never looks at it anyways, so why should I bother?”

Top excuses for not using CRM….!!!

● “The last three we tried failed, why will this one be different?”

● “It’s too in-flexible and doesn't take into account ‘the real world’ of selling!”

● “It provides too much visibility & accountability into what I'm really doing, and I like it better when I can play my hand close to the vest until the end of the month/quarter!”

● “It’s too complicated”● “All the time I spend typing, I’d rather be selling!”

What You Can Do About It...!

● Answer the "What's in it for me" question.Spend some time explaining how CRM will benefit them directly and not just the company as a whole.

● Give them one piece of the pie at a time. Think baby steps…

It might take time for everyone to adjust to new ways of doing business. Encourage employees to speak up about changes and listen to what they have to say.

● Provide useful educational resources.Give them access to how-to's and audio-video format learning materials that can become quick refreshers.

What You Can Do About It...!

● Identify a CRM “champion.” Reward the adopters & the power users.

Turn it into a game--with badges, leaderboards, rewards and public recognition, "Salespeople are competitive. Play to that."

● KISS - Keep it Sugar & Simple. Don't bombard users with features.

“Sales people are busy," So to ensure your sales users can quickly enter data about a lead/opportunity, make sure there are no more than five fields to complete."

What You Can Do About It...!

Conduct frequent audits, review progress, make adjustments.

Continually assess results weighted against the expectations. Verify data quality and consistency - we all need to have good information.

● Make sure high-level executives are using it, too. "Nothing gets an employee's attention like when a CEO sends an email, I was looking in the CRM and did not see....',"

User based Training

Advanced UserIncrease SugarCRM user

adoption in your organisation, With a

combination of lecture and hand-on lab exercises, user become skilful at operating

all the features of SugarCRM

AdministratorQuickly expands the

knowledge of SugarCRM administrators so that all

user inquiries and business needs are handled

efficiently.

New HireNew hire training is a

critical step that companies take to ensure that their new hires develop the knowledge, skills, and

behaviors needed to be successful.

DeveloperDeveloper Training allows

your internal developers to train on SugarCRM faster than any book or manual.

Course Overview:

Advanced UserUnderstanding modulesListing data, Viewing data,

editing data.Basic, Search & Saved SearchQuick CreateProduct ManagementUnderstanding Sales, Support

flowsManage your profile, theme,

viewsCreating DashboardBasic ReportsSending Emails & using

Templates

ImplementorRole of CRM Expert.

(implementer)Implementation guidelines,Sugar CRM Implementation

Sheet / PlanningData Cleaning & ImportData Quality Management.Designing workflows that work.Creating reports that report.Various Implementation

strategiesAdvanced dashboardsMapping CRM data with KPIsChange Management tips.

AdministratorUsers, Team & Roles ManagementSystems, Emails & Other SettingsStudio, Module builder, Dropdown

EditorManaging & Customising ViewsWeb to Lead forms.Email Campaign Management.Workflows and automation, Alerts

& NotificationCreating new fields & Modules.Managing & Customising SearchesManaging Add-ons, connectors and

plugins.

Why Choose Enjay..Pre-training consultancy to agree course topics

& accelerate the skills transfer.

Over 10 years of experience with more than 350 clients of different verticals.

Offer comprehensive product knowledge along with best practices.

Private sessions that are fully bespoke to your CRM processes & training needs.

We offer a selection of online training videos/material to learn the essentials.

Thank you

Any Questions ???

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