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Implementing SugarCRM 5.x
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CRM training has two goals. One is to make the users familiar with the system and teach them how to use it. The other goal is to generate positive momentum and enthusiasm for the implementation.
To accomplish this latter goal, you need to make sure that people like what they see, especially the general sales staff and to some degree the general administrative staff—as these are the two most likely sources of resistance and negative reactions.
Therefore your approach should be as follows:
In the first session, the following points are included under goals:
To create an awareness in Senior management, to stimulate questions, and to discover any shortcomings early within a controlled group that consists of those individuals most likely to be supportive of the CRM implementation and its goals.
To finalize and clarify all system access details with IT.
The list includes the following:
Lead trainer
Project...
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