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Training


A crucial component of any successful CRM implementation is training.

Training is one of the most important components of any CRM implementation. Its importance lies in the value of time. If the End Users are not properly and adequately trained, they will take one of two actions. They will either spend extraordinary amounts of time away from their normal responsibilities trying to learn the product by trial and error, or they will not use the product at all. The refusal to use and/or the misuse of the product will causes the solution to fall short of planned benefits.

With the proper training you can significantly shorten the learning cycle and raises the users' comfort level immediately. Armed with a solid understanding of the fundamental functionality of the product, users are able to gain efficiencies and productivity very quickly. This fast success causes increased usage, which in turn multiplies the benefits of the product to the organization.

Class types:

  • Private Training
    Private training courses use the same agenda and courseware as the public courses, however private training is company specific and can be done either at your location or our training facility.

  • Custom Training
    In the Custom Training courses, we tailor the material exactly for your needs or applications. The agenda and courseware are company and/or job specific.

  • Mentoring
    Basic "user" training provides the fundamental skills, but learning how to use the system to perform specific tasks relative to their job function may call for a personal mentor. This is a common way we create "Power Users" within an organization so they can teach others.

Class levels:

  • End user
    This class gets the end users to the keyboard and exposes them to the basic features of the program. With the knowledge base developed in this class the end user can utilize the system and develop an understanding of what they want to gain from the advanced end user's class. Available for: SalesLogix, Goldmine & Heat Products

  • Advanced End User
    This class builds on the skills first covered in End User training, but in much greater depth. In the end user training, we have limited time to cover each skill in the system. Advanced End User training allows us to spend more time on advanced skills like queries, creating mail merge templates, integration with other applications like Microsoft Word, Excel, Outlook and other popular business applications, as well as focusing on "real-world" activities that incorporate multiple steps and program functions. Available for: SalesLogix, Goldmine & Heat Products

  • Administrator
    This class familiarizes the person(s) that will be responsible for the day to day administration of the system with the end user features of the products and some of the elementary administrative functions. It is held to begin building the client organization's knowledge base about the system. This knowledge is a prerequisite to the Advanced Administrator class. Available for: SalesLogix, Goldmine & Heat Products

  • Advanced Administrator
    This class follows the Administrator Introduction class and gives the administrative personnel the necessary knowledge to operate, maintain, and lightly customize the system in support of the end users. The instructor gives ample real world examples to reinforce the relevance of the training to the administrator's responsibilities within the system. Available for: SalesLogix, Goldmine & Heat Products

Would you like to learn more about our training courses and availability?
Please send your request to training@siennasolutions.com


 

..

"We conducted an
on-site end user class customized for our specific system. It was money well spent. Our people were up and running the next day, with not so much as a hiccup in our productivity"

-Myrient


Class Types

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