Is CRM Hard to Learn? - Digital Limelight Media

Investing in a CRM is a big step for your business. Once you’ve chosen the right software for your needs, learning how to optimize it for daily use is the next big step. You may be wondering how much time you should dedicate to your new investment or how many people from your team should be trained on the CRM. Is CRM hard to learn?

What is CRM?

CRM Stands for Customer Relationship Management. Most frequently it references a database software used to monitor all customer contacts. These programs can offer many different features which monitor touch points, manage messaging, and categorize interactions with customers. Large and small businesses use CRMs. Learn more about what a CRM does here [LINK CRM BLOG].

How Long Does it Take to Learn CRM?

The length of time a CRM takes to learn depends on which program you use. CRMs can range from simpler programs with a few features, to intensive databases with hundreds of functions. While the difficulty level ranges from program to program, the important thing to remember is that CRMs are formatted for ease of use and optimized for user experience. With proper training and resources, a CRM can be easy to learn.

Tips for Learning CRM

• When choosing a CRM, ensure you have access to training sessions, manuals, and customer service representatives to aid your learning process.
• Choose a CRM that suits your needs. If you choose too simple of a CRM, it won’t serve your staff and clients properly. Choose a too complex program, and your client information may be lost amongst a difficult program.
• Choose a staff member to be a resource for your office on CRM processes. This will help when questions arise.
• Make good use of training materials – there are often built in resources and help sections to a CRM program. Don’t be afraid to reach out to your assigned rep and dive into FAQs on the subject.

Who Should Learn CRM?

You may be wondering who from your team should learn the CRM system. The short answer is everyone! Ensuring the entire time is familiar with client information management ensures that if team members leave or go on vacation, a customer’s info is still accessible. Common everyday users of a CRM are: front office staff, sales people, office admin, and marketing support.

DLM Insight: A CRM from Digital Limelight Media

Did you know Digital Limelight Media (DLM) has its own customer relationship management system? DLM Insight is created for small to medium sized businesses to manage operations, intake leads, and foster committed customers. Additionally, we offer initial training sessions to get you up to speed on our CRM system and ongoing support through our Marketing Specialists.

A CRM can help your business in a myriad of ways. With a little practice, a CRM will be an easy and helpful addition to your day-to-day operations. If you’d like to learn more, let’s chat.