WHITE PAPER: Keys to a Successful CRM Implementation
Apogee provides an outline of their best practices for providing motivational CRM training programs that drive substantial improvements in key productivity areas throughout participating client organizations.

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Key Learning

  • Training Must Be Designed by Functional Role

  • Wrap the Business Process Training Around
    the Tool

  • Changing Processes & Tools Often Requires Changing Attitudes

  • Focus on Key Performance Indicators & Immediate Value Areas

  • Train in Phases – let the Groups Absorb Change