Apogee Solutions, Inc.

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