3 Training Tips to Maximize Your Sugar Deployment

It’s an enormous process to enter into an agreement with a new CRM software vendor. By the time you make that “final” decision it can feel as though you’ve been engaged with your new vendor for ages. But signing contracts and deploying a CRM is just the start of the journey. The important work begins with getting the most out of this important investment.   

So, where do you start?  Getting return on investment from CRM isn’t as easy as just flipping the switch. To help, we are launching a new blog series that addresses the primary hurdles we hear from customers as they embark on getting the most out of that shiny, new CRM system.

Training: A Lesson in ROI

The first challenge we’ll cover is user training. When you deploy a new CRM, it’s wise to assume one thing: your team won’t have the time or energy to learn the new system on their own. If left on their own, they’ll spend a good portion of the first year flailing on their own. So, it’s wise to plan in the time and budget for an adequate training program.

A lack of training puts unnecessary pressure on your CRM champion or the Sugar admin because they are getting continuous requests. At a minimum all employees should learn how to use modules, filter list views, and build reports.  Enabling your team to get a handle on how to do the basics will make a huge difference in the long-term value you get from the system.

Here are our top 3 training tips:

    1. Leverage Sugar University.  “SugarU” is an entire team here at SugarCRM that is solely focused on user training for end-users, admins and developers. They have numerous options for in-person, online, and self-paced learning.  
    1. Get Certified. Our most successful customers take advantage of the Sugar Certification Program to help build users’ confidence in the system.  Consider building in incentives for your Sugar champions to earn and maintain their Sugar Certification.
  1. Leverage our Partner network. Did you know that numerous SugarCRM partners conduct extensive onsite training programs? Some of our most successful deployments have included intense training components led by partners.

As they say, “great training leads to great user adoption.” In our next post we will focus on how to improve user adoption.