To get started with a Customer Relationship Management, or CRM, platform for your business is an investment. It’s not just an investment for your business, but an investment for you, your stakeholders, and the ones who will be using the system. There may have been a number of reasons that you decided to get a CRM but no matter what those reasons are, it takes users to make it successful.
Those users also need to know how to make themselves successful once they are using CRM. Training your users to use CRM doesn’t have to be a complicated or time-consuming process, but is necessary to make them effective. A good CRM platform will provide the tools and support to get you up and running quickly — we’ll share the ones that are available for Salesforce Essentials.