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Five Tips To Optimize New Service-Rep CRM Training Five Tips To Optimize New Service-Rep CRM Training
By Elizabeth Millard
March 7, 2007 12:50AM

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We asked experts in customer relationship management what kind of advice they could offer to managers who are charged with getting new reps started with CRM. One key is to garner user acceptance, says Tim Bolte, product manager for MySAP, emphasizing easy-to-use features to get new users comfortable with the application.
 


Training new customer Relevant Products/Services service reps to use a CRM Relevant Products/Services system quickly is crucial not just to a contact center or customer service effort, but to the entire company, as well. Often, a service rep is the first contact for new customers, or for existing customers who have problems with a product or service.

Having a new rep stumble through an unfamiliar system is the last thing a call center manager wants to see or hear. So, what can be done to help newbie users master your CRM system?

Tip #1: Get Real

In some training sessions, service reps go through standard scenarios involving slightly disgruntled customers, or listening to canned responses. But Gartner analyst Michael Maoz thinks it's time for companies to get real.

"You see these very highly scripted scenarios, but what would help more is for a rep to see a day in the life of a customer," he says. For instance, a rep could go through a session where the customer looks for information on the Web site, doesn't find it, and then gets frustrated trying to navigate the automated voice response system.

"By the time they get to the rep, the customer is irritated, and now the rep knows why," says Maoz. "Understanding the customer will help reps understand the system and what information needs to be accessed."

More realistic scenarios have significantly cut the time that it takes for an agent to learn and to do the job, and it streamlines functionality, Maoz says.

Tip #2: Invest Upfront

Another way to help service reps is to hire the right reps in the first place, Maoz adds, and to pay them well once they emerge from training.

Many companies are turning to reps who want to work from home or in small call centers close to their homes. Often though, companies pay remote reps lower wages than those in a centralized office.

Also, Maoz has found that the training investment for remote reps and telecommuters is usually less than for others in the industry.

"Companies give lip service to the issue and say they want to improve customer service, but budgets for training and salaries remain static," Maoz notes. "If you hire the least expensive people you can find, it's like hiring the cheapest brain surgeon. Do you really want to cut costs for something so important?" (continued...)

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Posted: 2010-06-23 @ 8:40am PT
Good tips, we believe that they apply for everyone in the company using the CRM software! We have recently published a whitepaper "CRM Adoption" that details additional strategies to get everybody on board. Check it out at www.intelestream.net



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