CRM 101: Session 5: Guided Discovery Training - User Training that Sticks
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Transcript of CRM 101: Session 5: Guided Discovery Training - User Training that Sticks
![Page 1: CRM 101: Session 5: Guided Discovery Training - User Training that Sticks](https://reader036.fdocuments.net/reader036/viewer/2022062614/5477ebdbb4af9f73748b4576/html5/thumbnails/1.jpg)
Guided Discovery Training—User Training That Sticks
CRM 101
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Tweet: #SCON12
Best Practices aka Stuff that Works
1. Hide stuff2. Train in a “safe” environment3. Use Guided Discovery® & Scripts4. Show and Tell5. Rewards—make it fun, make it memorable
![Page 4: CRM 101: Session 5: Guided Discovery Training - User Training that Sticks](https://reader036.fdocuments.net/reader036/viewer/2022062614/5477ebdbb4af9f73748b4576/html5/thumbnails/4.jpg)
Tweet: #SCON12
Tips and Tricks
1. Certified Trainers2. Parking Lots3. Pairings4. Reference Guides5. Social Media
![Page 5: CRM 101: Session 5: Guided Discovery Training - User Training that Sticks](https://reader036.fdocuments.net/reader036/viewer/2022062614/5477ebdbb4af9f73748b4576/html5/thumbnails/5.jpg)
Tweet: #SCON12
Top 5 mistakes
1. Training as the End2. Lectures and Long Web sessions3. Assigning the Techie to teach4. Drinking from the fire hose5. Zeros or Ones
![Page 6: CRM 101: Session 5: Guided Discovery Training - User Training that Sticks](https://reader036.fdocuments.net/reader036/viewer/2022062614/5477ebdbb4af9f73748b4576/html5/thumbnails/6.jpg)
Tweet: #SCON12
Parting Shots
CRM is a strategy CRM is a process Training is a strategy Training is a process
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04/09/2023 ©2012 SugarCRM Inc. All rights reserved. 7
Submit Session Feedback
Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback
*Prizes for attendees who submit session feedback using the Mobile App
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04/09/2023 ©2012 SugarCRM Inc. All rights reserved. 8
#SCON12