Subject matter expert CRM training should form part of the scoping of your CRM project. This training covers the standard functionality that your technology provides and helps your SMEs - subject matter experts - (the people who really know how your business operates and therefore what your CRM solution should deliver by way of supporting your service of customers and the reports to enable you to run the business better) work with your technical implementers to get the 'best bang for your buck' from the solution design.
By having people who understand your business and the functionality that your selected technology delivers before any changes (customisation or configuration) are done, you can select the functionality that you require for your business processes logically and wisely. You can choose the low hanging fruit, so you can deliver value to your users far more rapidly. The investment (both money and time) made into this training will be repaid many time over by your resulting more effective project.
Ensuring that you have these people who know about the business and the technology means that you can avoid the loss in translation, or the chinese whispers effect that so often derails these projects.
Subject matter expert CRM training is different from end user training. Subject matter expert CRM training shows you the potential of the technology before any configuration End user CRM training shows you the how and why to use CRM in your environment, using your data and your processes.
Opsis offer several different subject matter expert CRM training courses as both scheduled courses in our training centre in Sydney and custom courses:
Opsis is an expert CRM consulting company. We are not an IT company, nor a management consultancy, although we often work with both of these. Our focus is wholly CRM, and particularly Microsoft Dynamics CRM. We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia. Our range of CRM services include CRM strategy, CRM scoping, CRM implementation, technical support and CRM training.