• Home
  • About Us
  • Contact Us
  • Privacy Policy
  • Special Offers
Business Intelligence Info
  • Business Intelligence
    • BI News and Info
    • Big Data
    • Mobile and Cloud
    • Self-Service BI
  • CRM
    • CRM News and Info
    • InfusionSoft
    • Microsoft Dynamics CRM
    • NetSuite
    • OnContact
    • Salesforce
    • Workbooks
  • Data Mining
    • Pentaho
    • Sisense
    • Tableau
    • TIBCO Spotfire
  • Data Warehousing
    • DWH News and Info
    • IBM DB2
    • Microsoft SQL Server
    • Oracle
    • Teradata
  • Predictive Analytics
    • FICO
    • KNIME
    • Mathematica
    • Matlab
    • Minitab
    • RapidMiner
    • Revolution
    • SAP
    • SAS/SPSS
  • Humor

Virtual Training During Covid-19: 5 Tips for CRM Professionals

May 23, 2020   CRM News and Info

The world is adjusting to a new reality that was unimaginable three months ago. COVID-19 has altered every aspect of our lives, introducing abrupt changes to the way businesses and communities operate. Everyone is adapting to virtual work and plans have certainly changed for in-person conferences, trainings, and seminars across all industries.

The COVID-19 crisis offers an important reflection point for CRM trainers to question the status quo and explore new, virtual approaches for delivering quality training programs. Here are a few tips to get the most out of your virtual CRM session or class.

Virtual CRM Training Tip #1: Set a strategy for format and questions

  • Unexpected questions should not create undue pressure. Call on other resources within the training session. If there is a participant who can answer a question better than you, ask them to answer. Adding in a new voice also makes the call more interesting.
  • Hypothetical questions can also be answered by those on the call who understand their processes better than the host of the virtual training session. Redirect the question to the asker or other participants with something like, “Excellent question; how would you handle the situation?”
  • Clarify your strategy before the training by providing attendees with guidelines at the start. For example, ask for questions to be submitted in the chat window after designated sessions, while leaving enough time for Q&A.

Virtual CRM Training Tip #2: Reduce the Training Time

Virtual meetings should not go for more than an hour or two at a time. What would’ve been a day-long training might need to be shortened into several 2-hour sessions over a period of several days. Always include breaks for those exceptions where you need to go over the 2-hour mark.

Virtual CRM Training Tip #3: Murphy’s Law – Plan Accordingly

“Anything that can go wrong will go wrong” – Murphy’s Law. Technology works most of the time, but it seems like the ideal time for things not to work is when you have 100 participants tuning in to your virtual training session. Test well in advance to resolve issues before showtime:

  • Internet connection: If you have poor connections, consider plugging in. Invest in long ethernet cables and if possible, secondary WiFi access points.
  • Mic quality: Computer sound or headphones can be unreliable. Ask someone to listen as you test prior to your go-live session. Purchase an external plug-and-play mic to ensure the best quality possible on important calls and videos. This inexpensive investment can make all the difference to your participants.
  • Computer updates and notifications: Calendar reminders or external chat notifications can be distracting and can impact the overall effectiveness of your virtual training session. Eliminate these distractions in advance by shutting down the necessary tools and turning off notifications. “Focus Mode“ is available on most PC computers and helps to automatically mute most notifications.
  • Computer updates: How often do you click the “update later” button when a computer software or application update notice pops up? Yeah, me too. In fact, I once delayed these updates so long that my computer initiated an automatic restart in the middle of a call. Take my word for it, go ahead and make those updates well in advance of your online training session.

Virtual CRM Training Tip #4: Get to Know Your Virtual Platform

The virtual platform you will use for your training session will include features you need to know to run the call effectively, such as: mute all participants, mute SPECIFIC participants, attachments, group chat, whiteboarding, presenting only specific programs, etc. Understand where the presenter options are and how to use them. If possible, secure a facilitator to assist you who can be responsible for muting / unmuting people and tracking incoming chat questions.

Virtual CRM Training Tip #5: Embrace the Unexpected

In any virtual training call, you are sure run into unknowns. Just go with it and embrace the unexpected. Be confident and handle any hiccups calmly.

Apply these helpful presentation tips from AKA, and you are sure to host a successful virtual CRM training session. Want more tips for your virtual workforce? Read these blogs:

How to Go Remote When You’re Not a Remote “Type” of Business: 3 Tips for CIOs

The Sudden Need to Work Remotely: How This Company Transitioned 500 Users in Just One Weekend with a Cost-Effective Solution on Microsoft Azure


ABOUT AKA ENTERPRISE SOLUTIONS
AKA specializes in making it easier to do business, simplifying processes and reducing risks. With agility, expertise, and original industry solutions, we embrace projects other technology firms avoid—regardless of their complexity. As a true strategic partner, we help organizations slay the dragons that are keeping them from innovating their way to greatness. Call us at 212-502-3900!


Article by: Matthew Case | 212-502-3900

Matthew Case has worked with CRM for 9 years and with Microsoft Dynamics since CRM 2011. Specializing in CRM architecture, interface design, user adoption, and change management, he is driven by the desire to help users find ways to easier, more efficient work through software innovation.

Let’s block ads! (Why?)

CRM Software Blog | Dynamics 365

a Training, COVID19, During, professionals, Tips, Virtual
  • Recent Posts

    • Siemens and IBM extend alliance to IoT for manufacturing
    • Kevin Hart Joins John Hamburg For New Netflix Comedy Film Titled ‘Me Time’
    • Who is Monitoring your Microsoft Dynamics 365 Apps?
    • how to draw a circle using disks, the radii of the disks are 1, while the radius of the circle is √2 + √6
    • Tips on using Advanced Find in Microsoft Dynamics 365
  • Categories

  • Archives

    • February 2021
    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018
    • April 2018
    • March 2018
    • February 2018
    • January 2018
    • December 2017
    • November 2017
    • October 2017
    • September 2017
    • August 2017
    • July 2017
    • June 2017
    • May 2017
    • April 2017
    • March 2017
    • February 2017
    • January 2017
    • December 2016
    • November 2016
    • October 2016
    • September 2016
    • August 2016
    • July 2016
    • June 2016
    • May 2016
    • April 2016
    • March 2016
    • February 2016
    • January 2016
    • December 2015
    • November 2015
    • October 2015
    • September 2015
    • August 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
© 2021 Business Intelligence Info
Power BI Training | G Com Solutions Limited