I’m in the process of putting a piece together on training on CRM systems, but as a quick preliminary I thought would walk through some of the options for training delivery, and their relative strengths and weaknesses:
Externally delivered training
This is generally by using the CRM vendor or implementation partner, though training can also be available from other parties and freelancers. On the plus side, the big strength of this approach is that delivery will be by an experienced trainer, who will know the technology inside out, which are not small considerations. On...












