Mentoring on CRM Utilisation

What is Mentoring

Mentoring on CRM utilization from SRD Group provides specific one-on-one guidance to Senior and Line Management as well as front line staff to reinforce the CRM/CE Best Practices and system usage.

Again, we leverage our extensive experience in CRM/CE, Sales and Marketing Management and stand alone Sales and Account Management Training experience to maximum affect. We provide much needed confidence, along with specific skills and knowledge, to empower the individual to explore the system and maximise its benefits, whilst helping them meet minimum requirements.

Benefits:

Drives reframing and acceptance of new processes and habits.
Raises acceptance levels.
Speeds up information input to and output from the new system.
Speeds up return on Investment
Provides an 'independent' listener who can empathize with your staff.
Tackles user issues and skill development in their 'comfort zone.'
Allows for real-time alteration to habits and one-on-one guided practice.
Just in time delivery.
Flexibility to suit diverse teams and their needs.

Why?

Often after a new CRM/CE system has been introduced, staff are left to ‘sink or swim’. Our CRM Mentoring Utilization service helps those individuals who are struggling to merge the new system into their daily roles by spending time with them at their place of work. By having a mentor who understands the strategic and tactical objectives, understands their role and how to best apply the new system, short, medium and long term objectives are achieved.

Our Methodology

We visit staff in their place of work to enable us to help ‘merge’ the system and their role. This is a one-on-one interaction that combines all the critical pieces of the puzzle for the individual. It focuses on development of the skills of the individual in maximising the application of the CRM/CE system; often this falls outside of technology and focuses on utilising the information available to make better informed business decisions. It can also however provide advanced training for the areas of the system they use.

Often the Report from Best Practice CRM/CE Management is used to determine which staff require further Mentoring and which staff require less guidance.

Please contact us for more information.

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