Updated Thursday, September 3, 2015 as of 9:33 PM ET

Tech Challenge: How to Handle CRM Training

When starting a new financial planning office, some technology challenges come even after youíve made a software decision. Recently, Iíve been struggling with my last piece of software -- a CRM system.

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (1)
The training fees, and even data migration and setup fees, are exorbitant. And that's saying it nicely. Like you mentioned, some companies charge even more than 3x the cost of entry for training. I've seen charges of $1500 just for training you on how to use their software.

How backwards is that? You have to pay them to make up for their inability to make a self-explanatory piece of software. This is not my idea of CRM and I hope our efforts to create simple software and not charge people to learn it will spread into other companies to get on it and do better.

If we're selling software to manage good customer relationships, how are we already causing poor ones with our own customers? It just doesn't make sense.

Hope you can stumble through it and learn the system.

Brad Hodson
JobNimbus, http://jobnimbus.com
Posted by Brad H | Saturday, August 03 2013 at 12:47AM ET
Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here