Updated Saturday, October 25, 2014 as of 4:46 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.

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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
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