Top Ways to Use a Screen Recorder for CRM Training and Tutorials

CRM also known as Customer Relationship Management is a tool used by businesses nowadays to manage the database of their existing and new customers. It helps them to track the customer’s needs, behavior, and their demands. This results in the development of successful marketing strategies that enable the targeted audience to receive a customized purchasing experience. The data that leads to this plan formation is gathered, analyzed, and evaluated from the CRM. 

The CRM systems allow businesses to be able to manage customer preferences, build and strengthen their relationship, and to increase customer retention based on the collected data. This in turn proves to be beneficial for business with the increase in sales indirectly gaining the amount of financial capital while adding to customer satisfaction.

As the software or the program is very important for the brand’s image and growth, it is essential for the person using it to understand the nitty gritty of the software. It is usually a little challenging for the newly hired employees to be able to understand the processes and then master the use of softwares. So, in order to cater to this challenge, businesses have now switched to pre-recorded screen recording tutorials available in the databases. 

The screen recordings include a step-by-step process of how to use the software. It contains specifics about where to find certain information and how to evaluate the data that is readily available. This decreases the amount of time required to train the newly hired manpower and also has proven to be more impactful as compared to the generally available written manuals. If you are confused about which software to use to record the screens, there are several free screen recorders available online and you can also find dedicated screen recorders for windows and other operating systems.

Benefits for the Newly Hired Employees

As mentioned earlier, providing a visual aid in the form of a pre-recorded tutorial on how to use the CRM is more beneficial. It simplifies the learning process for new employees. The tutorials including how to input data, how to track sales, and how to extract particular information can be provided to the employees. 

This method of providing screen recordings is beneficial for two reasons, one is that the same content is available to all the employees so no variation is expected in terms of the training process. Secondly, since it is available in a stored database, the employees can easily access it as and when required.

Complex Processes

At times, the processes involved are very complex including lead management, customer segmentation or analysis, etc. This becomes quite overwhelming in a general training setting, however, using a screen recording tutorial, the trainer can focus on the essential elements that require more focus and can highlight the main areas which the employee needs to pay more attention to. 

The visual presentation of the procedure allows the employees to grasp the workflow more easily as compared to going to written documents. Also, since visual content grasps the attention more quickly and simplifies the understanding of complex procedures, it makes learning easier.

Building a Library

As mentioned earlier, when businesses create their tutorials and store each screen recording in a designated database of the library, it leads to the formation of a comprehensive library. The library can include from basic to complex procedure tutorials which anyone with the organization can have access to whenever needed. It also reduces the cost of allocating a training room and the trainer’s time in traditional training methods. 

Recording Live Sessions

If there are any live training sessions organized, the sessions can be recorded using a designated screen recording tool which can record both the trainer and its screen or presentation. These recorded sessions can later on be shared with any employee who might have missed it or can be edited and then shared in the existing database to be referred to later on to clarify any doubts or to gather more relevant information.

Visual Feedback

The screen recordings are beneficial in another instance and that is when the senior position holders or managers review the employee’s work on CRM. If they come across any issue or need to suggest something related to a particular task, they can record their screen and share the visual feedback with the employee which clarifies what requires changes or updates. 

Training about New Feature

The department that deals in the development or upgradation of the software, if they make some changes or updates to the software, they can also use this screen recording feature. The new feature functionality can be recorded using a screen recorder and can be shared with the team members so they can watch and learn.

Conclusion

In CRM, screen recording can be helpful for a number of purposes, such as educating and sharing knowledge, creating lesson libraries, and training new hires.

Author’s BIO

With 15 years of experience in CRM, I specialize in developing plugins for SuiteCRM and SugarCRM. My notable creations include SuiteCRM Email to Lead, SuiteCRM BCC Archiver, and SugarCRM Mailchimp. My expertise lies in enhancing CRM functionalities to drive business efficiency and growth.

Additionally, I create content on YouTube, sharing insights and tutorials on CRM solutions to help businesses enhance their efficiency and growth.