This month, Valeta Sweet, IT manager of Spokane Regional Convention & Visitors Bureau, shares this insight into a way to keep operations running smoothly and CRM users working at top efficiency:
"One of the best ideas I received from the CVB Summit when we first started with Simpleview CRM was to have weekly meetings with each user group.
The meeting gave each user group a dedicated time to discuss among themselves how to do various tasks and exchange ideas and best practices. It also gave me the opportunity to train everyone at one time on any new processes or functions.
Because we continued to meet bi-weekly, our transition from CRM 2.5 to 3.0 went smoothly.
We've continued to hold these meetings on a regular basis, and we always seem to learn something new from each other. Its been a great training tool for everyone involved."