Tag: CRM implementation

Introduction 

Rolling out a new CRM system often brings a lot of questions and uncertainty. It’s common for teams to feel unsure about how to use it effectively from day one. Many organizations try live demos or training sessions to help, but these don’t always hit the mark.

While helpful, these often don’t work well for everyone. Some people find them hard to follow or forget most of the information right away.

Your employees hate text-heavy training guides. They tend to be long and boring. Most users skim through or avoid them, which leads to confusion and mistakes.

That’s why explainer videos are a great option. They break down tasks into simple steps using clear visuals and friendly language. Users can watch at their own pace – pause, rewind, or replay when needed.

Explainer videos make learning easier and less stressful, especially when using 3D explainer videos for a more engaging experience.

Let’s understand why explainer videos work so well for CRM training and how they help users learn smoothly.

Why Use Explainer Videos for CRM Training?

CRM training is made easier by using explainer videos because they are visual and interactive. What people see often stays in their memory longer than things they read or hear. Learning how to use your CRM system with a video tutorial is much faster and causes fewer mistakes.

Another benefit is consistency. Employees will not hate training and be consistent when it’s animated explainer videos. Depending on whether the message comes from a live instructor or a guide, it can change to some extent. Having animated explainer videos makes sure everyone receives the same training, with clear benefits of using 2D animation in corporate training videos.

Learners can choose to watch the video multiple times if they need to. Viewers can take pauses, go back, and restart parts of the video when needed. It is beneficial for people with busy lives and different rates of learning.

Explainer video of a email software

How to Create Effective Explainer Videos for CRM Users

If you want to use explainer videos to help CRM users, there are a few key things to consider first. If you don’t have any video production experience, it is a good idea to team up with a video production company or video production agency. 

They know how to create videos and use 2D characters to enhance storytelling, helping people watch and grasp the training lessons quickly.

Here are the key steps to making successful explainer videos for CRM training:

1. Identify the Main Training Topics

Make a list of the CRM tasks that users will have to learn. Pay attention to the main and popular features. This could mean storing new contacts, dealing with sales funnels, creating reports, or adding reminders.

By narrowing the topic, the videos can stay brief and to the point. Long videos tend to lose the attention of viewers. Try to limit each video to teaching only one task or feature.

2. Write a Simple Script

An essential part of any explainer video is the script. Describe each step in simple and clear language. Keep your instructions simple and understandable for your target audience.

Try to make the language sound friendly and supportive. It should make sure the process is easy for users to follow. Focus on making CRM easy and not complicated for your users.

3. Use Visuals and Screen Recordings

Show, don’t just tell. Record your actions and inputs on the screen to help the viewers understand the process. Add some simple animations or highlights to text to draw attention.

A video production house or agency can ensure all these elements work together. They can additionally record narration that is synchronised with the script.

4. Keep Videos Short

People tend to lose focus quickly when they are learning. Make sure your explainer videos are between one to three minutes long. When a subject is big, you should break it down into several short videos.

It is easier to watch short videos during times when you need a quick break or before a meeting. Chances are higher that users remember more of what they learn and keep watching.

5. Add Captions and Subtitles

Adding captions makes your videos easier for all people to understand. Some users choose to watch without sound, or they may have a hearing issue. Captions act as a guide for everyone to follow the training agenda.

A professional video production agency will include these features for you. They also optimize videos for easy sharing and playback on different devices.

6. Test Videos with Real Users

You should share the videos with a select group of CRM users before sending them out to the whole team. Ask others to review your work and give you feedback on how clear, paced, and helpful your text is.

Take their comments into account and make the necessary changes. It makes the video clearer and boosts the results of training.

How to Deliver Explainer Videos to CRM Users

Creating great explainer videos is only part of the process. You need a plan to share them with your team so the training sticks.

Use an Online Learning Platform

Add videos to a learning platform so that they are available anytime users want to watch them. Many companies opt for using SharePoint, Google Drive, or custom learning management systems.

Combine Videos with Hands-On Practice

Encourage people to view the videos and then use the CRM right after. This way, learners use what they learn as soon as possible.

Send Reminders and Follow-Up Content

Ensure users are reminded about the training videos by sending them emails or messages in the company’s internal apps. You may also design quick assessments or checklists from the videos to keep your audience entertained.

Provide Support Channels

Make sure users can get help if confronted with a problem. Whenever videos are paired with support, users typically feel more confident.

Benefits of Hiring a Video Production Agency

Working with a video production company or video production agency takes the pressure off your team. They are experienced in making engaging and well-made explainer videos in a short period.

They are well-versed in setting video lengths, adapting to viewers’ attention, choosing imagery, and nailing the narration. They also take care of everything, from writing the script to making the needed edits.

A good video production agency should tailor videos to both your CRM and company identity, showing why businesses should make animated videos for training and presentations.

FAQs

1. What is the purpose of an explainer video?

An explainer video’s job is to break down tricky ideas into simple steps anyone can follow. It helps people understand how to do something, like using a CRM, without feeling lost. Think of it as a friendly guide showing you exactly what to do, making learning quick and clear.

2. Which software is used for explainer videos?

There are lots of good tools like Adobe After Effects, Camtasia, and Vyond that help make explainer videos. Some let you record your screen, others add animations or voiceovers. Choosing the right one depends on your style and needs, but a video production agency will know exactly what fits best.

3. How do you make an effective explainer video?

Start with a clear goal and keep your message simple. Use friendly language, show step-by-step visuals, and keep the video short. Adding a calm voice or captions helps viewers follow along. Working with a video production company helps polish these details so the video feels easy and enjoyable.

4. How to script an explainer video?

Write like you’re chatting with a friend, short sentences, simple words, and clear instructions. Focus on one idea at a time and gently guide the viewer through each step. Remember to keep it warm and encouraging, so viewers feel confident rather than overwhelmed.

Conclusion 

Using explainer videos for training CRM users can help improve understanding, increase self-confidence, and lower the number of support requests. The videos make it easy for employees to quickly grasp how the CRM system works.

You should consider getting in touch with a video production company or agency if you want to make training videos for your employees. They will help you and deliver videos that really add value.

The better the CRM training, the happier users tend to be, and the business performs well. Explainer videos help people learn new things more easily, quickly, and with more fun.