In today’s dynamic business environment, the one-size-fits-all approach to training has quickly become obsolete. Organizations with CRM systems (and any technology system, really) must recognize the diverse learning styles of their users to optimize training effectiveness. The VARK model, which stands for Visual, Auditory, Reading/Writing, and Kinesthetic, provides a framework to address this diversity by tailoring CRM training programs accordingly and reaching learners in their preferred style.
More on Learning Preferences
Visual Learners
Visual learners excel when training materials include images, diagrams, and charts. In the context of CRM training, using diagrams to simplify complex processes can significantly enhance understanding and retention. Visual aids like flowcharts and videos help clarify relationships within the CRM system and keep learners engaged. For example, when introducing a new feature in Dynamics 365, presenting step-by-step processes through infographics or interactive videos can make the learning experience more digestible for visual learners.
Auditory Learners
Those who prefer auditory learning benefit from verbal instructions and discussions. Trainers can leverage podcasts, audio recordings, and group discussions to cater to these learners. Incorporating storytelling and detailed verbal explanations during training sessions can help auditory learners grasp more complex concepts. Additionally, Q&A sessions and interactive group discussions provide auditory learners with the opportunity to clarify their understanding in a collaborative environment.
Let’s look at a user case: adding a new Opportunity in Dynamics 365. This time, we want to reach the auditory learners. Do this by reading the steps aloud: “Navigate to Sales, select the Opportunity area, then click the Add New icon.” Engage auditory learners by asking questions along the way, and offering opportunities to discuss the concepts in small groups or as a larger one.
Reading/Writing Learners
Learners who favor reading and writing thrive on detailed textual information. Written guides, comprehensive manuals, and online modules rich with textual content are particularly effective. Encouraging notetaking and providing written summaries can help reinforce key points. For training, detailed step-by-step instructions via email or downloadable PDFs allow these learners to proceed at their own pace, enhancing both comprehension and retention.
In our CRM training example, we can reach the reading and writing learners by providing step-by-step instructions to reinforce the steps:
Kinesthetic Learners
Kinesthetic learners require a more hands-on approach. Interactive simulations and role-playing activities are crucial for these individuals. For instance, setting up real-life scenarios via hands-on labs that require learners to navigate through the CRM system and perform tasks can bridge the gap between theoretical knowledge and practical application. Regular hands-on sessions that involve direct interaction with the CRM tools not only enhance understanding but also build confidence in using the system effectively.
Considering the same example of the Opportunity use case, here’s how we can reach the kinesthetic users. For them, walk through a real-world example. Show them exactly how it work based on the scenario. Following the demo, offer a hands-on lab for them to practice what they just learned.
Approaching Training with a Blended Approach
To accommodate all learning styles, a blended learning approach is essential. By integrating visual, auditory, reading/writing, and kinesthetic strategies into CRM training, organizations can create a more inclusive and effective learning environment. This approach not only addresses the diverse needs of learners but also enhances overall engagement and retention of information.
Conclusion
Customizing CRM training to accommodate multiple learning styles is not just beneficial; it’s necessary for fostering an efficient and inclusive workplace. By understanding and implementing the VARK model, trainers can enhance their programs, making CRM training more accessible and effective for every user, irrespective of their preferred learning style.
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