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How We Learn – Capitalize On Knowing

Gyrus

Be open to the idea that even in the corporate world, people are not going to be completely onboard with your style of learning. Do not be afraid to survey your department: People know how they like to learn. Be able to write what you want the user to learn in a plain language. It is best to accommodate their needs.

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Switching Nonprofit CRMS Doesn’t Have to be Scary

Neon CRM

If they have workarounds or outside systems they are using, make sure to document those. They can also search hundreds of articles in our help desk and get step-by-step instructions on how to use their tools. Ask people about their day-to-day workflow in regard to your current CRM. Those things fall into the “need” category.