Start with typical situations
Prepare anonymized examples of a new client, a repeat purchase, a lost deal and a handover to another rep. For each one, show what the result should look like in the system. People need to understand not just what to click, but why each field matters.
Don't try to teach every feature at once. Start with the minimum needed to work correctly, then add the extra tools each role needs.
Let people do it themselves
After the demo, give a similar task without step-by-step prompts. Watch where people get stuck: stage names, finding a contact, the next action or a duplicate record. That may point to a problem with the CRM setup, not to someone being careless.
Keep short how-to guides organized by task. "How to hand over a deal" is far easier to use than one big document where the step you need is hard to find. Name a go-to person for questions during the first weeks.
Check the quality of the work after training
Review a sample of active deals: owner, status, latest agreement, next step. Don't judge the training by login counts alone. If the team still duplicates everything in personal spreadsheets, find out which feature or which rule is missing.
Training doesn't end with the presentation. It ends when the team runs deals on its own without prompts. That is why CRM implementation includes acceptance by the team. And sales automation works best where people understand the rules and will notice when the automation gets something wrong.
