# When should we train reps on a new CRM?

Last, and close to cutover. Stakeholders first, reps last — always. Training the field weeks ahead means retraining them, because the configuration will still change; training them after go-live means the first week of adoption is the test environment.

Run leadership through it first so the decisions are settled, then a small group of reps as a pilot, then the whole team just before switch-over, followed by a week of white-glove support and office hours. Adoption problems are almost always sequencing problems.

## Sources

- **Method** — [CRM Migration playbook — Stakeholders first, reps last](https://www.leanscale.team/knowledge/playbooks/crm-migration-playbook/)
- **Method** — [Onboarding playbook](https://www.leanscale.team/knowledge/playbooks/onboarding-playbook/)

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Cluster: Crm_migration · https://www.leanscale.team/knowledge/answers/crm-migration-training-reps/