Enhance Salesforce Training

Written by Toonimo


Salesforce is one of the largest online software companies that has more than a hundreds of thousands clients and 8.39 Billion dollars in sales.
Among the many reasons why Salesforce is considered such a success is because they keep on inventing in new features, creating new tools and improving existing ones such as: Salesforce Lightning, Salesforce Einstein, Salesforce1, ETC.
An interesting factor that Salesforce customers are encountering time after time is that they fail to utilize the Salesforce tools to the fullest.

Most Salesforce customers are not aware of the useful functionalities. There is a lack of knowledge that subtracts from effective use of onboarding and training programs. Employees of large corporations are not fully educated when it comes to the benefits that Salesforce tools has to offer. In order for organizations to maximizes their investments they need to fully understand how to use Salesforce tools so that their employees can be fully educated. When organizations go through the process of implementing new software, typically a local partner is hired for a certain amount of time to help the company with the initial setup and employee training. Nowadays, a combination of both external partners and new interactive onboarding tools are needed.

This post will discuss into detail the problems that corporates are encountering during the implementation and transformation of new softwares. This post will also attempt to provide a solid solution to the issues mentioned, along with additional information regarding onboarding tools that can help corporation with organization during the whole adaptation process.

Salesforce Training could be difficult to use

Salesforce has the potential to be quite complex and difficult, especially for corporate companies and small to medium sized companies. Nowadays most, major software have migrated to the cloud; this enables companies to switch software solutions easily. The simplicity of switching to cloud based solutions increases the product adoption processes and the need for online immediate support. Companies need to train and support their employees in a fast and more effective way, which cuts the product adoption time.

As mentioned earlier Salesforce and other major SaaS platforms are frequently updating and adding more features to their products. Getting your employees keep up with the latest changes and updates, this is a complex task for the Salesforce/CRM Admin.
In addition, users are divided into groups; each section has a different set of permissions. For example: the sales team will have different uses and permissions than the BI and marketing team. The Admin should onboard and support all teams and groups.

It’s been proven that training users face to face is not as effective as it used to be. There are many reasons why F2F training is becoming less relevant. With today’s ongoing technology, companies are shifting towards the new type of training and onboarding tools. This process will potentially maximize any software solution including salesforce.

Fast Pace Adoption Processes

Onboarding should always be available and personalized for employees. Employees should know all the platforms features and how to maneuver through the platform. This way employees can adapt and learn how to run the software at their convenience. This process should be very simple and enjoyable for employees to learn the new software. Moreover, if users are eager to learn more they should have the entire training session available upon request, and not depend on frontal training.

Nowadays, the new interactive onboarding tools allows employees to receive personalized step-by-step guidance. The onboarding and training tools are always available, whether an employee needs to use the platform or online support. These programs can store unlimited amount of training scenarios and guiding programs that have interactive, visual and audio guidance capabilities. Employees have the option to share feedback about the onboarding session, so that the admin could improve and change the guiding steps accordingly. Another advantage of the new interactive onboarding tools is the comprehensive analytics dashboard that can tell which onboarding plan worked the best.

Here are few examples of onboarding a salesperson on Salesforce:

  • Example 1: Sales group onboarding program

  • When the salesperson logs into Salesforce, they are only going to see the sales training group.
  • Example 2: Step-by-Step Walkthroughs
salesforce training bubble

  • Guiding the sales person step-by-step with informative text bubbles
  • Example 3: Audio-visual Walkthroughs

  • Powerful guiding feature for higher engagement rate

Get Your Employee Involved In The Training

With today’s new onboarding tools users could be involved in the training session in real time. Different training sessions could have different scenarios, which is based on the employee’s interaction. For example, if an employee is familiar with Salesforce, they will experience a lighter interaction with the training program. If the employee is new to Salesforce the training program will be more in-depth and comprehensive. It’s all based on the user's behavior. Among the various advanced features that the new onboarding tools have, admin, can test various types of a training session and while building different types of engagement they have the option to choose banners, models, popups, surveys, search menu widget and more.
A Salesforce admin could choose one template from a pool of templates or take a pre-made walkthrough and edit small changes instead of building a new one. These pre-made scenarios could aid the Salesforce admin tremendously by giving external ideas.

Final Words:

When Implementing Salesforce or any other SaaS software into a company, there needs to be a balance. There is a need for a combination of face-to-face training as well as online onboarding and training. However, in this era F2F training sessions are becoming less relevant and interactive online guidance is taking the lead. It’s important for companies to adapt to new advanced technologies.