by Mike Walsh | Apr 27, 2016 | Salesforce Tips
Building a new, custom, powerful CRM for your team is hard work. It would be a shame if all your efforts went to waste, but without a plan for training up your sleeve, that’s exactly what can happen. We’ve spoken briefly in the past about the importance of coming up with a comprehensive training plan. Training is critical and requires preparation, but it doesn’t have to be hard. I’ve got some pointers to help make your training a success and help streamline user adoption.
Firstly, you need to set some goals. What are you hoping to accomplish with training? And don’t say “they should know everything,” or “they shouldn’t know anything but how to do their job.” Think of key features to focus on – if they learn nothing but this one thing, they’ll be on the road to success, and be sure to have a few more advanced items ready to go for those that get it fast. If your top achievers are bored, they won’t retain anything. Next, keep in mind that training should be an experience, not a lecture – if your team doesn’t try anything, they’ll forget everything. Finally, plan goals for user adoption and incentives for your users who meet those goals – consider giving a Starbucks card to the first user to log 100 calls or a pair of Disneyland tickets for the first deal taken from start to finish. Make sure the goals are attainable and not too distant to imagine. Excitement breeds adoption, so build excitement. Good luck with your training efforts!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Apr 27, 2016 | Blog, Salesforce-Apps-AppExchange
Having a clear training plan is critical for user adoption in Salesforce. Effective training gives your team the tools they need to succeed. But when training requires long meetings and reading dozens of pages of documentation, it can be hard to get your team up to speed quickly. You need a tool that provides contextual training guidance to your team, and allows you to assess their learning easily and on the go. You need to check out Tipster!
Tipster turns your average users into expert users. Dramatically improving user adoption and ensuring the most successful Salesforce implementation possible with context sensitive guides and training within Salesforce.
This training tool covers a lot of ground and can be a fantastic investment for your organization! You should check it out today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | May 22, 2015 | Blog, Salesforce-Apps-AppExchange
User adoption is key to success with Salesforce, but training is always a challenge. Training your users means dealing with competing schedules, travel, and a scattered workforce. There are some great learning management systems (LMS) and online training tools, but having your training and adoption data segregated into different systems means you can never really get the full story. You need the ability to correlate training and user adoption data in one place. You need to check out Litmos LMS!
Litmos is an award-winning learning management system for Salesforce and #1 used LMS by HR departments… Easily train licensed users, contacts and community users. Improve employee, customer, channel and compliance training. Enable and Engage Sales Reps for increased performance. Correlate Salesforce Data against Litmos Training data in Dashboards and Reports.
Check out Litmos and start getting the full story on training and user adoption today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Apr 17, 2015 | Blog, Salesforce-Apps-AppExchange
User adoption is key to success with Salesforce. Knowing which users and departments are meeting your adoption goals lets you target training, identify gaps, and reward success. The User Adoption Dashboard is a powerful tool for seeing how the system is being used today, but if you want to know how your team has improved over time, it falls a bit short. Enter Adoption Trendz by Salesforce Labs.
Standard Salesforce.com reports only show you the data that is in your system as of right now. Adoption Trendz uses Analytic Snapshots to collect metrics on a nightly basis, saves these metrics by user and by object each to a snapshot table and accomidates trend analysis over time.
Check out this great free app and start tracking your Adoption Trendz today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | May 16, 2014 | Blog, Salesforce-Apps-AppExchange
Your company has put a lot of time, energy, and money into developing a versatile and powerful Salesforce system. Whether you are using Salesforce to manage your sales pipeline or bring your customer relations team’s notes together into one platform, Salesforce has a lot to offer. But if no one is logging in, adding Leads, or closing Cases, you’re never going to start seeing results. User adoption is key, but without running a lot of reports and checking into every user’s log-in history, it can be difficult to track how well your system is being utilized. Wouldn’t it be great if there was one central dashboard you could go to that would show you how things are going? Well, let me draw your attention to the User Adoption Dashboard by Arrowpointe!
The User Adoption Dashboard gives you:
Quick view of data activity over the past 60 days
View of who has and has not logged in over the past 7 days
A starting point User Adoption Dashboard that can be extended for your organization
Check out the User Adoption Dashboard today and see how your new Salesforce implementation is going! And while you’re at it, check out the Salesforce Adoption Dashboards by the incredible Salesforce Labs for even more powerful metrics!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
