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BEST PRACTICES FOR A SUCCESSFUL TRAINING STRATEGY FOR SALESFORCE

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BEST PRACTICES FOR A SUCCESSFUL TRAINING STRATEGY FOR SALESFORCE

Adopting any new tech tool always face resistance from employees of an organisation. In order to ensure that its adoption goes as smoothly as possible, we have assembled some tips on crafting the right user training strategy which will deliver the best results for the company and the use of Salesforce CRM. Come lets, deep dive, into the blog. 

The tips / best practices for a successful training strategy are: 

  • Begin the process with a talk / presentation on the importance of the Salesforce CRM or any other for that matter. A briefing with the relevance of this tool for the growth of the company and their workflow being eased has to be included at the very start. 

  • Have clearly defined key performance indicators (also known as KPIs) and the intended users must be told about them in advance. No last minute surprises. For example, establish dates by which users need to make changes, supervisors must review the process, and timelines for reports to be extracted for review.  

  • Let the intended teams know the myriad benefits of the new tool / CRM and how it will improve their work and make their life easier. Once people know that it's to their advantage, they will surely be keen on usage & adoption. This must be stressed repeatedly during training to ensure that it's drilled into the minds and acted upon. 

  • Hands on training. The training needs to be hands-on (practical) with the use of real – life case studies and data. Training is just not theory. If it remains theoretical, issues surface later and adoption will fail. Get people motivated by showing them their data and the usefulness of Salesforce CRM in their day to day work. 

  • Create a guide book / dictionary for the terminology, their meanings, and implications.  These are handy reference guides.  You can also get the Salesforce implementation vendor to help you with documents related to Salesforce CRM terminology, easy overviews of different processes, and step – by – step guides. 

  • Reward quick learners and performers. Prizes (in kind or cash) are catalysts and spur people to put in their best effort if the reward is lucrative. So, make it a part of the training program from your side. 

  • Hire the best Salesforce implementation partner who is knowledgeable, experienced, and has industry knowledge. This plays an important role in designing custom training modules for different departments. Ask around and get the reference of a good partner like Codleo Consulting. 

  • Get the people being trained to give regular feedback ad share the experiences. Training has to be responsive and needs to change with the demands & needs of the intended users and department.  

  • Ensure follow up training sessions on a regular basis to ensure adoption remains high and there is no “falling off the grid” for this tech tool. The salesforce support partner will be the same as per the agreement and need.

About the Author

author
Mohit Sharma

Mohit is Practice Lead, 4x Certified Salesforce Consultant, Salesforce trainer, blogger, writer, and full-time husband. With over 8 years of experience implementing Salesforce, and an obsession for innovation, ready to tackle any new project that comes his way.

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