Salesforce Training Best Practices for Driving End User Adoption 5
The practice phase from a salesforce.com implementation is the ideal an opportunity to drive end user adoption. To increases your odds of success, follow these training best practices:
1. Role Based Training - training ought not to be a similar for any roles; it must be tailored to every single role, and initiate using the managers; consentrate on showing them value of the tool and approaches to get the info they will want from using it; they don't need to find out easy methods to convert a Produce an Opportunity just as much as they should know which reports will be most useful in their mind and the way to run them
2. Scenario Based Training - users don't need to find out *what* the screens and features do just as much as they will need to know *when* to apply salesforce.com; rather than describing each screen, have a actual example and walk through it together; it ends up almost being business process training more than it is software training
3. Train as Teams - it is very important to have the manager in training with the end users (after ensuring the managers see the value of salesforce.com, of course); with the manager present, the conclusion users know there is always management buy in and expectation, and they are generally more unlikely to express or think "that is a waste of my time; I'm not accomplishing this"
4. Train on Live System - it's tempting to train using a dummy org with fake Leads and Contacts together with other data, then again you will need to count on users to consider what they've learned and translate it to reality; instead, get them do *real* work closely with *real* data (e.g., bring their stacks of economic cards to class and enter some real Leads during training); that way, they have already commenced using salesforce.com after they finish everyday of class; it's much easier to *continue* with a new tool than to *start* using it!
5. On the job Training - this one may be obvious but has to be stated: most people will don't learn by hearing an instructor or watching videos and e-learning; they learn by doing; each student needs his very own workstation or unit and should practice every process taught in class
6. Reinforce Training in time - studies have shown that a couple weeks after training, people typically retain 2-4% of the things they learned... unless they've been actually using what we learned; one-and-done training strategy doesn't work, because even your quickest adopting users will most likely not use evening taught in training in the first week after training; you should review and refresh from a week and again right after a second week
End user adoption generally is one of the hardest what to accomplish with salesforce.com, but it is also by far the most important. While using initial and ongoing support of direct managers--together with these best practices--any organization truly can get and revel in high salesforce.com consumer adoption rates.
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