Salesforce Training Best Practices for Driving End User Adoption 7
The training phase of a salesforce.com implementation is the ideal chance to drive consumer adoption. To increases your odds of success, follow these training best practices:
1. Role Based Training - training really should not be the identical for everyone roles; it needs to be tailored to every role, and initiate while using the managers; center on showing them the cost of the tool and the ways to acquire the info they might want by it; they don't must know how to convert a End up in an Opportunity just as much as they must know which reports are going to be very useful in their mind and approaches to run them
2. Scenario Based Training - end users don't need to find out *what* most of the screens featuring do up to they have to know *when* to utilize salesforce.com; in place of describing each screen, please take a actual example and walk through it together; it results almost being business process training more than software training
3. Train as Teams - it is important to possess the manager in training with the customers (after being confident that the managers see the price of salesforce.com, naturally); making use of their manager present, the end users know there will be management buy in and expectation, and are generally more unlikely to express or think "this can be a waste of my time; I'm not doing this"
4. Train on Live System - it's tempting to train on your dummy org with fake Leads and Contacts and other data, but then it is important to depend on users to use what they've learned and translate it to reality; instead, have them do *real* consult with *real* data (e.g., bring their stacks of business cards to class and enter some real Leads during training); doing this, they may have already begun using salesforce.com every time they finish each and every day of class; it's much better to *continue* utilizing a new tool instead of *start* working with it!
5. Face to face Training - this one can be obvious but will have 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 should have his very own workstation or device and should practice every process taught in class
6. Reinforce Training after some time - research shows that couple of weeks after training, people typically retain 2-4% of the items they learned... unless they've been actually using the things they learned; one-and-done training strategy doesn't cut it, because even your quickest adopting customers will most likely not use evening taught in training all through the first week after training; you are required to review and refresh after having a week and again after the second week
End user adoption is usually challenging items to accomplish with salesforce.com, but it is also just about the most important. While using the initial and ongoing support of direct managers--in addition to these best practices--any organization truly can expect and luxuriate in high salesforce.com end user adoption rates.
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