How Can Strategized Planning Help Increase Salesforce User Adoption

*  This article is part of a Whitepaper called “How to Increase Salesforce User Adoption.”

The Basic Principle

Before you start thinking about strategized planning, remember these key principles: Keep Training Short; Do Not Give it Too Early; Give a Test at the End.

Continuous Learning

Training does not just mean sending employees to a training class early in the project and then dropping that.

Even if classroom training is less of your focus, implementing more e-learning in the initial training period, it’s important to remember that training should be ongoing and frequent. ‘Continuous Learning’ as it is sometimes referred to in the world of employee training.

In other words you need to adopt a strategy towards best Salesforce training.

Proper Timing

Too much information, given all at once and too early, will just make people forget what they have learned, when the software goes live.

People are human, and they learn by repetition and through practical application of the knowledge transferred to them. A better strategy would be as follows.

Give a short, initial training period, focusing only on how to perform a few key processes, getting onboarded, and to focus on the big picture sales (or marketing or customer success) strategy.

But do NOT focus too much on getting every process right immediately. As mentioned, forgetting as soon as the initial training period ends is an issue. Once the initial training period ends, focus on a performance support strategy.

Performance support technology helps to put forward accurate information into the hands of your personnel, at the most appropriate time as and when it is required by them.

Performance support technology is basically aimed at arming your workforce with tools so as to increase their output and help them successfully perform their assigned job. It is objected to provide the most suitable quantity of task leadership, help and efficiency benefits to the employee exactly at the time of need.

Instead of extensive classroom sessions and long video tutorials, employees are placed on the front lines and work a typical day. They are then given tools that help them tackle practical tasks and learn how to address them in real time, exactly in the moment of need. Read more about salesforce tutorials.

There are certain programs out there that are designed for this specific purpose, and can be paired with other training techniques to promote a faster learning phase.

*Bonus Tip: Utilize software like WalkMe, which provides direct and onscreen assistance in the exact moment of need on Salesforce. WalkMe provides a series of real-time instructions that enable the user to successfully learn and perform any Salesforce task, no matter how complex.

This allows user to get up to speed to begin working quickly, while still being able to quickly and simply retrieve necessary information when they need it.

Due Diligence

There needs to be due diligence, to make sure people have been paying attention. Close monitoring of user success, particularly in the early stages – provides a good analysis of what seems to be working well and where there remains room for improvement.

Demonstrate Value

A key point though is to make sure that training directly correlates to task performance. Make sure it is not too theoretical or complex. Keep it simple and directly relevant to everyday tasks. In that way, managers and employees will succeed.

This article is part of a Whitepaper called “How to Increase Salesforce User Adoption.” Follow the link to read the rest of it.

The Whitepaper covers a range of topics including:

  1. Data Migration and Conversion
  2. Strategize Training
  3. Reward and Gamification
  4. The Power of Collaboration
  5. Documentation and Support
  6. Monitoring and Analytics.

 

Claim your free copy by filling the form below.

 

Amanda McDonald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
Amanda McDonald on sabtwitterAmanda McDonald on sabgoogleAmanda McDonald on sabfacebook