When you invest in a CRM such as Salesforce, it is easy to focus on the implementation itself. You need to consider how you will ensure it meets the needs of your users and your business, and how you can analyze the return on investment your company has made.
Initially, it is common to focus on putting a project team together to gather user stories and build your new CRM, but one area that is often put on the back burner is the impact of the change on your users.
From the very start of your project, you need to include change management, communication, and training in your project plan.
As specialists in Salesforce user adoption and user training, we always ensure that our project teams include these aspects and adoption specialists are included from the very beginning of the Salesforce implementation. But why is this key?
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Salesforce training is not just PowerPoint-led classroom training, there is so much more to adoption and training. And our teams can get started early on to ensure that your Salesforce project is successful. Our change specialists will look at the impact of the change that is coming – this calls out how users will be affected and how you can plan to ensure users are ready for the change. At the same time, our Salesforce trainers can develop a training strategy that accommodates the learning needs of your company and can include many different areas – such as:
- Sales Enablement (myTrailhead)
- In-App Guidance
- Guidance Center
- Instructor-Led Training
- Salesforce Training Videos
- Hands-On Exercises and Scenarios
- Mentoring and Coaching
We also can help you to develop a technical Salesforce training strategy for your project teams. If Stimulus Consulting is implementing Salesforce for you, we will work with you to ensure that your project team has the skills they need to be an active and educated part of the project team and to fully support your system when you return to business as usual.
Check out another amazing blog by Stimulus Consulting here: What are Salesforce APIs - A Brief Guide
A failure to incorporate Salesforce training and adoption into your project plans frequently results in poor user adoption and a slower return on investment. We have frequently seen businesses need to invest in further training later on (months or years later), because users have not been included in the communications or trained to use Salesforce once it is life.
However, training should never stop there. You also need to build it into your business-as-usual model. We often recommend a train-the-trainer model, ensuring you are fully in control of your training model moving forwards, with the expertise you need in-house. This ensures new users can be trained when they join, and our training will give your team the knowledge they need to develop their own in-app or classroom training when you deploy new functionality.
If you want to talk to us more about our Salesforce training strategy and how we can support your own Salesforce CRM deployment, just contact us.