Most users never learn the small details of the Salesforce environment. They are shown how to navigate and add details by another employee who wasn’t trained in either. This isn’t quite as bad as the phrase “the blind leading the blind,” but having even one main point of contact for the training would be far better. This would allow consistency in how fields should be filled out, what the best way to add a record is, and a myriad of other Salesforce related tasks. It also allows users to learn where the shortcuts of the system are (Quick Create, Sidebar links, etc). This can save all of your employees precious time. Another side benefit of having a direct trainer is that many computer users don’t know simple keyboard shortcuts that could save them tons of time. These don’t even have to be specific to Salesforce. In addition to learning the intricacies of your system, users will also be able to provide their opinion on how it was built out.
By showcasing the entire system and how everything was meant to work together, it’s much easier for employees to find configuration or development issues within the Salesforce Service Cloud or Sales Cloud. Sure, you built the system with them in mind, but by training them directly, you can get real time feedback from the end user. This may reveal large limitations or gaps in how the system was configured, which could be problematic at first, but very helpful in the end. A training environment allows the user to ask specific questions about the company’s implementation of Salesforce rather than generic overarching system inquriies. This allows for the group to discuss any issues that arise and solve them on the fly, or at least track the backlog of items to be discussed later.
Training also brings everyone to the same page regarding your Salesforce CRM, what it should be used for, and how your internal processes are reflected on the platform. Because every industry is different, personalized Salesforce training allows for a much deeper dive into the specific functionality that has benefits for your company’s situation. And because the training is specified, trainees will better recall what was taught, especially if they’re learning among their peers and actively engaging. By learning the same techniques, watching the same demos, and trying it for themselves, your team will function at a much higher level than one that was trained separately or not at all. This group training style has seen success across many industries and other software platforms as well.
To finalize, Salesforce training, although it’s yet another item to add to your company’s to-do list, is certainly worth it. And it becomes even more worthy if it’s done in a group setting and if it’s based on your current Salesforce implementation. Either host the training yourself, or contact our Salesforce consultants and we’d be happy to build the training materials, create training scenarios, and teach your users how to get the most out of Salesforce.