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Getting ready to implement Salesforce in your organization? Here are a few experience-based insights to help you onboard employees.
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The Data
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CRM Onboarding is more
than showing employees
how the system works.
It’s about showing them
how SaaS can help improve
work performance and
create a better work
environment.
The Data
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Structured
Training Process
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Salesforce is
considered an easy
CRM platform, but a
structured training
process, whether in
group or individually –
is always a good start.
Img source: smarnad @ FreeDigitalPhotos.net
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Make sure the training
sessions are prepared in
advance. Schedule
periodical touch-base
meetings with the trainer
– to get feedback on the
process.
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Get the Right
Service Package
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There’s more to choosing a CRM
package than selecting a platform.
Compare
features
Consider feature
relevance for your
organization
Decide if it is
worth the
expense
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On-page
Onboarding
Solutions
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On-page onboarding solutions like
iridize’s provides an on-page learning
environment that keeps trainees on the
actual, live system while learning.
Hi there, James!
Welcome to your
Salesforce
tutorial.
Let’s get started.
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A major differentiator
iridize has over its
competitors:
personalized tutorials
that can be tailored to
different Salesforce
segments or even
specific users.
Hi Cindy!
Your Salesforce
tutorial for the
Customer
Support Dpt. is
about to start.
Are you ready?
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Appoint a
Salesforce
Point Person
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Employees know where to turn
for support
Decreases likelihood of issues
falling in between the cracks
Project ownership has a proven track
record of improving the SaaS
onboarding process.
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Senior Staff
Training
and Use
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When senior-level staff roll up their
sleeves and commit to learning alongside
other employees - there is more
motivation to adopt a new work method.
Why Iridize Mobile? We Hope That Was Helpful!
Read more about onboarding solutions at blog.iridize.com Or request a demo at [email protected]
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Icons in this presentation made from Flaticon.com: Freepik by
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