Is It Really Important to Engage Your Staff With a Salesforce Tutorial?

5/5 - (2 votes)
Anyone with a certain level of business savvy will understand the importance of customer relationships. They are critical for success, but their management can present many unique challenges. This is why it’s worthwhile investing in a Customer Relationship Management (CRM) system like Salesforce, but you’re probably wondering why?

Why Do You Need Salesforce?

Salesforce is widely considered the #1 CRM platform in the world, leveraging cloud-based applications for sales, marketing, and service. This can supercharge your business like nothing else, through an intelligent storage of customer and prospect information. It can help your marketing team find new customers, while helping improve customer satisfaction with great help desk solutions. Salesforce will keep your business connected, with minimal involvement from IT. This frees up resources to focus on core competencies, leading you on a path to major growth. If you’re struggling with any of the following criteria, Salesforce will benefit your business operations:

The Importance of a Salesforce Tutorial

Salesforce is an influential business tool, but people are the most important asset for tapping into its capabilities. Without personalized training, staff won’t be able to unlock the true potential of the platform. A Good Salesforce tutorial will focus on five key functions:
  • System Administrator
  • Navigation and Views
  • Query Training
  • Dashboards and Reports
  • Integration
Though you can take advantage of the free training Salesforce offers on its platform, you’d be wise to capitalize on WalkMe’s Digital Adoption Platform. This will instill expertise in novice users, with contextual engagement and systematic guidance. With on-demand assistance for end users, onboarding will be easier, and participants will learn the Salesforce platform in an effortless fashion. Different departments will need to learn specific functions to differing extents. Proper training will ensure your team knows how to use Salesforce, but also give them an appreciation for how it can benefit their everyday workflow. This will ultimately improve their confidence, and improve employee satisfaction by making their lives easier. Here are some top motivations for engaging staff with a Salesforce tutorial:
  • You can’t keep up with the lead flow: You have a flood of new business, but you’re struggling to keep up with it. Salesforce will help you prioritize your leads.
  • Customer data is hard to locate: As your business grows, it can be difficult keeping up with customer interactions. Salesforce will give your organization a single source of accessible data.
  • You don’t know what your sales team are doing: It’s crucial for you to know what your sales team are up too. With Salesforce, staff can update their current status, so you can track what’s going on.
  • Customer service is lacking: The last thing you want to do is lose customers due to subpar customer service. If your team spends more time reacting to complaints, it’s probably time to invest in a CRM.
  • You have valuable accounts that need to be managed: Not all customers are equal, so you don’t want your biggest customers to feel unappreciated. Salesforce will remind you of important events and milestones, allowing you to send out timely communications.

Understanding the Benefits

When incorporating Salesforce as part of your business strategy, staff can be resistant to change. This usually occurs when people become comfortable with the status quo, and naturally reject anything that poses a threat to the environment they’ve grown accustomed to. By showing your staff how they can benefit from Salesforce, you can put their minds at ease. When staff understand how the platform will make their lives easier, they’ll be motivated to welcome the system with open arms. This mentality can be influenced with encouraging training.

Workers Learn Invaluable Skills

A Salesforce tutorial will educate staff, and once they’re fully competent on the platform, their daily duties will become significantly easier. Because there are hundreds of functions to learn, staff require proper training to become masters. Self-training is risky, and because CRMs function to improve efficiency, it makes sense to adopt an efficient approach to training. Good training will save hours of effort, and is a worthwhile investment for creating an invaluable workforce. They will not just be fully trained in Salesforce, but learn transferable skills which can be applied across multiple applications.

Reconfirm Processes

It’s essential your staff understand company processes, but it’s easy for staff to slowly neglect their importance. This is through no fault of their own, but a simple tendency to lose touch with core values and visions. When a Salesforce tutorial is executed, it provides a perfect opportunity to reaffirm company procedures. With an alignment of best interests, there is less confusion, and ultimately better efficiency and results.

Learn Your Team’s Preferred Training Methods

Everyone learns differently, so it’s useful to gain an understanding of your team’s training preferences. For example, you might discover your sales team benefit from online tutorials, whereas your customer service team prefers group demonstrations. As you adjust to individual needs, you’ll learn which training methods work best. When you can tailor training accordingly, staff will be more engaged. Once you understand what works best, you can leverage future training based on user feedback from the Salesforce learning curve.
Jason is the Lead Author & Editor of TrainingStation Blog. Jason established the Training Station blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to training, learning and development.