salesforce training

Mun30 Jul, 2019Business

The training phase of a salesforce.com implementation is the best opportunity to drive end user adoption. To increases your chances of success, follow these training best practices: 1. Role Based Training - training should not be the same for all roles; it should be tailored to each role, and start with the managers; focus on showing them the value of the tool and how to get the info they will want from it; they don't need to know how to convert a Lead to an Opportunity as much as they need to know which reports will be most useful to them and how to run them 2. Scenario Based Training - end users don't need to know *what* all the screens and features do as much as they need to know *when* to use salesforce.com; instead of describing each screen, take a real world example and walk through it together; it ends up almost being business process training more than it is software training

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