salesforce implementation

Top 10 Tips to Teach Old Dogs New Tricks

Salesforce implementations are exciting. They give the chance for companies to change, to improve to get up to speed in this fast paced tech world. Stakeholders work hard to gather requirements and design systems that their users will love and be thrilled to use. Until Training Day. Training can make the difference between a Salesforce that users enthusiastically adopt or miserably reject. Though there are many factors that affect Salesforce Adoption, I’ll save that for another article and today write specifically about the things that make or break a Salesforce training.

1. Plan Ahead
There are a lot of logistics behind a training. The schedule, attendees, location, equipment, WIFI, whiteboards, projectors, laptops for users and login access. Having all these things set up and configured before the training will save a lot of time and frustration for the trainer and trainees. Spending an hour trying to get users to login will set a negative energy from the get go. Be organized and start the day off with ease.

2. Introductions
Every training should begin with an introductory address from the stakeholder from the executive team. This person should explain the purpose and goals of the Salesforce implementation and the direction the company is taking. This will put users into context and pave the road for the trainer.

3. Reassure
Like anything new, there is always some level of fear of the unknown and change. Whether someone feels comfortable with technology or not, it is really important to let the users know that they will be okay and they will be supported. They should understand the system is not perfect, but will continually evolve with their feedback. Adoption comes from learning by doing.

4. Set 3 Clear Objectives
Let them know that a lot of ground will be covered, but if at the end of the day they understand these 3 things, then it will have been a success. Remember to wrap up the day with the same three objectives.

5. The Cadillac
Talk about how awesome Salesforce is and how lucky they are to be using this prestigious software. The leader of CRMs worldwide.

6. A Quick Reminder
Remind them this solution was customized to fit their business and it will make them more efficient.

7. What’s In It For Me?
It’s always an individual’s concern, so bring it back to the job role and the role each person plays in the functioning of the company.

8. Practice
Plan 2-3 hands-on exercises for users to try on their own and circle the room to answer questions.

9. Support
Provide the resources for support. Make a clear action plan for what to do when they need help, whether it’s phone, email, cases, documents, videos, Chatter.

10. End on a High Note
Champion wrap up. Have a super user/SF Champion wrap up the day. Encourage. Offer support.

There you have it! Change can be scary, but once over a few bumps in the road, it’s easy to look back and see they were just little pebbles and really not so big after all. It’s important to impress upon employees that this is a change they are going through with support and all together as a team. It can bring a team closer together – not just adding efficiency to your workflow.

Contact us – we’re not just certified Salesforce consultants, we also have expertise in Change Management. These two factors distinguish us in being able to guide your company during the transition and bring you up to the next level.

By Jennifer Hickey, Nubik Project Manager