The training phase of a sales-force.com implementation is the
greatest opportunity to drive end user adoption. To increases you're odds of
success follow these training guidelines:
1. Role Based Training - training should not be the same for many
roles; it needs to be tailored to every role, and start with the managers;
focus on showing them the worth of the tool and getting the info they will want
from it; they don't have to know how to convert a Lead to an Opportunity around
they need to learn which reports will be most useful in their mind and how to
perform them
2. Scenario Based Instruction - end users won't need to know
*what* all of the screens and features do as much as they need to understand
*when* to use sales-force.com; rather than describing each display, take a
real-world example and stroll through it together; it ends upward almost being
company process training greater than it is sales force software
program training
3. Train as Teams - it is very important to have the manager in
training with the end users (after making sure the managers see the value of sales-force.com, of course); with their particular manager present, the finish
users know there is management buy inside and expectation, plus they are less
likely to say or think "this can be a waste of my personal time; I'm not
doing this"
4. Train on Reside System - it's tempting to train on a dummy org
with fake Leads and Contacts as well as other data, but then you need to rely
on users to consider what they've discovered and translate it to the real
world; instead, have them do *real* assist *real* data (e. grams., bring their
stacks regarding business cards to class and get into some real Qualified
prospects during training); this way, they have currently started using sales-force.com when they finish an evening of class; it's much easier to
*continue* employing a new tool as compared to *start* deploying it!.
5. Hands on Training - this place may be obvious but must be
stated: most people do not learn by listening to an instructor or perhaps
watching videos and e-learning; they understand by doing; each student should have
her own workstation or device and should practice every procedure taught in
course
6. Reinforce Training with time - research shows that two weeks
after training, people usually retain 2-4% regarding what they learned...
unless they've recently been actually using exactly what they learned;
one-and-done instruction strategy doesn't minimize it, because even your
quickest adopting end users probably will not necessarily use evening educated
in training through the first week following training; you must review and
refresh following a week and again following a second week
Related Courses: Business
Analyst Courses, PMP
Certification, QA
Training and Microsoft
Sharepoint.
