Get Your Business Users to Take Salesforce Training Seriously

Investing in Your People Pays Off: Learn From Anne’s Experience!

Anne was exhausted. She had been working hard to ensure the Salesforce implementation at Worldwide Importers, Inc. was running smoothly and her end users were empowered with the new system. She had invested countless hours configuring Salesforce for all her business users in sales, marketing, and customer support, as well as rolling out third-party apps like Cloudingo, Conga Composer, and Box for Salesforce.

Anne had even gone above and beyond by putting together training workshops, lunch-and-learn sessions, and on-demand training videos—all aimed at helping her end users learn how to use the system correctly—but none of it seemed to be making a difference. 

Despite all her efforts, she felt like no one was listening or taking seriously what she was trying to do. Her frustration grew when senior management didn’t seem bothered enough about the situation that they weren’t willing to invest any resources into solving this issue. With slumped shoulders and a heavy heart, Anne wondered what else she could do. 

But then something changed: Anne decided that instead of continuing down this path of despair alone, she would finally reach out for help from outside sources—many who have faced similar challenges before her—to get some advice on how to tackle these issues head-on!

After attending several webinars hosted by Salesforce training experts discussing strategies such as creating user groups within each department, fostering a culture where feedback is welcomed openly between departments, and holding users accountable for maintaining their own records in Salesforce, suddenly, things started looking brighter again! 

The lightbulb moment came when one speaker said, “No matter how great your technology solution is, people still need time to adjust their behavior accordingly.”

That’s when Anne realized that getting everyone onboard with using Salesforce wasn’t going to happen overnight but over time; if given proper guidance along the way. However long it took, though – She knew now more than ever that investing in people always pays off in the end!

If you’re a Salesforce Admin, getting business users to take Salesforce training seriously can be a challenge. It’s not always easy to convince them that they need to spend time learning the system, especially when they’re already busy with their day-to-day work. This blog post will discuss tips for enforcing Salesforce training among business users. We’ll also provide some advice on how to make the training process as painless as possible for them.

Introduction

When a Salesforce Admin begins on the job, they anticipate that business users will take full advantage of available training to maximize the CRM’s capabilities. However, when training is not taken seriously by these end users, Salesforce Admins are left frustrated and with a daunting task ahead of them. Poor training can negatively impact the entire team’s data quality, user adoption, and productivity. 

Data quality is essential in any CRM system, as the information captured must be accurate and complete. Without proper training, users may not understand how to enter accurate data, leading to incomplete or even duplicate records, which can significantly impact overall data integrity. Additionally, inaccurate data can lead to unreliable analytics and reporting, undermining efforts to make informed business decisions. 

Moreover, lack of training can lead to low user adoption rates as users may be unsure how to use the system correctly or not benefit from all its features and functions. Low user adoption rates mean teams cannot get maximum value from the CRM platform, which leads to decreased efficiency and lost time and resources. 

7 Most Common Data Quality Issues Screwing Up Your Salesforce

Finally, an undertrained team leads to decreased productivity due to the under-utilization of the core Salesforce features: tracking prospects, customers, deals, and the interactions with these prospects and customers.

Without leveraging these tools, data remains siloed in separate spreadsheets instead of relying on Salesforce as the centralized database of information the company relies on. This reduces workflows leading to direct decreases in productivity across teams. 

In conclusion, the lack of proper Salesforce training for business users can be a considerable challenge for Salesforce Admins, negatively impacting the entire team’s data quality, user adoption, and productivity. Therefore, Admins must do what they can to ensure that adequate training is provided so that users have a thorough understanding of how best to use Salesforce effectively and efficiently while ensuring high-quality data is captured and stored on the platform.

Struggling to Adapt

Business users who do not take advantage of Salesforce CRM training can be highly frustrating and counter-productive in the long run for Salesforce Admins. Without proper training, business users may have a steep learning curve ahead of them as they attempt to navigate through the platform and all its features on their own. This could lead to many issues with data accuracy, inefficient processes, and incorrect tracking of prospects, customers, deals, and open tasks.

The Salesforce Admin is likely to feel like they are spinning their wheels trying to persuade business users to get trained to use the platform and track their customer information properly.

Unfortunately, Salesforce Admins typically have minimal authority when forcing people to attend training sessions or take other steps towards being more proficient with the tool. As a result, the Admin must rely on other methods, such as frequent communication reminders about the importance of training and accessible resources that make it easier for business users to learn how to use Salesforce.

Further, without proper education about how best to utilize Salesforce for tracking customer information, Admins may be overburdened with manual tasks such as entering customer data into different system areas or updating records manually that should be automated. This significantly increases workloads for Admins and reduces their ability to focus on high-value tasks that would bring more significant ROI for the company. 

In addition, an untrained user base may also hinder your ability to leverage powerful analytics tools such as reporting and dashboarding capabilities included within Salesforce. When users aren’t educated on best practices around collecting data in this platform, it can be difficult, if not impossible, to generate insightful reports or build useful dashboards that give meaningful insights into customer activities or account trends. 

Overall, when business users continue to avoid getting trained on how best to utilize Salesforce, it can result in more significant problems down the line, both in terms of higher manual workloads for admins as well as reduced opportunities for leveraging built-in analytics features that could drive even better results from their sales and customer service operations.

Refusing to Give Up

Despite the challenges that Salesforce Admins face when dealing with business users who are reluctant to get trained on how to use Salesforce, they should never give up. With creativity and determination, it is possible to find ways to convince those users of the benefits of using Salesforce properly. 

For example, Admins need to communicate the long-term impact of proper training on Salesforce, such as improved customer experience and increased efficiency in managing sales processes. Demonstrating quantitative data showing how other teams have realized these benefits after committing to Salesforce training can be very persuasive in convincing even the most resistant business users. 

Admins can also try different tactics outside of communicating the benefits of learning how to use Salesforce. For example, they might organize a live demo in which someone on their team demonstrates how easy it is to use certain platform features; or they could create video tutorials that show users step-by-step instructions on navigating through critical sections of Salesforce. 

Descript: The Simple Way to Create Salesforce Training Videos

Another strategy may be for Admins to start by providing low-risk access for users with permissions that let them explore without fear of making mistakes – this will help build trust and encourage engagement with the platform from a non-threatening perspective. Once users gain confidence with basic operations, admins can provide further training focusing on more advanced topics within Salesforce. 

By implementing these approaches and continuing to advocate for user adoption and proper training on the platform, one team member will eventually have their lightbulb moment and recognize all the value of using Salesforce effectively – leading others in their organization to follow suit. With enough patience and creativity, even those users who are initially reluctant can eventually come around and learn how beneficial mastering the platform can be towards achieving success as an organization.

How to Create an Impactful Salesforce Training Curriculum

Achieving Success Despite Challenges 

Salesforce Admins can ultimately succeed in getting business users trained on using Salesforce by taking a proactive approach. This should include supporting users by providing them with learning resources, demonstrating how the platform can increase their productivity and overall experience, and helping them build confidence in the product. 

This proactive strategy should focus on providing value and showing results that can be achieved through Salesforce training. For example, Admins can demonstrate how features the user didn’t know existed, like automation capabilities, Outlook integration, list view functionality, or reporting functions, could enable the user to obtain better insights. Additionally, they could highlight features such as workflows and custom objects that would make users’ jobs more efficient or successful. 

Admins should also identify specific problems that users are having with Salesforce so that they can provide targeted solutions tailored to their needs. For instance, if a user struggles with understanding reports or dashboards, the Admin could create a custom tutorial that explains these concepts more clearly. Or if a user has difficulty navigating around the platform, Admins could develop interactive videos to help guide users through each step of the process. 

By utilizing personalized training materials, one-on-one support sessions, and group workshops, Admins will ensure that users have all the resources they need to become proficient in using Salesforce effectively. By proactively engaging with users and building trust through clear communication and ongoing support, Admins can create an environment where business users feel empowered to get trained on utilizing all of the available Salesforce tools and resources.

5 Tips to Motivate Users to Take Salesforce Training Seriously

1. Explain the benefits of Salesforce training. 

Salesforce training can benefit your employees in several ways. First, it can help them better understand the Salesforce platform and how to use it effectively. Additionally, Salesforce training can help employees to become more efficient in their work, as they will be able to use the platform more effectively and efficiently. Finally, Salesforce training can also help to improve employee morale, as they will feel more confident in their ability to use the platform and will be more likely to stay with the company for a more extended period.

2. Offer incentives for employees who complete Salesforce training. 

One way to encourage your employees to get Salesforce training is to offer them incentives. For example, you could offer corporate swag or even a Starbucks gift card for employees who complete the training. By offering incentives, you will show your employees that you are committed to helping them improve their skills and that you value their time and effort.

3. Make Salesforce training mandatory for all new employees. 

Another way to encourage your employees to get Salesforce training is to make it mandatory for all new employees. This will show your existing employees that you are serious about using the platform and expect them to be proficient. Additionally, this will help to ensure that all of your employees are up-to-date on the latest features and functionality of the platform.

4. Provide Salesforce training on-site at your company. 

If you have the resources available, another way to encourage your employees to get Salesforce training is to provide it on-site at your company. This will allow your employees to get the training they need without taking time out of their busy schedules. Additionally, this will show your employees that you are committed to providing them with the best possible training and that you are willing to invest in their development.

5. Hire a dedicated Salesforce trainer for your company. 

You could hire a dedicated Salesforce trainer to show your commitment to helping your employees get Salesforce training. This would allow your employees to receive professional instruction and ensure they receive the best possible training. While this option may be more expensive than others on this list, it would be worth it if your employees were better trained and more likely to stay with the company for a more extended period.

Conclusion

As a Salesforce Admin, you’re always looking for ways to help your business users get the most out of Salesforce. One way to do that is by ensuring they receive proper training on the platform. However, getting people to take their Salesforce training seriously can be challenging. This blog post has tips and tricks to encourage business users to buckle down and complete their learning modules. Did you find this helpful? If so, share it online! And if you have any other tips or tricks up your sleeve, please share them in the comments below – we’d love to hear from you!