Leveraging the power of LMS and CRM integration

1001 - Leveraging the Power of LMS and CRM Integration

Sach ChaudhariFounder and Technical Director,

Paradiso Solutions

Wednesday, March 19, 2014 01:00 PM - 2:00 PM

My Story

Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration

M.S.

Passionate about Technology in EducationIndia

Outline


PROBLEM- Sales, Customer and Partner Training- eCommerce and eLearning

SOLUTION- LMS CRM Integration scenarios - Benefits- Case Study

Q & A – You can raise hand anytime

DEMO – time permitting

Customer

Partner

Sales Team


Quick Pulse of the Room

Which is true for your organization? (LMS)

1. Already have an LMS implemented

2. Currently implementing an LMS

3. Planning to implement LMS in the next year

4. Replacing an existing LMS

Which is true for your organization? (CRM)

1. Already have a CRM implemented

2. Currently implementing an CRM3. Planning to implement CRM in

the next year 4. Replacing an existing CRM

IS YOUR LMS AND CRM INTEGRATED?

PROBLEM

Different Manager Roles


Sales ManagerEase of enrolment!

Customer Support Manager Lower Customer calls

Partner managerIntegrated in Partner portal

Different User Roles


Sales exec Don´t have time

CustomerDo not know how to use product

Partner How do I get access?

CEO


CEOShow me ROI Report

Training Manager


L & DMultiple LMS?


• Sales skills• Product training

• Product training• Customer

Support/Troubleshooting• Introduce new features or

products

• Product training• Support• Certifications

• Onboarding• Compliance• Soft Skills

Types of Training based on Account type

Low Adoption Problem


• No time• Did not know training was available• Forgot password

Results of Low Training Adoption


Sell Online Courses


- Course Access - Auto Enrollment- Reporting- Marketing

eCommerce


HOW DO I ACCESS THE COURSE I PURCHASED?

SOLUTION

LMS CRM Integration


LMS

CRM

StreamlinedTraining

forCustomers,

Sales,Partners,

Employees

Case Study SURA


WHO • Biggest insurance company

in Colombia• Big Salesforce

geographically dispersed• CRM Salesforce, LMS

Moodle

Case Study SURA


PROBLEM• Very low adoption of sales training

by sales people• Difficulty in running sales and LMS

data combined reports• No Just-in-time training within

salesforce

Case Study SURA


SOLUTION

• Paradiso integrated their moodle and Salesforce environments

• Custom JIT(Just in Time) training triggers

• Integrated reporting from salesforce

Maximize Adoption


SINGLE SIGN ON


Sales Training Course Inside Salesforce


Opens In Second Window


LMS launches inside of CRM

Click here to launch LMS


JUST-IN-TIME (JIT)

Help

Bring Training to Users


DO USERS LIVE IN CRM OR LMS?

Just In Time Training


• Lead Status change as a trigger to suggest training Negotiation

Skills Training

JIT Sales Training within CRM


Train Customers


• Lower Customer Service

• Cross sale data

• Create new product

• Bundle courses (eCommerce)

CRM & LMS for Customer Service


Just In Time Training


• How to configure a Cisco Router

• Router Troubleshooting

MEASURE CONTROL


DR. KAPLAN


Reports for different Account types

• Enrolled versus completed training

• Relationship between training and performance

• How many users took training?

• Accouting report for paid training

• Relationship between training and support cases

• How many certified partners are there?

• Most popular trainings• Accouting report for paid training

• Enrolled versus completed training

• Compliance training needs are met?

Reporting that matters


Dashboard



• Increase access• Knowledge Retention• Improve proficiencies• Measure success

PARTNER TRAINING

Use Case: User Synchronization


Sale Person joins

LMS & CRM user Creation

eCommerce Accounting


Course Data Sync


LMS

LMS Data Archiving in CRM


Why?Audit and ComplianceDecommissioning of LMSDeletion of data from LMSStudent Customer Service

Which Data?Transcripts: All course completion student recordsCertificates

How?Every Student becomes contact in SFDCStore student records as an attachment in Salesforce Contact record

Certificate/Transcript Screenshot


• Automatic attachment of Certificates and Transcripts to contacts• View transcript and Certicates from CRMeven if LMS record is deleted

Marketing Benefit


• 100 Clients Bought Y, & Z Courses

• 40 Bought Course X as well

• Marketing Sets trigger in CRM to email

promo to other 60

• 25 bought Course X because of Marketing

Access to CRM Data inside LMS


About Paradiso Solutions

• In Business since 2007, based in Silicon Valley

• Experts in LMS Software and Content Creation

• Education and Corporate Sector• Full Service Providers:

LMS Implementations Integrations Support and Training Content creation


MAIN POINTS

• THINK ABOUT TRAINING PARTNERS, CUSTOMERS AND SALES PEOPLE NOT JUT EMPLOYEES

• BRING TRAINING TO USERS


Contact us!

Sach ChaudhariFounder and Technical DirectorParadiso Solutions

Email: [email protected]

USA : +1 305 600 2327


mailto:[email protected]

QUESTIONS?

DEMO