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Ssalesforce onboarding can be made quick and painless - you just need to know which buttons to press - in regard to software and employee onboarding.
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The Data
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One of Salesforce’s
chief differentiators
is its
customizability.
The Data
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What does this mean
for your Salesforce
onboarding efforts?
That the PROCESS has
an important place in
your employee
onboarding.
But that’s not all… ~~~
Img source: Stuart Miles @ FreeDigitalPhotos.net
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1. Get
Management
Onboard
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Get Senior
Management’s
active support and
clear endorsement.
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Especially:
In a large
organization
With varying levels
of employee tech-
saavyness
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Balance should
be maintained
between two
parameters: Source: http://www.flickr.com/photos/29174632@N00/2208944056
2. Process
Before
Software
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Your organization’s
workflows are
reflected in the
software flows on
Salesforce.
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Walk the employees
through the actual
workflow first and
then show them how
that applies to the
Salesforce flow. Img source: luigi diamanti @ FreeDigitalPhotos.com
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3. Walk your
Users
Through
the Software
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Consider fitting a
customizable
onboarding
solution to your
customizable CRM.
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Technological
proficiency
Department
Implementation
stage.
Hi there, Jimmy! Your
Level 2 Salesforce
Tutorial for Customer
Service Dpt. on
Customer Retention is
ready to start!
For more info on onboarding solutions, click here.
Specifically, personalized onboarding
solutions, tailored to different user
groups, according to:
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4. Enable Chatter
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Enable Salesforce’s
enterprise-level social
network platform for
Salesforce users.
Helpful for:
Peer consultation
Employee venting
space
Tracking points of
difficulty
Why Iridize Mobile? We Hope That Was Helpful!
Read more about onboarding solutions at blog.iridize.com Or request a demo at [email protected]
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Icons in this presentation made from Flaticon.com: Freepik by
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