16
4 Tips for a Smooth Salesforce Onboarding Process by iridize

Top 4 Salesforce Onboarding Tips

Embed Size (px)

DESCRIPTION

Ssalesforce onboarding can be made quick and painless - you just need to know which buttons to press - in regard to software and employee onboarding.

Citation preview

Page 1: Top 4 Salesforce Onboarding Tips

4 Tips

for a Smooth Salesforce Onboarding Process by iridize

Page 2: Top 4 Salesforce Onboarding Tips

The Data

iridize.com

One of Salesforce’s

chief differentiators

is its

customizability.

Page 3: Top 4 Salesforce Onboarding Tips

The Data

iridize.com

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

Page 6: Top 4 Salesforce Onboarding Tips

iridize.com

Especially:

In a large

organization

With varying levels

of employee tech-

saavyness

Page 7: Top 4 Salesforce Onboarding Tips

iridize.com

Balance should

be maintained

between two

parameters: Source: http://www.flickr.com/photos/29174632@N00/2208944056

2. Process

Before

Software

Page 8: Top 4 Salesforce Onboarding Tips

iridize.com

Your organization’s

workflows are

reflected in the

software flows on

Salesforce.

Page 9: Top 4 Salesforce Onboarding Tips

iridize.com

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

Page 11: Top 4 Salesforce Onboarding Tips

iridize.com

Consider fitting a

customizable

onboarding

solution to your

customizable CRM.

Page 12: Top 4 Salesforce Onboarding Tips

iridize.com

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:

Page 14: Top 4 Salesforce Onboarding Tips

iridize.com

Enable Salesforce’s

enterprise-level social

network platform for

Salesforce users.

Helpful for:

Peer consultation

Employee venting

space

Tracking points of

difficulty

Page 15: Top 4 Salesforce Onboarding Tips

Why Iridize Mobile? We Hope That Was Helpful!

Read more about onboarding solutions at blog.iridize.com Or request a demo at [email protected]

iridize.com