Driving Salesforce User Adoption
The three training stages built into every new Salesforce rollout, from power users weeks before go-live to executives working from their phones.
About this episode
Juel Hood, Luxent's Salesforce practice director, walks through the three training stages that come with every new implementation.
Power user sessions land two to three weeks before go-live so early adopters can confirm the user experience is right, then a day or more of on-site end user training moves page by page through a team's typical day, and executive training covers logging in, dashboards, and using Salesforce from a phone. A staff-facing overview of how Luxent structures a rollout, not a product demo.
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Book a call00:14hi I'm Juel Hood the Salesforce practice director at Luxent I'm going to talk about the importance of training and how that ties right into user adoption with every brand new Salesforce implementation we offer different training cap packages that fit each of our customers needs that includes power user treating so before we go live about three weeks maybe two weeks before we go live we're bringing in your power users to have that first impression of Salesforce so they can click around and comfortable and really it gives us an opportunity make sure that the user experience is exactly what we were looking for me after that we'll go on site into end user training it's usually a day taking a half where we're going through terminology we're going through page by page and we're going really driving it from a typical day of their process how is this new Salesforce to a bit of build efficiency into their day from there we also include executive trade so executives how
01:19they're going to login how they're going to use their dashboards and how they're going to use Salesforce even from their phone day to day to improve their process