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Screensteps and salesforce lightning5/8/2023 ![]() ![]() The participants were open, enthusiastic, and very quick at picking up on the content and skills they’ll need in order to navigate and “own” their new system. Our users are actually excited to begin using Salesforce.Įven the consultants working with Ryan on the technical implementation thought that his training curriculum was top notch. We used the ScreenSteps tools and applied the methodology that Jonathan and I went over during our coaching calls, and this round of training went far better than the previous round of training. Ryan’s alternative training approach using the ScreenSteps application and its training methodology was a huge success. The Results: Employees Were Ready to Roll He also had employees use the articles during training so that, if employees were unsure how to use the system after training, they would be able to search through ScreenSteps to find what they needed. Ryan leveraged the ScreenSteps Browser extension to show employees how to use contextual help. Because the content was job-specific and relevant, employees were engaged and quickly able to pick up the new processes.ĭuring training, Ryan demonstrated how to reference the ScreenSteps articles when performing a procedure. While he did have some training sessions that were high-level overviews of the new system, Ryan focused on creating scenario-based exercises. With ScreenSteps, it was much easier to update the documentation and keep it accurate.Īlong with getting the documentation ready, Ryan created role-based training curriculums that were specific to the jobs PJCC employees had to perform. Ryan was glad that he created his how-to articles, checklists, and policies in ScreenSteps because as the new system matured, processes and procedures changed. The first thing Ryan did was document all of PJCC’s procedures in ScreenSteps so that there was one source of truth for using the new system. Over the course of several months, Ryan and Jonathan worked together to develop a training curriculum that would be engaging and effective so that employees would be ready when the new system went live. Ryan decided to use ScreenSteps to create training materials and worked with a ScreenSteps coach, Jonathan DeVore, Director of Transformational Services. He just used an outdated approach that had been passed down from other "expert" trainers. I knew that if we were going to train all of the employees at PJCC, we had to come up with a different approach. ![]() ![]() Attendees were bored and they couldn’t remember much of anything that we covered after training was over. We did an initial training to a small group of power users and it didn’t go very well. Ryan, the Salesforce Support Specialist, was in charge of teaching 200+ employees how to use the new CRM system and did not want to stick with traditional training that put employees to sleep. The Challenge: Rollout Training for 200+ Employees In the Fall of 2018, The Peninsula Jewish Community Center (PJCC) upgraded its customer relationship management (CRM) system, built on Salesforce Lightning, to streamline its operations and offer its guests a more personalized experience. ![]()
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