Employee/Customer Onboarding, Training and Enablement

Come to ScreenSteps blog to learn how to onboard, train and support your employees and customers.

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By: Greg DeVore
March 24th, 2020

With so many teams suddenly going remote, this is a hard time for workers, trainers, IT professionals and management alike. Providing security and stability for remote workers in these uncertain times is easier said than done; for many teams, there will be new technology, strategic shifts and lots of questions in the coming weeks. So, how do you support and train your workforce as they transition to a virtual environment?

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Training | Learning

By: Greg DeVore
March 16th, 2020

Because of the impact of Coronavirus (COVID-19), many K-12 schools, colleges and universities are going through a transition they’ve never experienced before: a fully virtual learning environment.

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Guest Blog | Training

By: Victor Rosado
February 27th, 2020

This is a guest blog post by Victor Rosado, Senior Consultant, 'Salesforce Change Management and Training' at Valintry360 The most effective digital transformation training doesn't focus on the cool features of new technologies. It focuses on how people can use technology to support seamless business processes — and do their jobs better. What do you need to know?

Blog Feature

Training

By: Victor Rosado
February 20th, 2020

This is a guest blog post by Victor Rosado, Senior Consultant, 'Salesforce Change Management and Training' at Valintry360 When a company is ready to adopt a new CRM, picking the right technology is only half the battle. Even the most advanced platforms can hold teams back if they don't know how to use them — which is why effective CRM training is so important. Without proper CRM training, companies risk low utilization rates, longer onboarding times and avoidable errors. To put it another way, effective CRM training could be the difference between a positive ROI, or an expensive, failed implementation.

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Training

By: Jonathan DeVore
February 12th, 2020

Whether they know it or not, most companies probably already have standard operating procedures. Standard operating procedures are repeatable steps that employees can take when a known input occurs, helping them achieve a desired outcome.

Blog Feature

Training

By: Victor Rosado
January 9th, 2020

This is a guest blog post by Victor Rosado, Senior Consultant, 'Salesforce Change Management and Training' at Valintry360 So you're implementing a new CRM and need to train your employees on it. You need them to know how to use it, want to use it and — most importantly — actually use it. The right training manual can help with all of the above while alleviating constant questions and emails regarding the new CRM. While you might already be familiarized with the new CRM your company is adopting or migrating to, your employees won't be. Remember, they didn't sit through the sales process or the C-Suite meetings regarding the new CRM. They're going into this relatively blind — and they're likely going to be reluctant to change.

Blog Feature

Training

By: Jonathan DeVore
December 10th, 2019

When it comes to employee training programs, you have many approaches. There's classroom learning, virtual instruction, self-paced courses, etc. The list goes on and on.

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Training

By: Jonathan DeVore
November 21st, 2019

Are you struggling to train your employees? It's alright if you are — most employers and trainers struggle to do so. Employee training today is surrounded by a lot of uncertainty. Some believe that memorization works, while others think that fancy e-Training or assessments are the solution. We're here to tell you that the way most trainers and employers are training isn't working. But, with a few changes it can work, and quickly.

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Customer Support | Documentation

By: Greg DeVore
November 15th, 2019

Customer satisfaction is a major goal for every business, and customer support is the foundation of that goal. But without adequate support, customer service can turn into a frustrating experience where your team is constantly putting out fires or wasting their time answering the same low-level questions. So what does it mean to have effective customer service? And where does a customer support manual come into the picture? At its simplest, a customer support manual is a set of resources provided to your customers to help them self-service basic support questions. It's built for an audience of customers, and its purpose is to decrease support requests by enabling customers to solve low-level support issues themselves.

Blog Feature

workflow article

By: Jonathan DeVore
November 12th, 2019

Last week, I was trying to figure out why my home printer wasn't printing. While searching the web for an answer, I came across this help article from Epson (the kind of printer I have): While reading this article, I noticed that it had a lot of "if this...then that..." type of instructions. I instantly thought, "Holy smokes! This would be so much better as a Workflow Article!" So I took on the challenge of recreating it as a Workflow Article for the sole purpose of demonstrating how you can take some of your help articles that have "If this...then that..." type of instructions and turn them into Workflow Articles that are way better. You can go right to the example article Workflow Article I created by clicking here >> Epson Example Workflow to see what it looks like and how it flows. Below, I show you how I went about turning the original Epson help article into the amazing ScreenSteps Workflow Article so you can see how a ScreenSteps Workflow Article could replace (and dramatically improve) your traditional troubleshooting guides.