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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Live Training | Training

By: Greg DeVore
October 6th, 2015

As a Documentation Admin and Trainer you may feel that you are being asked to do the impossible: Make your training engaging Keep it short Make sure you cover everything How can you cover everything that you need your team to know, keep it engaging AND do it all in a 1-hour session?

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Documentation Managers

By: Greg DeVore
October 5th, 2015

There are many ways that ScreenSteps can help you write and deliver documentation that your customers actually want to read. But there are a few features that are especially beneficial for new documentation managers. Here are the top 5. 1. You don't need a PhD to use ScreenSteps If you are a new documentation manager then you have enough things to deal with. Dealing with overly complicated software shouldn't be one of them. The typical training time to get up and running in the ScreenSteps authoring tool is about 15-30 min. Other solutions can take weeks or even months to learn. Many of our customers tell us that they felt like they needed a PhD to use other solutions.

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Zendesk

By: Greg DeVore
October 1st, 2015

We get a lot of questions about moving documentation from Word or PDF files into an online format. It is often a necessary but somewhat painful process. Here are a few tips that will hopefully help. In this artilce we will be talking about some tips to move from Word to an online system such as Zendesk. In a later article we will talk about how to move from PDF files to an online system.

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Documentation Managers

By: Greg DeVore
September 30th, 2015

Enterprise software is very different from other types of software. Many enterprise applications only have a handful of customers who pay a very large amount of money. That means that each customer relationship is crucial. Gaining or losing a single customer can have a major impact on your business.

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Software Documentation Tips | Documentation Managers

By: Greg DeVore
September 29th, 2015

One of the worst parts about using screenshots in your documentation is getting rid of sensitive information that you don't want showing up in your documentation. This could be names, email addresses, or anything else you don't want showing up.

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Onboarding | Customer Education Lifecycle

By: Jonathan DeVore
August 17th, 2015

In this week's review of how other SaaS (software as a service) products are onboarding new customers, we're going to check out Kajabi - a SaaS for building online courses, membership sites, and information products.

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Software Documentation Tips | Documentation Managers

By: Greg DeVore
August 12th, 2015

How do you know if your online documentation is making an impact? How do you know what you need to improve? In this article, we are going to give you a a few questions you can use to evaluate how well your documentation site is prepared to help your customers.

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Software Documentation Tips | Documentation Managers

By: Greg DeVore
August 5th, 2015

One of the most overwhelming tasks for a new documentation manager or customer success manager is knowing what content they need to create.

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Customer Success

By: Jonathan DeVore
July 17th, 2015

After you've onboarded a prospect/new customer to your SaaS, and after they've gone through some additional training, your users may still have trouble using your product - not because your instructions are bad, but because your users may still not know what to do.

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Miscellaneous

By: Greg DeVore
July 17th, 2015

Many support teams make the mistake of trying to combine customer support and customer training resources into the same article. To understand the difference between customer support and customer training, read here.