Employee/Customer Onboarding, Training and Enablement

How to Deal with a Rapid Transition to Virtual Learning

Greg DeVore - Mar 16, 2020 1:44:05 PM

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. Educational institutions are not designed to be able to turn on a dime. But that is exactly what they are being asked to do.

Topics: Training- Learning

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The 4 Most Effective Digital Transformation Strategies

Victor Rosado - Feb 27, 2020 11:00:00 AM

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?

Topics: Guest Blog- Training

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The Expert Guide to Successful CRM Training

Victor Rosado - Feb 20, 2020 10:00:00 AM

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.

Topics: Training

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4 Benefits of a Standard Operating Procedures Training Manual

Jonathan DeVore - Feb 12, 2020 9:30:00 AM

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.

When companies first start out, they may have a small team of employees that establish a certain method for performing tasks, and everyone knows what to do — leading some to think they don't need to write their procedures down. Unfortunately, this causes ambiguity and inconsistency in the way procedures are completed and can lead to siloed or out-of-date knowledge.

Topics: Training

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The 4 Key Steps to Creating a CRM Training Manual

Victor Rosado - Jan 9, 2020 9:30:00 AM

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.

Topics: Training

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What Does Scenario-based Training Look Like?

Jonathan DeVore - Dec 17, 2019 3:28:57 PM

Last Friday, my team asked me to run a remote training session with a new support agent. 

Instead of the typical PowerPoint lecture or demonstrations of random features in our systems, I used the scenario-based training approach, which means that I basically asked a bunch of questions like this:

Topics: Training

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Why You Need Scenario-Based Training

Jonathan DeVore - Dec 10, 2019 9:45:00 AM

Simply put, scenario-based training is the way of the future. It's a better way to train for both your trainers and your employees, and it pays enormous dividends for your company. Here's why we believe so strongly in ditching outdated training models and upgrading processes for a more human, pragmatic form of on-the-job training.

Topics: Training

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How to Improve Your Company Training Process

Jonathan DeVore - Nov 21, 2019 9:30:00 AM

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.

Topics: Training

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Resisting the Temptation to “Teach it all”

Greg DeVore - Jul 11, 2018 10:57:22 AM

If you have ever been on a backpacking trip, then you know that a backpacker has to deal with competing goals when packing.

Topics: ScreenSteps Software- Training- Teaching

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One Idea That Will Clarify the Purpose of Your Training 

Jonathan DeVore - Mar 13, 2018 3:43:14 PM

If you are planning a training session, I want you to pull out a piece of paper and a pen, and do 2 things.

Topics: Training- Teaching- Learning

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