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: Jonathan DeVore
May 22nd, 2020

You know that you need a great knowledge base to do Zero-Memorization Training, but what does a great knowledge base look like? Check out the video below and keep on reading to find out.

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Live Training | Training

By: Jonathan DeVore
May 20th, 2020

If you know about Zero-Memorization Training but aren't sure how it would look if you implemented it in your employee training program, check out the video below to learn what it looks like.

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Live Training | Training

By: Jonathan DeVore
May 19th, 2020

If you are in charge of training employees at your company, and you're tired of how long it takes for new-hires to independently do their job, then you're going to love the Zero Memorization Training approach.

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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?

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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.

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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.

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Training

By: Jonathan DeVore
December 17th, 2019

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:

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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.