So let’s say you are a company that has freshly migrated to Salesforce. You are excited about the prospect of a brand new, powerful CRM platform and you are optimistic about what this means for your business. The next step on the roadmap to success is Salesforce user adoption. To get all you users on board with the new system, you have to train them and familiarise them with everything you want them to do. So what options do you have? You could hire a person specifically to train people. You could get an external trainer in. You could develop a set of physical printed manuals for users to refer to. You could even write some digital PDFs and powerpoint files to refer to. These current methods present a lot of problems. What facility do they have to take care of users who are struggling to adopt Salesforce? What can they do for any grumpy user, stuck in their ways and reluctant to change? More importantly how do you measure the success of any of those training approaches you can deploy?
All of those user adoption techniques lack any sort of personal touch. They force users to step away from Salesforce to receive training. What if training was integrated into Salesforce? Even in your own custom made areas.This is why we created Tipster. Tipster will appear on the same page as your custom Salesforce interface. When you need help, guides are right there on screen. You don’t need to find a link to a PDF or go and ask a special user or an administrator to come help you. Everything is right where you need it, when you need it most. Not only that but Tipster makes social connections between those that write guides and those that read them. You can even write guides for specific individuals. Every user’s guides section can be unique to their own training requirements. Tipster allows your company to feel more like a strong social unit than throwing users an obstacle they need to overcome to remain effective.
Tipster contains a feedback system with ratings and comments for guides. This means that you have a way to actively monitor how well guides are received. You can write quizzes for your guides too which, when completed, give awards. All of this contributes to you knowing how well your users are adopting to Salesforce. You don’t have to guess or employ a strategy to monitor user adoption. It is contained within Tipster, allowing you to be more informed.