The ultimate goal of a good Salesforce training program is to educate the participants to successfully perform a specific task so that the management need not handle their work. This way, the senior management need not involve in the sales activities as that will be handled by the sales people. Of course, the executive management will have several other important tasks to handle apart from the sales activities. It might be very tough for them to focus on every aspect of the business from the scratch. They can just go through the prospects of each business, and this is the reason they have appointed individual teams to handle the other tasks. Also, it has to be understood by the management that effective Salesforce training in Chennai will not happen overnight. After the training company completes its task, the sales managers or other leaders should take charge to keep the sales team representatives updated with what they need to do. This should be done on a regular basis to deploy the skills that they have acquired into practice. This has to be done until the new members of the sales team get to know what they should do. This is where the Salesforce documentation comes into existence.
How to achieve effective Salesforce training?
In case you want to execute a process perfectly on your own, you need to do the process on a repetitive basis. Basically, repetition is the key to effective training. This means that one-time Salesforce training will not bring about drastic changes in the business until and unless it is repeated on a regular basis and brushed up for the sales people frequently. Also, to do so, the management or representatives cannot spend all their time with the sales people to improve their skills as it not practical.
Give Reference to Representatives
As the management cannot focus on training the sales people all the time, it is recommended to create a Salesforce documentation that will provide the sales team with the reference apart from the management. This will be of great help when they execute a process each time. Great documentation can show the team what they should, what is necessary, etc. without involving the leaders all the time.
What the Salesforce Documentation Should Include?
The word documentation will immediately think of a PDF one as it is the standard one to write user guides and standard operating procedures (SOPs). Actually, documentation is something more than words and it includes the following.
- Image annotations
Documentation is anything that can teach a concept or the workflow can be recorded and reused. You can make your own Salesforce training documentation website that has easy to navigate contents to aid the job of the sales people. In fact, it is easy and quick to register and know what to do when the information is conveyed in the above mentioned ways besides text. Reading a long text containing the instructions or steps could be quite tedious, and it might lose its purpose.
How to Create Effective Documentation?
There are three main principles that you need to follow to make effective Salesforce documentation. Well, these are mentioned below.
- Make it based on the task
- Use many pictures for easy understanding
- Make it easy to access
Once you do these three, you will observe that the documentation will be easy to create as you will write more, and the readers will think is more helpful and refer to it more often. The Salesforce training in Chennai focuses a lot on the documentation process.
Make it based on the task
Do not document the screens and menus, but only the tasks. No one opens the documentation with the purpose to learn what the screen, menus, and buttons do. They just want to know what they have to do to get the campaign done in a successful manner. They will also know how to run a report accurately so that they can render what the sales manager wants.
Use many pictures for easy understanding
A screenshot can easily explain what the person has to do, and so using such images is the easiest way to communicate to the participants. Using a screenshot is easy to read and understand and also to write the document. It will beat what the job aids as it does not require punctuation, grammar, and words. There are several tools available in online to take screenshots and use them. You just have to spend a little to take screenshots using these applications or tools.
Make it easy to access
Even if the documentation is impressive and amazing, it will not be referred by anyone if it is too tough to find and interpret what it contains. You need to remove the barriers that are faced while creating the documentation to make it useful for the Salesforce team.
To conclude, you need to have the right set of tools and the right framework to create effective and awesome Salesforce documentation. The Salesforce training in Chennai deals with the same.