Top 4 Salesforce Onboarding Tips
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Top 4 Salesforce Onboarding Tips

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Ssalesforce onboarding can be made quick and painless - you just need to know which buttons to press - in regard to software and employee onboarding.

Ssalesforce onboarding can be made quick and painless - you just need to know which buttons to press - in regard to software and employee onboarding.

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Top 4 Salesforce Onboarding Tips Presentation Transcript

  • 1. 4 Tips for a Smooth Salesforce Onboarding Process by iridize
  • 2. The Data iridize.com One of Salesforce’s chief differentiators is its customizability.
  • 3. The Data iridize.com What does this mean for your Salesforce onboarding efforts? That the PROCESS has an important place in your employee onboarding. But that’s not all…~~~ Img source: Stuart Miles @ FreeDigitalPhotos.net
  • 4. iridize.com 1. Get Management Onboard
  • 5. iridize.com Get Senior Management’s active support and clear endorsement.
  • 6. iridize.com Especially: In a large organization With varying levels of employee tech- saavyness
  • 7. iridize.com Balance should be maintained between two parameters: Source: http://www.flickr.com/photos/29174632@N00/2208944056 2. Process Before Software
  • 8. iridize.com Your organization’s workflows are reflected in the software flows on Salesforce.
  • 9. iridize.com Walk the employees through the actual workflow first and then show them how that applies to the Salesforce flow. Img source: luigi diamanti @ FreeDigitalPhotos.com
  • 10. iridize.com 3. Walk your Users Through the Software
  • 11. iridize.com Consider fitting a customizable onboarding solution to your customizable CRM.
  • 12. iridize.com Technological proficiency Department Implementation stage. Hi there, Jimmy! Your Level 2 Salesforce Tutorial for Customer Service Dpt. on Customer Retention is ready to start! For more info on onboarding solutions, click here. Specifically, personalized onboarding solutions, tailored to different user groups, according to:
  • 13. iridize.com 4. Enable Chatter
  • 14. iridize.com Enable Salesforce’s enterprise-level social network platform for Salesforce users. Helpful for: Peer consultation Employee venting space Tracking points of difficulty
  • 15. Why Iridize Mobile?We Hope That Was Helpful! Read more about onboarding solutions at blog.iridize.com Or request a demo at contact@iridize.com iridize.com
  • 16. Icons in this presentation made from Flaticon.com:Freepikby iridize.com