Leveraging the power of LMS and CRM integration

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To learn more read this great blog post: http://www.paradisosolutions.com/blog/integrate-channel-training-salesforce-lms/

Sales training managers, customer support managers, and partner managers will benefit greatly by learning how to make training more relevant and easily accessible to their audience. This session will explore ways that sales training managers can solve the problem of quantitative measurement of the impact of training on sales performance.


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Leveraging the power of LMS and CRM integration

  1. 1. 1001 - Leveraging the Power of LMS and CRM Integration Sach Chaudhari Founder and TechnicalDirector, Paradiso Solutions Wednesday, March 19, 2014 01:00 PM - 2:00 PM
  2. 2. My Story SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration M.S. PassionateaboutTechnology in Education India
  3. 3. Outline SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration PROBLEM - Sales, Customer and Partner Training - eCommerce and eLearning SOLUTION - LMS CRM Integration scenarios - Benefits - Case Study Q & A – You can raise hand anytime DEMO – time permitting Customer Partner Sales Team
  4. 4. SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration Quick Pulse of the Room Which is true for your organization? (LMS) 1. Already have an LMS implemented 2. Currently implementing an LMS 3. Planning to implement LMS in the next year 4. Replacing an existing LMS Which is true for your organization? (CRM) 1. Already have a CRM implemented 2. Currently implementing an CRM 3. Planning to implement CRM in the next year 4. Replacing an existing CRM IS YOUR LMS AND CRM INTEGRATED?
  5. 5. PROBLEM
  6. 6. Sach Chaudhari ¦ 710 - Utilizing Gamification to Enhance eLearning Engagement
  7. 7. Different User Roles SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration Sales exec Don´t have time Customer Do not know how to use product Partner How do I get access?
  8. 8. Sach Chaudhari ¦ 710 - Utilizing Gamification to Enhance eLearning Engagement
  9. 9. Sach Chaudhari ¦ 710 - Utilizing Gamification to Enhance eLearning Engagement
  10. 10. Sales Customers Partners Employees LMS CRM SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration • Sales skills • Product training • Product training • CustomerSupport/Troublesh ooting • Introduce new featuresorproducts • Product training • Support • Certifications • Onboarding • Compliance • SoftSkills Types of Training based on Account type
  11. 11. Low Adoption Problem SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration • No time • Did not know training wasavailable •Forgotpassword
  12. 12. Results of Low Training Adoption SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration Minimal Impact Value Questioned Budget Shrinks Invest in Training Low Adoption
  13. 13. Sell Online Courses SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration - Course Access - Auto Enrollment - Reporting - Marketing
  14. 14. eCommerce SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration HOW DO I ACCESS THE COURSE I PURCHASED?
  15. 15. SOLUTION
  16. 16. LMS CRM Integration SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration LMS CRM Streamlined Training for Customers, Sales, Partners, Employees
  17. 17. Case Study SURA SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration WHO • Biggest insurance company in Colombia • Big Salesforce geographically dispersed • CRM Salesforce, LMS Moodle
  18. 18. Case Study SURA SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration PROBLEM • Very low adoption of sales training by sales people • Difficulty in running sales and LMS data combined reports • No Just-in-time training within salesforce
  19. 19. Case Study SURA SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration SOLUTION • Paradiso integrated their moodle and Salesforce environments • Custom JIT(Just in Time) training triggers • Integrated reporting from salesforce
  20. 20. Maximize Adoption SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration Relevant Accessible Easy Find Access Learn Share
  21. 21. SINGLE SIGN ON SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
  22. 22. Sales Training Course Inside Salesforce SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
  23. 23. Opens In Second Window SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration LMS launches inside of CRM Click here to launch LMS
  24. 24. SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration JUST-IN-TIME (JIT) Help
  25. 25. Bring Training to Users SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration DO USERS LIVE IN CRM OR LMS?
  26. 26. Just In Time Training SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration Qualify Proposal Negotiations Close • Lead Status change as a trigger to suggest training NegotiationSk ills Training
  27. 27. JIT Sales Training within CRM SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
  28. 28. TrainCustomers SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration •Lower Customer Service •Cross sale data •Create new product •Bundle courses (eCommerce)
  29. 29. CRM & LMS for Customer Service SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
  30. 30. Just In Time Training SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration • Howto configure a Cisco Router • RouterTroubleshoo ting Login to Customer Portal Create new support case Try the auto suggested training Close the case or talk to customer support
  31. 31. MEASURE  CONTROL SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration DR. KAPLAN
  32. 32. Sales Customers Partners Employees LMS CRM SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration Reports for different Account types • Enrolled versus completed training • Relationshipbetween training and performance • Howmanyuserstook training? • Accoutingreportforpaid training • Relationshipbetween training and support cases • Howmanycertifiedpartners are there? • Most popular trainings • Accoutingreportforpaid training • Enrolled versus completed training • Compliance training needs are met?
  33. 33. Reporting thatmatters SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
  34. 34. Dashboard SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
  35. 35. SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration • Increaseaccess • KnowledgeRetention • Improveproficiencies • Measuresuccess PARTNER TRAINING
  36. 36. Use Case: User Synchronization SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration Sale Personjoins LMS & CRM userCreation
  37. 37. eCommerceAccounting SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
  38. 38. Course Data Sync SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration LMS
  39. 39. LMS Data Archiving in CRM SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration Why? Audit and Compliance Decommissioning of LMS Deletion of data from LMS StudentCustomerService Which Data? Transcripts: Allcoursecompletionstudent records Certificates How? EveryStudentbecomescontact in SFDC Store student records as anattachment in SalesforceContact record
  40. 40. Certificate/Transcript Screenshot SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration •Automaticattachment of Certificates and Transcriptstocontacts • View transcript and Certicates from CRMeven if LMS record is deleted
  41. 41. Marketing Benefit SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration •100 Clients Bought Y, & Z Courses •40 Bought Course X as well •Marketing Sets trigger in CRM to email promo to other 60 •25 bought Course X because of Marketing
  42. 42. Access to CRM Data inside LMS SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
  43. 43. About Paradiso Solutions • In Business since 2007, based in Silicon Valley • Experts in LMS Software and Content Creation • Education and Corporate Sector • Full Service Providers:  LMS Implementations  Integrations  Support and Training  Content creation SachChaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
  44. 44. MAIN POINTS •THINK ABOUT TRAINING PARTNERS, CUSTOMERS AND SALES PEOPLE NOT JUT EMPLOYEES •BRING TRAINING TO USERS Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
  45. 45. Contact us! Sach Chaudhari Founder and TechnicalDirector Paradiso Solutions Email: Sach@paradisosolutions.com USA : +1 305 600 2327 Sach Chaudhari ¦ 1001 - Leveraging the Power of LMS and CRM Integration
  46. 46. QUESTIONS?
  47. 47. DEMO

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