The Best Training Strategy for New SaaS Users

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Is your service the simplest to onboard EVER? Maybe. Your SaaS users will still need some basic training to help them master a few basic skills to get started. Get your training strategy together before you start onboarding SaaS users.

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The Best Training Strategy for New SaaS Users

  1. 1. The Best Training Strategy for New SaaS Users by iridize
  2. 2. iridize.com Forming a good SaaS training strategy prior to implementation is a critical part of user adoption.
  3. 3. iridize.com Even the SaaS platform with the most intuitive UI requires some familiarizing for successful employee onboarding.
  4. 4. iridize.com Your employee training program should employ a combination of: • Training videos • Hands-on walkthrough guides • Presentations • Instructor led classes • Remote sharing tools. Some methods to focus on:
  5. 5. iridize.com Walkthrough Guides
  6. 6. iridize.com Hands-on walkthrough guides walk your users through a workflow, step-by-step. Boost your onboarding efforts by adding Mini-Conversion goals and measuring walkthroughs’ success. Ask us how. Img source: luigi diamanti @ FreeDigitalPhotos.com
  7. 7. iridize.com How it works: • Personalized walkthroughs can be tailored to individual users or user groups • Users can activate and pause the guide at their convenience • The guides can be formatted and customized to contain videos, images and more.
  8. 8. iridize.com Video Training
  9. 9. iridize.com Seeing the new system in action before first login can be helpful.
  10. 10. iridize.com While videos are less interactive, they provide the benefit of a live presentation of features and workflows.
  11. 11. iridize.com Desktop Sharing Tools
  12. 12. iridize.com Today’s desktop sharing applications allow quick and easy remote screen- sharing and collaboration.
  13. 13. iridize.com Benefits: • Reduced expenses on training • No need to travel, sessions can be broken down into less hours at a time • Advantages of personal, one-on-one full attention to trainee • Sharing can go both ways, giving trainee a chance to practice as part of the training
  14. 14. iridize.com Utilizing a combination of SaaS training methods including walkthrough guides, desktop sharing tools, and video training provides a good onboarding experience and ensures employees receive the knowledge they need to be successful with the new platform.
  15. 15. iridize.com Ask us more about iridize’s onboarding solutions.
  16. 16. Why Iridize Mobile?We Hope That Was Helpful! Learn more about onboarding solutions at iridize.com Or request a demo at contact@iridize.com iridize.com

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