Use ScreenSteps to create custom CRM Onboarding aids that employees can use during (and after) training
When small and midsize businesses move to cloud systems such as Salesforce, Dynamics, Netsuite, PMWeb, or an ERP, there is a lot of customizing. Which means that the generic training slides and product documentation won't be very helpful to your employees.
You need CRM Onboarding material that teaches your employees how to use your system using your processes. With ScreenSteps, you can create custom training documentation in a fraction of the time it would normally take with Word, PowerPoint, or InDesign.
Create custom training materials with the ScreenSteps desktop editor. It includes screen capture, image annotation, text editing, and dozens of other options to make content creation a piece of cake. No other training system gives you the authoring tools that ScreenSteps does.
Recruit your subject matter experts (SMEs) to help you create training docs. ScreenSteps makes it easy to collaborate with your team and with other departments. You can easily roll back to previous revisions, add notes, and control who can publish content.
The #1 complaint employees have about training is that once it is over, they go back to their desk and cannot remember what they just "learned" for 8 hours.
That also happens to be the #1 frustration trainers have about employees.
With ScreenSteps, that doesn't have to be the case. Use the Chrome browser extension to push your training aids right inside the software you are training users on. If you are training employees on Salesforce, push your Opportunities training aids and SOPs so that they appear in the Opportunities object. During your training, employees can easily pull up your aids and practice using them.
Employees will be more engaged during training. And they will know where to go for help after training is over.
If you are about to implement new cloud technology in your business, use ScreenSteps to boost your instructor-led training so employees walk away confident they can use your new software.