User training, change management, and support are critical elements to the success of any SaaS initiative. Different than other business systems, SaaS users often have not had access to enterprise applications the way other employees have, and are not used to changing their processes to incorporate technology. Accordingly, a training strategy to empower users on proper usage of SaaS applications, as well as their responsibilities, is necessary at all levels of the organization. This is why a well-planned and implemented training strategy is critical for a successful SaaS deployment.
Training should not be an afterthought with SaaS implementations. The human factor in SaaS dictates that budget allocated for training should reflect its importance in the overall SaaS deployment strategy. After all, it is less expensive and easier to invest in properly training employees at the beginning of a deployment, versus re-training system users after they have developed bad habits or experienced the frustration of figuring it out on their own. Additionally, deploying a SaaS project without training end users early on can generate significant resistance to the new system, reducing its ROI. There is a better way, and we can show it to you.
Forceworks delivers custom tailored on-site “Boot Camp” implementation training specially designed for Microsoft Dynamics CRM, Salesforce.com, and Microsoft Office 365. All of our boot camp offerings are led by certified Microsoft and Salesforce application professionals that have extensive real world experience in performing implementations and training services.
Objectives:
The objectives of the boot camp implementation approach are:
- Deliver a cost effective baseline configuration that incorporates best practices to address marketing, sales, and service management functions.
- Train key designated system administrators on how to install, manage, set up, and configure the application.
- Establish baseline user procedures for your company’s initial use.
- Provide end user training to pilot group users within the organization that incorporates functional as well as business process related aspects.
- Provide strategic insight and guidance on how to ensure that the roll out is successful and that the return on your investment is positive.
Components:
During the Boot Camp Implementation and Training project we will guide you in performing the actual installation and configuration of the application with the simultaneous benefit of setting up and configuring it for your company’s specific business requirements. This process will consist of:
- Installation and setup of Outlook Client components.
- 1 day of on-site business requirements definition and functionality mapping and design.
- 1 ½ days of on-site system configuration and training.
- Data migration of accounts and contacts from your legacy system;
- 1 day of end user training.
- Delivery of a customized Quick Study Guide produced specifically for your company’s expected use of the application.
CRM Boot Camp Training Cost and Registration:
The scope and cost of the Boot Camp Implementation and Training project can vary depending on the specific requirements of the business. If you are interested in having us conduct a CRM Boot Camp Implementation and Training for your business, please contact us and we will help tailor a course that is best suited for your needs.
