Solutions | Employee Onboarding
Employee Onboarding
Organisations should not under-estimate the importance of employee onboarding...
Onboarding is a prime opportunity for employers to win the hearts and minds of new employees. It is a magic moment when new employees decide to stay engaged or become disengaged. It offers an imprinting window when you can make an impression that stays with new employees for the duration of their careers.
Instead of using the experience as an opportunity to connect emotionally with new hires, most organisations squander those precious moments. A new starter will be new to the workforce and unclear about what to expect and what is expected of them. Rather than setting new employees up for success, organisations with poor onboarding processes are setting the stage for either an early exit, or encouraging poor communication, confusing compliance and low digital adoption.
According to onboarding experience statistics, as much as 20% of staff turnover occurs within the first 45 days of employment
Source: Urban Bound
How To Get Employee Salesforce Onboarding Right First Time
Improved Apps Guide
Salesforce Onboarding - Is there a better way to induct and train new employees?
Every Salesforce environment is different. It reflects the organisation that owns it and the individuals and teams who configured it. If the new employee has had previous experience of Salesforce, the language used by organisations within their environment can cause confusion from day one:
- Different terms are used to describe the same real-world things or more abstract concepts
- Pages they may vaguely recognise contain fields they don’t, and pages may be laid out in radically different ways;
- And the actual purpose of Salesforce can be radically different for each organisation, with different scope, names, ‘objects’, ‘workflows’, processes… the list goes on.
Many new starters are likely to have never used Salesforce before. Maybe they’ve only used competitor’s products, or perhaps never even used a web-based customer database before.
Salesforce onboarding can be a tricky process to navigate for employers as well as employees, but it doesn’t have to be this way.
Improved Apps offers smart, effective Employee Onboarding of Salesforce for long-lasting compliance and adoption
With Improved Apps, your new employees will see your Salesforce environment has been tuned to help them succeed and be productive from the start. They can access useful and relevant help and training content directly from your pages, including:
- Definitions, key concepts, language, processes & procedures.
- Bite-sized chunks: ‘golden nuggets’ of help, relevant to the employeee & focused on the task-in-hand, with links to related information;
- Content takes various forms – not just boring plain text: Rich-text formatting helps key concepts and terms to stand out; Images illustrate key points, provide context and reinforce learning; Linked key videos set the scene, show process steps in order, with helpful voice-overs.
- Interactive guides & reading lists – to learn quickly or jog your memory.
- It’s all interesting, engaging and helpful.
Very quickly new employees will realise Salesforce onboarding is not static. Help and training content can change based on data in the record they are viewing. For example, maybe they choose a specific competitor against an opportunity, in this case, competitor-specific content is provided, with essential selling points against that competitor, to help them with customer conversations.
What’s more, it also includes the business’s expectations of the employee in key areas, such as data quality and timeliness. This effectively eliminates employees having to learn from personal mistakes, as they can do the right things and do things right the first time.
And, this same content is also available via their mobile and tablet devices, allowing them to learn and manage their critical information and tasks whilst in the field.
User-sentiment will be high from the very first day of onboarding – Now that’s #ImprovedHelp for Salesforce.
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